2016 EDITION RETIREMENT LAW BOOK

The 2016 edition of the Retirement Law Book contains the following:

• StateofCaliforniaCountyClassification(GovernmentCodeSection28020)• CountyEmployeesRetirementLawof1937(CERL)• CaliforniaPublicEmployees'PensionReformActof2013(PEPRA)• OtherGovernmentCodeSectionsApplicabletoCERLSystems

Foryourconvenience,eachsectionincludesalistoflegislativeupdates,atableofcontents,andanindex.

ThislawbookhasbeenpreparedbytheLosAngelesCountyEmployeesRetirementAssociation(LACERA)fortheStateAssociationofCountyRetirementSystems(SACRS).Althougheveryefforthasbeenmadetoensurethatthislawbookisproducedwithouterror,LACERAmakesnoclaimsastotheaccuracyorcompletenessoftheinformationpresentedherein.ThispublicationwasnotpreparedbypersonslicensedinCaliforniatopracticelaw.Itisnotasubstitutefortheofficialpublicationsofthelawspresentedhereinortheadviceofanattorney.

Someprovisionsofthe1937Actdonotapplyineverycounty;consultyourcounty'sretirementsystemforapplicableprovisions.

StateAssociationofCountyRetirementSystems(SACRS)1415LStreet,Suite1000Sacramento,CA95814

Phone:(916)441-1850Fax:(916)441-6178Email:sacrs@sacrs.orgWebsite:www.sacrs.org

The2016editionoftheRetirementLawBookisavailableatlacera.com.

A

STATE OF CALIFORNIACOUNTY CLASSIFICATION

ThecountiesoftheStateofCaliforniaareclassifiedaccordingtotheirpopulation(GovernmentCodeSection28020).

CountymembersoftheStateAssociationofCountyRetirementSystemshavethefollowing classes:

CLASS COUNTY1st LosAngeles

2nd Orange

3rd SanDiego

4th Alameda

7th SanBernardino

8th Sacramento

9th ContraCosta

10th SanMateo

12th Fresno

13th Ventura

14th Kern

15th SanJoaquin

16th SantaBarbara

18th Marin

19th Sonoma

20th Stanislaus

21st Tulare

25th Merced

32nd Imperial

34th Mendocino

B

Insert C

ER

L Tab H

ere

C

D

2016EDITION COUNTY EMPLOYEES

RETIREMENT LAW OF 1937

GOVERNMENTCODE Title3,Division4,Part3,Chapter3and3.9

ExcerptsfromSections31450-31899.10

The2016editionoftheCountyEmployeesRetirementLawof1937(CERL)containsalladditionsandamendmentsmadebythelegislaturein2015.Additionsandamendmentsareidentifiedbyaverticallinealongtheoutsidemarginonaffectedpages.

• LegislativeUpdates• TableofContents• Index• AllCERLsectionslistedbyarticle

E

F

Article/Section Added/Amended Bill Effective Date Page

Article 1 General

31468 Amended AB1291 01/01/2016 16

Article 3 Retirement Board

31520.13 Added AB663 01/01/2016 105

31522.10 Added AB1291 01/01/2016 113

Article 4 Membership

31557.3 Amended AB1291 01/01/2016 125

Article 5 Financial Provisions

31580.2 Amended AB1291 01/01/2016 131

Article 7 Service

31657 Amended AB868 01/01/2016 182

Article 11 Optional Retirement

Allowances

31760 Amended AB992 01/01/2016 281

2016EditionCounty Employees Retirement Law Legislative Updates

Legislation enacted in 2015 added or amended the following sections of the County Employees Retirement Law of 1937. These additions and amendments became effective as of January 1, 2016.

G

H

2016Edition TABLE OF CONTENTS

Part 3 of Division 4 of Title 3 Chapter 3. County Employees Retirement Law of 1937

Article Page

1. General.Secs.31450-31485.22............................................................... 1 1.4 AlternativePlanforCountiesofthe16thClass(SantaBarbara). Secs.31486-31486.12............................................................................. 46 1.5 AlternativePlanforCountieswithPopulationinExcessof SixMillion(LosAngeles).Secs.31487-31495.6................................ 53 1.6 AlternativePlanforCountiesofthe10thClass(SanMateo). Secs.31496-31498.7…………………………………………………... 73 1.7 AlternativePlanforCountiesofthe25thClass(Merced). Secs.31499-31499.9………………………………………………....... 78 1.8 AlternativeOptional,Integrated,NoncontributoryPlanfor Countiesofthe20thClass.Secs.31499.10-31499.19…………….... 84 2. EstablishmentofSystem.Secs.31500-31509.................................... 90 2.1 AdditionalPlanforCountiesoftheFirstClass(LosAngeles). Secs.31510-31510.4…………………………………………………... 92 2.6 AlternativePlanforCountiesofthe13thClass(Ventura). Secs.31511-31511.11............................................................................. 95 2.7 GeneralLimitations.Secs.31515-31517.......................................... 101 3. RetirementBoard.Secs.31520-31543.............................................. 103 4. Membership.Secs.31550-31567....................................................... 122 5. FinancialProvisions.Secs.31580-31607.......................................... 131 5.5 AlternativeFinancialProvisions.Secs.31610-31619………......... 144 6. Members'Contributions.Secs.31620-31631.5............................... 147 6.8 SafetyMembers'Contributions.Secs.31639-31639.95………...... 156 7. Service.Secs.31640-31658………………………………………..... 161 7.5 RetirementofSafetyMembersforService. Secs.31662-31664.65........................................................................... 184 8. RetirementforService.Secs.31670-31683...................................... 194 8.4 CommunityProperty.Secs.31685-31685.96................................... 236 8.5 GroupInsurance.Secs.31691-31693................................................ 240 8.6 Post-EmploymentBenefits.Secs.31694-31694.6............................ 242 8.7 ExtensionofSafetyMemberProvisions. Secs.31695.1-31695.3.......................................................................... 246 8.8 Long-TermCareGroupInsurance. Secs.31696.1-31696.5.......................................................................... 246 8.9 VisionCare.Secs.31698-31698.5...................................................... 248 8.10 PostemploymentHealthBenefits:SanBernardino CountyAlternativeFund.Secs.31699.1-31699.10......................... 249 8.11 DentalCare.Secs.31699.20-31699.25............................................... 253 9. DeferredRetirement.Secs.31700-31706......................................... 254 10. DisabilityRetirement.Secs.31720-31755.3..................................... 256

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11. OptionalRetirementAllowances.Secs.31760-31768.................... 281 11.5 DeferredRetirementOptionProgram.Secs.31770-31779.3........ 292 12. DeathBenefit.Secs.31780-31792...................................................... 303 13. IntegrationwithOldAgeandSurvivorsInsurance. Secs.31800-31817................................................................................ 317 14. Subrogation.Secs.31820-31823........................................................ 329 15. ReciprocalBenefits.Secs.31830-31840.8......................................... 330 15.5 Survivors'Allowances.Secs.31841-31852...................................... 341 15.6 Survivors'Allowances.Secs.31855-31855.12................................. 344 16. AlternateSurvivors'Allowances. Secs.31861-31869................................................................................ 347 16.5 Cost-of-LivingAdjustment.Secs.31870-31874.6........................... 348 16.6 RetrospectiveCost-of-LivingAdjustment. Secs.31875-31879.2............................................................................. 357 17. IntegrationwithFederalOldAge,Survivors,and DisabilityInsurance.Secs.31880-31894.......................................... 359 17.5 TerminationofSocialSecurityinCountieswithaPopulation Exceeding6,000,000.Secs.31894.1-31894.3.................................... 361 18. AdjustmenttoFitOtherAllowances. Secs.31895-31898................................................................................ 361

Chapter 3.9. Internal Revenue Code County Compliance and Replacement Benefits Program

Secs.31899-31899.10........................................................................... 363

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2016EditionCounty Employees Retirement Law

INDEX

AAct,1937,adoptionofprovisions Ingeneral................................................................................................................... 31500–31502Actuarialassumptions............................................................................................................. 31454.1Actuarialequivalent.................................................................................................... 31456,31760.5Actuarialimpact.......................................................................................................................... 31516Actuarialvaluation..........................................................................................................31453,31611Additionalcontributions.................................................................. 31465,31627,31639.7,31639.8Additionalplan*........................................................................................................... 31510–31510.4Additionalretirementcredit(ARC)......................................................... 31486.35,31490.6,31658Adjustmenttofitotherallowances.............................................................................. 31895–31898Administrationofsystem Boardmaycontractwiththirdparty.............................................................................. 31522.6Administrationofsystem,costof County,paymentby............................................................................................................. 31580 Computerproductsandsupportservices...................................................................... 31580.2 District,paymentby.......................................................................................................... 31580.1 Retirementfund,paymentfrom....................................................................... 31580.2,31580.3Administrator,boardmayappoint.......................................................... 31522.2,31522.5,31522.7Affidavits(seeSwornstatements)Ageofmember Determinationbyboard....................................................................................................... 31531 Entryafterdeferredretirement......................................................................... 31831.1,31831.2 Estimateof............................................................................................................................. 31531 Normalretirementage................................................................................... 31485.21,31485.22 Swornstatementofmember............................................................................................... 31526 Underreciprocalbenefits......................................................................................... 31833–31834AlamedaCounty ApplicationofSection31835.......................................................................................... 31835.02 Authoritytoprovidedifferentbenefitsforsafetymembers......................................31485.11 Eligibilityforretirementbenefits..................................................................................... 31552.4 Pensioncalculationforsafetymembers....................................................................... 31485.16 Terminationofcertainadditionalbenefits..................................................................... 31484.8Alcoholicliquor,denialofpensionbecauseofuseof............................................................ 31728Allowance(seeCalculationofretirementallowances)Allowanceincreases(seeIncreasesofretirementallowances)Alternatemember.................................................................................................................... 31520.1Alternateretiredmember....................................................................................................... 31520.5Alternativeplans*..........................................................................31486–31499.19,31511–31511.11Amendments,existingrightsnotabrogatedby..................................................................... 31481Annualbudget(seeBudget)Annualfinancialstatement............................................................................................ 31597–31598Annuity Amountof.............................................................................................................................. 31674*ProvisionsofthisplanarenotreferencedintheIndex.

iii

Certificates............................................................................................................................. 31526 Defined................................................................................................................................... 31457Applicationfor Disabilityretirement................................................................................................. 31721,31722 Serviceretirement Electiveofficers............................................................................................................ 31672.2 Generalmembers............................................................................ 31485.22,31672,31672.1 Safetymembers........................................................................ 31485.22,31663.25,31663.26Appropriations Additionalbecauseofuseoffixedformula Bycounty...................................................................................................................... 31454.5 Bydistrict...................................................................................................................... 31454.6 Additionaltomeetrequirementsofsupersededsystem................................................ 31507 Adjustmentaccordingtoactuarialvaluation....................................................... 31453,31454 Applicationof........................................................................................................................ 31587 Auditor’stransferfrom......................................................................................... 31582,31582.1 CountyBoardofSupervisors.......................................................... 31556,31580,31581,31584 Countyschoolservicefund.............................................................................................. 31585.1 Courts..................................................................................................................................... 31556 Districts.................................................................................................... 31564.5,31585,31627.6 Obligationofcountyordistrict.......................................................................................... 31586 Supersededsystem............................................................................................................... 31507Assets AdministrationbyBoardofRetirement............................................................................ 31508 Deferredyieldadjustmentaccount................................................................................. 31588.1 Maybepledgedassecurityforloanrepayment.............................................................. 31603 Supersededsystem....................................................................................... 31505,31507,31508 Surplus(seeExcessinterest/earnings)Assignment/attachment(seeExecution,retirementallowances,etc.,notsubjectto)Assistantadministrators........................................................................... 31522.3–31522.5,31522.7Assumptionbycounty(seeTransfers)Attorneyforboard(seeBoardofInvestments:Advisedby;BoardofRetirement: Advisedby)............................................................................................................. 31529,31529.9Attorneysinprivatepractice(seeBoardofRetirement:Advisedby)Attorney’sfees,reversalbySuperiorCourt............................................................................ 31536Auditor Accountingoftransfersorpayments................................................................................. 31589 Annualaudit.......................................................................................................................... 31593 Certificationofcompensationearnable.............................................................. 31582,31582.1 Shalltransferfundsifsupervisorsdonotmakeappropriations................................... 31584 Trustfundaccount,shallopenonbooks........................................................................... 31588

BBankruptcy(seealsoExecution,retirementallowances,etc.notsubjectto)...................... 31452Beneficiary Cannotbefound................................................................................................................... 31783 Ex-spousemaydesignate.................................................................................. 31458.3,31458.4 Failuretodesignate........................................................................................................... 31458.2 Minorchildren.................................................................................................................... 31760.1 Optionalsettlement........................................................................................................... 31760.8 Paymentto......................................................................................................... 31486.36,31490.7

iv

Payrolldeductions............................................................................................................. 31452.5 Revocationofdesignation................................................................................................... 31782Benefitincreasesordifferentretirementbenefits..... 31485.9–31485.12,31515.5,31516,31592.5Benefitlimits.................................................................................................................... 31515,31517Benefitnotificationtoorganizationofretiredcountyor districtemployees.............................................................................................................. 31520.5Benefitnotificationtospouse................................................................................................. 31760.3Benefits(seeBurialexpenses;Deathbenefit;Disabilityretirement;Serviceretirement; Survivorshipbenefits) Distribution…………….………………………………................................. 31485.14,31485.15 Increasesordifferentretirementbenefits............ 31485.9–31485.12,31515.5,31516,31592.5 Limits……………….................................................................................................. 31515,31517 Notificationtoorganizationofretiredcountyordistrictemployees......................... 31520.5 Notificationtospouse....................................................................................................... 31760.3Blood-borneinfectiousdisease.............................................................................................. 31720.7BoardofInvestments Advisedby……………………………………………………………………………….. 31529.9 Appointmentofmembersto............................................................................................ 31520.2 Contractwiththirdparty.................................................................................................. 31522.6 Controlofinvestments.......................................................................................... 31595,31595.1 Definitionof............................................................................................................ 31459,31459.1 Dutiesofelectedmembers.................................................................................................. 31522 Education............................................................................................................................ 31522.8 Electionofmembersto...................................................................................................... 31520.2 Establishmentof................................................................................................................. 31520.2 Loan,mayobtain.................................................................................................................. 31603 Marketingofinvestmentproducts..................................................................................... 31528 Personnel,appointmentof................................................................................ 31522.1,31522.2 Saleofsecurities.................................................................................................................... 31596 Unanimousvoterequiredonrealproperty................................................................... 31601.1 Vacancy................................................................................................................................ 31523.1Board of Retirement Ingeneral................................................................................................................... 31520–31538 Accountingoftransactions.................................................................................................. 31589 Administration,partofofficialduties............................................................................... 31522 Administrationofassets...................................................................................................... 31508 Advisedby Attorneysinprivatepractice....................................... 31529.1,31529.5,31529.6,31529.9, ............................................................................................................. 31607,31614,31732 Countycounsel............................................................................................................... 31529 Districtattorney.............................................................................................................. 31529 Healthofficer................................................................................................................... 31530 Alternatemember............................................................................................. 31520.1,31520.12 Alternateretiredmember................................................................................................. 31520.5 Annualfinancialstatement.................................................................................. 31597,31597.1 Appointmentofmembersto.....................................31520–31520.11,31520.3,31520.5,31523 Attorney,attorneyfees................................................................................. 31536,31607,31732 Auditandreport....................................................................................................... 31543,31593 Compensationofmembers...................................................................... 31521–31521.3,31542 Contractwiththirdparty.................................................................................................. 31522.6 Correctanycalculationerror............................................................................................... 31539

v

Determinationofassetsnecessarytosupersededsystems............................................. 31507 Disabilitydeterminedbyboard.......................................................................................... 31725 Dutiesofelectedmembers.................................................................................................. 31522 Education............................................................................................................................ 31522.8 Electionofmembersto............................................... 31520,31520.1,31520.3,31520.5,31523 Hearings..................................................................................................................... 31533,31534 Incompatibleinterestofmembers...................................................................................... 31528 Investigatoryservicefor...................................................................................................... 31732 Investmentauthority............................................................................................. 31594–31595.1 Loan,mayobtain.................................................................................................................. 31603 Managementofsystem........................................................................................................ 31520 MarketingofInvestmentProducts..................................................................................... 31528 Medicaladvice.......................................................................................................... 31530,31732 Oaths,membersmayadminister........................................................................................ 31535 Personnel,appointmentof................................................................................ 31522.1–31522.3 Providenotificationtoorganizationrebenefitchanges............................................... 31592.5 Recordsofcontributions...................................................................................................... 31599 Referee,appointmentandhearingby................................................................... 31533,31534 Refundofcontributions........................................................................................... 31628,31629 Regulationsby,adoptionof..................................................................................... 31525–31527 Retiredmemberasmemberofboard,compensationof................................................. 31680 Retired(retiree)organization,qualified......................................................................... 31520.5 Separationfromservicevacatesoffice............................................................................... 31524 Subpoenas............................................................................................................... 31535,31535.1 Vacancy....................................................................................................................... 31523,31524 Workers’compensation..................................................................................................... 31520.4BoardofSupervisors Adoptionofsystemby......................................................................................................... 31501 Agreementtopaymembercontributions....................................................... 31581.1,31581.2 Appropriations.......................................................................................................... 31556,31588 Approvalofpermissivemeasuresrequiring Increaseinallowance........................................................ 31681.2,31681.4,31739,31739.2 Publicservice.............................................................................................................. 31641.95 Approvalofregulations....................................................................................................... 31525 Board of Retirement Appointmentofmembers............................................................................................. 31520 Compensationofmembers............................................................................ 31521–31521.3 Establishmentofsystem...................................................................................................... 31500 IntegrationwithOld-AgeandSurvivors’Insurance........................................... 31800–31814 Interest,adjustmentofratesby........................................................................................... 31454 Ordinanceadoptingsystem................................................................................................ 31500 Publicservice,adoptionof............................................................................................. 31641.95 Terminationofbenefits........................................................................................................ 31483Bond trades............................................................................................................................... 31589.1Bonusesforsystememployees.............................................................................................. 31482.5Budget AppropriationbyBoardofSupervisors............................................................................ 31580 Chargedagainstearningsofretirementfund................................................. 31580.2,31580.3Burialexpenses Afterretirement.......................................................................................... 31783,31789–31789.2

vi

Before retirement................................................................................................................... 31790Bylaws(seeRegulations)

CCalculationofretirementallowances AdjustmentbyBoardofRetirement…………………..……………………….... 31538,31539 Annualcompensationlimit................................................................................................. 31671 Combinedmiscellaneousandsafetymemberallowance.......................................... 31664.65 Deductionforpaymentsauthorizedbymember……………..………............ 31452.5,31760 Disabilityretirementallowance,nonservice-connected Generalandsafetymembers............................................................. 31760,31726,31727.7 Generalmembers.............................................................................. 31727–31727.1,31727.3 Safetymembers............................................................................................. 31726.5,31727.2 Disabilityretirementallowance,service-connected Generalandsafetymembers........................................... 31727.4,31727.5,31727.6,31760 IntegrationwithSocialSecurity.............................................................................. 31800–31817 Serviceretirementallowance Generalmembers............................................... 31676.01–31676.19,31678–31678.2,31752 Safetymembers................................................................................. 31664,31664.1,31664.2CaliforniaPublicEmployees'PensionReformActof2013.... 31452.6,31461.6–31462.1,31462.2, ........................ 31552.4,31620.5,31672.3,31678.3,31678.31,31680–31680.3,31685.01Cancer,presumptionof........................................................................................................... 31720.6Changesofposition Safetytogeneral.................................................................................................................... 31560 Statetocountyservice(seeTransfers)Chiefdeputylegalofficers....................................................................................... 31522.4,31522.5ChiefInvestmentOfficer........................................................................... 31522.3–31522.5,31522.7Chieflegalofficers..................................................................................................... 31522.4,31522.5Children’sbenefits(seeSurvivorshipbenefits;Deathbenefits)Cityattorney Definition............................................................................................................................ 31469.2 Commissioners Superiorcourt........................................................................................................................ 31554Communications Board assistance................................................................................................................. 31592.6Communityproperty................................................................................. 31458.3,31685–31685.96Compensation Auditofcountyordistrict................................................................................................... 31543 Auditor’scertificationof....................................................................................... 31582,31582.1 Boardmembers......................................................................................................... 31521–31522 Defined................................................................................................................................... 31460 Legalservices........................................................................................... 31529.1–31529.9,31614 Limit ..................................................................................................................................... 31671 Paidtoenhancemember'sretirementbenefit.................................................................. 31542 Reportingof........................................................................................................................ 31542.5Compensationearnable Asmemberinreciprocalsystem......................................................... 31461.3,31835,31835.01 Deathbenefit,infiguring..................................................................................................... 31781

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Defined..................................................................... 31461–31461.2,31461.4,31461.45,31461.6Compulsoryretirement(seeMandatoryretirement)Confidential,swornstatementsandrecordsare.................................................................... 31532Constables Peaceofficer........................................................................................................................ 31469.1 Safetymember....................................................................................................................... 31470 Transfer,districtwithdrawingfromsystem..................................................................... 31564Consumers’PriceIndex.................................................... 31870–31870.3,31874.1,31874.3,31877Continuityofservice.................................................................................................................. 31642ContraCostaCounty Additionalbenefits............................................................................................................... 31683 Alternativetermsofoffice...............................................................................................31520.11 BargainingUnitsofSafety................................................................................................ 31484.9 BoardofRetirement,AlternateMembers..................................................................... 31520.12 Burialexpenses................................................................................................................. 31789.01 Combinedbenefit............................................................................................................. 31781.31 Continuanceofallowance...............................................................................................31760.11 Contributionsandbenefits.............................................................................. 31639.9,31639.95 Cost-of-living Contributions............................................................................................................... 31873.1 Increase.......................................................................................................................... 31870.3 Deathbenefit..................................................................................................................... 31781.01 Deathbenefitifreciprocal............................................................................................... 31840.01 Deferredretirementallowance........................................................................................... 31703 Disabilityretirementeligibilityunderreciprocity........................................................ 31837.1 Disabilityretirementpension......................................................................................... 31727.01 InapplicabilityofArticle13................................................................................................. 31817 Normalratesofcontribution............................................................................................ 31621.7 Paymentofcontributions.................................................................................................... 31630 Permanentincapacity........................................................................................................ 31720.1 Personnel,appointmentof……………………………….………………………………31522.9 Post-retirementservice...................................................................................................... 31680.3 Retirementadministrator,appointmentof………………………………………..……31522.9 Retirement allowance........................................................................................................... 31752 Sickleavecredit................................................................................................................ 31641.01 Spousalelectionofretirementallowance......................................................................31765.11 Tier two................................................................................................................................... 31751 Tier three................................................................................................................. 31755–31755.3 Willfulmisconduct............................................................................................................ 31728.1Contractors,noteligibleformembership................................................................................ 31561Contractsforlegalservices..................................................................................................... 31529.5Contributions Countyordistrict Additionalbecauseoffixedformula......................................................... 31454.5,31454.6 Adjustmentof....................................................................................... 31454,31540,31581.1 Applicationof................................................................................................................. 31587 Normal........................................................................................................... 31453.5,31581.2 Payments,monthlyoradvance.................................................................................... 31582 Rate of............................................................................................................................... 31581 IntegrationwithSocialSecurity.............................................................................. 31800–31817

viii

Intereston.............................................................................................................................. 31591 Members Additional Fixedformula......................................................................................................... 31676.6 Makingof....................................................................................................... 31627,31631 Refundof................................................................................................. 31627.1,31627.2 Adjustmentofrates........................................................................................................ 31454 Deductionfromwarrants............................................................................... 31625,31625.1 Endatthirtyyears.......................................................... 31625.2,31625.3,31836.1,31836.2 Militaryservice,forthosein................................................ 31641.97,31649–31651,31653 Normal Generalmembers......................................................................................... 31620–31630 Safetymembers............................................... 31620.5,31639–31639.9,31657,31664.4 Partofsalariesandwages,are...................................................................................... 31626 Paymentbycounty........................................... 31581.1,31581.2,31630,31639.85,31639.9 Paymentofemployer’scontributions...................................................................... 31639.9 Priorservice,for........................................................................... 31641.5,31641.56,31641.8 Publicservice,for............................................................... 31641,31641.9,31641.96,31657 Rates Actuarialvaluationasbasisfor.............................................................................. 31453 Adjustmentof................................................................................ 31454,31631,31631.5 Basedonnearestageatentry.................................................................. 31620,31639.1 Basedonnoticeofredeposit................................................................................ 31831.3 Basisofcomputation(miscellaneous)....................................................... 31621–31623 Basisofcomputation(safety).................................................. 31639,31639.25–31639.5 Onre-entryintoserviceonterminationofdisability.......................................... 31733 Singlerateforallmembers................................................................31621.11,31639.26 Recordsofcontributions................................................................................................ 31599 Redepositof........................................................................ 31652,31652.1,31831.1–31831.3 Refundof Boardmaywithhold................................................................................................ 31628 Escheatonfailuretoapplyfor................................................................................ 31629 Oncancellationofdeferredstatus......................................................................... 31701 Oncancellationofdisabilityallowance................................................................ 31737 Ondeath............................................................ 31486.36,31490.7,31628,31702,31781 Ontransferofmembershipto StateTeachers’RetirementSystem.................................................................. 31565 Onwithdrawalfromsystembydistrict................................................................ 31564 Specialcontributionstosupersededsystem........................................................ 31509 Withdrawalcharge....................................................................................... 31527,31628 Righttoleaveondeposit............................................................................................ 31629.5Cost-of-livingadjustment Accumulationadjustment……………………………..…………………………………31870.4 Additional............................................................................................. 31681.8,31739.5,31874.5 Adjustmentbyboardofretirement…………………..………………………….. 31538,31539 Prospective.............................................................................................................. 31870–31874.4 Retrospective.......................................................................................................... 31875,31879.2Countyadvancereserves............................................................................................ 31588,31592.2Countycounseladvisesboard.................................................................................................. 31529CountyEmployeesRetirementLaw............................................................................ 31450,31451

ix

Countyhealthofficeradvisesboard........................................................................................ 31530Countyschoolservicefund,employeepaidfrom................................... 31469,31565.5,31585.1Countyservicepriortomembership,creditfor.................................................................. 31641.5 Notamemberduringsuchservice................................................................................. 31470.7CountySupervisors’AssociationofCalifornia Adoptionofsystem.............................................................................................................. 31502 Compensationofemployees............................................................................................... 31460 Eligibleformembership.......................................................................................... 31468,31469Courtattachés………………………………………………………………………...... 31554,31556Courtserviceofficers............................................................................................................... 31470.2Currentservicepension............................................................................................................. 31675Creditunions,deductionsfor................................................................................................ 31452.5

DDeathbenefits(seeSurvivorshipbenefits) Ingeneral................................................................................................................... 31780–31792 Basicdeathbenefit................................................................................................................ 31781 Beneficiary Cannotbefound............................................................................................................. 31783 Revocationofdesignation............................................................................................. 31782 Burialexpenses....................................................................................................... 31789–31789.5 Calculationof(seeSurvivorshipbenefits) Combinedbenefit.............................................................................................. 31781.3,31781.31 Deferred............................................................................................................................... 31781.2 Domesticpartners.............................................................................................................. 31780.2 Funeralexpenses................................................................................................................... 31783 Installmentpayments........................................................................................................... 31784 Liabilityfor............................................................................................................................ 31780 Optionaldeathallowance....................................................31781.1,31781.11,31787,31787.65 Specialdeathbenefit........................................................................................... 31787.5,31787.6Deductions(seeContributions) Retirementwarrants,from............................................................................................... 31452.5Deferredcompensationplan...................................................................................... 31482,31482.5Deferredretirement Ingeneral....................................................................................................... 31700–31706,31831 Agerequirements.................................................................................................................. 31706 Allowance.............................................................................................................................. 31703 Calculationofbenefit........................................................................................................... 31705 Contributions Intereston............................................................................................................ 31591,31700 Refundincaseofdeath.................................................................................................. 31702 Withdrawalof..................................................................................................... 31701,31831 Creditforservicewhileondeferredstatus.................................................................. 31641.56 Deemedtohaveelected........................................................................................... 31700,31706 Electionofoption2,3,or4.................................................................................................. 31704 Electiontotake....................................................................................................... 31700,31831.1 Eligibilityfor,afterredepositofcontributions............................................... 31831.1,31831.2 Failuretoapply......................................................................................................... 31700,31706 PublicEmployees’RetirementSystem................................................... 31700,31701,31831.1 Rescission of election............................................................................................................ 31701

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Shallcommencepayingallowance.................................................................................... 31706 Toacceptjudicialappointment........................................................................................ 31700.5DeferredRetirementOptionProgram(DROP)*...................................................... 31770–31779.3Deficit Additionalappropriation................................................................................................. 31454.5Definedcontributionplans..................................................................................................... 31485.5Definitions Ingeneral............................................................................................................................... 31455 Accumulatedadditionalcontributions………………………………………………...... 31466 Accumulatednormalcontributions……………………………………………………... 31464 Actuarialequivalent............................................................................................................. 31456 Actuarialrate......................................................................................................................... 31612 Actuary................................................................................................................................... 31516 Annuity.................................................................................................................................. 31457 Beneficiary.............................................................................................................................. 31458 Board .......................................................................................................... 31459,31459.1,31882 Child .................................................................................................................................. 31855.3 Compensation....................................................................................................................... 31460 Earnable............................................................................................. 31461–31461.2,31461.6 Final.................................................................................................... 31462,31462.1,31462.2 Firstearnable................................................................................................................ 31641.3 Contributions Accumulated................................................................................................................... 31467 Accumulatedadditional................................................................................................ 31466 Accumulatednormal..................................................................................................... 31464 Additional........................................................................................................................ 31465 Normal............................................................................................................................. 31463 Countyservice....................................................................................................................... 31640 Currentservicepension....................................................................................................... 31675 District.................................................................................................................................... 31468 Employee............................................................................................................................... 31469 Employeesretirementfund................................................................................................. 31588 Federalagency....................................................................................................................... 31802 Federalsystem....................................................................................................................... 31803 Federal-stateagreement....................................................................................................... 31883 Fireman................................................................................................................................... 31887 Interestatthecurrentrate.............................................................................................. 31641.51 Member................................................................................................................... 31470,31470.1 Netearnings.......................................................................................................................... 31613 Normalcontributions........................................................................................................... 31463 Parent.................................................................................................................................. 31855.4 Peaceofficer,county........................................................................................... 31469.1,31470.1 Pension................................................................................................................................... 31471 Pensionboard........................................................................................................................ 31884 Policeman............................................................................................................................... 31886 Priorservice........................................................................................................................... 31643 Priorservicepension............................................................................................................ 31676 Prosecutors,local................................................................ 31469.2,31470.14,31787.5,31787.6 Publicagency............................................................................................................. 31478,31895 Publicdefenders,local....................................................... 31469.2,31470.14,31787.5,31787.6

*ProvisionsofthisplanarenotreferencedintheIndex.

xi

Publicdefenderinvestigators,local................................. 31469.2,31470.14,31787.5,31787.6 Publicservice.......................................................................................................... 31479–31479.3 Recognizedretireeorganization……………………………………………….……..... 31471.5 Regularinterest..................................................................................... 31472,31472.1,31641.21 Retirement allowance........................................................................................................... 31473 Retirement association......................................................................................................... 31474 Retirementfund.................................................................................................................... 31475 Retirementsystem.................................................................................................... 31476,31885 Safetymember..................................................................................................... 31469.3,31469.4 Salaryfund............................................................................................................................. 31477 Service...................................................................................................................... 31641,31836.1 Service,creditforlessthanfulltime............................................................................... 31640.5 Serviceretirementannuity.................................................................................................. 31674 Totalbenefits....................................................................................................................... 31895.5 Treasurer.............................................................................................................................. 31485.6 Unmarriedchild................................................................................................................. 31780.1Dentalcare............................................................................................... 31452.5,31699.20–31699.25Directdeposit(seeElectronicfundtransfer)Disabilityretirement Generalmembers Ingeneral............................................................................................................. 31720–31755 Actionbyboard.................................................................................................. 31723–31725 Alcoholicliquorordrugs,useof...................................................................... 31726,31728 Allowanceamountafterretirement....................... 31727.6,31738,31739–31739.4,31760 Applicationfor.................................................................................................... 31721,31722 Cancellationof........................................................................................ 31730,31731,31737 Convictionoffelony.................................................................................................... 31728.2 Determinationfor............................................................................................... 31723,31725 Effectivedate................................................................................................................... 31724 Eligibility........................................................................................................... 31720,31720.1 Increaseinallowancesafterretirement............................. 31727.6,31738,31739–31739.4 Judicialreview................................................................................................................ 31725 Medicaladviceindeterminationof,byboard............................................ 31720.3,31732 Medicalexamination Afterretirement........................................................................................................ 31729 Before retirement.......................................................................................... 31723,31724 Notincapacitated..................................................................................................... 31730 Refusaltosubmitto................................................................................................. 31731 Minimumallowance..................................................................................... 31727,31727.01 Misconduct,willful......................................................................................... 31728,31728.1 Nonservice-connected............................ 31725.8,31726,31727–31727.1,31727.3,31727.7 Paymentforserviceafterretirementprohibited,exceptions................................... 31680 Permanentincapacity.......................................................................... 31720,31720.1,31725 Proofofdisability............................................................................................... 31723–31725 Reassignment instead of retirement.......................................................... 31725.5,31725.6 Reentranceintoservice...................................................................................... 31730,31733 Refundofcontributionsoncancellation..................................................................... 31737 Rehabilitation............................................................................................................... 31725.6 Retirement allowance Payablemonthly....................................................................................................... 31600

xii

Pro-ratedforportionofmonth............................................................................... 31600 Service-connected......................................................................................... 31727.4–31727.6 Supplementaryallowance............................................................................................. 31740 Termination..................................................................................................................... 31730 Vocationalevaluation.................................................................................................. 31725.6 Safetymembers (SeealsogeneralprovisionsunderGeneralmembers) Alcoholicliquorordrugs,useof................................................................... 31726.5,31728 Amountof....................................................................................... 31726.5,31727.2,31727.4 Calculationof............................................................................................................... 31727.2 Hearttrouble,presumptionof................................................................................... 31720.5 Nonservice-connected.................................................................................. 31726.5,31727.2 Retroactivedisabilitypayments................................................................................ 31897.6 Service-connected......................................................................................... 31727.4–31727.6Disclosureofcontentsofswornstatement.............................................................................. 31532Dismissal,continuityofservice................................................................................................ 31642Distributions......................................................................................... 31485.14,31485.15,31485.20District Additionalappropriations................................................................................................ 31564.5 Appropriationsby.................................................................................. 31585,31627.6,31648.3 Definition………………………………………………….……………………………….. 31468 Liabilityuponterminationofparticipation................................................................... 31564.2 Membershipofemployeesof............................................................................... 31557,31557.2 Transfersby............................................................................................................................ 31585 Withdrawnfromsystem........................................................................... 31557,31557.1,31564Districtattorney Advisesboard........................................................................................................................ 31529 Definition………………………………………………………………………………… 31469.2Domesticpartners.................................................................................................................... 31780.2Drugs,denialofpensionbecauseofuseof............................................................................. 31728

EElectionofboardmembersandofficers....................................................... 31520,31520.1,31526Electiveofficers Compulsoryretirement..................................................................................................... 31662.8 Creditforfractionalpartofmonth.................................................................................. 31648.6 Electionafterretirement...................................................................................................... 31680 Electiontobecomemember.................................................................................... 31553,31562 Forfeitureofposition............................................................................................................ 31563 PurchaseofServiceCredit................................................................................................ 31640.7 Servicepriortomembership,creditfor.......................................................................... 31648.5 Withdrawalfrommembership........................................................................................... 31553Electronicfundtransfer............................................................................................... 31452.6,31590Eligibility(seeMembership)Employees,appointmentbytheboard.................................................................. 31522.1–31522.3Employeespaidfromcountyschoolservicefund................................... 31469,31565.5,31585.1Employeesretirementfund....................................................................................................... 31588Employment Retirement,after Electionofficer,as........................................................................................................ 31680.1

xiii

Jointagency,by.......................................................................................................... 31680.01 Judge,as,whentemporarilyassigned...................................................................... 31680.1 Juror,as.......................................................................................................................... 31680.1 Member,BoardofInvestments,as............................................................................... 31680 Member,BoardofRetirement,as................................................................................. 31680 Permanentemployment............................................................... 31680.4,31680.5,31680.7 Rewardsforideasorsuggestions................................................................................. 31680 Safety,for....................................................................................................... 31680.8,31680.9 Temporaryemploymentrequiringspecialskillsorknowledge........................................ .................................................................................................... 31680.2,31680.3,31680.6 UnemploymentInsuranceCompensation................................. 31680.2,31680.3,31680.6Errorsandomissions Correction.................................................................................................................. 31540,31541Establishmentofsystem..................................................................................... 31500,31501,31550Estate,benefitpayableto............................................................................................... 31780,31790Excessinterest/earnings................................................................................. 31588,31592–31592.4Exclusionfrommembership(seeMembership)Execution,retirementallowances,etc.,notsubjectto........................................................... 31452Executiveandunclassifiedoperationalincentiveplan...................................................... 31461.5Expensesofadministration......................................................................... 31580–31580.3,31588.2Expensesofinvestingmonies................................................................................................ 31596.1Ex-spouse,paymentsto........................................................................................... 31458.3,31458.4

FFederallaworregulations,referenceto................................................................................... 31804Federalpensions.............................................................................................................. 31895–31898Felonyconviction......................................................................................................... 31563,31728.2Finalcompensation.......................................................................................... 31462–31462.3,31835Financialprovisions Ingeneral................................................................................................................... 31580–31607 Alternative................................................................................................................. 31610–31619 Annualstatementandformof................................................................................ 31597–31598 Excessinterest Reservesagainstfuturedeficiencies,etc..................................................................... 31592 Investments “Prudentman”rule............................................................................................ 31594,31595 Real estate......................................................................................................... 31601.1,31607 Securities....................................................................................................................... 31595.1 Saleof......................................................................................................................... 31596 Loans ..................................................................................................................................... 31603 Warrants,makingof............................................................................................................. 31590Forfeitureofbenefits................................................................ 31485.13,31485.19,31485.22,31563Formersystem(seeSupersededsystem)Fraud.............................................................................................................. 31455.5,31539,31760.8Functionsofotherpublicagenciesassumedbycounty(seeTransfers)Funds(seeAssets) Annualappropriation.......................................................................................................... 31580 Attachments,bankruptcy,execution,garnishment,notliableto.................................. 31452 Booksofaccount............................................................................ 31588,31588.1,31589,31599 Borrowingfrom,prohibited................................................................................................ 31528

xiv

Employeesretirementfund,created.................................................................................. 31588 Expending,limitations……………………………………………………………………31588.2 Investmentof “Prudentman”rule............................................................................................ 31594,31595 Real estate......................................................................................................... 31601.1,31607 Securities....................................................................................................................... 31595.1 Saleof..............................................................................................................31589,31596 Records of....................................................................................................................31589,31599 Reportstosupervisors............................................................................................31597,31597.1 Securities,saleortradeof...................................................................... 31588.1,31589.1,31596 Transferofsurplustocountyadvancereserves............................................. 31592.2,31592.3 Transferto,bysupervisors.................................................................................................. 31584 Treasurercontrols............................................................................................................... 31595.1 Unassignable,are.................................................................................................................. 31452Funeralexpenses,paymentof................................................................................................... 31783

GGarnishment(seeExecution,retirementallowances,etc.,notsubjectto)Generalmembers,retirementbenefitsfor............................................................................ 31485.9“Goldenhandshake”............................................................................................ 31641.04,31641.05Groupinsurance.............................................................................................................. 31691–31693

HHarborimprovementdistrict................................................................................................. 31469.6Hazardousmaterials.............................................................................................................. 31470.13Healthinsurance(seeGroupinsurance)Healthofficeradvisesboard...................................................................................................... 31530Hearings ........................................................................................................................... 31533,31534Hearttrouble,presumptionof............................................................................................... 31720.5Homeloanprogram................................................................................................................... 31602Hospitalplan,deductionsfor................................................................................................. 31452.5

IIncapacity.................................................................................................................... 31724–31725.65Incometaxes,deductionsfor.................................................................................................. 31452.5Increasesofretirementallowances Costofliving(seeCost-of-livingadjustment) Funding…………………………………………………………………………...... 31871,31872 Generalmembers.................................................................................31676.95–31676.97,31679, ............................................................................. 31681–31681.7,31691.1,31739–31739.4 Service-connecteddisability............................................................................................. 31727.6Inheritancetax,retirementallowance,etc.,notsubjectto.................................................... 31452Institutionsintwoormorecounties............................................................................ 31468,31502Insurance Deductionofpremiumsfromretirementwarrants...................................................... 31452.5 Groupinsurance........................................................................................................ 31691–31693 UnitedStatesgovernmentconverted............................................................................. 31452.5IntegrationwithOld-AgeandSurvivorsInsurance Ingeneral................................................................................................................... 31800–31817

xv

Additionalcreditforpreviousservice............................................................................ 31816.1 Adoptionbygoverningbody............................................................................................. 31800 Agreement.............................................................................................................................. 31893 Beneficiary’sallowance.........................................................................................................31811 Compulsoryretirement........................................................................................................ 31806 Conversion.......................................................................................................................... 31800.5 Deferredretirement.............................................................................................................. 31815 Divisionofretirementsystem............................................................................................. 31888 Federalagency/system............................................................................................ 31802,31803 Federalcontributions............................................................................................... 31813,31814 Federal law............................................................................................................................. 31804 Fireman............................................................................................... 31801,31887,31891,31892 Legislativeintent................................................................................................................... 31801 LosAngelesCounty................................................................... 31880–31894,31894.1–31894.3 Members’contributions......................................................................... 31812,31812.1,31816.1 Policeman........................................................................................... 31801,31886,31891,31892 Policystatement.................................................................................................................... 31801 Recalculationofbenefits................................................................................................... 31805.1 Redepositoffundswithdrawn........................................................................................... 31816 Referendum........................................................................................................................... 31800 Retirement allowance Adjustmentforoneretiringunderage65.................................................................. 31810 Generalmembers............................................................... 31808–31808.2,31808.7,31808.9 Safetymembers.................................................................................................................. 31808.6 Maximum...................................................................................................................... 31805.1 Minimum......................................................................................................................... 31807 TimeduringwhichnotsubjecttoSocialSecurity................................................... 31808.2 Supplementation,changeto............................................................................................. 31800.5 Survivorshipallowance........................................................................................................31811 Termination of..................................................................................................... 31894.1–31894.3Interest Actuarialvaluationtodetermine....................................................................................... 31453 Adjustmentofrate................................................................................................................ 31454 Atthecurrentrate............................................................................................................ 31641.51 Excess,asreserveagainstdeficiency.................................................................................. 31592 Excess,disposition............................................................................................................. 31592.2 Regular Creditedsemi-annually..................................................................................... 31591,31700 Defined.............................................................................................................. 31472,31472.1 Rate of............................................................................................................................... 31591Intermittentemployees(seeTemporaryemployees)InternalRevenueCode(referencetoI.R.C.Sec.415)...................................... 31485.13–31485.15, ............................................................................. 31510–31510.4,31538,31899–31899.10Investigatoryserviceforboard................................................................................................. 31732Investments,Boardof(seeBoardofInvestments)Investmentofficers................................................................................................................... 31522.4Investmentoffunds Exchangetradedcalloptions......................................................................................... 31595.41 Expensesof......................................................................................................................... 31596.1

xvi

Bonds............................................................................................................................. 31589.1 Home loans...................................................................................................................... 31602 Real estate........................................................................................................................ 31607 CountyBoardofEducation.................................................................................... 31595 Repurchase/reversepurchaseagreements.............................................................. 31595.9 Securities....................................................................................................................... 31595.1 “Prudentman”rule..................................................................................... 31594,31595 Stock................................................................................................................ 31595–31595.41

JJoinder.......................................................................................................................................... 31821Jointagency............................................................................................................................. 31680.01Judgesofsuperiorcourtsexcluded.......................................................................................... 31554Judges’RetirementSystem,Judges’RetirementSystemII.................................... 31835,31840.8Juror,paymentto,afterretirement........................................................................................ 31680.1Juvenilehallgroupcounselors................................................................................ 31469.4,31558.6

KKernCounty ApplicabilityofSection31678.......................................................................................... 31678.1 Assistantadministrators;ChiefInvestmentOfficers.................................................... 31522.3 Assumptionofsafetyfunctions.......................................................................................... 31657 Contractforlegalservices................................................................................................ 31529.9 KernCountyHospitalAuthority..................................................................................... 31552.5

LLayoff Doesnotbreakcontinuityofservice.................................................................................. 31642Leaveofabsence……………………………………………………………………….. 31642,31656Legalservices(seealsoAttorneyforboard;BoardofInvestments:Advisedby; BoardofRetirement:Advisedby)………………………………………….. 31614Limitationonbenefits....................................................................... 31515,31515.5,31517,31787.5LocalAgencyFormationCommission......................................................................... 31469,31478Long-termcareinsurance…………………………………………………………..31696.1–31696.5LosAngelesCounty Actuarialequivalentofbenefits....................................................................................... 31760.5 Additionalplan(PlanF)....................................................................................... 31510–31510.4 Ageofentry……………………………………………………………………………....... 31496 Assumptionofsafetyfunctions.......................................................................................... 31657 Beneficiary,ex-spousemaydesignate............................................................................. 31458.3 Board ................................................................................................................................... 31459.1 Cafeteriaplan……………………………………………………………………………. 31461.4 Compensationearnable.................................................................... 31461.1,31461.4,31461.45 Compensationofmembers.............................................................................................. 31521.1 Continuityofservice,effectofabsenceorterminationofemployment……………... 31490 Contributions....................................................................................................... 31490.5–31490.6 Costofliving.....................................................................................31495.5,31870.01,31870.11 District.................................................................................................................................... 31468

xvii

Employercontribution......................................................................................................... 31495 Finalcompensation............................................................................................................ 31462.3 Increaseindeathbenefit...................................................31781.11–31781.13,31785.4,31785.5 Increaseinmaximumageofeligiblechildren/paymenttoincompetentchildren.... 31791 Insuranceenrollment......................................................................................................... 31691.2 IntegrationwithfederalOASDI............................................................................. 31880–31894 Leavingservice................................................................................................................... 31831.2 Legalrepresentation.......................................................................................................... 31529.1 Legalservicesofattorneysinprivatepractice.............................................................. 31529.6 Members’contributions....................................................................................................... 31812 Optionaldeathbenefits............................................................................................ 31768,31792 Paymentafterretirement.................................................................................................. 31485.8 PlanE…................................................................................................................... 31487–31495.5 Plantransfers.............................................................................................. 31489,31494–31494.2 Redepositofcontributions............................................................................................... 31652.1 ReentryfollowingserviceunderPERS........................................................................... 31652.2 Retirement allowance........................................................................................................... 31808 Sheriff(AssistantorChief)............................................................................................... 31663.1 Subpoenas........................................................................................................................... 31535.1 Survivorallowances....................................... 31760.12,31760.13,31765.2,31765.3,31781.12, .................................................................................................. 31781.13,31785.4,31785.5 TerminationofSocialSecurity.......................................................................... 31894.1–31894.3 Vesting…………………………………………………………………………………….... 31491Lump-sumpayment(seealsoSurvivorshipbenefits) Additionalservicecredit................................................................................................... 31641.8 Disabilitycasesinvolvingmisconduct/criminalactivity.............................................. 31728, ................................................................................................................... 31728.1,31728.2

MManagementofsystembyboard.............................................................................................. 31520Mandatoryretirement Employmentaftercompulsoryretirementage................................................................ 31706 Generalmembers............................................................................................................. 31671.05 Safetymembers.................................................................................... 31662.4–31663.2,31663.3MarinCounty Safetymemberstatusextendedtocertainemployees………………………………. 31469.8 Terminationofcertainadditionalbenefits..................................................................... 31484.6Marshals Compulsoryretirement........................................................................................................ 31663 Marshalsandconstables Safetymembers............................................................................................. 31470.2,31470.3Medicaladviceforboard........................................................................................................... 31530Medicalexamination(seeDisabilityretirement)Membercontributions(seeContributions:Members)Membership Ingeneral................................................................................................................... 31550–31567 Beginning……………………………………………………………........ 31527,31552,31557.3 Broughtwithinfieldof......................................................................................................... 31648

xviii

Electedpublicofficers.......................................................................................................... 31563 Eligibility Ingeneral......................................................................................................................... 31551 Changeindutiesbetweensafetyandgeneral............................................................ 31560 Commissioners................................................................................................................ 31554 Coroners........................................................................................................................ 31470.9 Countyemployees........................................................................................... 31552–31552.2 Countysuperintendentofschools............................................................................ 31565.5 Districtemployees............................................................................... 31557–31557.3,31564 Electiveofficers................................................................................................... 31553,31562 Institutionsintwoormorecounties............................................................................ 31502 Participantinadeferredcompensationplan............................................................. 31482 Probationofficers......................................................................................................... 31469.4 Publicadministrators.................................................................................................. 31470.9 Safety............................................................................. 31469.4–31469.6,31470.2,31470.25, .................31470.4,31470.6,31470.12,31470.13,31558–31558.8,31567,31639.7,31834 Safetymembers,incasesofdoubt............................................................................ 31470.8 Superiorcourtofficersandattachés............................................................................ 31554 Exclusionfrom Byregulationsofboard.................................................................................................. 31527 ForparticipantspaidundertheComprehensiveEmployment andTrainingActof1973................................................................................................ 31551 Fortemporaryemployees.......................................................................................... 31641.5 Ineligibility Contractorfortemporaryservice................................................................................. 31561 Duringpublicserviceorineligiblecountyservice................................................. 31470.7 Electiveofficerwhodoesnotdeclareintention......................................................... 31562 Forsafetymembership................................................................ 31470.3,31470.5,31470.6, ................................................................................................................31470.10,31470.11 Time of entrance into.......................................................................................... 31527,31552 Termination……………………..………………………………………..……………. 31563 Waiver..................................................................................................................................... 31552MercedCounty Alternativeplan..................................................................................................... 31499–31499.9 Authoritytoprovidedifferentretirementbenefits—safety.......................................31485.11 Terminationofcertainadditionalbenefits..................................................................... 31484.7Militaryservice.................................................................. 31485.17,31641.97,31649–31651,31653Misconduct,willful Denialofpensionbecause................................................................................................... 31728Modifiedallowance........................................................................................................ 31760–31768

NNon-contributoryplans............................................................................................... 31486–31495.5Noneligibles(seeMembership,ineligibility)Nonmember……………………………………………………………………..... 31685.1–31685.96Nonservice-connecteddeath(seeSurvivorshipbenefits)Nonservice-connecteddisability(seeDisabilityretirement)Normalratesofcontribution(seeContributions)Normalretirementage…………………………………………………………. 31485.21,31485.22Noticetoorganizationofretiredcountyordistrictemployees........................................ 31592.5

xix

OOath,administrationof.............................................................................................................. 31535Old-AgeandSurvivorsInsurance(seeIntegrationwithOld-AgeandSurvivorsInsurance)Oldfund(seeSupersededsystem)Option1........................................................................................................................................ 31761Option2......................................................................................................................... 31762,31764.5Option3......................................................................................................................... 31763,31764.5Option4......................................................................................................................... 31764,31764.5Option5...................................................................................................................... 31764.6,31764.7Optionalcalculationofretirementallowance...................................................................... 31808.6Optionalretirementallowances.................................................................................... 31760–31768OrangeCounty Annualbudget,administration....................................................................................... 31580.2 Appointmentofpersonnel............................................................................................... 31522.5 Appropriationsandtransferoffunds............................................................................. 31585.2 Assumptionofsafetyfunctions.......................................................................................... 31657 Calculationofretirementbenefits.................................................................. 31678.3,31678.31 Contractsforlegalservices............................................................................................... 31529.9 District.................................................................................................................................... 31468 Eligibilityforsafetymembership................................................................. 31470.10,31470.25 Membership........................................................................................................................ 31557.3 TransitDistrict....................................................................................................................... 31656Ordinance Acceptingsystem.................................................................................................................. 31500OrganizationofretiredCountyordistrictemployees,notice........................................... 31592.5Otherpublicagencies,functionsof Assumedbycounty(seeTransfers)Overtime,notcompensationearnable.................................................................................. 31461.6

PPart-timeemployees(seeTemporaryemployees)Paymentafterretirement......................................................................................... 31485.7,31485.8Pension Amountof(seeCalculationofretirementallowances;Disabilityretirement; Serviceretirement) Payablemonthly................................................................................................................... 31600 Pro-ratedforportionofmonth........................................................................................... 31600Pensionboard.................................................................................................................. 31884,31888PEPRA(seeCaliforniaPublicEmployees'PensionReformActof2013)Personalinterest,incompatible BoardofRetirementmembers............................................................................................ 31528Personnel,appointmentbytheboard.................................................................... 31522.1–31522.3Phonographicreporters.............................................................................................................. 31554Physicalexamination Forsafetymembers.............................................................................................................. 31527Policemen(seeSafetymembers)Post-EmploymentBenefitsTrustAccount………………………………………… 31694–31694.6Post-retirementservice..................................................................... 31680–31680.3,31694–31694.5Presumption Biochemicalsubstances,exposure................................................................................... 31720.9

xx

Blood-borneinfectiousdisease........................................................................................ 31720.7 Cancer.................................................................................................................................. 31720.6 Hearttrouble...................................................................................................................... 31720.5 Methicillin-resistantStaphylococcusaureusskininfection......................................... 31720.7Priorservice Boardmaydefinewhatconstitutes.................................................................................... 31644 Calculationof,inallowance Creditfor................................................................. 31641.5,31641.56,31641.6,31645,31645.5, ........................................................................................... 31676,31676.3,31676.9,31679 Defined................................................................................................................................... 31643 Electiveofficers.................................................................................................................. 31648.5 Generalandsafetymembers................................................................................ 31676,31676.9 Outofservice,notcreditable.............................................................................................. 31647 Pension........................................................................................................ 31676,31676.9,31677 Probationofficer,blood-borneinfectiousdiseasepresumption................................. 31720.7 Probationofficersassafetymembers............................................................... 31469.4,31469.8 Regulationsbyboard........................................................................................................... 31644Pro-ratingofretirementallowance........................................................................................... 31600Prosecutors,local....................................................................... 31469.2,31470.14,31787.5,31787.6Publicagency Assumingfunctionsofanotherpublicagency(seeTransfers) Eligibilityassafetymemberorformeremployeeof....................................................... 31559Publicassistanceemployees Transferredfromstatetocounties...................................................................................... 31654PublicDefenders,local............................................................. 31469.2,31470.14,31787.5,31787.6PublicDefenderInvestigators,local....................................... 31469.2,31470.14,31787.5,31787.6PublicEmployees’PensionReformAct(seeCaliforniaPublicEmployees'PensionReformAct)PublicEmployees’RetirementSystem Finalcompensation(reciprocity)........................................................................................ 31835 Informationsuppliedby...................................................................................................... 31533 Member’sageafterredepositofcontributions............................................................. 31833.1 Membersof,employmentbycounty..................................................................... 31654,31657 Resumptionofstatefunctionsbycounty(seeTransfers) Transferoffunctions(seeTransfers)Publicservice Adoptionofprovisions................................................................................................... 31641.95 Ascitycouncilman............................................................................................................ 31479.1 Calculationofcost............................................................................................ 31641.2,31641.20 Contributionsfor................................................................................................... 31641.9,31657 Contributionstoobtaincreditfor..................................................................... 31641.2,31641.8 Creditfor.................................................................................................. 31480,31641.1,31641.4 Definition…………………………………………………………………..…...... 31479–31479.3 Doesnotcreateeligibilityforbenefits............................................................................... 31480 IntheDistrictofColumbia............................................................................................... 31479.2 IntheMerchantMarine.................................................................................................... 31479.3 Membernotduring........................................................................................................... 31470.7 Pensionfromothersystem............................................................................................... 31641.4 Safetymembers.................................................................................................................. 31641.4 Termination of right to credit for................................................................................... 31641.95

xxi

RRateofinterest(seeInterest)Rateofcontributions(seeContributions)Real estate...................................................................................................................... 31601.1,31607Reassignmentofdisabledemployee.................................................................... 31725.5–31725.65Reciprocalbenefitswithotherretirementsystems Ingeneral................................................................................................................ 31830–31840.7 Ageforfixingrateofcontributions....................................... 31831.1–31831.3,31833–31833.1 Cities .................................................................................................................................. 31840.2 Compensationearnable........................................................................................ 31641.3,31835 Concurrentretirement....................................................................................................... 31835.1 Deathbenefit,lumpsum........................................................................ 31839,31840,31840.01 Deferredretirement Maynotrescindwhileinotherservice........................................................... 31701,31831 Requiredtoqualifyforreciprocalstatus..................................................................... 31700 Disabilityretirement.............................................................................................. 31837–31838.5 Exchangeofinformationbetweensystems....................................................................... 31832 Hearttroubleasevidenceofservice-connecteddisability.......................................... 31720.5 Judges’RetirementSystem,Judges’RetirementSystemII.......................................... 31840.8 Legislativeintent................................................................................................................... 31830 PublicEmployees’RetirementSystem................................................ 31831,31840.2,31840.3 Safetymembership............................................................................................................... 31834 Service,combinationof,forpurposeofqualifyingforbenefits.................................... 31836, ................................................................................................................... 31836.1,31840.3 StateTeachers’RetirementSystem.................................................................................. 31840.8 UniversityofCalifornia,Regentsofthe......................................................................... 31840.1Recognizedretireeorganization Communicationsmaterials.............................................................................................. 31592.6          Defined................................................................................................................................ 31471.5Records Ofmembers,areconfidential.............................................................................................. 31532 Subjecttoefficientmanagementprocedures.................................................................... 31537Redepositofcontributions.............................................................. 31527,31652–31652.2,31831.2, ................................................................................................................. 31831.3,31835.01Reemploymentafterretirement(seeEmployment:Retirement,after)Reentryintoservice........................................................ 31649,31650,31652,31680,31730,31733Referee .............................................................................................................................. 31533,31534Referendum IntegrationwithOld-AgeandSurvivorsInsurance........................................................ 31800Refundofcontributions Boardmaywithhold............................................................................................................. 31628 Escheatonfailuretoapplyfor............................................................................................ 31629 Ifmemberentitledtoredepositinanotherretirementsystem................................. 31641.45 Oncancellationofdeferredstatus...................................................................................... 31701 Oncancellationofdisabilityallowance............................................................................. 31737 Ondeath..................................................................................................................... 31702,31781 Ontermination....................................................................................................... 31628–31629.5 Onwithdrawalfromsystembydistrict............................................................................ 31564 Specialcontributionstosupersededsystem..................................................................... 31509Regulations

xxii

Ingeneral............................................................................................................................ 31725.6 Boardregulations...................................................................................................... 31526,31527Reinstatement(seeEmployment:Retirement,after)Rescinding retirement.............................................................................................. 31680.4,31680.5Resolution Onceadoptedmaybeterminated...................................................................................... 31483Retiredmemberorganization................................................................................................. 31592.5Retirement(seeDeferredretirement;Disabilityretirement;Serviceretirement)Retirementallowance(seeCalculationofretirementallowances) Denialofapplication,appealing………………………………………………………..... 31536 Earnedbutnotyetpaid.................................................................................................... 31452.7Retirement association................................................................................................... 31474,31550Retirementbenefits,maynotbedifferent........................................................... 31485.9,31485.10Retirement,Boardof(seeBoardofRetirement)Retirementcontributions(seeContributions)Retirementfund(seeEmployeesretirementfund)Retirementservicecredit(seeService,creditfor)Retirementsystem Additionalplan...................................................................................................... 31510–31510.4 Adoptionbyinter-countyinstitutions............................................................................... 31502 Adoptionincounty...................................................................................... 31500,31501,31510 Alternativeplans(seeAlternativeplans) Defined................................................................................................................................... 31476 Establishmentof........................................................................................................ 31500–31509 Supersedesformersystem................................................................................................... 31503Retroactiveprovisions.................................................................. 31676.98,31681,31738,31835.01Revolvingdoorprohibition....................................................................................................... 31528Rewards,paymenttooneretired.............................................................................................. 31680Rightsexisting,notabrogatedbynewamendments............................................................. 31481

SSacramentoCounty Assistantadministrators;ChiefInvestmentOfficers.................................................... 31522.3 Creditassafetymember................................................................................................. 31639.76 Parkrangers........................................................................................................................ 31470.2 Safetymemberpensioncalculation................................................................................... 31486 Sickleavecredit................................................................................................................ 31641.01Safetymembers Additionalcontributions.................................................................................................. 31664.3 Age........................................................................................................................ 31558,31663.26 Biochemicalsubstance,exposure.................................................................................... 31720.9 Blood-borneinfectiousdisease,presumptionof........................................................... 31720.7 Broughtwithinfieldofsafetymembership.................................................. 31639.7,31639.76 Cancer,presumptionof..................................................................................................... 31720.6 Changeinclassification....................................................................................................... 31560 Combinedsafetyandgeneralmembership................................................................. 31664.65 Constables.................................................................................... 31469.1,31470,31470.2,31564 Contributionsof Ingeneral.......................................................................................................... 31639–31639.9 Age,basedon................................................................................. 31558.1,31639.1–31639.4

xxiii

Averageannuity.......................................................................................... 31639.25,31639.5 Paymentbycounty.................................................................................................... 31639.85 Rateforage35.............................................................................................................. 31639.4 Redepositofcontributions......................................................................................... 31831.3 Counselor............................................................................................................................ 31469.4 Countiesunderfixedformula,ratesof........................................................................... 31639.3 Creditforservicefromaclosedmilitaryinstallation................................................. 31641.55 Creditforserviceprevioustosafetymembership........................................................ 31639.7 Creditfortimeasgeneralmember................................................................................ 31639.75 Deathbenefit(seeSurvivorshipbenefits) Defined................................................................................................................................ 31469.3 Electiontobecomeasafetymember............................................................... 31558.2,31558.6, .......................................................................................................... 31558.8,31567,31581 Electiveofficers,compulsoryretirement........................................................................ 31662.8 Eligibility............................................................................. 31469.3–31469.6,31470.2,31470.25, .............................................. 31470.4,31470.6,31470.9–31470.14,31558–31560,31567 Extensionofprovisions...................................................................................... 31695.1–31695.3 Extensionoftimeforelection................................................................ 31558.1,31558.8,31567 Firefighters........................................................................................................... 31470.4,31470.5 SocialSecurity,notsubjectto.................................................... 31801,31887,31891,31892 Transferredfromotherpublicagencies.................................................................... 31648.2 Firewardens......................................................................................................... 31470.4,31470.5 Foresters............................................................................................................... 31470.4,31470.5 HarborImprovementDistrictemployees...................................................................... 31469.6 Hearttrouble,presumptionof......................................................................................... 31720.5 Ineligibility...........................................................31470.3,31470.5,31470.6,31470.10,31470.11 IntegrationwithOld-AgeandSurvivorsInsurance........................................................ 31801 Juvenilehallgroupcounselors......................................................................... 31469.4,31558.6 Lifeguards............................................................................................................ 31470.6,31558.5 Mandatoryretirement.......................................................... 31662.4–31663.1,31663.2,31663.3 Marshals................................................................................................... 31470.2,31470.3,31663 Minimumallowance......................................................................................................... 31664.5 Parkrangers........................................................................................................................ 31470.2 Peaceofficers…………………………………………………….………………31469.1,31470.1 Presumption,timeofapplication....................................................................................... 31722 Retirement(seeDeferredretirement;Disabilityretirement;Serviceretirement) Retroactivedisabilitypayments...................................................................................... 31897.6 Secondchancetobecomeasafetymember........................................ 31558.1,31558.8,31567 Sheriff,electiontobecomemember................................................................................... 31558 Survivorshipbenefits(seeSurvivorshipbenefits) Timeforelectionextended.................................................................... 31558.1,31567,31695.2 Transferredfromotherpublicagencies............................................................................. 31559 Undersheriffs…………………………………………………….………………… 31558,31663Salaries,paymentof,lesscontributions................................................................................... 31626Salaryandbenefitincreases........................................................................................ 31515.5,31516SanBernardinoCounty Appointmentofpersonnel................................................................................ 31522.5,31522.7 Contractsforlegalservices............................................................................................... 31529.9 Contributionsnotdeductedafter30yearsservice....................................................... 31625.2

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District.................................................................................................................................... 31468 Post-EmploymentHealthBenefits................................................................. 31699.1–31699.10SanDiegoCounty Alternativebenefitformulas............................................................................................ 31808.8 Assistantadministrators;ChiefInvestmentOfficers.................................................... 31522.3 Courtserviceofficers......................................................................................................... 31470.2 Eligibilityforsafetymembership...................................................... 31470.2,31470.3,31558.8 Publicservice.................................................................................................................... 31641.20 Sickleavecredit................................................................................................................ 31641.02 Terminationofcertainadditionalbenefits........................................................................ 31484SanJoaquinCounty Assistantadministrators;ChiefInvestmentOfficers.................................................... 31522.3 Contractsforlegalservices............................................................................................... 31529.9 District.................................................................................................................................... 31468SanMateoCounty Alternativeplan..................................................................................................... 31496–31498.7 Authoritytoprovideretirementbenefits..................................................................... 31485.10 Cost-of-livingadjustments............................................................................................... 31874.4 Definitions........................................................................................................................... 31496.3 Domesticpartners.............................................................................................................. 31780.2 Militaryservice,creditfor................................................................................................ 31641.7 Normalratesofcontribution............................................................................................ 31621.9 Optionalcalculationofallowance................................................................................... 31800.1 Optionalsafetystatusforprobationofficers................................................................. 31469.5 Terminationofcertainadditionalbenefits..................................................................... 31484.5SantaBarbaraCounty Alternativeplan................................................................................................... 31486–31486.12 Appointmentofalternateretiredmember..................................................................... 31520.3 Assumptionofsafetyfunctions....................................................................................... 31657.1 Contractsforlegalservices............................................................................................... 31529.9 Electiveofficers.................................................................................................................. 31672.2 Eligibilityforsafetymembership..................................................................31470.11,31470.12Seasonalemployees(seeTemporaryemployees)Securities Investmentin......................................................................................................................... 31594 Saleof..................................................................................................................................... 31596Service Ingeneral................................................................................................................ 31640–31657.1 Additionalcreditifspecifiedconditionsexist............................................................. 31641.04 Afterretirement(seeEmployment:Retirement,after) Board of Retirement can estimate length of...................................................................... 31531 Continuityof.......................................................................................................................... 31642 Creditfor Additionalretirementcredit(ARC)............................................................................. 31658 Armedforces....................................................................................................... 31649–31651 Electiveofficers............................................................. 31640.7,31648.5,31648.55,31648.6 Firefighters,previousserviceataclosedmilitarybase....................................... 31641.55 Indeferredstatus....................................................................................................... 31641.56 Informationunavailable............................................................................................. 31641.7 Layoffabsence.............................................................................................................. 31648.3

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Leaveofabsence……………………………………………………………………..... 31656 Notpreviouslywithinfieldofmembership................................................ 31639.7,31648 Ontransferfromcityorstatetocountysystems(seeTransfers) OrangeCountyTransitDistrict.................................................................................... 31656 Paymentafterretirement............................................................................. 31485.7,31485.8 Priorservice(seePriorservice) Publicservice(seePublicservice) Qualifyforretirement................................................................................................. 31672.5 Reciprocalservice........................................................................................................ 31652.2 Safetymembers.............................................................................. 31639.7–31639.8,31641.4 Sickleave................................................................................................... 31641.01–31641.03 Temporaryservice(includingseasonal,intermittent,part-time).......... 31640.5,31641.5 Thirtyyears'service……………………………………………………..... 31625.2,31625.3 Timenotinservicenotcredited................................................................................... 31647 Uncompensatedleaveofabsenceduetoillness......................................... 31646,31646.1 Unpaidcitycouncilman……………………………………….……………............ 31479.1 Warrelocationabsence.................................................................................................. 31655 Defined................................................................................................................................... 31641Separationof…………………………………………………………………………..... 31485.21Service-connecteddeath(seeSurvivorshipbenefits)Service-connecteddisability(seeDisabilityretirement)Serviceretirement Generalmembers Ingeneral............................................................................................................. 31670–31682 Annuity............................................................................................................................ 31674 Applicationtoretire....................................................................................................... 31672 Board retires.................................................................................................................... 31670 Calculationofallowance(seeCalculationofretirementallowances) Combinedmiscellaneousandsafetycredit........................................................... 31664.65 Compulsory ExceptiononintegrationwithOASDI.................................................................. 31806 Currentservicepension............................................................... 31675,31676.95,31676.96 Electiveofficers............................................................................................................ 31672.2 Eligibilityforretirement................................................................ 31671.05,31672,31672.1 Employmentafterretirement(seeEmployment:Retirement,after) Increasegrantedafterretirement(seeIncreasesofretirementallowances) Maximum.....................................................................................31676.1,31676.11–31676.15 Minimum............................................................................................................. 31679,31681 Paymentafterretirementprohibited,exceptions………………………………….. 31680 Pendingentitlementtodisability.............................................................................. 31725.7 Priorservicecredit....................................................................................................... 31676.3 Priorservicepension........................................................................... 31676,31676.9,31677 Reductionwhenmemberretiresbeforeage60.......................................................... 31677 Retirement allowance.................................................................................... 31664.65,31673 Payablemonthly....................................................................................................... 31600 Pro-ratedforportionofmonth............................................................................... 31600 Safetymembers (SeealsogeneralprovisionsunderGeneralmembers) Ingeneral........................................................................................................ 31662–31664.65 Agetoretire................................................................... 31662.4–31663.1,31663.25–31663.3

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Applicationtoretire................................................................................. 31663.25,31663.26 Board retires................................................................................................................. 31662.2 Combinedsafetyandgeneralcredit....................................................................... 31664.65 Eligibilityforretirement.......................................................................... 31633.25,31633.26 Mandatoryretirement................................................................... 31662.4–31663.1,31663.3 Maximum.......................................................................................................... 31664,31676.1 Minimumwithpriorservice.................................................................................... 31664.15 Pendingentitlementtodisability.............................................................................. 31725.7 Priorservice................................................................................................. 31664.15,31664.3Shorttitle ..................................................................................................................................... 31450Sickleave..................................................................................................................................... 31724 Sickleavecreditedasservice........................................................................ 31641.01–31641.03 Uncompensatedleaveofabsenceduetoillness.............................................................. 31646SocialSecurity(seeIntegrationwithOld-AgeandSurvivorsInsurance)SonomaCounty Cost-of-livingadjustment................................................................................................. 31874.6SouthCoastAirQualityManagementDistrict....................................................................... 31468 Paymentsofcontributionsby............................................................................................. 31630 Retirementformula............................................................................................................ 31678.4Spousepension(seeSurvivorshipbenefits)StanislausCounty Alternativeplan.............................................................................................. 31499.10–31499.19 Normalratesofcontribution............................................................................................ 31621.9Statements Annualfinancial........................................................................................................ 31597–31598 Members’sworn................................................................................................................... 31526 Members’sworn,areconfidential...................................................................................... 31532StateTeachers’RetirementSystem........................................................................................... 31565 Certificatedemployeesmaytransferto............................................................................. 31565 Reciprocal............................................................................................................................ 31840.8Subpoenas..................................................................................................................... 31535,31535.1Subrogation...................................................................................................................... 31820–31823Superiorcourts Appropriations.......................................................................................................... 31536,31556 Commissionersof................................................................................................................. 31554 Officersandattachés................................................................................................ 31469,31554 Phonographicreporters....................................................................................................... 31554Supersededsystem Ingeneral............................................................................................................................... 31503 Assets,administrationof..................................................................................................... 31508 Assetsof..................................................................................................................... 31505,31507 Contributions Withdrawalof................................................................................................................. 31509 Records of............................................................................................................................... 31505 Retiredmembersof.............................................................................................................. 31506Supplementalretireebenefitreserve........................................................................................ 31618Surplusearnings/funds(seeExcessinterest/earnings)Survivors’allowances................................................................................................ 31841–31855.12 Alternate..................................................................................................................... 31861–31869

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Adjustmentbyboardofretirement…………………..………………………….. 31538,31539 Denialofapplication,appealing……………………………………………………......... 31536Survivorshipbenefits Adjustmentbyboardofretirement........................................................................ 31538,31539 Beneficiary Designationof.................................................................................................. 31458.2,31782 Revisionof.................................................................................................................... 31760.8 Revocationof................................................................................................................... 31792 Burialexpenses(seeBurialexpenses) Combinedlump-sumandmonthlyallowance............................................ 31781.3,31781.31 Deathofmemberbeforeretirement Allowanceforchild/children…. 31780–31780.2,31846,31847,31849,31855.6,31855.8, ................................................................................................................31855.11,31855.12 Liabilityfor...................................................................................................................... 31780 Lump-sumbenefit......................................................................................... 31781,31781.01 Monthlypaymentinlieuof.................................................................................... 31784 Specialdeathbenefitforspouse—Safetyonly.................................................. 31787.6 Supplementalsurvivorshipbenefit………………………………………….... 31855.9 Militaryservice,whileperforming…………………………………………......... 31485.17 Nonservice-connecteddisabilityqualification...................................... 31781.1,31781.12, ................................................................................................................................ 31781.13 Service-connecteddeathqualification......................................................................... 31787 Specialdeathbenefit—children........................................................................... 31787.5 Serviceretirementqualification...................................................... 31765–31765.3,31781.2 Deathofmemberafterretirement Serviceretirementandnonservice-connecteddisabilityretirement................................. ................................................................................ 31760.1–31760.2,31781.12,31781.13, Safetymembersonly................................................................................. 31785–31785.5 Service-connecteddisabilityretirement......................... 31786,31786.1,31787.5,31787.6 Domesticpartners.............................................................................................................. 31780.2 Ex-spouse............................................................................................................. 31458.3,31458.4 UnderintegrationwithOld-AgeandSurvivorsInsurance.............................................31811Suspension,continuityofservice............................................................................................. 31642Swornstatements Ofmembers Areconfidential.............................................................................................................. 31532 Arerequiredonentry..................................................................................................... 31526 Oftreasurer Form of statement........................................................................................................... 31598 Onfinancialconditionofsystem.................................................................................. 31597 Rulesmayprovidefor................................................................................................... 31526

TTaxation,retirementallowances,etc.,exemptfrom............................................................... 31452Temporaryemployees(includingseasonal,intermittent,andpart-time) Exclusionfrommembership............................................................................................... 31527 Finalcompensation............................................................................................................ 31462.2 Service,creditfor................................................................................................ 31640.5,31641.5Terminationofmembership District........................................................................................................................ 31557,31564

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Electiveofficer....................................................................................................................... 31553 Felonyconviction……………………………………………….…………………….... ….31563 UndersheriffofCountyofVentura................................................................................. 31663.3Terminationofoptionalprovisions.......................................................................................... 31483Thirtyyearsofservice........................................................................................................... 31676.56Title of law.................................................................................................................................... 31450Transfers Assetsandrecordsofsupersededsystem......................................................................... 31505 Cityfunctions..................................................................................................................... 31641.6 Contractingagency............................................................................................................ 31648.4 Countyschoolservicefund.............................................................................................. 31585.1 Firefightingservices.............................................................................................. 31648.2,31657 Offunctionsrelatingtoadministrationofaidtoaged/needy/blind............................ 31654 Publicagency.......................................................................................................... 31559,31672.5 Retirementfordisability,transferinsteadof................................................................. 31725.5 Safetyfunctions...................................................................................................... 31657,31657.1 Servicecredit......................................................................................................................... 31657Treasurer,County Annualfinancialstatement.............................................................................................. 31597.2 Custodian,mayauthorize................................................................................................... 31596 Defined................................................................................................................................ 31485.6 Funds,controlof................................................................................................................ 31595.1 Recordsofcontributions...................................................................................................... 31599 Trustfundaccount,shallopenonbooks........................................................................... 31588 Warrants,signs...................................................................................................................... 31590Trustcompany............................................................................................................................. 31596Trustdeeds,investmentsin....................................................................................................... 31595Trustfund..................................................................................................................................... 31588TulareCounty District.................................................................................................................................... 31468

UUnassignablerightinretirementfund..................................................................................... 31452Uncompensatedleaveofabsenceduetoillness...................................................... 31646,31646.5Undertaker,paymentto............................................................................................................. 31783Unemploymentcompensation…….…………………………………………………..... ….31680.6Unfundedliability.................................................................................................................... 31453.6Uninterruptedservice................................................................................................................ 31641UnitedStates Contributionsto............................................................................................ 31812,31813,31814 Insurance,governmentconverted................................................................................... 31452.5 Publicagency,is.................................................................................................................... 31478UniversityofCalifornia,Regentsofthe………………………….... ……31468,31557.1,31840.1Unmodifiedretirementallowance(seeCurrentservicepension)

VVacanciesonboard......................................................................................................... 31523,31524Valuation,actuarial..........................................................................................................31453,31611VenturaCounty Alternateboardmember,appointmentof.................................................................... 31520.13

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Alternativeplan....................................................................................................31511–31511.11 Personnel,appointmentof............................................................................................. 31522.10 Supplementalretirementbenefit........................................................................ 31682,31682.2 Terminationofcertainadditionalbenefits........................................................................ 31485Vesting Meetingvestingrequirements……………….………………………………….... …..31485.22Veterans,militaryleave,etc.(seeMilitaryservice)........................................ 31649–31651,31653Violationoflaw,denialofpensionbecauseof......................................................... 31728–31728.2Visioncare……………………………………………………………………31452.5,31698–31698.5Vocationalrehabilitation......................................................................................................... 31725.6

WWages,paymentof,lesscontributions..................................................................................... 31626Waiver Membership........................................................................................................................... 31552Warrelocationabsence............................................................................................................... 31655Warrants Auditorcountersigns........................................................................................................... 31590 Deductionsfrom,for Contributionsofmembers................................................................. 31625,31625.1,31626 Insuranceafterretirement.......................................................................................... 31452.5 Regulations...................................................................................................................... 31527 Forwardingatmember’srequest.................................................................................... 31452.6 Lost,issuanceofduplicate.............................................................................................. 31452.65 Memberofboardsigns........................................................................................................ 31590 Treasurersigns....................................................................................................................... 31590Willfulmisconduct,denialofpensionbecauseof................................................... 31728,31728.1Withdrawals Additionalcontributions.................................................................................................. 31627.1 Chargefor.................................................................................................................. 31527,31628 Discontinuanceofservice........................................................................................ 31628,31629 Districtfromsystem................................................................................................. 31557,31564 Electiveofficerfromsystem................................................................................................ 31553 Fundsnotwithdrawn Withinfiveyears............................................................................................................. 31628 Withintenyears.............................................................................................................. 31629 Redepositof.............................................................................. 31652,31652.2,31831.1–31831.3 Service,continuityof............................................................................................................ 31642 Specialcontributionsofsupersededsystem..................................................................... 31509 TransferofmembershiptoStateTeachers’RetirementSystem,on............................... 31565

YYearofservice Definedfortemporaryworkers....................................................................................... 31640.5

xxx

2016EditionCOUNTY EMPLOYEES

RETIREMENT LAW OF 1937

Article 1. General

§31450. Short titleThischaptermaybecitedastheCountyEmployeesRetirementLawof1937.(AddedbyStats.1947,Ch.424,Sec.1)

§31451. PurposeThepurposeofthischapteristorecognizeapublicobligationtocountyanddistrict

employeeswhobecomeincapacitatedbyageorlongserviceinpublicemploymentanditsaccompanyingphysicaldisabilitiesbymakingprovisionforretirementcompensationanddeathbenefitasadditionalelementsofcompensationforfutureservicesandtoprovideameansbywhichpublicemployeeswhobecomeincapacitatedmaybereplacedbymorecapableemployeestothebettermentofthepublicservicewithoutprejudiceandwithoutinflictingahardshipupontheemployeesremoved.

(AddedbyStats.1947,Ch.424,Sec.1)

§31452. Retirement allowances exempt from taxation and other processTherightofapersontoapension,annuity,retirementallowance,returnof

contributions,thepension,annuity,orretirementallowance,anyoptionalbenefit,anyotherrightaccruedoraccruingtoanypersonunderthischapter,themoneyinthefundcreatedorcontinuedunderthischapterortheCaliforniaPublicEmployees’PensionReformActof2013,andanypropertypurchasedforinvestmentpurposespursuanttothischapter,areexemptfromtaxation,includinganyinheritancetax,whetherstate,county,municipal,ordistrict.TheyarenotsubjecttoexecutionoranyotherprocessofcourtwhatsoeverexcepttotheextentpermittedbySection31603ofthiscodeandSection704.110oftheCodeofCivilProcedure,andareunassignableexceptasspecificallyprovidedinthischapter.

(AmendedbyStats.1982,Ch.497,Sec.117;OperativeJuly1,1983,byCh.497,Sec.185)(AmendedbyStats.2003,Ch.520(AB1585),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.1)

§31452.5. Deduction from retirement allowance for insurance, etc.; fee(a)Theboardmaycomplywithandgiveeffecttoarevocablewrittenauthorization

signedbyaretiredmemberorbeneficiaryofaretiredmemberentitledtoaretirementallowanceorbenefitunderthischapterortheCaliforniaPublicEmployees’PensionReformActof2013,authorizingthetreasurerorotherentityauthorizedbytheboardtodeductaspecifiedamountfromtheretirementallowanceorbenefitpayabletoanyretiredmemberorbeneficiaryofaretiredmemberforanyofthefollowingpurposes:

(1)Payingpremiumsonanypolicyorcertificateofgrouplifeinsuranceorgroupdisabilityinsuranceissuedbyanadmittedinsurer.

(2)Payingpremiumsforaprepaidgroupmedicalorhospitalserviceplan.(3)Payingpremiumsforavisioncareprogramordentalplan,approvedbythe

board,forthebenefitoftheretiredmemberorhisorherdependents.(4)PayingpremiumsonnationalservicelifeinsuranceorUnitedStatesgovernment

convertedinsurance.(5)Paymentforthepurchaseofsharesinorthepaymentofmoneytoanyregularly

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charteredcreditunion.(6)Paymenttoacharitableorganizationorafederallycharteredveterans’

organizationthatisapprovedbytheboard.(7)Paymentstoarecognizedretireeorganization.(8)PaymentforthepurchaseofUnitedStatessavingsbonds.(9)ThepaymentofpersonalincometaxestothegovernmentoftheUnitedStatesor

theStateofCalifornia.(10)Paymentforanyretireebenefitprogramsavailablethroughtherecognized

retireeorganization.Theboardmayrequirethatthispaymentbetoasinglepartydesignatedbytherecognizedretireeorganization,eithertoitselfortoathird-partyadministrator.

(b)Eachmonththeordershallbedrawninfavoroftheinsurer,institution,creditunion,organization,orgovernmentnamedinthewrittenauthorizationforanamountequaltothedeductionsauthorizedinsubdivision(a)andmadeduringthemonth.

(c)Theboardmaychargeareasonablefeeforthemakingofthedeductionsandpayments.

(AmendedbyStats.1989,Ch.121,Sec.1)(AmendedbyStats.1995,Ch.584(AB1021),Sec.1)(AmendedbyStats.2007,Ch.331(AB1288),Sec.1)(AmendedbyStats.2012,Ch.178(SB1382),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.2)

§31452.6. Delivery of benefits to financial institutions; refunds after death(a)Theboardshallcomplywithandgiveeffecttoarevocablewrittenauthorization

signedbyaretiredmemberorbeneficiaryofaretiredmemberentitledtoaretirementallowanceorbenefitunderthischapterortheCaliforniaPublicEmployees’PensionReformActof2013,authorizingthetreasurerorotherentityauthorizedbytheboardtodeliverthemonthlywarrant,check,orelectronicfundtransfer,fortheretirementallowanceorbenefittoanyspecifiedbank,savingsandloaninstitution,orcredituniontobecreditedtotheaccountoftheretiredmemberorsurvivorofadeceasedretiredmember.Thatdeliveryisfulldischargeoftheliabilityoftheboardtopayamonthlyretirementallowanceorbenefittotheretiredmemberorsurvivorofadeceasedretiredmember.

(b)AnypaymentsdirectlydepositedbyelectronicfundtransferfollowingthedateofdeathofapersonwhowasentitledtoreceivearetirementallowanceorbenefitunderthischapterortheCaliforniaPublicEmployees’PensionReformActof2013shallberefundedtotheretirementsystem.

(c)Inordertoobtaininformationfromafinancialinstitutionfollowingthedeathofaretiredmemberorthebeneficiaryofaretiredmember,asprovidedinsubdivision(o)ofSection7480,theboardmaycertifyinwritingtothefinancialinstitutionthattheretiredmemberorthebeneficiaryofaretiredmemberhasdiedandthattransferstotheaccountoftheretiredmemberorbeneficiaryofaretiredmemberatthefinancialinstitutionfromtheretirementsystemoccurredafterthedateofdeathoftheretiredmemberorthebeneficiaryofaretiredmember.

(AmendedbyStats.1995,Ch.584(AB1021),Sec.2)(AmendedbyStats.2004,Ch.506(AB3094),Sec.4)(AmendedbyStats.2013,Ch.247(AB1380),Sec.3)

§31452.65. Issuance of duplicate for lost or destroyed warrantUponreceiptofproof,satisfactorytotheboard,thatawarrantorcheckdrawnin

paymentofaretirementallowanceorinpaymentofanyotheraccountduefromtheretirementsystemhasbeenlostordestroyed,thetreasurerorotherentityauthorizedbytheboardupon

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requestoftheboardofretirementshallasprovidedbySection31590issueaduplicatewarrantorcheckbearingthesamedateastheoriginalinpaymentofthesameamount,withoutrequiringabondfromthepayee,andthetreasurerorotherentityauthorizedbytheboardshallpaytheduplicateinlieuoftheoriginalwarrantorcheckandanylossesincurredbyreasonoftheissuanceofduplicatewarrantsorchecksshallbeachargeagainsttheaccountfromwhichthepaymentisderived.

Thissectionshallnotbeoperativeinanycountyuntilthetimeastheboardofsupervisorsshall,byresolution,makethissectionapplicableinthecounty.

(AddedbyStats.1974,Ch.471,Sec.2)(AmendedbyStats.1995,Ch.584(AB1021),Sec.3)

§31452.7. Member’s or survivor’s death; payment of allowance(a)Uponthedeathofanymemberafterretirement,anyretirementallowanceearnedbut

notyetpaidtothemembershall,notwithstandinganyotherprovisionoflaw,bepaidtothemember’sdesignatedbeneficiary.

(b)Uponthedeathofanypersonreceivingasurvivor’sallowanceunderthischapter,anyallowanceearnedbutnotyetpaidtothesurvivorshall,notwithstandinganyotherprovisionoflaw,bepaidtothesurvivor’sdesignatedbeneficiary.

(AddedbyStats.2000,Ch.497(SB2008),Sec.1)

§31453. Actuarial valuation; recommendation as to changes of rates of interest; contributions and appropriations; exception(a)Anactuarialvaluationshallbemadewithinoneyearafterthedateonwhichany

systemestablishedunderthischapterbecomeseffective,andthereafteratintervalsnottoexceedthreeyears.Thevaluationshallbeconductedunderthesupervisionofanactuaryandshallcoverthemortality,service,andcompensationexperienceofthemembersandbeneficiaries,andshallevaluatetheassetsandliabilitiesoftheretirementfund.Uponthebasisoftheinvestigation,valuation,andrecommendationoftheactuary,theboardshall,atleast45dayspriortothebeginningofthesucceedingfiscalyear,recommendtotheboardofsupervisorsthechangesintheratesofinterest,intheratesofcontributionsofmembers,andincountyanddistrictappropriationsasarenecessary.Withrespecttotheratesofinteresttobecreditedtomembersandtothecountyordistrict,theboardmay,initssounddiscretion,recommendaratewhichishigherorlowerthantheinterestassumptionrateestablishedbytheactuarialsurvey.Noadjustmentshallbeincludedinthenewratesfortimepriortotheeffectivedateoftherevision.

(b)(1)Uponthebasisoftheinvestigation,valuation,andrecommendationoftheactuary,theboardshall,atleast45dayspriortothebeginningofthesucceedingfiscalyear,recommendtothegoverningbodyofadistrictwithinthecountysystemthatisnotgovernedbytheboardofsupervisorsthechangesintheratesofcontributionsofdistrictmembersandindistrictappropriationsasarenecessary.

(2)Thissubdivisionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makestheprovisionsapplicableinthatcounty.

(Amended(asamendedbyStats.1984,Ch.591,Sec.1)byStats.1984,Ch.1738,Sec.2,EffectiveSeptember30,1984)

(AmendedbyStats.2005,Ch.63(AB538),Sec.1)

§31453.5. Normal contribution rate; computationNotwithstandingSection31587,andinaccordancewithSection31453or31510.1,the

boardmaydeterminecountyordistrictcontributionsonthebasisofanormalcontribution

3

ratewhichshallbecomputedasalevelpercentageofcompensationwhich,whenappliedtothefuturecompensationoftheaveragenewmemberenteringthesystem,togetherwiththerequiredmembercontributions,willbesufficienttoprovideforthepaymentofallprospectivebenefitsofsuchmember.Theportionofliabilitynotprovidedbythenormalcontributionrateshallbeamortizedoveraperiodnottoexceed30years.

(AmendedbyStats.1983,Ch.886,Sec.2)

§31453.6. Funding period to amortize unfunded accrued actuarial obligations; new amortization periods; requestsNotwithstandinganyotherprovisionofthischapter,theboardofretirementmay,atthe

requestoftheboardofsupervisors,adoptafundingperiodof30yearstoamortizeunfundedaccruedactuarialobligations,asdeterminedbytheiractuaryorbyanactuaryemployedbytheboardofinvestments,forbenefitsapplicabletoallmembershipcategoriesforthepurposeofdeterminingemployercontributionratesforcountiesanddistricts.Theboardofretirementshallapproveanewamortizationperiodbaseduponarequestfromtheboardofsupervisorsthatdemonstratesafinancialnecessity.Theboardofretirementmaydenyarequestwhentherequestwouldsubjectthefundtoanunsoundfinancialrisk.Aboardofretirementmaytakeanactionpursuanttothissectiononlyonce.

(AddedbyStats.1992,Ch.707,Sec.3,EffectiveSeptember15,1992)

§31454. Adjustment by board or governing body of rates of interest, contributions, and appropriations(a)Theboardofsupervisorsshall,notlaterthan90daysafterthebeginningofthe

immediatelysucceedingfiscalyear,adjusttheratesofinterest,theratesofcontributionsofmembers,andcountyanddistrictappropriationsinaccordancewiththerecommendationsoftheboard,butshallnotfixtheminamountsthatreducetheindividualbenefitsprovidedinthischapterortheCaliforniaPublicEmployees’PensionReformActof2013.

(b)(1)Thegoverningbodyofadistrictwithinthecountysystemthatisnotgovernedbytheboardofsupervisorsshall,notlaterthan90daysafterthebeginningoftheimmediatelysucceedingfiscalyear,adjusttheratesofcontributionsofdistrictmembersandindistrictappropriationsinaccordancewiththerecommendationsoftheboard,butshallnotfixtheminamountsthatreducetheindividualbenefitsprovidedinthischapterortheCaliforniaPublicEmployees’PensionReformActof2013.

(2)Thissubdivisionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makestheprovisionapplicableinthatcounty.

(AmendedbyStats.1978,Ch.271,Sec.1)(AmendedbyStats.2005,Ch.63(AB538),Sec.2)(AmendedbyStats.2013,Ch.247(AB1380),Sec.4)

§31454.1. Independent assumptions and calculations contained in actuarial valuation; meet and confer provisions; legislative intent(a)Theindependentassumptionsandcalculationsofanactuarycontainedinthe

actuarialvaluationrequiredbySection31453shallnotbesubjecttothe“meetandconfer”provisionsoftheMeyers-Milias-BrownAct;however,itisrecognizedthatthoseprovisionsrequirethattheboardortheboardofsupervisorsmeetandconferwithrepresentativesofrecognizedemployeeorganizationspriortodeterminingacourseofactionwithrespecttotherecommendationscontainedintheactuarialvaluation.

(b)(1)TheindependentassumptionsandcalculationsofanactuarycontainedintheactuarialvaluationrequiredbySection31453shallnotbesubjecttothe“meetandconfer”

4

provisionsoftheMeyers-Milias-BrownAct;however,itisrecognizedthatthoseprovisionsrequirethatthegoverningbodyofadistrictwithinthecountysystemthatisnotgovernedbytheboardofsupervisorsmeetandconferwithrepresentativesofrecognizedemployeeorganizationspriortodeterminingacourseofactionwithrespecttotherecommendationscontainedintheactuarialvaluation.

(2)Thissubdivisionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makestheprovisionsapplicableinthatcounty.

(c)TheintentoftheLegislature,inenactingthissection,istoinsurethesolvencyandactuarialsoundnessoftheretirementsystemsgovernedbythischapterbypreservingtheindependentnatureoftheactuarialevaluationprocess.

(AddedbyStats.1980,Ch.720,Sec.3)(AmendedbyStats.2005,Ch.63(AB538),Sec.3)

§31454.5. Additional appropriations by board to fund deficitsInanycountysubjecttotheprovisionsofSection31676.1,31676.11,31676.12,or31695.1

theboardofsupervisorsmay,byvoteenteredintheminutesoftheboard,makeanadditionalappropriationsufficienttofundoveraperiodof30yearsanydeficitwhichmayresulttothesystembecauseoftheadoptionofSection31676.1,31676.11,31676.12,or31695.1orbytheadoptionofArticles6.8,7.5and8.7.Theboardofsupervisorsmaymakesuchadditionalappropriationwhetherrecommendedbytheboardornot.

(AmendedbyStats.1973,Ch.55,Sec.1,EffectiveMay23,1973)

§31454.6. Additional appropriations by governing body of district to fund deficitsWhenever,inanycountysubjecttotheprovisionsofSection31676.1,theboardof

supervisorsmakesanyadditionalappropriationspursuanttoSection31454.5,thegoverningbodyofeverydistrict,includingtheboardofsupervisorswhereitisthegoverningbody,alsoshallmakeanadditionalappropriationintheamounttowhichithasagreed,otherwiseinthesameproportionasthetotalpayrolldeductionsfromthesalariesofallmembersemployedbysuchdistrictforthelatestpayrollperiodbeartothetotalpayrolldeductionsfromthesalariesofallmembersemployedbythecountyforthesamepayrollperiod.

(AddedbyStats.1957,Ch.1387,Sec.1)

§31455. Controlling definitions and general provisionsUnlessthecontextotherwiserequires,orunlesssupersededbyanyprovisionof

theCaliforniaPublicEmployees’PensionReformActof2013,thedefinitionsandgeneralprovisionscontainedinthisarticlegoverntheconstructionofthischapter.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.5)

§31455.5. Fraud against county retirement systems(a)Itisunlawfulforapersontodoanyofthefollowing:

(1)Make,orcausetobemade,anyknowinglyfalsematerialstatementormaterialrepresentation,toknowinglyfailtodiscloseamaterialfact,ortootherwiseprovidefalseinformationwiththeintenttouseit,orallowittobeused,toobtain,receive,continue,increase,deny,orreduceanybenefitaccruedoraccruingtoapersonunderthischapter.

(2)Present,orcausetobepresented,anyknowinglyfalsematerialstatementormaterialrepresentationforthepurposeofsupportingoropposinganapplicationforanybenefitaccruedoraccruingtoapersonunderthischapter.

(3)Knowinglyacceptorobtainpaymentfromaretirementsystemwithknowledge

5

thattherecipientisnotentitledtothepaymentundertheprovisionsofthischapterandwiththeintenttoretainthepaymentforpersonaluseorbenefit.

(4)Knowinglyaid,abet,solicit,orconspirewithanypersontodoanactprohibitedbythissection.

(b)Forpurposesofthissection,“statement”includes,butisnotlimitedto,anyoralorwrittenapplicationforbenefits,reportoffamilyrelationship,reportofinjuryorphysicalormentallimitation,hospitalrecords,testresults,physicianreports,orothermedicalrecords,employmentrecords,dutystatements,reportsofcompensation,oranyotherevidencematerialtothedeterminationofaperson’sinitialorcontinuedeligibilityforabenefitortheamountofabenefitaccruedoraccruingtoapersonunderthischapter.

(c)Apersonwhoviolatesanyprovisionofthissectionispunishablebyimprisonmentinacountyjailnottoexceedoneyear,orbyafineofnotmorethanfivethousanddollars($5,000),orbyboththatimprisonmentandfine.

(d)Apersonviolatinganyprovisionofthissectionmayberequiredbythecourtinacriminalactiontomakerestitutiontotheretirementsystem,ortoanyotherpersondeterminedbythecourt,fortheamountofthebenefitunlawfullyobtained,unlessthecourtfindsthatrestitution,oraportionofit,isnotintheinterestsofjustice.Anyrestitutionorderimposedpursuanttothissectionshallbesatisfiedbeforeanycriminalfineimposedunderthissectionmaybecollected.

(e)Theprovisionsprovidedbythissectionarecumulativeandshallnotbeconstruedasrestrictingtheapplicationofanyotherlaw.

(AddedbyStats.2008,Ch.369(AB1844),Sec.5)

§31456. “Actuarial equivalent” defined“Actuarialequivalent”meansabenefitofequalvaluewhencomputeduponthebasisof

themortalitytablesadoptedbytheboardofsupervisorsandregularinterestthereon.(AddedbyStats.1947,Ch.424,Sec.1)

§31457. “Annuity” defined“Annuity”meanspaymentforlifederivedfromcontributionsmadebyamember.

(AddedbyStats.1947,Ch.424,Sec.1)

§31458. “Beneficiary” defined“Beneficiary”meansanypersoninreceiptofapension,annuity,retirementallowance,

deathbenefit,oranyotherbenefit.(AddedbyStats.1947,Ch.424,Sec.1)

§31458.2. Death of member prior to designation of beneficiary; surviving spouse as beneficiary; procedureIf,afterDecember31,1957,andeitherbeforeorafterretirementamemberdiesleaving

aspouseandhasnotdesignatedabeneficiary,and,priortothepaymentofanyportionofthedeathbenefit,suchspousefileswiththeboardwrittenevidence,satisfactorytotheboard,thatsheorheisthesurvivingspouseandthedateofthemarriage,suchsurvivingspouseshallbedeemed,forthepurposesofthischapter,tohavebeennominatedasthebeneficiarybysuchmember.

(AmendedbyStats.1965,Ch.513,Sec.2)

§31458.3. Payment to member’s ex-spouse pursuant to court order; designation of beneficiary; termination upon death of member (Los Angeles)(a)Amember’sex-spousewhoisreceivingorisentitledtoreceivepaymentsfromthe

6

system,includingaportionofthesurvivingspouse’sallowance,pursuanttoanorderofthecourtdividingthecommunitypropertyinterestinthemember’sretirementallowancemaydesignateoneormorebeneficiarieswhoshallreceivethosepaymentsfollowingthedeathoftheex-spouse.Ifthereisnodesignatedbeneficiary,paymentshallbemadetotheestateoftheex-spouse.Thosepaymentsshallterminateuponthedeathofthememberorthesurvivingspouse.

(b)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1993,Ch.396(AB1659),Sec.2)(AmendedbyStats.1996,Ch.493(SB792),Sec.1)(AmendedbyStats.2008,Ch.164(AB3044),Sec.1)

§31458.4. Member’s ex-spouse; payments pursuant to court order; designation of beneficiary; termination; operation of section(a)Amember’sex-spousewhoisreceivingorisentitledtoreceivepaymentsfromthe

system,includingaportionofthesurvivingspouse’sallowance,pursuanttoanorderofthecourtdividingthecommunitypropertyinterestinthemember’sretirementallowancemaydesignateoneormorebeneficiarieswhoshallreceivethosepaymentsfollowingthedeathoftheex-spouse.Ifthereisnodesignatedbeneficiary,paymentshallbemadetotheestateoftheex-spouse.Thosepaymentsshallterminateuponthedeathofthememberorthesurvivingspouse.

(b)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolution,makesthissectionapplicableinthecounty.

(AddedbyStats.1996,Ch.493(SB792),Sec.2)(AmendedbyStats.2008,Ch.164(AB3044),Sec.2)

§31458.6. Note: (Added by Stats. 1996, Ch. 493 (SB 792), Sec. 3) was editorially reclassified as Government Code Sec. 31485.6.(AmendedandrenumberedbyStats.1998,Ch.132(SB2137),Sec.1asSec.31485.8)

§31459. “Board” defined(a)InacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection

31520.2:(1)AsusedinSections31453,31453.5,31454,31454.1,31454.5,31472,31588.1,31589.1,

31591,31592.3,31594,31595.1,31595.9,31596,31596.1,31601.1,31607,31611,31616,31625,31784,and31872,“board”meansaboardofinvestments.

(2)AsusedinthefirstparagraphofSection31592.2,“board”meansaboardofinvestments.

(3)Sections31510.4,31522,31523,31524,31525,31528,31529,31529.5,31595,31618,31680,and31680.1applytoboththeboardofretirementandboardofinvestments,and“board”meansboth“boardofretirement”and“boardofinvestments.”

(b)InArticle17(commencingwithSection31880),“board”meanstheBoardofAdministrationofthePublicEmployees’RetirementSystem.

(c)Inallothercases,“board”meanstheboardofretirement.(AmendedbyStats.1984,Ch.1738,Sec.3,EffectiveSeptember30,1984)(AmendedbyStats.2007,Ch.315(AB246),Sec.1)(AmendedbyStats.2008,Ch.164(AB3044),Sec.3)

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§31459.1. Board (Los Angeles)(a)InacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection

31520.2:(1)AsusedinSections31453,31453.5,31454,31454.1,31454.5,31472,31588.1,31589.1,

31591,31592.3,31594,31595.1,31595.9,31596,31596.1,31601.1,31607,31610,31611,31612,31613,31616,31618,31621.11,31625,31639.26,31784,and31872,“board”meansboardofinvestments.

(2)AsusedinthefirstparagraphofSection31592.2andthefirstparagraphandsubdivision(c)ofthesecondparagraphofSection31595,“board”meansaboardofinvestments.

(3)Sections31521,31522,31522.1,31522.2,31523,31524,31525,31528,31529,31529.5,31535.1,31580.2,31614,31680,and31680.1,applytoboththeboardofretirementandboardofinvestments,and“board”meanseitherorboththeboardofretirementandboardofinvestments.

(4)Subdivision(a)ofSection31526andsubdivisions(a)and(b)ofthesecondparagraphofSection31595applytoboththeboardofretirementandboardofinvestments,and“board”meanseitherorboththeboardofretirementandboardofinvestments.

(b)InArticle17(commencingwithSection31880)ofthischapter,“board”meanstheBoardofAdministrationofthePublicEmployees’RetirementSystem.

(c)Inallothercases,“board”meanstheboardofretirement.(d)Thissectionshallapplyonlyinacountyofthefirstclass,asdefinedinSection28020,

asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AmendedbyStats.2011,Ch.48(SB637),Sec.1)

§31460. “Compensation” defined“Compensation”meanstheremunerationpaidincashoutofcountyordistrict

funds,plusanyamountdeductedfromamember’swagesforparticipationinadeferredcompensationplanestablishedpursuanttoChapter8(commencingwithSection18310)ofPart1ofDivision5ofTitle2orpursuanttoArticle1.1(commencingwithSection53212)ofChapter2ofPart1ofDivision2ofTitle5,butdoesnotincludethemonetaryvalueofboard,lodging,fuel,laundry,orotheradvantagesfurnishedtoamember.

(AmendedbyStats.1972,Ch.1370,Sec.10)

§31461. “Compensation earnable” defined(a)“Compensationearnable”byamembermeanstheaveragecompensationas

determinedbytheboard,fortheperiodunderconsiderationuponthebasisoftheaveragenumberofdaysordinarilyworkedbypersonsinthesamegradeorclassofpositionsduringtheperiod,andatthesamerateofpay.Thecomputationforanyabsenceshallbebasedonthecompensationofthepositionheldbythememberatthebeginningoftheabsence.Compensation,asdefinedinSection31460,thathasbeendeferredshallbedeemed“compensationearnable”whenearned,ratherthanwhenpaid.

(b)“Compensationearnable”doesnotinclude,inanycase,thefollowing:(1)Anycompensationdeterminedbytheboardtohavebeenpaidtoenhancea

member’sretirementbenefitunderthatsystem.Thatcompensationmayinclude:(A)Compensationthathadpreviouslybeenprovidedinkindtothememberby

theemployerorpaiddirectlybytheemployertoathirdpartyotherthantheretirementsystemforthebenefitofthemember,andwhichwasconvertedtoandreceivedbythememberintheformofacashpaymentinthefinalaveragesalaryperiod.

(B)Anyone-timeoradhocpaymentmadetoamember,butnottoallsimilarly

8

situatedmembersinthemember’sgradeorclass.(C)Anypaymentthatismadesolelyduetotheterminationofthemember’s

employment,butisreceivedbythememberwhileemployed,exceptthosepaymentsthatdonotexceedwhatisearnedandpayableineach12-monthperiodduringthefinalaveragesalaryperiodregardlessofwhenreportedorpaid.

(2)Paymentsforunusedvacation,annualleave,personalleave,sickleave,orcompensatorytimeoff,howeverdenominated,whetherpaidinalumpsumorotherwise,inanamountthatexceedsthatwhichmaybeearnedandpayableineach12-monthperiodduringthefinalaveragesalaryperiod,regardlessofwhenreportedorpaid.

(3)Paymentsforadditionalservicesrenderedoutsideofnormalworkinghours,whetherpaidinalumpsumorotherwise.

(4)Paymentsmadeattheterminationofemployment,exceptthosepaymentsthatdonotexceedwhatisearnedandpayableineach12-monthperiodduringthefinalaveragesalaryperiod,regardlessofwhenreportedorpaid.

(c)Thetermsofsubdivision(b)areintendedtobeconsistentwithandnotinconflictwiththeholdingsinSalusv.SanDiegoCountyEmployeesRetirementAssociation(2004)117Cal.App.4th734andInreRetirementCases(2003)110Cal.App.4th426.

(AmendedbyStats.1993,Ch.396,Sec.3)(AmendedbyStats.1995,Ch.558(SB226),Sec.1)(AmendedbyStats.2012,Ch.297(AB197),Sec.2)

§31461.1. Counties of the first class; compensation; compensation earnable; operative effect; construction of section (Los Angeles)(a)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,as

amendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(b)NotwithstandingSections31460and31461,neither“compensation”nor“compensationearnable”shallincludeanyofthefollowing:cafeteriaorflexiblebenefitplancontributions,transportationallowances,carallowances,orsecurityallowances,asenumeratedinaresolutionadoptedpursuanttosubdivision(c).

(c)Exceptasprovidedinsubdivision(d),thissectionshallnotbeoperativeuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativewithrespecttoanyemployeewhobecomesamemberaftertheeffectivedateoftheresolution.

(d)Regardlessofwhetherithasactedpursuanttosubdivision(c),atanytimetheboardofsupervisors,byseparateresolutionadoptedbyamajorityvote,maymakethissectionoperativewithrespecttoanymembernotrepresentedbyacertifiedemployeeorganizationwhomakesanirrevocableelectiontobecomesubjecttothissection.

(e)Nothinginthissectionshallbeconstruedtoaffectanydeterminationmadebytheboardofretirement,pursuanttoSection31461,priortotheeffectivedateofthissection.

(f)Nothinginthissectionshallbeconstruedtoaffectthevalidityofanymemorandumofunderstandingorsimilaragreementthathasbeenexecutedpriortotheeffectivedateofthissection.

(AmendedbyStats.1993,Ch.396,Sec.4)(AmendedbyStats.1994,Ch.1100(SB2003),Sec.1)(AmendedbyStats.2006,Ch.538(SB1852),Sec.303)

§31461.2. “Compensation earnable” defined“Compensationearnable”byapublicadministrator,coronerorcoroner-public

administratormembercompensatedbymeansoffeesmeanstheaveragecompensationasdeterminedbytheboard,fortheperiodunderconsideration,uponthebasisoftheaverage

9

amountoffeesreceivedeachmonthbysuchmember.(AddedbyStats.1961,Ch.2095,Sec.1)

§31461.3. Members of state or county retirement system; average compensation(a)TheaveragecompensationduringanyperiodofserviceasamemberofthePublic

Employees’RetirementSystem,amemberofaretirementsystemestablishedunderthischapterinanothercounty,amemberoftheStateTeachers’RetirementSystem,oramemberofaretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2shallbeconsideredcompensationearnablebyamemberforpurposesofcomputingfinalcompensationforthatmemberprovided:

(1)Theperiodinterveningbetweenactivemembershipsintherespectivesystemsdoesnotexceed90days,orsixmonthsifSection31840.4applies.

(2)Heorsheretiresconcurrentlyunderbothsystemsandiscreditedwiththatperiodofserviceundertheothersystematthetimeofretirement.

(b)ThissectionshallbeappliedretroactivelyunderthischapterinfavorofanymemberwhosemembershipinthePublicEmployees’RetirementSystemorinaretirementsystemestablishedunderthischapterinanycountyterminatedpriortoOctober1,1957,providedthatheorshewaseligibletoandelecteddeferredretirementthereinwithin90daysaftereligibilityforreciprocity,theperiodinterveningbetweenactivemembershipsintherespectivesystemsdidnotexceed90days,orsixmonthsifSection31840.4applies,andheorsheretiresconcurrentlyunderbothsystemsandiscreditedwiththatperiodofserviceundertheothersystematthetimeofretirement.Thelimitationofthe90-dayorsix-monthperiodbetweentheactivemembershipinthetworetirementsystemsshallnotapplytoanemployeewhoenteredtheemploymentinwhichheorshebecameamemberoftheStateEmployees’RetirementSystempriortoJuly18,1961;providedheorsheenteredthatemploymentwithin90days,orsixmonthsifSection31840.4applies,aftertheterminationofemploymentinthecountysystem,whetherthatemploymentiswiththestateorwithacounty,acity,orotherpublicagencythatcontractswiththePublicEmployees’RetirementSystem,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2.

(AmendedbyStats.2000,Ch.966(AB2331),Sec.2)(AmendedbyStats.2001,Ch.159(SB662),Sec.116)

§31461.4. Counties of the first class; cafeteria or flexible benefit plan contributions; compensation and compensation earnable (Los Angeles)(a)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,as

amendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(b)NotwithstandingSections31460and31461,neither“compensation”nor“compensationearnable”shallincludeanyincrease,madeonorafterJanuary1,1996,incafeteriaorflexiblebenefitplancontributionsforanymemberrepresentedbyacertifiedemployeeorganization,norshalltheyincludeanyincreaseincafeteriaorflexiblebenefitplancontributionsmadeonorafterJanuary1,1995,foranymembernotrepresentedbyacertifiedemployeeorganization,providedthatthenonrepresentedmemberwaivestheapplicabilityofSections31460and31461inwritingpriortoreceivinganycashpaymentbasedontheincrease.

(c)Thissectionshallnotbeoperativeinthecountyuntilthetimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,maketheprovisionsofthissection

10

applicableinthecounty.(AddedbyStats.1999,Ch.7(AB288),Sec.1,EffectiveMarch24,1999)

§31461.45. Counties of the first class; compensation earnable; operative effect (Los Angeles)(a)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020.(b)“Compensationearnable”inacountyofthefirstclassshallincludeonlythoseitems

ofremunerationspecificallyincludedasaresultofthecourtapprovedsettlementin(1)theconsolidatedcasesofLosAngelesCountyProfessionalPeaceOfficers’Association,etal.v.BoardofRetirement,LosAngelesCountyEmployees’RetirementAssociation(LosAngelesCountySuperiorCourtCaseNo.BS051355)andMiltonCohenv.BoardofRetirement,LosAngelesCountyEmployees’RetirementAssociation(LosAngelesCountySuperiorCourtCaseNo.BS051774),(2)thecaseofLosAngelesCountyFireDepartmentAssociationofChiefs,etal.v.BoardofRetirement,LosAngelesCountyEmployees’RetirementAssociation;CountyofLosAngeles(LosAngelesCountySuperiorCourtCaseNo.BS057432),and(3)thecaseofCecilBughv.BoardofRetirement,LosAngelesCountyEmployees’RetirementSystem(LosAngelesCountySuperiorCourtCaseNo.BS055611),allofwhichwereincludedinCoordinationProceedingSpecialTitle(Rule1550(b)),RetirementCases,JudicialCouncilCoordinationProceedingNo.4049,evenifafinaljudicialdeterminationinthatcoordinatedcase,oranysubsequentcase,shouldconcludethatanyadditionalitemofremunerationmustbeincludedinthatdefinitionwithrespecttoanyothercounty.Thoseitemsofremunerationinadditiontobasesalaryandthepensionableportion,ifany,ofcafeteriaplancontributions,aresetforthinResolutionNo.01-001,adoptedbytheBoardofRetirementonorbeforetheeffectivedateofthissectionandshallincludeonlythefollowing: Earnings Code No. Title 099 PatrolStationRetentionBonus 358 TemporaryPromotionBonus 359 LifeguardParamedic,Catalina 503 UniformAllowance 504 NightShiftDifferential 505 Coroner’sInquestReporter 507 Co-GenerationorHydro-ElectricOpsandMtce 508 HenningerFlatsWatchman 509 FreezerWork 510 DepartmentHeadMerit 511 BoardofSupervisorsPerformanceLumpSum 512 FireSuppressionTransportationTruckDriver 514 BackhoeOperator 516 ExplosivesWork 517 EveningShiftDifferential 518 PowerEquipmentRepair,SnowConditions 519 EngineeringEmployees,HazardPay 520 HomeCareCompensation 522 CustodianActingAsWatchman 523 DPDDeputyDirectorRecruitmentIncentive 525 ContractingandProductivityImprovementIncentiveforManagers 528 WEBCOMPressOperator 529 PowerEquipmentOperator,FireSuppression 530 RNExtraWeekendsWorked

11

531 Standby 532 AdditionalResponsibilitiesorExceptionalPerformance 533 PowerSweeperOperatorinEmergencyConditions 534 PowerPlantReliefEngineer 535 ClinicPhysician,FirstHourandOne-Half 536 ConsultingSpecialist,MD,&MentalHealthConsultant,MD,First andFifthHours 538 RNAssignedasActingorReliefChargeNurse 539 RNWeekendDifferential 540 ReliefNurseHolidayDifferential(HourlyItem) 541 ReliefNurseWeekendDifferential(HourlyItem) 544 AppraisersLaundryandDryCleaningAllowance 545 HeavyDutyTowTruckDriver 546 SlurrySealTruckDriver 547 LifeguardParamedic-Shift 548 LifeguardParamedic-Hourly 550 IncentiveAwardsForMedi-CalReimbursements,HealthServices 551 GroupIncentiveAward,TreasurerTaxCollector 553 PioneerExcavation,TunnelOperations,FireSuppressionandSnow Removal-ConstructionInspectionandSurveyingGroups 554 PioneerExcavation,TunnelOperations,FireSuppressionand SnowRemoval 555 ScaffoldorSwingStage,30FeetAboveGrade 556 HighScaleandRiggingOperations,General 557 EveningShift,MedTech 558 NightShift,MedTech 565 ParamedicRecertificationBonus 567 DeputySheriffReserveAnnualCompensation 570 HomeCareProgramStandby 571 CSWLicensureSupervision 572 MOULumpSumBonus 601 LifeguardParamedic,Relief 602 SupervisingTransportationDeputyPerformingDispatcherDuties 603 AutomotiveServiceExcellenceCertificates 604 RNMobileIntensiveCareCertification 605 CustodianFloorWaxingBonus 606 FireEquipmentMechanicAssignedFieldRepairDuties 607 SDPOAssignedActingDirectorInACamp 608 BilingualBonus 609 RNAssignedtoEmergencyRoom 610 AntelopeValleyFirefightingCrew 611 TreeTrimmerSupervisor,PowerOperations 612 ShootingBonus,Expert 613 ShootingBonus,DistinguishedExpert 614 ShootingBonus,Marksman 615 ShootingBonus,Sharpshooter 616 AntelopeValleyQuarters,OnFireCall 617 ClinicNurseAssignedtoProbationCamp

Earnings Code No. Title

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618 TransportationBusDriver,Sheriff 619 LifeguardParamedic 620 SanGabrielDamOperator 621 NurseRetentionIncentive 622 AdvancedAppraiserCertification 623 ProbationTranscriberTypistProductionIncentive 624 BilingualAdditionalBonusChildren’sSocialWorkers 625 AgricultureInspectorsAssignedtoStandardization 626 FirefighterParamedicnotAssignedtoaParamedicPost 628 BilingualBonusforOtherThanMonthlyEmployees 629 MortuaryAttendantatLAC/USCMC 630 SafetyPoliceEducational/LongevityIncentive 632 MentalHealthWorkersAssignedtoSheriff’sDetentionFacilities 634 SupervisingDetentionServicesOfficeroftheDay 635 TransportationDeputyBusDriver,Probation 636 Sheriff’sStationCommanderExpenses 637 ProfessionalDevelopmentExpenses 638 ProbationTelecomEquipmentBonus 639 InternHousingAllowanceLAC/USCMed.Center 640 Children’sServicesERCPRetention 641 ShootingBonus,Expert-Reserve 642 ShootingBonus,DistinguishedExpert-Reserve 643 ShootingBonus,Marksman-Reserve 644 ShootingBonus,Sharpshooter-Reserve 645 WelderCertificationBonus 782 FLSAPremiumPayforRegularlyScheduledWorkAssignment 903 Non-ElectiveLeaveBuyback 910 SickBuyback 911 VacationBuyback 912 HolidayBuyback 913 SickPre-71Buyback 914 SickBuyback-Probation56Hour 915 VacationBuyback-56Hour 930 SpecialPaidLeaveBuyback 931 AppraisersLeaveBuyback 932 Intern/ResidentLeaveBuyback None EmpSuggest None Park,Nontaxable None Park,Taxable None PriorSalary None TransportationAllow None TrafficMitigation

Anysuchadditionalitemofremunerationmaysubsequentlybeincludedin“compensationearnable”pursuanttoamemorandumofunderstandingbetweenacountyofthefirstclassandanyofitsrecognizedemployeeorganizationsoraresolutionadoptedbyitsboardofsupervisors.

(c)Noitemofremunerationincludedin“compensationearnable”asaresultofthecourt-approvedsettlementandassetforthintheresolutiondescribedaboveinsubdivision(b)

Earnings Code No. Title

13

mayberemovedtherefromasaresultofanysubsequentjudicialdetermination,exceptthatacountyofthefirstclassandarecognizedemployeeorganizationmayagreeonlythroughamemorandumofunderstandingtoexcludetheitemofremunerationfrom“compensationearnable”ortheBoardofSupervisorsmayadoptaresolutionexcludingtheitemofremunerationfrom“compensationearnable”withrespecttononrepresentedemployees.

(d)Thissectionshallnotbeoperativeinthecountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makestheprovisionsofthissectionapplicableinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.1,EffectiveOctober13,2001,asanurgencystatute)

§31461.5. Executive and Unclassified Management Operational Incentive Plan; exclusion from retirement benefitsNotwithstandinganyotherprovisionoflaw,salarybonusesoranyothercompensation

incentivepaymentsforregulardutiesorforadditionalservicesoutsideregulardutiesreceivedundertheprogramknownonApril1,1997,astheExecutiveandUnclassifiedManagementOperationalIncentivePlanoranysuccessorprogramthatissubstantiallysimilarbyanymemberswhoareinpositionsidentifiedasexecutiveorunclassifiedmanagementshallbeexcludedfromallretirementbenefitcalculations.

(AddedbyStats.1998,Ch.129(SB1789),Sec.1)

§31461.6. "Compensation earnable" defined(a)“Compensationearnable”shallnotincludeovertimepremiumpayotherthan

premiumpayforhoursworkedwithinthenormallyscheduledorregularworkinghoursthatareinexcessofthestatutorymaximumworkweekorworkperiodapplicabletotheemployeeunderSection201andfollowingofTitle29oftheUnitedStatesCode.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013.

(AddedbyStats.2000,Ch.966(AB2331),Sec.3)(AmendedbyStats.2013,Ch.247(AB1380),Sec.6)

§31462. "Final Compensation" defined(a)“Finalcompensation”meanstheaverageannualcompensationearnablebya

memberduringanythreeyearselectedbyamemberatorbeforethetimeheorshefilesanapplicationforretirement,or,ifheorshefailstoelect,duringthethreeyearsimmediatelyprecedinghisorherretirement.Ifamemberhaslessthanthreeyearsofservice,hisorherfinalcompensationshallbedeterminedbydividinghisorhertotalcompensationbythenumberofmonthsofservicecreditedtohimorherandmultiplyingby12.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AmendedbyStats.1969,Ch.416,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.7)

§31462.05. Determination of "final compensation"(a)ForamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformAct

of2013foralloranyportionofhisorhermembershipinthecountyretirementsystem,“finalcompensation”asdefinedinSection7522.32shallapply.

(b)Ifamemberhaslessthanthreeyearsofservice,thatmember’sfinalcompensationshallbedeterminedbydividingthetotalcompensationbythenumberofmonthsofservice

14

creditedtothememberandmultiplyingby12.(c)Whendeterminingfinalcompensationforamemberwhodoesnothavethree

consecutiveyearsofearnedpensionablecompensationduetoanabsence,thecompensationforanyabsenceshallbebasedonthepensionablecompensationofthepositionheldbythememberimmediatelypriortotheabsence.

(AddedbyStats.2013,Ch.247(AB1380),Sec.8)(AmendedbyStats.2014,Ch.741(AB2474),Sec.1)

§31462.1. "Final compensation" based on compensation for one year; adoption by counties(a)(1)“Finalcompensation”meanstheaverageannualcompensationearnableby

amemberduringanyyearelectedbyamemberatorbeforethetimeheorshefilesanapplicationforretirement,or,ifheorshefailstoelect,duringtheyearimmediatelyprecedinghisorherretirement.

(2)Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.1970,Ch.316,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.9)

§31462.11. Recalculation of allowances based on compensation for one year; prospective application; resolution by boardInanycountysubjecttotheprovisionsofSection31462.1,everyretirementallowance,

optionaldeathallowances,orannualdeathallowance,payabletooronaccountofanymember,grantedpriortotheeffectivedateofSection31462.1insuchcounty,shallberecalculatedasthoughSection31462.1hadbeeninforceinsuchcountyontheeffectivedateofsuchallowance.

Anyincreasedallowancesresultingfromsuchrecalculationshallbepayableonlyprospectivelyonandaftertheoperativedateofthissectioninthatcounty.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1974,Ch.249,Sec.1)

§31462.2. "Final compensation" defined as used in relation to intermittent members(a)“Finalcompensation”formemberswhoseserviceisonatenurethatistemporary,

seasonal,intermittent,orforparttimeonlymeansone-thirdofthetotalcompensationearnedforthatperiodoftimeduringwhichthememberrenderedtheequivalentofthreeyearsoffull-timeservice.

(b)Themembermayelectatorbeforethetimeheorshefilesanapplicationforretirementtheperiodoftimeduringwhichheorshehasearnedthreefullyearsofcredituponwhichfinalcompensationshallbecalculated.Ifheorshedoesnotsoelect,thatperiodoftimeimmediatelyprecedinghisorherretirementshallbeused.

(c)Thissectionalsoappliestoamembermeetingtheconditionsspecifiedinsubdivision(a),whoseserviceisdescribedinsubdivision(a),andwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013(Article4(commencingwithSection7522)ofChapter21ofDivision7ofTitle1).

(AddedbyStats.1955,Ch.1756,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.10)(AmendedbyStats.2014,Ch.741(AB2474),Sec.2)

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§31462.3. Members participating in designated plans who are employed by County of Los Angeles on or after October 1, 2000; final compensation; application and operative effect (Los Angeles)(a)FormembersparticipatinginthedesignatedplanswhoareemployedbytheCounty

ofLosAngelesonorafterOctober1,2000,andwhoretireordieonorafterJuly1,2001,“finalcompensation”meanstheaverageannualcompensationearnablebyamemberduringanyyearelectedbythememberatorbeforethetimeheorshefilesanapplicationforretirementor,ifthememberfailstoelect,duringtheyearimmediatelyprecedinghisorherretirement.

(b)Asusedinthissection,the“designatedplans”meanstheretirementplanssponsoredbytheCountyofLosAngelesthatarecommonlyknownasRetirementPlansB,C,andDforgeneralmembersandRetirementPlanBforsafetymembers.

(c)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperative.

(AddedbyStats.2001,Ch.778(AB399),Sec.1.5,EffectiveOctober13,2001,asanurgencystatute)

§31463. “Normal contributions” defined“Normalcontributions”meanscontributionsbyamemberatthenormalratesof

contributions,butdoesnotincludeadditionalcontributionsbyamember.(AddedbyStats.1947,Ch.424,Sec.1)

§31464. “Accumulated normal contributions” defined“Accumulatednormalcontributions”meansthesumofallnormalcontributions

standingtothecreditofamember’sindividualaccountandregularinterestthereon.(AddedbyStats.1947,Ch.424,Sec.1)

§31465. “Additional contributions” defined“Additionalcontributions”meanscontributionsmadebymembersinadditionto

normalcontributionsunderSections31504and31627.(AddedbyStats.1947,Ch.424,Sec.1)

§31466. “Accumulated additional contributions” defined“Accumulatedadditionalcontributions”meansthesumofalladditionalcontributions

standingtothecreditofamember’sindividualaccountandregularinterestthereon.(AddedbyStats.1947,Ch.424,Sec.1)

§31467. “Accumulated contributions” defined“Accumulatedcontributions”meansaccumulatednormalcontributionsplusany

accumulatedadditionalcontributionsstandingtothecreditofamember’saccount.(AddedbyStats.1947,Ch.424,Sec.1)

§31468. “District” defined(a)"District"meansadistrict,formedunderthelawsofthestate,locatedwhollyor

partiallywithinthecountyotherthanaschooldistrict.(b)"District"alsoincludesanyinstitutionoperatedbytwoormorecounties,inoneof

whichtherehasbeenadoptedanordinanceplacingthischapterinoperation.(c)"District"alsoincludesanyorganizationorassociationauthorizedbyChapter26

oftheStatutesof1935,asamendedbyChapter30oftheStatutesof1941,orbySection50024,whichorganizationorassociationismaintainedandsupportedentirelyfromfundsderived

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fromcounties,andtheboardofanyretirementsystemisauthorizedtoreceivetheofficersandemployeesofthatorganizationorassociationintotheretirementsystemmanagedbytheboard.

(d)"District"alsoincludes,butisnotlimitedto,anysanitarydistrictformedunderPart1(commencingwithSection6400)ofDivision6oftheHealthandSafetyCode.

(e)"District"alsoincludesanycity,publicauthority,publicagency,andanyotherpoliticalsubdivisionorpubliccorporationformedorcreatedundertheconstitutionorlawsofthisstateandlocatedorhavingjurisdictionwhollyorpartiallywithinthecounty.

(f)"District"alsoincludesanynonprofitcorporationorassociationconductinganagriculturalfairforthecountypursuanttoacontractbetweenthecorporationorassociationandtheboardofsupervisorsundertheauthorityofSection25905.

(g)"District"alsoincludestheRegentsoftheUniversityofCalifornia,butwithrespectonlytoemployeeswhowereemployeesofacountyinacountyhospital,whobecameuniversityemployeespursuanttoanagreementfortransfertotheregentsofacountyhospitaloroftheobligationtoprovideprofessionalmedicalservicesatacountyhospital,andwhounderthatagreementhadtherightanddidelecttocontinuemembershipinthecounty'sretirementsystemestablishedunderthischapter.

(h)"District"alsoincludestheSouthCoastAirQualityManagementDistrict,anewpublicagencycreatedonFebruary1,1977,pursuanttoChapter5.5(commencingwithSection40400)ofPart3ofDivision26oftheHealthandSafetyCode.

(1)EmployeesoftheSouthCoastAirQualityManagementDistrictshallbedeemedtobeemployeesofanewpublicagencyoccupyingnewpositionsonFebruary1,1977.Onthatdate,thosenewpositionsaredeemednottohavebeencoveredbyanyretirementsystem.

(2)NoretirementsystemcoveragemaybeeffectedforanemployeeoftheSouthCoastAirQualityManagementDistrictwhocommencedemploymentwiththedistrictduringtheperiodcommencingonFebruary1,1977,andendingonDecember31,1978,unlessanduntiltheemployeeshallhaveelectedwhethertobecomeamemberoftheretirementassociationestablishedinaccordancewiththischapterforemployeesofLosAngelesCountyortheretirementassociationestablishedinaccordancewiththischapterforemployeesofSanBernardinoCounty.TheelectionshalloccurbeforeJanuary1,1980.AnyemployeewhofailstomaketheelectionprovidedforhereinshallbedeemedtohaveelectedtobecomeamemberoftheretirementassociationestablishedinaccordancewiththischapterfortheCountyofLosAngeles.

(3)TheSouthCoastAirQualityManagementDistrictshallmakeapplicationtotheretirementassociationsestablishedinaccordancewiththischapterforemployeesofLosAngelesCountyandSanBernardinoCountyforcoverageofemployeesoftheSouthCoastAirQualityManagementDistrict.

(4)AnemployeeoftheSouthCoastAirQualityManagementDistrictwhocommencedemploymentwiththedistrictduringtheperiodcommencingonFebruary1,1977,andendingonDecember31,1978,andwhohasnotterminatedemploymentbeforeJanuary1,1980,shallbecoveredbytheretirementassociationelectedbytheemployeepursuanttoparagraph(2).Thatcoverageshallbeeffectednolaterthanthefirstdayofthefirstmonthfollowingthedateoftheelectionprovidedforinparagraph(2).

(5)EachelectingemployeeshallreceivecreditforallservicewiththeSouthCoastAirQualityManagementDistrict.However,theelectedretirementassociationmayrequire,asaprerequisitetograntingthatcredit,thepaymentofanappropriatesumofmoneyorthetransferoffundsfromanotherretirementassociationinanamountdeterminedbyanenrolledactuaryandapprovedbytheelectedretirementassociation'sboard.Theamounttobepaidshallincludealladministrativeandactuarialcostsofmakingthatdetermination.TheamounttobepaidshallbesharedbytheSouthCoastAirQualityManagementDistrictandtheemployee.Thesharetobepaidbytheemployeeshallbedeterminedbygoodfaithbargainingbetweenthedistrictandtherecognizedemployeeorganization,butinnoeventshalltheemployeeberequiredtocontributemorethan25percentofthetotalamountrequiredtobe

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paid.Theelectedretirementassociation'sboardmaynotgrantthatcreditforthatpriorserviceunlesstherequestforthatcreditismadeto,andtherequiredpaymentdepositedwith,theelectedretirementassociation'sboardnoearlierthanJanuary1,1980,andnolaterthanJune30,1980.Theforegoingshallhavenoeffectonanyemployee'srightstoreciprocalbenefitsunderArticle15(commencingwithSection31830).

(6)AnemployeeoftheSouthCoastAirQualityManagementDistrictwhocommencedemploymentwiththedistrictafterDecember31,1978,shallbecoveredbytheretirementassociationestablishedinaccordancewiththischapterforemployeesofSanBernardinoCounty.Thatcoverageshallbeeffectedasofthefirstdayofthefirstmonthfollowingtheemployee'scommencementdate.

(7)Notwithstandingparagraphs(2)and(4)above,employeesoftheSouthCoastAirQualityManagementDistrictwhowereemployedbetweenFebruary1,1977,andDecember31,1978,andwhoterminatetheiremploymentbetweenFebruary1,1977,andJanuary1,1980,shallbedeemedtobemembersoftheretirementassociationestablishedinaccordancewiththischapterfortheemployeesofLosAngelesCountycommencingonthedateoftheiremploymentwiththeSouthCoastAirQualityManagementDistrict.

(i)"District"alsoincludesanynonprofitcorporationthatoperatesoneormoremuseumswithinacountyofthe15thclass,asdescribedbySections28020and28036oftheGovernmentCode,asamendedbyChapter1204oftheStatutesof1971,pursuanttoacontractbetweenthecorporationandtheboardofsupervisorsofthecounty,andthathasenteredintoanagreementwiththeboardandthecountysettingforththetermsandconditionsofthecorporation'sinclusioninthecounty'sretirementsystem.

(j)"District"alsoincludesanyeconomicdevelopmentassociationfundedinwholeorinpartbyacountyofthe15thclass,asdescribedbySections28020and28036oftheGovernmentCode,asamendedbyChapter1204oftheStatutesof1971,andthathasenteredintoanagreementwiththeboardofsupervisorsandthecountysettingforththetermsandconditionsoftheassociation'sinclusioninthecounty'sretirementsystem.

(k)"District"alsoincludesanyspecialcommissionestablishedintheCountiesofTulareandSanJoaquinasdescribedbySection14087.31oftheWelfareandInstitutionsCode,pursuanttoacontractbetweenthespecialcommissionandthecountysettingforththetermsandconditionsofthespecialcommission'sinclusioninthecounty'sretirementsystemwiththeapprovaloftheboardofsupervisorsandtheboardofretirement.

(l)(1)"District"alsoincludestheretirementsystemestablishedunderthischapterinOrangeCounty.

(2)"District"alsoincludestheretirementsystemestablishedunderthischapterinSanBernardinoCountyatsuchtimeastheboardofretirement,byresolution,makesthissectionapplicableinthatcounty.

(3)"District"alsoincludestheretirementsystemestablishedunderthischapterinContraCostaCounty.

(4)"District"alsoincludestheretirementsystemestablishedunderthischapterinVenturaCounty.

(m)"District"alsoincludestheKernCountyHospitalAuthority,apublicagencythatisalocalunitofgovernmentestablishedpursuanttoChapter5.5(commencingwithSection101852)ofPart4ofDivision101oftheHealthandSafetyCode.

(AmendedbyStats.1994,Ch.652,Sec.1)(AmendedbyStats.2002,Ch.74(AB1992),Sec.1;EffectiveJune27,2002,asanurgency

statute)(AmendedbyStats.2006,Ch.369(SB777),Sec.1)(AmendedbyStats.2014,Ch.244(SB673),Sec.1)(AmendedbyStats.2014,Ch.613(AB2546),Sec.1.5)(AmendedbyStats.2015,Ch.223(AB1291),Sec.1)

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§31469. “Employee” defined(a)“Employee”meansanyofficerorotherpersonemployedbyacountywhose

compensationisfixedbytheboardofsupervisorsorbystatuteandwhosecompensationispaidbythecounty,andanyofficerorotherpersonemployedbyanydistrictwithinthecounty.

(b)“Employee”includesanyofficerorattacheofanysuperiorcourtthathasbeenbroughtwithintheoperationofthischapter.

(c)“Employee”includesanyofficerorotherpersonemployedbyadistrictasdefinedinsubdivision(c)ofSection31468andwhosecompensationispaidfromfundsofthedistrict.

(d)“Employee”includesanymemberpaidfromthecountyschoolservicefundwhoelectedpursuanttoSection1313oftheEducationCodetoremainamemberofthissystem.

(e)“Employee”includesanypersonpermanentlyemployedbyalocalagencyformationcommissionincludingtheexecutiveofficerthereof.

(AmendedbyStats.1968,Ch.1261,Sec.2)(AmendedbyStats.1998,Ch.931(SB2139),Sec.213,EffectiveSeptember28,1998)(AmendedbyStats.2006,Ch.538(SB1852),Sec.304)

§31469.1. County peace officer defined(a)“Countypeaceofficer”meansthesheriffandanyofficeroremployeeofthesheriff’s

officeofacountyemployedandqualifyingasaconstableordeputyconstableormarshalordeputymarshalordeputysherifforequalorhigherrank,irrespectiveofthedutiestowhichthatpersonmaybeassigned,excepting,however,thoseemployeeswhoseprincipaldutiesarethoseofatelephoneoperator,clerk,stenographer,machinistormechanic.

(b)AnyotherprovisionintheGovernmentCodetothecontrarynotwithstanding,“countypeaceofficer”shallalsoincludeandmeananyinspectors,detectivesandinvestigatorsemployedbythedistrictattorney,whoseprincipaldutiesaretoinvestigatecrimeandcriminalcasesandtoreceiveregularcompensationforthatservice.

(c)“Countypeaceofficer”doesnotincludealocalprosecutor,localpublicdefender,orlocalpublicdefenderinvestigator,asdefinedinSection31469.2.

(AddedbyStats.1951,Ch.1197,Sec.1)(AmendedbyStats.2002,Ch.1152(AB2023),Sec.8)

§31469.2. “Local prosecutor,” “local public defender,” “local public defender investigator,” defined(a)Forpurposesofthischapter,“localprosecutor”meansanyoneofthefollowing:

(1)Acountyofficeroremployeewhomeetsallofthefollowingcriteria:(A)Heorsheisor,onorafterJanuary1,2002,wasemployedintheofficeofthe

districtattorney.(B)Hisorherjobclassificationisor,onorafterJanuary1,2002,wasdistrict

attorney,deputydistrictattorney,chiefdeputydistrictattorney,seniordeputydistrictattorney,assistantdistrictattorney,chiefassistantdistrictattorney,seniorassistantdistrictattorney,oranyothersimilarclassificationortitle.

(C)HisorhereffectivedateofretirementisonorafterthedateSection31470.14becomesapplicableinthecounty.

(2)Acountyofficeroremployeewhomeetsallofthefollowingcriteria:(A)Heorshewasemployedintheofficeofadistrictattorneypriortothe

datethelocalchildsupportagencytransitionedfromthedistrictattorneytoanewcountydepartment,asspecifiedinSection17304oftheFamilyCode.

(B)Hisorherjobclassificationwasdistrictattorney,deputydistrictattorney,

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chiefdeputydistrictattorney,seniordeputydistrictattorney,assistantdistrictattorney,chiefassistantdistrictattorney,seniorassistantdistrictattorney,oranyothersimilarclassificationortitle.

(C)Heorsheisor,onorafterJanuary1,2002,wasanattorneyinalocalchildsupportagency,asdefinedinsubdivision(h)ofSection17000oftheFamilyCode,withnobreakinservicebetweenemploymentbyadistrictattorneyandthelocalchildsupportagency.

(D)HisorhereffectivedateofretirementisonorafterthedateSection31470.14becomesapplicableinthecounty.

(3)Acityofficeroremployeewhomeetsallofthefollowingcriteria:(A)Heorsheisor,onorafterJanuary1,2002,wasemployedintheofficeofthe

cityattorney.(B)Heorsheisor,onorafterJanuary1,2002,wasprimarilyengagedinthe

activeenforcementofcriminallawswithinanycourtoperatinginacounty.(C)Hisorherjobclassificationisor,onorafterJanuary1,2002,wascityattorney,

deputycityattorney,chiefdeputycityattorney,assistantcityattorney,chiefassistantcityattorney,oranyothersimilarclassificationortitle.

(D)HisorhereffectivedateorretirementisonorafterthedateSection31470.14becomesapplicableinthecounty.

(b)Forpurposesofthischapter,“localpublicdefender”meansacityorcountyofficeroremployeewhomeetsallofthefollowingcriteria:

(1)Heorsheisor,onorafterJanuary1,2002,wasemployedintheofficeofthepublicdefender,thealternatepublicdefender,oranysimilarofficetitle.

(2)Hisorherjobclassificationisor,onJanuary1,2002,waspublicdefender,deputypublicdefender,chiefdeputypublicdefender,seniordeputypublicdefender,assistantpublicdefender,chiefassistantpublicdefender,seniorassistantpublicdefender,oranyothersimilarclassificationortitle.

(3)HisorhereffectivedateofretirementisonorafterthedateSection31470.14becomesapplicableinthecounty.

(c)Forpurposesofthischapter,“localpublicdefenderinvestigator”meansacityorcountyofficeroremployeewhomeetsallofthefollowingcriteria:

(1)Heorsheisor,onorafterJanuary1,2002,wasemployedintheofficeofthepublicdefender,thealternatepublicdefender,oranyothersimilarofficetitle.

(2)Hisorherjobclassificationisor,onorafterJanuary1,2002,wasinspector,investigator,detective,oranyothersimilarclassificationortitle.

(3)Hisorherprincipaldutiesareor,onorafterJanuary1,2002,weretoinvestigatecrimeandcriminalstatutes.

(4)HisorhereffectivedateofretirementisonorafterthedateSection31470.14becomesapplicableinthecounty.

(AddedbyStats.2002,Ch.1152(AB2023),Sec.9)

§31469.3. “Safety member” definedSafetymembermeansanypersonwhoisanyofthefollowing:(a)AmemberofapensionsystemestablishedpursuanttoeitherChapter4orChapter5,

whoelectsbywrittennoticefiledwiththeboard,tobecomeasafetymember.(b)Anypersonemployedbyacounty,subjecttoSection31676.1or31695.1orbya

districtorcourtorganizedorexistingwithinsuchacounty,whoseprincipaldutiesconsistofactivelawenforcementoractivefiresuppressionasdescribedinSection31470.2and31470.4,oractivelifeguardserviceaslimitedbySection31470.6orjuvenilehallgroupcounselingandgroupsupervisionifadoptedbytheboardofsupervisorsasprovidedinSection31469.4.

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(c)AnypersondescribedinSection31469.2inanycountyinwhichSection31470.14hasbecomeoperative.

(AddedbyStats.1951,Ch.1098,Sec.4)(AmendedbyStats.1970,Ch.396,Sec.1)(AmendedbyStats.2002,Ch.1152(AB2023),Sec.10)

§31469.4. Juvenile hall group counselors and group supervisors as safety members“Safetymember”meanspersonsemployedasprobationofficers,juvenilehallor

juvenilehomegroupcounselors,andgroupsupervisorswhoareprimarilyengagedinthecontrolandcustodyofdelinquentyouthswhomustbedetainedunderphysicalsecurityinordernottobeharmfultothemselvesorothers.

Theprovisionsofthissectionshallnotbeapplicableinanycountyuntiltheboardofsupervisorsbyresolutionmaketheprovisionsapplicable.

(AmendedbyStats.1981,Ch.1142,Sec.4)

§31469.5. Counties of 10th class; optional safety status for probation officers; application (San Mateo)(a)Thissectionshallbeapplicableintheretirementsystemofanycountyofthe10th

class,asdefinedbySections28020and28031,asamendedbyChapter1204oftheStatutesof1971,iftheboardofsupervisorsexecutesamemorandumofunderstandingwiththeemployeerepresentativesandadopts,bymajorityvote,aresolutionprovidingforsafetystatusforprobationofficers,asprovidedinSection31469.4.

(b)ThepurposeofthissectionistoprovideoptionalsafetystatusforprobationofficersemployedonorbeforeMarch1,1991.NotwithstandingSection31558.6,thatoptionshallbeexercisedwithin120daysfromtheeffectivedateoftheimplementationofSection31469.4,togetherwiththeoptiontoreceivecreditasasafetymemberforallorpartofthetimeduringwhichhisorherdutieswouldhavemadehimorhereligibletobecomeasafetymember,ifthissectionhadthenbeenineffect.

(c)Exceptasotherwiseprovidedinthissection,theretirementbenefitsofexistingprobationofficerswhoelecttotransferfromgeneralmembershipinthecountyretirementsystemtosafetymembershipshallbeimplementedpursuanttoSection31484.5,exceptthat:

(1)ThedefinitionoffinalcompensationinSection31462.1shallnolongerapplytoprobationofficerselectingsafetystatus;instead,thedefinitionoffinalcompensationinSection31462shallapplyatthedateofretirementtoallcreditedsafetyserviceregardlessofpreviousserviceunderSection31462.1.However,theboardofsupervisorsmayadoptaresolutionprovidingthatthedefinitionoffinalcompensationcontainedinSection31462.1shallapplytocertainprobationofficerselectingsafetystatuswhoarespecificallyidentifiedintheresolutionandwhoareretiringonorafterthedatespecifiedintheresolution.

(2)Foremployeesentitledtoacost-of-livingadjustmentuponretirement,Article16.5(commencingwithSection31870)shallapply,exceptthattheincreaseintheallowanceshallnotexceedamaximumamountof3percentinanygivenyearcreditedassafetymembership.AnemployeewhoelectssafetyretirementunderSection31469.4andwhotherebywaiveshisorherentitlementtoahighercost-of-livingallowanceshallbedeemedtohavewaivedthehighercost-of-livingallowancewithregardtoallpreviousservicecreditedassafetyserviceatthedateofretirement,regardlessofpreviousserviceunderanyotherprovisionandshallbedeemedtohaverelinquishedanyrighttothehighercost-of-livingallowancewithoutrefundofcontributionstherefore,exceptasdeterminedbytheboardofsupervisors.

(3)AnemployeewhoelectssafetyretirementunderSection31469.4mayelecttoreceivecreditasasafetymemberforallorpartofthetimeduringwhichhisorherdutieswouldhavemadehimorhereligibletobecomeasafetymemberifthissectionhadthenbeen

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ineffectasprovidedinSection31639.7,exceptthatanelectiontoreceivepartcreditmaybeexercisedonlyinmultiplesoffiveyearsofservice.Amemberwhoelectstoreceivecreditforonlyapartofthatcountyserviceshallelectthatcountyservicelatestintimeandmaynotreceivecreditforanyportionofcountyservicepriorintimetoanycountyserviceforwhichheorshedoesnotelecttoreceivecredit.

(4)Amembernotpreviouslywithinthesafetymembershipcategorywhoelectstoreceivecreditforallorpartofthetimeduringwhichthemember’sdutieswouldhavemadehimorhereligibletobecomeasafetymemberifthissectionhadthenbeenineffectshallpayintotheretirementsystemtheamountthatwouldhavehadtobecontributedbytheemployertofundtheemployer’sliabilityforsafetymembershipandanamountequaltothedifferencebetweentheemployee’scontributionsactuallymadeduringthetimeforwhichheorsheclaimscreditandthecontributionsthememberwouldhavemadeduringthatperiodifheorshehadbeeninsafetystatusduringthatperiod.

(d)AllprobationofficersinTierIIIwhoelecttotransferfromgeneralmembershipinthecountyretirementsystemtosafetymembershippursuanttothissectionshallbeplacedinTierIIregardlessoftheirstatuspriortoselectingTierIIIbenefits.

(e)AllpersonshiredaftertheeffectivedateofimplementationofSection31469.4shall,uponretirement,havehisorhercost-of-livingallowanceandfinalcompensationcomputedinaccordancewiththissection.

(AddedbyStats.1991,Ch.344,Sec.1,EffectiveAugust6,1991,ApplicableasofMarch1,1991,pursuanttoSec.3ofCh.344)

(AmendedbyStats.1999,Ch.116(AB947),Sec.1)(AmendedbyStats.2000,Ch.135(AB2539),Sec.78)

§31469.6. Law enforcement employees of harbor improvement district as safety membersLawenforcementemployeesofaharborimprovementdistrictaresafetymembers

subjecttoArticle6.8(commencingwithSection31639)andArticle7.5(commencingwithSection31662)ofthischapter,andtosuchotherprovisionsofthischapterasapplytosafetymembers.

(AddedbyStats.1963,Ch.731,Sec.1)

§31469.8. County of 18th class; agreement to extend safety status to specified employees; conditions (Marin)(a)Inacountyofthe18thclass,asdefinedbySections28020and28039,asamendedby

Chapter1204oftheStatutesof1971,theboardofsupervisorsmaymeetandconferpursuanttotheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1)witharecognizedemployeeorganizationthatrepresentscountyemployeeswhoarenotsafetymembersbecausetheboardofsupervisorshasnotmadeSection31469.4applicableinthecounty,andendeavortoreachagreementonanyconditionstoberequiredofemployeesoranemployeeorganizationseekingtohaveSection31469.4madeapplicable.Theconditionsshallinclude,butnotbelimitedto,whethertheemployeesshallberequiredtopayallorpartof the following:

(1)Theincreaseintheemployer’snormalcostcontributions.(2)Anyincreaseoftheemployer’sunfundedactuarialaccruedliabilityinexcessof

whatitwouldhaveaccruediftheemployeeshadremainedmiscellaneousmembers.(3)Anyincreaseintheemployer’snormalcostcontributionsorunfundedactuarial

liabilityattributabletoemployeeswhohavebecomesafetymemberselectingtopurchasecreditasasafetymemberpursuanttoSection31639.7forthetimeservedinaneligiblepositionpriortobecomingasafetymember.

(b)Anypaymentsmadebyemployeesonbehalfoftheemployertocovertheincreased

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costofsafetyretirementshallbeasdetermineduponactuarialadvicefromtheretirementboard’sactuaries,andshallbeapprovedbytheboardofretirement.

(c)Thissectionshallnotbeoperativeinthecountyuntilthedateonwhichtheboardofsupervisors,byresolutionadoptedbyamajorityvote,makestheprovisionsofthissectionapplicableinthecounty.

(AddedbyStats.2000,Ch.172(SB1640),Sec.1)

§31470. “Member” defined“Member”meansanypersonincludedinthemembershipoftheretirementassociation

pursuanttoArticle4,andincludessafetymembersasdefinedinSections31469.3,31470.2,31470.4and31470.6,oranypersonwhohaselectedinwritingtocomewithintheprovisionsofArticle9.

(AmendedbyStats.1957,Ch.1301,Sec.2)

§31470.1. “Member” as including “county peace officer member,” application of special provisions“Member”includes“countypeaceofficermember”exceptinsectionswherecounty

peaceofficermembersarespecificallyexcluded.Anythingelseinthisacttothecontrarynotwithstanding,wherethereisaconflictwiththespecialprovisionspertainingtocountypeaceofficermemberssaidspecialprovisionsshallapply.

(AddedbyStats.1951,Ch.1197,Sec.2)

§31470.2. Persons eligible (All, San Diego, Sacramento)(a)Allsheriffs,undersheriffs,chiefdeputiessheriff,jailers,turnkeys,deputiessheriff,

bailiffs,constables,deputiesconstable,motorcycleofficers,aircraftpilots,headsandassistantheadsofalldivisionsoftheofficeofthesheriff,detectivesandinvestigatorsintheofficeofthedistrictattorney,marshals,courtserviceofficersonlyinacountyofthethirdclass,asdefinedinSections28020and28024,andallregularlyappointeddeputymarshalsareeligible.

(b)Inacountyoftheeighthclass,asdefinedinSections28020and28029,bothasamendedbyChapter1204oftheStatutesof1971,allpeaceofficersintheParkRangerclassseriesintheDepartmentofRegionalParks,Recreation,andOpenSpaceareeligible.Thissubdivisionshallnotbeoperativeuntilsuchtimeasthecountyboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissubdivisionapplicableinthecounty.

(c)Localprosecutors,localpublicdefenders,andlocalpublicdefenderinvestigatorsareeligibleifthecountyboardofsupervisorsadoptsaresolutionbyamajorityvotemakingthissubdivisionandSection31470.14applicableinthecounty.

(AmendedbyStats.2000,Ch.482(AB439),Sec.2)(AmendedbyStats.2002,Ch.1152(AB2023),Sec.11)

§31470.25. Orange County; safety membership for specified law enforcement personnel (Orange)(a)Allsheriffs,undersheriffs,assistantsheriffs,chiefdeputysheriffs,captains,

lieutenants,sergeants,jailers,turnkeys,deputysheriffs,bailiffs,constables,deputyconstables,motorcycleofficers,aircraftpilots,detectives,andinvestigatorsintheofficeofthedistrictattorney,andmarshalsandallregularlyappointeddeputymarshals,whoarefirstsoemployedonoraftertheoperativedateofthissectioninacounty,areeligible.ThissectionisanalternativetoSection31470.2.

(b)Thissectionshallapplyonlyinacountyofthesecondclass,asdefinedbySections28020and28023,asamendedbyChapter1204oftheStatutesof1971.

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(c)Thissectionshallnotbeoperativeinacountyunlessanduntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthatcounty.

(AddedbyStats.1991,Ch.593,Sec.1)(AmendedbyStats.2006,Ch.538(SB1852),Sec.305)

§31470.3. Persons ineligible (All, San Diego)Clerks,bookkeepers,stenographers,courtserviceofficers,exceptinacountyofthe

thirdclass,asdefinedinSections28020and28024,andotheremployeeswhomayhavebeenappointedasdeputiessheriffordeputiesmarshalbutwhodonotperformthedutiesofanypeaceofficersenumeratedandhonorarydeputiessherifforotherpersonsholdingappointmentsasdeputiessheriffwhoreceivenocompensationthereforwhodonotregularlyperformofficialdutiesandthosewhoseprincipaldutiesclearlydonotfallwithinthescopeofactivelawenforcement,eventhoughsuchapersonissubjecttooccasionalcall,orisoccasionallycalledupontoperformdutieswithinthescopeofactivelawenforcementareineligible.

(AmendedbyStats.1982,Ch.1582,Sec.2)(AmendedbyStats.1998,Ch.918(AB2406),Sec.2,EffectiveSeptember28,1998)

§31470.4. Persons eligibleAllcountyforesters,countyfirewardens,deputiesorassistantcountyforesters,

deputiesorassistantcountyfirewardens,firefighters,fireapparatusengineers,firepreventioninspectors,forestfiremen,firepatrolmen,aircraftpilots,andforemenassignedtofiresuppressioncrews,allotherpersonnelassignedtoactivefiresuppressioninanycountyforester’sorcountyfirewarden’sdepartmentandallofficers,engineers,andfiremenofanycountyfireprotectiondistrict,andallotherpersonnelassignedtoactivefiresuppressioninanycountyfireprotectiondistrictareeligible.

(AmendedbyStats.1981,Ch.641,Sec.1)

§31470.5. Persons ineligibleBookkeepers,stenographers,cooks,laborers,countyfireprotectiondistrictfireforemen,

callfiremen,andfirefighterswhoseprincipaldutiesclearlydonotfallwithinthescopeofactivefiresuppression,eventhoughthepersonissubjecttooccasionalcall,orisoccasionallycalledupon,toperformdutieswithinthescopeofactivefiresuppression,andvolunteeremployees,honorarydeputycountyforesters,honorarydeputycountyfirewardens,andvoluntaryfirewardensholdingappointmentsassuchwhoreceivenocompensationthereforandwhodonotregularlyperformofficialduties,areineligible.

(AmendedbyStats.1981,Ch.641,Sec.2)

§31470.6. Counties exceeding 500,000; permanent employees engaged in active law enforcement (Various)(a)Apermanentemployeeofacountyhavingapopulationinexcessof500,000whose

principaldutiesconsistofactiveprotection,rescue,andrenditionofaidorassistancetopersonsinjuredorimperiledinwaterareasatbeachesandlakes,streams,dams,reservoirs,orotherbodiesofopenwater(notincludingswimmingpools)orinsmallcraftorairplanesatseaneartheshorelineandtherecoveryfromwaterareasofsubmergedobjectsandbodiesofpersonsdrownedorbelievedtohavedrownedinthoseareas,ortheimmediatesupervisionthereof,includingpersonsemployedtoperformthedutiesnowperformedunderthetitlesofdirectorofbeaches,assistantdirectorofbeaches,deputydirectorofbeaches,chieflifeguard,

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assistantchieflifeguard,captainlifeguards,lieutenantrescueboat,lieutenantlifeguards,beachlifeguard,butwhoperformsadditionalduties,someofwhich(includingthemaintenanceofpeaceandorderandtheapprehensionoflawviolators)arecustomarilyperformedbypoliceorpeaceofficers,andwhoseotherduties(suchasresuscitationworkinvolvingtheuseofspecialequipmentincaseshavingnoconnectionwiththeirprincipalduties)whichinotherareasarecustomarilyperformedbyfiremen,andotherandfurtherduties(suchastherescueofpersonsfromdisabledaircraftandsmallboatsininshoreorinlandwatersandtheremovalofdangerousobstructionsfromwaters)whichdonotcomedirectlywithinanyoftheaforesaidclassificationsbutareessentialtothesafetyandsecurityofthepublic,excludingthosewhoseprincipaldutiesarethoseofatelephoneoperator,clerk,stenographer,machinist,mechanic,orotherwiseclearlydonotfallwithinthescopeofactivelifeguardingorlifesavingservice,eventhoughapersonissubjecttooccasionalcall,orisoccasionallycalledupon,toperformdutieswithinthescopeofactivelifeguardingorlifesavingservice,shallbeconsideredandisherebyclassifiedasanemployeewhoseprincipaldutiesconsistin“activelawenforcement.”

Personsemployedtoperformthedutiesofdirectorofbeaches,assistantdirectorofbeaches,ordeputydirectorofbeachesshallnotbewithintheclassificationof“activelawenforcement”employee,unlessthosepersonshavepreviouslybeenincludedwithinthatclassification,orhaveperformeddutieswhichwouldhavequalifiedsuchpersonasan“activelawenforcement”employeeunderthissection.

(b)Inacountywithapopulationinexcessoffourmillion,theprovisionsofsubdivision(a)shallalsoapplytopersonsemployedunderthetitlesandtoperformthedutiesofdivisionchief-publicsafety,assistantdivisionchief-publicsafety,ordistrictmanager-publicsafety.

(AmendedbyStats.1990,Ch.219,Sec.1)

§31470.7. Status as “member” during public or county serviceTheelectionbyamembertoreceivecreditforemploymentinpublicserviceorincounty

servicepursuanttoSection31641.1or31641.5doesnotmakesuchpersonamemberduringanypartofsuchpublicserviceorcountyservice.

(AddedbyStats.1955,Ch.363,Sec.1)

§31470.8. Determination of eligibilityIncasesofdoubtastowhetherapersoniseligibletobecomeasafetymember,theboard

shalldecide.(AddedbyrenumberingSection31470.6byStats.1957,Ch.1301,Sec.3)

§31470.9. Eligibility of public administrators, coroners, and coroner-public administratorsAllpublicadministrators,coronersandcoroner-publicadministrators,whether

compensatedonafeeorsalarybasis,areeligible,exceptthatthemembershipofsuchpersonsissubjecttotheapprovaloftheboardofsupervisors.

(AddedbyStats.1961,Ch.2095,Sec.2)

§31470.10. Welfare fraud investigators and administrators budgeted within Orange County; eligibility (Orange)NotwithstandingSection31470.2,allwelfarefraudinvestigatorsandadministrators

budgetedwithinOrangeCountyshallbeeligible,regardlessofwhichcountydepartmentactuallysupervisesorfundsthem,andshallreceivethosebenefitsuponamajorityvoteoftheboardofsupervisors.

(AddedbyStats.1980,Ch.235,Sec.1)(AmendedbyStats.2003,Ch.171(AB144),Sec.1)

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§31470.11. Welfare fraud investigators and administrators; counties in the 16th class; ineligibility; exceptions (Santa Barbara)NotwithstandingSection31470.2,allwelfarefraudinvestigatorsandadministratorsin

countiesofthe16thclass,asdescribedbySections28020and28037,asamendedbyChapter1204oftheStatutesof1971,shallbeineligibleforsafetymembership,unlessanduntiltheboardofsupervisorsshallelect,byresolutionadoptedbyamajorityvote,tomakethoseinvestigatorsandadministratorseligible.

(AmendedbyStats.2000,Ch.379(AB1947),Sec.1)

§31470.12. Child support investigators and administrators; counties in the 16th class; eligibility; operation of section (Santa Barbara)Childsupportinvestigatorsandadministratorsincountiesofthe16thclass,asdescribed

bySection28020and28037,asamendedbyChapter1204oftheStatutesof1971,areeligible.Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardof

supervisorsshallelect,byresolutionadoptedbyamajorityvote,tomakethissectionapplicableinthecounty.

(AddedbyStats.1987,Ch.938,Sec.2)(AmendedbyStats.2000,Ch.379(AB1947),Sec.3)

§31470.13. Officers and employees who work with hazardous materials; eligibilityOfficersandemployeeswhosefunctionclearlyfallwithinthescopeofhazardous

materialsservicesareeligible.Thissectionshallnotbeoperativeinanycountyuntilthetimeastheboardof

supervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AddedbyStats.1998,Ch.996(AB2764),Sec.4)

§31470.14. Eligibility of local prosecutors, local public defenders, and local public defender investigators(a)Localprosecutors,localpublicdefenders,andlocalpublicdefenderinvestigatorsare

eligible.(b)Exceptasprovidedinsubdivision(c)andnotwithstandingSections31639.7and

31639.75,pastserviceasageneralmembershallbeconvertedtosafetyserviceifthepastservicewasrenderedinapositionthathassubsequentlybeenreclassifiedasasafetypositionpursuanttothissection.Forlocalprosecutors,asdescribedinparagraph(2)ofsubdivision(a)ofSection31469.2,serviceintheofficeofadistrictattorneyandalocalchildsupportagencyshallbeconsideredserviceforthedistrictattorneyforpurposesofthissection.

(c)Notwithstandinganyotherprovisionofthischapter,within90daysafterthissectionbecomesoperativeinthecounty,oronthefirstdayofthecalendarmonthfollowinghisorherentranceintoservice,whicheverislater,alocalprosecutor,localpublicdefender,orlocalpublicdefenderinvestigatormayfileawrittenelectionnottobecomealocalsafetymemberpursuanttothissection.

(d)Notwithstandinganyotherprovisionofthischapter,localprosecutors,localpublicdefenders,andlocalpublicdefenderinvestigatorsshallbesubjecttothebenefitformulacontainedinSection31664or31664.2,oranyotherbenefitformulaapplicabletosafetymembersthatdoesnotprovidebenefitsgreaterthanthosebenefitsprovidedunderSection31664.2,asdesignatedintheresolutiondescribedinsubdivision(e).Alocalprosecutor,localpublicdefender,orlocalpublicdefenderinvestigatorshallnotbedeemedtobeacountypeace

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officer,asdefinedinSection31469.1,foranypurposeunderthischapter.(e)Thissectionshallnotbeoperativeinacountyunlessanduntiltheboardof

supervisors,byresolutionadoptedbymajorityvote,makesthissectionoperativeinthecounty.Aresolutiontomakethissectionoperativeinthecountyshallincludealllocalprosecutors,localpublicdefenders,andlocalpublicdefenderinvestigatorsdescribedinSection31469.2.

(f)Aprovisioninamemorandumofunderstandingthatanemployerisnotobligatedtomeetandconferregardingwages,hours,orconditionsofemploymentduringthetermofthememorandumshallnotbeconstruedtoprecludemeetingsregardingtheprovisionsofthissectionbetweenanemployerandlocalprosecutors,localpublicdefenders,andlocalpublicdefenderinvestigatorspriortotheexpirationofthetermofthememorandumofunderstanding.

(g)ThissectiondoesnotapplytoanypersondescribedinSection31469.2whodiespriortothedatethissectionbecomesapplicableinthecounty.

(AddedbyStats.2002,Ch.1152(AB2023),Sec.12)

§31471. “Pension” defined“Pension”meanspaymentsforlifederivedfromcontributionsmadefromfunds

controlledbytheboardofsupervisors,orfromfundsofadistrict.(AddedbyStats.1947,Ch.424,Sec.1)

§31471.5. “Recognized retiree organization” defined“Recognizedretireeorganization”meansanorganizationinwhichamajorityofthe

membersoftheorganizationareretiredmembersofthesystemandwhichtheboard,uponrequest,hasapprovedrecognition.

(AddedbyStats.2012,Ch.178(SB1382),Sec.2)

§31472. “Regular interest” defined“Regularinterest”meansinterestat2½ percentayearuntilotherwisedeterminedby

theboardcompoundedsemiannuallyonJune30thandDecember31st.(AmendedbyStats.1949,Ch.1228,Sec.2)

§31472.1. “Regular interest” or “interest” defined; deposits as including redeposits“Regularinterest”or“interest”whenusedforpurposesofcomputingdepositsunder

thischapter,exceptasotherwisespecificallyprovided,shallmeanthatamountofinterestwhichwouldhavebeencreditedtotheaccountofthememberontheamounttobedepositedattheinterestratesestablishedforthesystemifthecontributionsrequiredtobedepositedhadbeenmadeintheamountsandatthetimerequiredifthememberhadbeenmakingsuchdepositsduringthetimeservicewasrendereduntiltheamountrequiredtobedepositedhasbeenpaid.Forpurposesofthissection“deposits”includes“redeposits”.

(AddedbyStats.1970,Ch.369,Sec.1)

§31473. “Retirement allowance” defined“Retirementallowance”meansthepensionplustheannuity.(AddedbyStats.1947,Ch.424,Sec.1)

§31474. “Retirement association” defined“Retirementassociation”meansanassociationofallpersonswhomayqualifyas

annuitantsorbeneficiariespursuanttothischapter.(AddedbyStats.1947,Ch.424,Sec.1)

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§31475. “Retirement fund” defined“Retirementfund”meanstheEmployeesRetirementFund.(AddedbyStats.1947,Ch.424,Sec.1)

§31476. “Retirement system” defined; system created by Stats. 1937, Ch. 677 as amended, continued“Retirementsystem”meanseachofthesystemscreatedandestablishedpursuanttothis

chapteroritspredecessor.TheretirementsystemforcountyemployeescreatedbyChapter677oftheStatutesof

1937,asamended,iscontinuedinexistenceunderthischapter.(AddedbyStats.1947,Ch.424,Sec.1)

§31477. “Salary fund” defined“Salaryfund”meansthefundfromwhichsalariesareordinarilypaid.(AddedbyStats.1947,Ch.424,Sec.1)

§31478. “Public agency” defined“Publicagency”meanstheUnitedStatesofAmerica,thisstate,oranydepartment

oragencyofeither,oranycounty,oranycity,whichcityorcountyiswithinthisstate,oranypubliccorporation,municipalcorporation,orpublicdistrict,whichpubliccorporation,municipalcorporation,orpublicdistrictissituatedinwholeorinpartwithinthecounty,andanylocalagencyformationcommission.

Section31468doesnotapplytothissection.(AmendedbyStats.1968,Ch.1261,Sec.3)

§31479. “Public service” defined“Publicservice”meansservicerenderedasanofficeroremployeeofapublicagencyfor

whichservicetheofficeroremployeereceivedcompensationfromthepublicagencyandwithrespecttowhichheisnotentitledtoreceivecreditinanyretirementsystemsupportedwhollyorinpartbypublicfundsafterhebecomesamemberofthissystem.

(AddedbyStats.1955,Ch.363,Sec.3)

§31479.1. Credit for service as unpaid city councilman(a)(1)NotwithstandingSection31479,anelectiveorappointivecountyofficialmay

receivecreditforservicerenderedasacitycouncilmembereventhoughthatservicewasnotcompensated.

(2)Thissectionshallnotbeoperativeinanycountyuntilitisadoptedbyamajorityvoteoftheboardofsupervisors.

(b)ThissectionshallnotapplytoserviceperformedasanelectiveorappointiveofficerthatissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013.

(AddedbyStats.1974,Ch.554,Sec.1,EffectiveAugust27,1974)(AmendedbyStats.2010,Ch.669(SB894),Sec.6)(AmendedbyStats.2013,Ch.247(AB1380),Sec.11)

§31479.2. Public service; officer or employee for department or agency of the District of Columbia“Publicservice”alsomeansservicerenderedasanofficeroremployeeofadepartment

oragencyoftheDistrictofColumbiaforwhichtheofficeroremployeereceivedcompensationandwithrespecttowhichheisnotentitledtoreceivecreditinanyretirementsystem

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supportedwhollyorinpartbypublicfundsafterhebecomesamemberofthissystem.(AddedbyStats.1976,Ch.1476,Sec.1)

§31479.3. Public service; merchant marine; purchase of credits; computation of benefits“Publicservice”alsomeansserviceinthemerchantmarineoftheUnitedStatesduring

theperiodofDecember7,1941,throughAugust15,1945,whetherornottheemployeereceivedcompensationfromtheUnitedStatesGovernmentandwithrespecttowhichheorsheisnotentitledtoreceivecreditinanyretirementsystemsupportedwhollyorinpartbypublicfundsafterheorshebecameamemberofthissystem.Thissectionshallapplytobothmembersandretiredmembersofacountyretirementassociationsubjecttothischapter.BothmembersandretiredmembersmaypurchasepublicservicecreditpursuanttoSections31641.1and31641.2.Foraretiredmembertheadditionalpensionamountaccruingbecauseofanypublicservicecreditpurchasedshallbecomputedasthoughtheservicehadbeencreditedontheeffectivedateofretirementandincreasedbyanycost-of-livingincreaseswhichmayhavebeengrantedsincetheeffectivedateofretirementandshallbeginasofthefirstofthemonthfollowingeitherthedateofreceiptoftheretiredmember’selectiontopurchasethecreditpursuanttoSection31641.1orthedateofreceiptofthefullcostofthepurchasecomputedpursuanttoSection31641.2whicheverislater.

Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AddedbyStats.1990,Ch.433,Sec.1)

§31480. Service requirementsTheprovisionsofthischapter,astheyapplytoretirementforserviceordisability,

deferredretirement,andthedeathbenefit,shallnotbeapplicabletoanymemberclaimingpublicservicepursuanttoSection31478ortoanymemberclaimingservicecreditforuncompensatedillnessleaveofabsenceinexcessof12consecutivemonthspursuanttoSection31646.1,unlesssuchmemberhasrenderedservice,otherthanthepublicserviceortheuncompensatedillnessleaveofabsenceforwhichthememberhaselectedtoreceivecredit,sufficienttomeettheminimumrequirementsofthischaptercoveringeachofthebenefitsenumeratedinthissection.

(AmendedbyStats.1988,Ch.81,Sec.1)

§31481. Effect of amendment of chapterAnamendmenteitherheretoforeorhereaftermadetothischapter,unlessexpressly

statedotherwise,doesnotgrant,takeaway,orotherwiseaffecttherightto,ortheamountof,anyretirementallowance,orotherbenefit,of:

(a)Anymemberwhohasretiredorshallretirepriortotheeffectivedateofsuchamendment.

(b)Thespouse,children,beneficiaryorcoannuitantofanymemberifsuchmemberhasretiredorshallretirepriortotheeffectivedateofsuchamendment.

(c)Thespouse,children,beneficiaryorcoannuitantofanymember,ifsuchmemberhasdiedorshalldie,priortoretirementandpriortotheeffectivedateofsuchamendment.

(AddedbyStats.1959,Ch.1184,Sec.2)

§31482. Participant in deferred compensation plan; eligibility for participationNotwithstandinganyotherprovisionoflaw,aparticipantinadeferredcompensation

planestablishedpursuanttoChapter8(commencingwithSection18310)ofPart1ofDivision5ofTitle2orpursuanttoArticle1.1(commencingwithSection53212)ofChapter2ofPart1of

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Division2ofTitle5,mayalsoparticipateinaretirementsystemofapublicagencyestablishedpursuanttothischapter.

(AddedbyStats.1972,Ch.1370,Sec.9)

§31482.5. Application; concurrent participation; credit for service(a)NotwithstandinganyprovisionstothecontraryinSection20894,thissectionshall

applytoallparticipantsinretirementsystemsgovernedbythischapter.(b)Apersonshallnotreceivecreditforthesameserviceintworetirementsystems

supportedwhollyorinpartbypublicfundsunderanycircumstance.(c)Nothinginthissectionshallprecludeconcurrentparticipationandcreditfor

serviceinapublicretirementsystemandinadeferredcompensationplanthatmeetstherequirementsofSection457ofTitle26oftheUnitedStatesCode,atax-deferredretirementplanthatmeetstherequirementsofSection40l(k)ofTitle26oftheUnitedStatesCode,oradefinedcontributionplanandtrustthatmeetstherequirementsofSection401(a),403(b),or415(m)ofTitle26oftheUnitedStatesCode.

(d)NothinginthissectionshallprecludeconcurrentparticipationandcreditforserviceinthedefinedbenefitplanprovidedunderthischapterandinasupplementaldefinedbenefitplanmaintainedbytheemployerthatmeetstherequirementsofSection401(a)ofTitle26oftheUnitedStatesCode,providedallofthefollowingconditionsexist:

(1)Thedefinedbenefitplanprovidedunderthischapterhasbeendesignatedastheemployer’sprimaryplanforthepersonandthesupplementaldefinedbenefitplanisadoptedbythegoverningbodyoftheemployer.

(2)ThesupplementaldefinedbenefitplanhasreceivedarulingfromtheInternalRevenueServicestatingthattheplanqualifiesunderSection401(a)ofTitle26oftheUnitedStatesCode,andhasfurnishedproofthereoftotheemployer.

(3)Theperson’sparticipationinthesupplementaldefinedbenefitplandoesnot,inanyway,interferewiththeperson’srightstomembershipinthedefinedbenefitplan,oranybenefitprovided,underthischapter.

(e)IfanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,thatprovisionshallnotapplytoamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.2008,Ch.219(AB1963),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.12)

§31483. Termination of optional provisionsNotwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofacounty

ordistricthasmadeaparticularprovisionorprovisionsofthischapterapplicableinsuchcountyordistrictthroughtheadoptionofanordinanceorresolution,suchgoverningbodymayatanytimethereafteradoptafurtherordinanceorresolutionterminatingtheapplicabilityofsuchprovisionorprovisionsastoemployeesofthecountyordistrictwhoseservicescommenceafteragivenfuturedatespecifiedinthelatterordinanceorresolution.

(AddedbyStats.1977,Ch.597,Sec.1)

§31484. San Diego County; termination of certain additional benefits; request of members (San Diego)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofa

countyordistricthasmadeaparticularprovisionorprovisionsofthischapterprovidingfor

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increasedbenefitsapplicabletosuchcountyordistrictthroughtheadoptionofanordinanceorresolution,suchgoverningbodymayatanytimethereafteradoptanotherordinanceorresolutionterminatingtheapplicabilityofsuchprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityofsuchprovisionorprovisionsdeterminedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrictpriortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisionsshallprovideoralorwrittenexplanationoftheeffectandimpactofsuchterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatsuchmemberhasbeenfullyinformedregardingtheeffectofsuchtermination,andunderstandsthatsuchterminationofaprovisionorprovisionsisirrevocable.Suchaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavesuchprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

Exceptasotherwiseprovidedherein,theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringtheperiodofservice.

Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.Anyemployeewhohasmadeanelectionwherebythedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“finalcompensation”inSection31462appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofsection31462.1.Anyemployeewhohasmadeanelectionwherebyacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,specifiedbythegoverningbodyappliedtoallpreviousserviceatthedateofretirementregardlessofpreviousserviceundersuchotherprovisionofArticle16.5.AnyemployeewhohasmadeanelectionwherebyadeathbenefitprovisionofArticle12(commencingwithSection31780)nolongerapplies,shallhavethedeathbenefitprovisionsspecifiedbythegoverningbodyappliedatthedateofretirementregardlessofpreviousserviceunderotherprovisionsofArticle12.

Acurrentemployeewhohaselectedtohavetheapplicabilityofsuchprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

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Thissectionshallnotbeapplicabletosafetymembers.ThissectionshallonlybeapplicabletoacountyofthethirdclassasdescribedbySection

28024.(AddedbyStats.1979,Ch.980,Sec.1)

§31484.5. San Mateo County; termination of certain additional benefits; request of members (San Mateo)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofa

countyordistricthasmadeaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletosuchcountyordistrictthroughtheadoptionofanordinanceorresolution,suchgoverningbodymay,atanytimethereafter,adoptanotherordinanceorresolutionterminatingtheapplicabilityofsuchprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityofsuchprovisionorprovisionsterminatedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrict,priortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisions,shallprovidewrittenexplanationoftheeffectandimpactofsuchterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatsuchmemberhasbeenfullyinformedregardingtheeffectofsuchtermination,andunderstandsthatsuchterminationofaprovisionorprovisionsisirrevocable.Suchaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavesuchprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

Exceptasotherwiseprovidedherein,theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.

Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.Anyemployeewhohasmadeanelectionwherebythedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“finalcompensation”inSection31462appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofSection31462.1.Anyemployeewhohasmadeanelectionwherebyacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,specifiedbythegoverningbodyappliedtoallpreviousserviceatthedateofretirementregardlessofpreviousserviceundersuchotherprovisionofArticle16.5.Anyemployeemakingsuchelectionshallberefundedallmoneyscontributedbythatemployeeforthosebenefits,andsuchemployeeshall

32

bedeemedtotherebyhavewaivedandrelinquishedanyrighttosuchautomaticcost-of-livingbenefits.

Acurrentemployeewhohaselectedtohavetheapplicabilityofsuchprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

Thissectionshallonlybeapplicabletoacountyofthe10thclassasdescribedbySection28031.

(AddedbyStats.1980,Ch.442,Sec.1)

§31484.6. Marin County; termination of certain additional benefits; request of members (Marin)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofacounty

ordistricthasmadeaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletothatcountyordistrictthroughtheadoptionofanordinanceorresolution,thegoverningbodymayatanytimethereafteradoptanotherordinanceorresolutionterminatingtheapplicabilityofthatprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityoftheprovisionorprovisionsterminatedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrictpriortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisionsshallprovideanoralorwrittenexplanationoftheeffectandimpactoftheterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatthememberhasbeenfullyinformedregardingtheeffectofthetermination,andunderstandsthattheterminationofaprovisionorprovisionsisirrevocable.Theaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavetheprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

Exceptasotherwiseprovidedherein,theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.

Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.Anyemployeewhohasmadeanelectionwherebythedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“final

33

compensation”inSection31462appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofSection31462.1.Anyemployeewhohasmadeanelectionwherebyacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,specifiedbythegoverningbodyappliedtoallpreviousserviceatthedateofretirementregardlessofpreviousserviceundersuchotherprovisionofArticle16.5.AnyemployeewhohasmadeanelectionwherebyadeathbenefitprovisionofArticle12(commencingwithSection31780)nolongerappliesshallhavethedeathbenefitprovisionsspecifiedbythegoverningbodyappliedatthedateofretirementregardlessofpreviousserviceunderotherprovisionsofArticle12.

Acurrentemployeewhohaselectedtohavetheapplicabilityoftheprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

Thissectionshallnotbeapplicabletosafetymembers.Thissectionshallonlybeapplicabletoacountyoftheeighteenthclassasdescribedby

Section28039.(AddedbyStats.1981,Ch.379,Sec.1)

§31484.7. Merced County; termination of certain additional benefits; request of members (Merced)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofa

countyordistricthasmadeaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletosuchcountyordistrictthroughtheadoptionofanordinanceorresolution,suchgoverningbodymay,atanytimethereafter,adoptanotherordinanceorresolutionterminatingtheapplicabilityofsuchprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityofsuchprovisionorprovisionsterminatedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrict,priortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisions,shallprovidewrittenexplanationoftheeffectandimpactofsuchterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatsuchmemberhasbeenfullyinformedregardingtheeffectofsuchtermination,andunderstandsthatsuchterminationofaprovisionorprovisionsisirrevocable.Suchaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavesuchprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

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Exceptasotherwiseprovidedherein,theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.

Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.Anyemployeewhohasmadeanelectionwherebythedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“finalcompensation”inSection31462appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofSection31462.1.Anyemployeewhohasmadeanelectionwherebyacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,specifiedbythegoverningbodyappliedtoallpreviousserviceatthedateofretirementregardlessofpreviousserviceundersuchotherprovisionofArticle16.5(commencingwithSection31870).

Anyemployeemakingsuchelectionshallberefundedallmoneyscontributedbythatemployeeforthosebenefits,andsuchemployeeshallbedeemedtotherebyhavewaivedandrelinquishedanyrighttosuchautomaticcost-of-livingbenefits.

Acurrentemployeewhohaselectedtohavetheapplicabilityofsuchprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

Thissectionshallonlybeapplicabletoacountyofthe25thclassasdescribedbySection28046.

(AddedbyStats.1983,Ch.558,Sec.3,EffectiveJuly28,1983)

§31484.8. Alameda County; termination of certain additional benefits; request of members (Alameda)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofacounty

ordistricthasmadeaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletothatcountyordistrictthroughtheadoptionofanordinanceorresolution,thegoverningbodymayatanytimethereafteradoptanotherordinanceorresolutionterminatingtheapplicabilityofthatprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityoftheprovisionorprovisionsterminatedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrictpriortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisionsshallprovideanoralorwrittenexplanationoftheeffectandimpactoftheterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatthememberhasbeenfullyinformedregardingtheeffectofthetermination,andunderstandsthattheterminationofaprovisionorprovisionsisirrevocable.Theaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

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Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavetheprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

Theretirementallowanceforservicesrenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicabletothedateofretirement.

Acurrentemployeewhohaselectedtohavetheapplicabilityoftheprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

Anemployeemaymaketheelectiondescribedhereinatanytime.Theeffectivedateoftheelectionshallbethefirstdayofthebiweeklypayrollperiodfollowingexecutionandfilingoftheemployee’saffidavit.

Anemployeesufferingabreakinserviceshall,ifheorshereturnstocoveredemploymentwithinthreeyearsofthedateofseparation,returnatthehigherlevelifandonlyifhisorherpriorcoveragewasatthatlevel.TheprovisioninthisparagraphappliesonlytoseparationsoccurringbetweenJune30,1983,throughandincludingJune30,1988,andfurtherappliesonlytoemployeeswhowereactivemembersonJune30,1983,andtoemployeeslaidoffpriortothatdatewhowereonacivilservicereemploymentlistonJune30,1983.Thisprovisiondoesnotapplytoemployeesleavingtheretirementsystembecauseofachangeofstatusfromfulltimetoparttime,regularappointmenttoprojectappointmentandbacktoregularappointment,orregularappointmenttointermittentappointmentandbacktoregularappointment.

AfterJune30,1988,anemployeewhoislaidoffandrehiredwithinoneyearfromthedateofseparationshallreturnatthehigherlevelifandonlyifhisorherpriorcoveragewasatthatlevel.

Aformeremployeewhohaselectedretirementfromthehigherbenefitlevelandwhoreturnstocoveredemploymentshallreturntothehigherbenefitlevel.ThebenefitlevelsdescribedinthissectionarethoseinexistenceonJuly1,1983.ThissectionshallonlybeapplicabletoacountyofthefourthclassasdescribedbySections28020and28025.

(AddedbyStats.1984,Ch.328,Sec.1)

§31484.9. Contra Costa County authorized to establish different retirement benefits for different bargaining units of safety employees represented by county deputy sheriff association, and unrepresented employees in similar job classifications.(a)ThissectionshallapplytotheretirementsystemofContraCostaCountyandonly

iftheboardofsupervisorsofthatcountyadopts,bymajorityvote,aresolutionmakingthissectionapplicableinthecounty.Notwithstandinganyotherlaw,theboardofsupervisorsmaymakethissectionapplicableinthecountyonadatespecifiedintheresolution,whichdatemaybedifferentthanthedateoftheresolution.

(b)(1)WhentheboardofsupervisorsmeetsandconferspursuanttotheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1)withtheContraCostaCountyDeputySheriffs’Association,thepartiesmayagree,pursuanttoamemorandum

36

ofunderstandingasdescribedinSection3505.1,thattheprovisionsofthissectionshallapplytosafetyemployeesrepresentedbytheContraCostaCountyDeputySheriffs’Association.

(2)ThetermsofanyagreementreachedwiththeContraCostaCountyDeputySheriffs’AssociationpursuanttothissubdivisionshallbemadeapplicablebytheboardofsupervisorstounrepresentedcountyemployeeswhoaresafetymembersintheContraCostaCountySheriff’sOfficeandinsimilarjobclassificationsasemployeeswithinapplicablebargainingunitsandthesupervisorsandmanagersofthoseemployees.

(3)AnordinanceorresolutionadoptedpursuanttothissectionmayestablishdifferentretirementbenefitsfordifferentbargainingunitsofsafetyemployeesrepresentedbytheContraCostaCountyDeputySheriffs’AssociationandtheunrepresentedgroupsofsafetyemployeesinsimilarjobclassificationsandthesupervisorsandmanagersofthoseemployeesTheordinanceorresolutionmayalsoestablishthetimeperiodduringwhichemployeesmaymakeanelectionunderthissectionandthedateonwhichanemployeeshallbeemployedtobesubjecttothissection.

(c)(1)Notwithstandinganyotherlaw,iftheboardofsupervisorsmakesaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletosafetyemployeesofthecountyrepresentedbytheContraCostaCountyDeputySheriffs’Associationthroughtheadoptionofanordinanceorresolution,theboardofsupervisorsmayatanytimethereafteradoptanotherordinanceorresolutionterminatingtheapplicabilityofthatprovisionorprovisionsastocurrentemployeesofthecountywhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityoftheprovisionorprovisionsterminatedastothoseemployees.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitsthattheboardofsupervisorselectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Theterminationofbenefitsshallbeconsistentwiththememorandumofunderstandingdescribedinsubdivision(b).Nothinginthissectionshallbeconstruedasauthorizingtheboardofsupervisorstoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

(2)Theboardofsupervisors,priortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisionsshallprovideawrittenexplanationoftheeffectandimpactoftheterminationforeachmemberrequestingterminationoftheapplicabilityofanyprovisions.

(3)Theboardofsupervisorsshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatthememberhasbeenfullyinformedregardingtheeffectofthetermination,andunderstandsthattheterminationofaprovisionorprovisionsisirrevocable.Theaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherpersonandshallwaiveandreleaseanyrighttoabenefitundertheterminatedprovisionorprovisionsfortheperiodofservicefollowingtheelection.

(4)Theboardofsupervisorsshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityoftheprovisionorprovisionsterminated,andconsistentwiththememorandumofunderstandingdescribedinsubdivision(b),specifytheprovisionorprovisionsthatshallbeapplicabletocurrentemployeesmakingtheelection.Morethanoneoptionalsetofprovisionsmaybemadeavailableforelection,including,butnotlimitedto,the“3Percentat55”retirementformula,acost-of-livingadjustment,andthedefinitionoffinalcompensationpursuanttoSection31462or31462.1.

(5)Employeeswhoelecttohavetheprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebytheboardofsupervisors.Exceptasotherwiseprovidedinthissection,theretirementallowanceforservicerenderedpriortotheeffective

37

dateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofserviceandtheretirementallowanceforservicerenderedonoraftertheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.Thetotalretirementallowanceforanemployeesubjecttothissectionshallbethesumoftheretirementallowancecalculatedforservicerenderedpriortotheeffectivedateoftheelectionandtheretirementallowancecalculatedforservicerenderedonoraftertheeffectivedateoftheelection.Anyemployeewhohasmadeanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.

(6)Anyemployeewhohasmadeanelectionthatthedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“finalcompensation”inSection31462.1appliedtoallservicerenderedpriortotheeffectivedateoftheelectionandthedefinitionof“finalcompensation”inSection31462appliedtoallservicerenderedonoraftertheeffectivedateoftheelection.ForpurposesofapplyingSection31835toaretirementsystemotherthantheretirementsysteminContraCostaCounty,thehighestaveragecompensationdescribedinthisparagraphshallapply.

(7)Anyemployeewhohasmadeanelectionthatacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,forservicerenderedpriortotheeffectivedateoftheelectioncalculatedonthebasisofthecost-of-livingadjustmentprovisionapplicableduringthatperiodofservice.Anycost-of-livingadjustmentprovisionspecifiedbytheboardofsupervisorsforservicerenderedaftertheeffectivedateoftheelectionshallapplysolelytothatservice.Aterminationofbenefitsshallbeconsistentwiththememorandumofunderstandingdescribedinsubdivision(b).

(8)Acurrentemployeewhohaselectedtohavetheapplicabilityoftheprovisionorprovisionsterminatedmaynotrescindthatelection,unlesstheboardofsupervisorsagainmakestheparticularprovisionorprovisionsapplicabletotheemployeeswhoarerepresentedbytheContraCostaCountyDeputySheriffs’Association,throughtheadoptionofasubsequentordinanceorresolutionpursuanttoamemorandumofunderstandingasdescribedinSection3505.1.

(9)Anelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsunderthatemployee’sentitlement.

(AmendedbyStats.2011,Ch.68(SB373),Sec.1)

§31485. Ventura County; termination of certain additional benefits; request of members (Ventura)Notwithstandinganyotherprovisionoflaw,wheneverthegoverningbodyofacounty

ordistrictfollowingmeetandconferhasmadeaparticularprovisionorprovisionsofthischapterprovidingforincreasedbenefitsapplicabletosuchcountyordistrictthroughtheadoptionofanordinanceorresolution,suchgoverningbodymayatanytimethereafteradoptanotherordinanceorresolutionterminatingtheapplicabilityofsuchprovisionorprovisionsastocurrentemployeesofthecountyordistrictwhoelectbywrittennoticefiledwiththeboardtohavetheapplicabilityofsuchprovisionorprovisionsterminatedastothem.Thissectionisintendedonlytoauthorizetheterminationofthosebenefitswhichthegoverningbodyofacountyordistrictelectedtoincreaseoverthebasicbenefitsortomakeapplicableinadditiontothebasicbenefitspursuanttotheprovisionsofthischapter.Nothinghereinshallbeconstruedasauthorizingthegoverningbodyofacountyordistricttoterminatethebasicbenefitsrequiredundertheprovisionsofthischapter.

Thegoverningboardofacountyordistrictpriortoadoptinganordinanceorresolutionallowingtheterminationoftheapplicabilityofanyincreasedbenefitprovisionsshallprovide

38

oralandwrittenexplanationoftheeffectandimpactofsuchterminationforeachmemberrequestingterminationoftheapplicabilityofanysuchprovisions.

Thegoverningboardshallrequiremembersrequestingterminationoftheapplicabilityofanyprovisionstosignanaffidavitstatingthatsuchmemberhasbeenfullyinformedregardingtheeffectofsuchterminationandunderstandsthatsuchterminationofaprovisionorprovisionsisirrevocable.Suchaffidavitshallalsostatethattheemployeehaschosenterminationoftheprovisionorprovisionsoftheemployee’sownfreewillandwasnotcoercedintoterminationofanyprovisionbytheemployeroranyotherperson.

Thegoverningbodyshall,intheordinanceorresolutiongrantingcurrentemployeestheoptionofelectingtohavetheapplicabilityofsuchprovisionorprovisionsterminated,specifytheprovisionorprovisionswhichshallbeapplicabletocurrentemployeesmakingtheelection.Employeeswhoelecttohavesuchprovisionorprovisionsterminated,shallhavetheirretirementallowanceforservicerenderedaftertheeffectivedateofelectioncalculatedonthebasisoftheprovisionmadeapplicablebythegoverningbody.

Exceptasotherwiseprovidedherein,theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionshallbecalculatedonthebasisoftheprovisionorprovisionsapplicableduringthatperiodofservice.Anyemployeewhohasmadesuchanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionsapplicableatthedateofretirement.Anyemployeewhohasmadeanelectionwherebythedefinitionof“finalcompensation”inSection31462.1nolongerapplies,shallhavethedefinitionof“finalcompensation”inSection31462appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofsection31462.1.Anyemployeewhohasmadeanelectionwherebyacost-of-livingadjustmentprovisionofArticle16.5(commencingwithSection31870)nolongerappliesshallhavethecost-of-livingadjustmentprovision,ifany,specifiedbythegoverningbodyappliedtoallpreviousserviceatthedateofretirementregardlessofpreviousserviceundersuchotherprovisionofArticle16.5.Anyemployeemakingsuchelectionshallberefundedallmoneyscontributedbythatemployeeforthosebenefits,andsuchemployeewaivesandrelinquishesallrightstosuchautomaticcost-of-livingbenefits.

Acurrentemployeewhohaselectedtohavetheapplicabilityofsuchprovisionorprovisionsterminatedmaynotrescindsuchanelectionunlessthegoverningbodyofthecountyordistrictagainmakestheparticularprovisionorprovisionsapplicabletothecountyordistrictthroughtheadoptionofasubsequentordinanceorresolution.Anysuchelectionmadebyacurrentemployeeshallbebindingupontheemployee’sspouseandallothersclaimingbenefitsundersuchemployee’sentitlement.

Thissectionshallnotbeapplicabletosafetymembers.Thissectionshallonlybeapplicabletoacountyofthethirteenthclassasdescribedby

Section28034.(AddedbyStats.1980,Ch.38,Sec.1)

§31485.5. Defined contribution plans; administration; legislative intentItistheintentoftheLegislaturethatcountiesthatareconsideringtheadoptionof

definedcontributionplans,alsoconsiderhavingthoseplansadministeredbytheircountyretirementsystems.

(AddedbyStats.1991,Ch.1108,Sec.3.5,EffectiveOctober14,1991)

§31485.6. Treasurer“Treasurer”asusedinSections31595.9,31625,31625.1,31629,and31706meansthe

countytreasureroranyotherentityauthorizedbytheboard.(AddedbyStats.1995,Ch.584(AB1021),Sec.4)

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§31485.7. Retirement service credit; purchase; operation of section(a)Notwithstandinganyotherprovisionofthischapter,amemberwhoelectsto

purchaseretirementservicecreditunderSection31486.3,31486.35,31499.3,31499.13,31641.1,31641.5,31641.55,31646,31652,or31658,orundertheregulationsadoptedbytheboardpursuanttoSection31643or31644shallcompletethatpurchasewithin120daysaftertheeffectivedateofhisorherretirement.

(b)Thissectionisnotoperativeinanycountyuntiltheboardofsupervisors,byresolution,makesthissectionapplicableinthecounty.

(AddedbyStats.1996,Ch.493(SB792),Sec.4)(AmendedbyStats.2003,Ch.261(AB55),Sec.1,EffectiveSeptember4,2003)(AmendedbyStats.2004,Ch.533(AB2234),Sec.1)(AmendedbyStats.2006,Ch.834(AB3033),Sec.3.5)(AmendedbyStats.2007,Ch.130(AB299),Sec.127)

§31485.8. Counties of the first class; retirement service credit; purchase; application of section (Los Angeles)(a)Notwithstandinganyotherprovisionofthischapter,amemberwhoelectsto

purchaseretirementservicecreditunderSection31490.5,31490.6,31494.3,31494.5,31641.1,31641.5,31646,31652,or31658,orundertheregulationsadoptedbytheboardpursuanttoSection31643or31644shallcompletethatpurchasewithin120daysaftertheeffectivedateofhisorherretirement.

(b)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AmendedbyStats.2003,Ch.261(AB55),Sec.2,EffectiveSeptember4,2003)(AmendedbyStats.2004,Ch.533(AB2234),Sec.2)(AmendedbyStats.2006,Ch.117,(AB2240),Sec.2)(AmendedbyStats.2007,Ch.130,(AB299),Sec.128)

§31485.9. Provision of retirement benefits for some but not all general members of a county or district; Provision of different benefits for certain subgroups within a membership classification(a)Notwithstandinganyotherprovisionoflaw,including,butnotlimitedto,Chapter

10(commencingwithSection3500)ofDivision4ofTitle1,noresolution,ordinance,contract,orcontractamendmentunderthischapteradoptedonorafterJanuary1,2004,mayprovideanyretirementbenefitsforsome,butnotall,generalmembersofacountyordistrict.

(b)Noresolution,ordinance,contract,orcontractamendmentunderthischapteradoptedonorafterJanuary1,2004,mayprovidedifferentretirementbenefitsforanysubgroupofgeneralmemberswithinamembershipclassification,including,butnotlimitedto,bargainingunitsorunrepresentedgroups,unlessbenefitsprovidedbystatuteformembershiredonorafterthedatespecifiedintheresolutionareadoptedbythecountyordistrictgoverningboard,byresolutionadoptedbymajorityvote,pursuanttoamemorandumofunderstandingmadeundertheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle2).Allnonrepresentedemployeeswithinsimilarjobclassificationsasemployeesinabargainingunitsubjecttoamemorandumofunderstanding,orsupervisorsandmanagersthereof,shallbesubjecttothesameformulaforthecalculationofretirementbenefitsapplicabletotheemployeesinthebargainingunit.NoretirementcontractamendmentmaybeimposedbytheemployerinabsenceofamemorandumofunderstandingundertheMeyers-Milias-BrownAct.

(c)Thissectiondoesnotprecludechangingmembershipclassificationfromone

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membershipclassificationtoanothermembershipclassification.(d)Thissectionshallnotapplytoretirementbenefitsforamemberdescribedin

paragraph(2)ofsubdivision(d)ofSection31676.15.(AddedbyStats.2003,Ch.852(AB1587),Sec.1)(AmendedbyStats.2007,Ch.86(AB1255),Sec.1,EffectiveJuly17,2007,asanurgency

statute)

§31485.10. San Mateo County authority to provide retirement benefits to some but not all general members or safety members; different formula for membership classifications(a)Notwithstandinganyotherprovisionoflaw,inacountyofthe10thclass,asdefined

inSections28020and28031,theboardofsupervisorsmay,byresolution,ordinance,contract,orcontractamendmentunderthischapter,provideanyretirementbenefitsforsome,butnotall,generalmembersorsafetymembersofacounty.

(b)Theresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision(a)mayprovideadifferentformulaforcalculationofretirementbenefits,bymakinganysectionofthischapterapplicabletoanysubgroupofmemberswithinamembershipclassification,including,butnotlimitedto,bargainingunits,orunrepresentedgroups,applicabletoservicecreditearnedonandafterthedatespecifiedintheresolution,whichdatemaybeearlierthanthedatetheresolutionisadopted.

(c)Aresolutionadoptedpursuanttothissectionmayrequirememberstopayallorpartofthecontributionsbyamemberoremployer,orboth,thatwouldhavebeenrequiredifthesectionorsectionsspecifiedinsubdivision(b),asadoptedbytheboardorgoverningbody,hadbeenineffectduringtheperiodoftimedesignatedintheresolution.Thepaymentbyamembershallbecomepartoftheaccumulatedcontributionsofthemember.Forthosememberswhoarerepresentedbyabargainingunit,thepaymentrequirementshallbeapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives.

(d)Aresolutionadoptedpursuanttothissectionmayrequiresafetymembershiredonandaftertheeffectivedateoftheactaddingthissubdivisiontopayallorpartofthecontributionsbyamemberoremployer,orboth.Thepaymentbyasafetymembershallbecomepartoftheaccumulatedcontributionsofthesafetymember.Forthosesafetymemberswhoarerepresentedbyabargainingunit,thepaymentrequirementandanychangestothepaymentrequirementshallnotbeeffectiveuntilapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives.

(e)Thissectionshallonlyapplytomemberswhoretireonoraftertheeffectivedateoftheresolutiondescribedinsubdivision(a)or(b).

(f)Thissectionshallnotbecomeoperativeunlessanduntilthecountyboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthecounty.

(AmendedbyStats.2011,Ch.390(AB89),Sec.1,EffectiveOctober2,2011,asanurgencystatute)

§31485.11. Counties of the fourth or 25th class; authority to provide different retirement benefits for some safety member bargaining units; different formula for calculation of benefits; contributions; separate negotiations(a)Notwithstandinganyotherprovisionoflaw,inacountyofthefourthclass,as

definedinSections28020and28025,oracountyofthe25thclass,asdefinedinSections28020and28046,eachasamendedbyChapter1204oftheStatutesof1971,theboardofsupervisorsmay,byresolution,ordinance,contract,orcontractamendmentunderthischapter,providedifferentretirementbenefitsforsomesafetymemberbargainingunitswithinthesafety

41

memberclassificationofacountyretirementsystem.(b)Theresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision

(a)mayprovideadifferentformulaforcalculationofretirementbenefits,bymakinganysectionofthischapterapplicabletodifferentsafetybargainingunitswithinthesafetymemberclassification,applicabletoservicecreditearnedonandafterthedatespecifiedintheresolution,whichdatemaybeearlierthanthedatetheresolutionisadopted.Thetermsofanagreementormemorandumofunderstandingreachedwitharecognizedemployeeorganization,pursuanttothissubdivision,maybemadeapplicablebytheboardofsupervisorstoanyunrepresentedgroupwithinthesameorsimilarmembershipclassificationastheemployeesrepresentedbytherecognizedemployeeorganizationorbargainingunit.

(c)Aresolutionadoptedpursuanttothissectionmayrequirememberstopayallorpartofthecontributionsbyamemberoremployer,orboth,thatwouldhavebeenrequiredifthesectionorsectionsspecifiedinsubdivision(b),asadoptedbytheboardorgoverningbody,hadbeenineffectduringtheperiodoftimedesignatedintheresolution.Thepaymentbyamembershallbecomepartoftheaccumulatedcontributionsofthemember.Forthosememberswhoarerepresentedbyabargainingunit,thepaymentrequirementshallbeapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives.

(d)Thissectionshallonlyapplytomemberswhoretireonoraftertheeffectivedateoftheresolutiondescribedinsubdivision(a)or(b)oronorafterthedateprovidedinthememorandumofunderstandingdescribedinsubdivision(c).

(e)Theboardofsupervisors,intheresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision(a),shallnotrequirethatabargainingunitbedividedsolelyforthepurposeofprovidingdifferentretirementbenefits.However,ifthemembersofabargainingunitwithinthesameorsimilarmembershipclassificationsoelect,retirementbenefitsmaybeseparatelynegotiatedwiththatbargainingunit.

(f)ThissectionshallremainineffectonlyuntilJanuary1,2010,andasofthatdateisrepealed,unlessalaterenactedstatute,thatisenactedbeforeJanuary1,2010,deletesorextendsthatdate.

(AddedbyStats.2004,Ch.662(AB3008),Sec.1,repealedJanuary1,2010)

§31485.12. (Repealed January 1, 2011) Retirement benefits for some safety member bargaining units (Santa Barbara, Solano)(a)Notwithstandinganyotherprovisionoflaw,inacountyofthe16thclass,asdefined

inSections28020and28037,oracountyofthe22ndclass,asdefinedinSections28020and28043,eachasamendedbyChapter1204oftheStatutesof1971,theboardofsupervisorsmay,byresolution,ordinance,contract,orcontractamendmentunderthischapter,providedifferentretirementbenefitsforsomesafetymemberbargainingunitswithinthesafetymemberclassificationofacountyretirementsystem.

(b)Theresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision(a)mayprovideadifferentformulaforcalculationofretirementbenefitsbymakinganysectionofthischapterthatisapplicabletodifferentsafetymemberbargainingunitswithinthesafetymemberclassificationapplicabletoservicecreditearnedonandafterthedatespecifiedintheresolution,whichdatemaybeearlierthanthedatetheresolutionisadopted.Thetermsofanagreementormemorandumofunderstandingreachedwitharecognizedemployeeorganization,pursuanttothissubdivision,maybemadeapplicablebytheboardofsupervisorstoanyunrepresentedgroupwithinthesameorsimilarmembershipclassificationastheemployeesrepresentedbytherecognizedemployeeorganizationorbargainingunit.

(c)Aresolution,ordinance,contract,orcontractamendmentadoptedpursuanttothissectionmayrequirememberstopayallorpartofthecontributionsbyamemberoremployer,

42

orboth,thatwouldhavebeenrequiredifthesectionorsectionsspecifiedinsubdivision(b),asadoptedbytheboardorgoverningbody,hadbeenineffectduringtheperiodoftimedesignatedintheresolution,ordinance,contract,orcontractamendment.Thepaymentbyamembershallbecomepartoftheaccumulatedcontributionsofthemember.Forthosememberswhoarerepresentedbyabargainingunit,thepaymentrequirementshallbeapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives.

(d)Thissectionshallonlyapplytomemberswhoretireonoraftertheeffectivedateoftheresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision(a)or(b),oronorafterthedateprovidedinthememorandumofunderstandingdescribedinsubdivision(c).

(e)Theboardofsupervisors,intheresolution,ordinance,contract,orcontractamendmentdescribedinsubdivision(a),shallnotrequirethatabargainingunitbedividedsolelyforthepurposeofprovidingdifferentretirementbenefits.However,ifthemembersofabargainingunitwithinthesameorsimilarmembershipclassificationsoelect,retirementbenefitsmaybeseparatelynegotiatedwiththatbargainingunit.

(f)ThissectionshallremainineffectonlyuntilJanuary1,2011,andasofthatdateisrepealed,unlessalaterenactedstatute,thatisenactedbeforeJanuary1,2011,deletesorextendsthatdate.

(AddedbyStats.2005,Ch.708(AB256),Sec.4,RepealedJanuary1,2011)(AmendedbyStats.2006,Ch.538(SB1852),Sec.306)

§31485.13. Internal Revenue Code Compliance; Prohibition against increase in benefits prescribed by this chapter due to forfeiture of benefitsInaccordancewithSection401(a)(8)ofTitle26oftheUnitedStatesCode,aforfeiture

ofbenefitsunderthischaptershallnotbeappliedtoincreasebenefitsthatamemberwouldotherwisereceiveunderthischapter.

(AddedbyStats.2008,Ch.212(AB1626),Sec.1)

§31485.14. Internal Revenue Code Compliance; DistributionsAlldistributionsofbenefitsprovidedunderthischaptershallcomplywiththe

requirementsofSection401(a)(9)ofTitle26oftheUnitedStatesCodethatareapplicabletopublicemployeeplans,including,butnotlimitedto,requirementsrelatingtothefollowing:

(a)Thetimethatbenefitpaymentsbegin,includingbenefitpaymentspaidafterthedeathofamember.

(b)Theformofdistributionofbenefits.(c)Incidentaldeathbenefits.(AddedbyStats.2008,Ch.212(AB1626),Sec.2)(AmendedbyStats.2009,Ch.140(AB1164),Sec.87)

§31485.15. Internal Revenue Code Compliance; Eligible rollover distributions; Trustee-to-trustee transfer InaccordancewithSection401(a)(31)ofTitle26oftheUnitedStatesCode,apersonwho

isentitledtoadistributionunderthischapterthatisaneligiblerolloverdistributionmayelecttohaveallorapartofthatdistributionpaiddirectlytoaneligible,specifiedplan,subjecttotermsandconditionsestablishedbytheboard.Ifapersonelectstohavetheeligiblerolloverdistributionpaidtoaneligible,specifiedplan,thepayment,whenitisdistributable,shallbemadeintheformofadirecttrustee-to-trusteetransfertotheeligibleretirementplan.

(AddedbyStats.2008,Ch.212(AB1626),Sec.3)

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§31485.16. Counties of the fourth class; resolution requiring election of pension calculation by safety employees (Alameda)(a)Notwithstandinganyotherprovisionofthischapter,inacountyofthefourthclass,

asdefinedinSections28020and28025,asamendedbyChapter1204oftheStatutesof1971,theboardofsupervisorsmay,byresolutionadoptedbymajorityvote,aspartofanynegotiatedmemorandumofunderstandingwithabargainingunitthatrepresentssafetyemployees,requireasafetyemployeeofthatbargainingunitorunrepresentedsafetyemployeehiredafterapprovaloftheresolution,toelectinwriting,eitherthepensioncalculationstatedinSection31664orthepensioncalculationstatedinSection31664.2.Theelectionshallbemadewithin45calendardaysofbeginningemploymentwiththecounty.IfanewsafetyemployeedoesnotelectthepensioncalculationstatedinSection31664.2within45daysofbeginningemployment,thenewsafetyemployeeshallbedeemedtohaveelectedthepensioncalculationstatedinSection31664.Oncemade,asafetyemployeeunderthissectionshallnotbepermittedtorescindhisorherelection.

(b)Theresolutiondescribedinsubdivision(a)mayprovideadifferentformulaorcalculationofretirementbenefitsfornewmembersofothersafetybargainingunitsorotherunrepresentedsafetyemployeeshiredafterapprovaloftheresolution,bymakinganysectionofthischapterapplicabletothosedifferentsafetybargainingunitsorunrepresentedemployees,withinthesafetymemberclassification,pursuanttoanegotiatedmemorandumofunderstandingasdescribedinSection3505.1.

(c)Theresolutiondescribedinsubdivision(a)mayprovideadifferentformulaorcalculationofsafetyretirementbenefitsfornewsafetymembersinonebargainingunitthanthatwhichisprovidedfornewsafetymembersofotherbargainingunitsornewunrepresentedsafetymembers.

(d)Aresolutionadoptedpursuanttothissectionorpreviouslyadoptedresolutionsoftheboardmayrequirememberstopayallorpartofthecontributionsbyamemberoremployer,orboth,thatwouldhavebeenrequiredifthesectionorsectionsspecifiedwithinthischapterwereorhavebeenadoptedbyresolution.Thepaymentbyamembershallbecomepartoftheaccumulatedcontributionsofthemember.Forthosememberswhoarerepresentedbyabargainingunit,thepaymentrequirementshallbeapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives.

(e)Theboardofsupervisors,inaresolutiondescribedinsubdivision(a),shallnotrequirethatabargainingunitbedividedsolelyforthepurposeofprovidingdifferentretirementbenefits.However,ifthemembersofabargainingunitwithinthesameorsimilarmembershipclassificationsoelect,retirementbenefitsmaybeseparatelynegotiatedwiththatbargainingunit.

(f)Notwithstandinganyotherprovisionoflaw,theeffectivedateofaresolutiondescribedinsubdivision(a)maybedifferentthanthedateoftheresolution.

(AddedbyStats.2010,Ch.81(AB1667),Sec.1–UrgencyStatute,EffectiveJuly15,2010)

§31485.17. Death of member while performing qualified military service; survivors entitled to additional benefits; service-connected death or disability; credit of service for vesting; application(a)InaccordancewithSection401(a)(37)ofTitle26oftheUnitedStatesCode,ifa

memberdieswhileperformingqualifiedmilitaryservice,asdefinedinSection414(u)ofTitle26oftheUnitedStatesCode,thesurvivorsofthemembershallbeentitledtoanyadditionalbenefitsthatwouldhavebeenprovidedundertheretirementsystemhadthememberresumedhisorherprioremploymentwithanemployerthatparticipatesinthesystemandthenterminatedemploymentonaccountofdeath.

44

(b)Forpurposesofthissection,“additionalbenefits”shallnotincludebenefitaccrualsrelatingtotheperiodofqualifiedmilitaryservice.

(c)Thedeathofamemberorformermemberwhileperformingqualifiedmilitaryserviceshallnotbetreatedasaservice-connecteddeathordisability.

(d)Serviceforvestingpurposesshallbecreditedtoamemberwhodieswhileperformingqualifiedmilitaryservicefortheperiodofhisorherqualifiedmilitaryservice.

(e)ThissectionshallapplytodeathsoccurringonorafterJanuary1,2007.(AddedbyStats.2010,Ch.188(AB1354),Sec.1)

§31485.18. Authorization by memorandum of understanding to adopt a resolution to require safety employees to receive a specified pension calculation (Sacramento)(a)Notwithstandinganyotherprovisionofthischapter,inacountyoftheeighthclass,

asdefinedinSections28020and28029,asamendedbyChapter1204oftheStatutesof1971,theboardofsupervisorsmay,byresolutionadoptedbymajorityvote,ifauthorizedbyamutuallyagreeduponandnegotiatedmemorandumofunderstandingwithabargainingunitthatrepresentssafetyemployees,requireasafetyemployeeofthatbargainingunitfirsthiredafterapprovaloftheresolution,andmayalsorequireanunrepresentedsafetyemployeefirsthiredafterapprovaloftheresolution,toreceiveapensioncalculationprovidedinSection31664.2,withahighestcompensationperioddeterminedpursuanttoSection31462,andwithacost-of-livingadjustmentprovidedinSection31870.

(b)Theresolutiondescribedinsubdivision(a)mayprovideadifferentformulaorcalculationofretirementbenefitsfornewsafetymembersinonebargainingunitornewunrepresentedsafetymembersthanthatprovidedfornewsafetymembersofotherbargainingunitsornewunrepresentedsafetymembers.

(AddedbyStats.2011,Ch.26(AB329),Sec.1–UrgencyStatute,EffectiveJune13,2011)

§31485.19. Rights to accrued retirement benefits nonforfeitableNotwithstandinganyotherprovisionofthischapter,therightsofeachmemberto

hisorheraccruedretirementbenefitsundertheretirementsystemshallbenonforfeitable,inaccordancewiththerequirementsofSections401(a)ofTitle26oftheUnitedStatesCodethatareapplicabletopublicemployeeplans,totheextentthenfunded,onthedateoftheterminationofthesystem,thepartialterminationofthesystem,orthecompletediscontinuanceofcontributionsunderthesystem,asprovidedinTitle26oftheUnitedStatesCode.

(AddedbyStats.2014,Ch.740(AB2473),Sec.1)

§31485.20. Distribution prior to the time allowed under statuteNotwithstandinganyotherprovisionofthischapter,noamountshallbedistributed

fromaretirementsystemestablishedunderthischapterpriortothetimethatthedistributionmaybemadeincompliancewiththerequirementsofSection401(a)ofTitle26oftheUnitedStatesCodethatareapplicabletopublicemployeeplans,including,butnotlimitedto,requirementsrelatingtothedistributionofamountspriortotheearlierofamember’sdeath,disability,separationfromservicewithallemployersthatmaintaintheretirementsystem,orattainmentofnormalretirementage,asdefinedbytheretirementsystem.

(AddedbyStats.2014,Ch.740(AB2473),Sec.2)

§31485.21. Member who has not attained normal retirement age; bona fide separation of service(a)Amemberwhohasnotattainednormalretirementageshallhaveabonafide

separationfromservicetotheextentrequiredbySection401(a)ofTitle26oftheUnitedStates

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Codebeforeworkingforthecountyoradistrict.Theboardshallestablish,byregulation,thecriteriaunderwhichabonafideseparationissatisfied.

(b)Notwithstandinganyotherprovisionofthischapter,totheextentrequiredorpermittedbySection401(a)ofTitle26oftheUnitedStatesCode,noamountshallbepaidtoanymemberbeforethedatethememberhasattainednormalretirementageorhashadabonafideseparationfromservice,whicheverisearlier.

(c)Theboardmayestablish,byregulation,normalretirementageconsistentwithfederallawandeligibilityrequirementsunderstatelaw.

(d)TotheextentthattheCaliforniaPublicEmployees’PensionReformActof2013(Article4(commencingwithSection7522)ofChapter21ofDivision7ofTitle1)wouldprovideforgreaterrestrictionswithregardtoseparationfromservice,theprovisionsofthatactshallprevail.

(AddedbyStats.2014,Ch.740(AB2473),Sec.3)

§31485.22. Benefits payable under retirement system; requirements to be fully vested(a)Amemberwho,whilecurrentlyemployed,hasreachednormalretirementage,as

definedbytheretirementsystem,andhasmetthebenefitcommencementrequirementsinArticle8orArticle9,shallbefullyvestedinthebenefitspayableundertheretirementsystem.Uponsatisfyingtherequirementsofthissection,amembermayberetireduponfilingwiththeboardawrittenapplicationinthemannerprovidedinArticles8and9ofthischapter,asapplicable.

(b)Notwithstandingsubdivision(a),Articles8and9ofthischapter,oranyotherapplicablelaw,amember’searnedandaccruedbenefitsmaybeforfeitedunderSection7522.70,7522.72,or7522.74.

(AddedbyStats.2014,Ch.740(AB2473),Sec.4)

Article 1.4Alternative Plan for Counties of the 16th Class (Santa Barbara)

(Article1.4addedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486. Designation as Retirement Plan 2; purpose, application of article and other laws (Santa Barbara)(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlan2.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountyofthe

16thclassasdescribedbySections28020and28037,iftheboardofsupervisorsexecutesamemorandumofunderstandingwithemployeerepresentativesandadopts,bymajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoptional,noncontributoryretirementplanforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeandwhoelecttheplancreatedbythisarticleand(2)existinggeneralmemberswhotransfertotheplanhereincreated,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedinthissubdivision,theprovisionscontainedinthischaptershallapply:

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(1)Article9(commencingwithSection31700)shallnotapply.(2)Article10(commencingwithSection31720)shallnotapply.(3)Article11(commencingwithSection31760)shallnotapply.(4)Article12(commencingwithSection31780)shallnotapply.(5)Article16.5(commencingwithSection31870)shallnotapply.

(g)Article15(commencingwithSection31830)shallonlybeapplicableforserviceretirement.ThoseprovisionsofArticle15dealingwithdisabilityretirement,deathbenefits,andtherequirementrelatingtothedepositofaccumulatedmembercontributionsshallnotbeapplicable.

(h)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(i)Unlessspecificallyotherwiseprovidedtherein,noamendmenttothisarticleenactedsubsequenttotheeffectivedateofthisarticleshallapplytoanycountyortotheemployeesofanycountyunlessanduntilmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.1. Definitions (Santa Barbara)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecountyordistrictoragencywhoseemployersaremembersof

theretirementsystemofthecounty.(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsofthe

SocialSecurityAct.(d)“Finalcompensation”meanstheaverageannualcompensationearnablebyageneral

memberduringanythreeyears,whetherornotconsecutive,electedbythememberatorbeforethetimeanapplicationforretirementisfiledor,ifnoelectionismade,duringthethreeyearsinwhichthememberorformermemberlastearnedcompensationprecedingretirement.Ifamemberorformermemberhaslessthanthreeyearsofservice,finalcompensationshallbedeterminedbydividingtotalcompensationbythenumberofmonthsofservicecreditedtothememberorformermemberandmultiplyingby12.Innoeventshallfinalcompensationincludeanydisabilitybenefitsreceivedbythememberorformermemberunderadisabilityplanprovidedbytheemployer.

(e)“Member”or“generalmember”meansanemployeehiredonapermanentbasis,asdefinedbytheemployer,andeligibleformembershipasdefinedbytheboardinaccordancewithsubdivision(h)ofSection31527,exceptanemployeeeligiblefororemployedinapositioneligibleforsafetymembershipasdefinedinSections31470.2and31470.4.

(f)“Primaryinsuranceamount”meansthemonthlyretirementbenefitpayableunderthefederalsystemattheageof65.

(g)“Service”meanstheperiodofuninterruptedemploymentofamember.Exceptasotherwiseprovided,amembershallnotbecreditedwithserviceforanyperiodoftimeinwhichthememberisabsentfromworkwithoutpay.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

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§31486.2. No contributions by general members; transferees; refunds; interest; election (Santa Barbara)(a)(1)ExceptasotherwiseprovidedinSection31486.3or31486.35,thereshallbeno

generalmembers’contributionsundertheplancreatedbythisarticle.(2)Amemberwhotransferstotheretirementplancreatedbythisarticleshallhave

refunded,withinareasonableperiodoftime,nottoexceedninemonthsfromthedateofreceiptofelectiontotransferbytheboard,themember’saccumulatedcontributions,togetherwithinterestthereon,whicharecreditedtothemember’saccount.InterestshallbecreditedtotheJune30orDecember31date,whicheverislater,immediatelyprecedingthedateoftherefundwarrant.Arefundunderthissectionshallbepayabletothemember.

(3)Amemberwhohasfiveormoreyearsofcountyserviceasdefinedinsubdivision(g)ofSection31486.1mayelecttoleavehisorhercontributionsondepositforserviceretirementbenefitsonly.

(b)(1)ExceptasprovidedinSections31486.3and31486.9andunderreciprocalprovisionsofthisarticle,amemberwhowasinpublicservicepriortobecomingamembermaynotelecttoreceivecreditinthisretirementplanforthatpublicservicetime,andmaynotreceivecreditforthatpriorpublicservice.

(2)Absencefromworkwithoutpaymaynotbeconsideredasbreakingthecontinuityofservice.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)(AmendedbyStats.2004,Ch.533(AB2234),Sec.3)(AmendedbyStats.2006,Ch.117(AB2240),Sec.3)

§31486.3. Election to make contributions and receive credit; purchase rights; contributory plan; operation of section (Santa Barbara)(a)Anactivemembergovernedbytheprovisionsofthisarticlemayelect,bywritten

noticefiledwiththeboard,tomakecontributionsandreceivecreditunderthisplanforserviceforwhichheorshewouldnototherwisebeentitledtoreceivecreditpursuanttothisarticle.

(b)Amemberwhoelectstoreceiveservicecreditpursuanttothissectionshallhavethesamepurchaserightsandshallcontributetotheretirementfundtheamountthatamemberinthecontributoryplanwishingtopurchasethesameservicewouldhavetocontribute,basedontheratesapplicabletoamemberofthecontributoryplanwiththesamedateofentryintomembership.Paymentshallbemadebylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,priortotheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.7.

(c)Nomembermayreceiveanyservicecreditunderthissectionforwhichheorshehasnotcompletedpaymentpursuanttosubdivision(b)beforetheeffectivedateofhisorherretirementor,ifapplicable,beforethedateprovidedinSection31485.7.Subjecttothelimitationsoffederallaw,amemberwhohaselectedtomakepaymentsininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(d)Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(e)Asusedinthissection,the“contributoryplan”meansthatcontributoryplanotherwiseavailabletonewmembersofthesystemontheelectiondate.

(f)Thissectionisnotoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(FormerSection31486.35wasaddedbyStats.1984,Ch.968,Sec.1,effectiveSeptember10,1984,andrepealedbyStats.2004,Ch.533(AB2234),Sec.4)

(AddedbyStats.2004,Ch.533(AB2234),Sec.5)(AmendedbyStats.2006,Ch.369(SB777),Sec.2)

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§31486.35. (Operative Date Contingent) Additional Retirement Credit; Eligibility; Procedure(a)Anactivemembermayelect,bywrittennoticefiledwiththeboard,tomake

contributionspursuanttothissectionandtoreceiveuptofiveyearsofservicecreditintheretirementsystemforadditionalretirementcredit,ifthememberhascompletedatleastfiveyearsofcreditedservicewiththatretirementsystem.

(b)Asusedinthissection,“additionalretirementcredit”meanstimethatdoesnototherwisequalifyascountyservice,publicservice,militaryservice,medicalleaveofabsence,oranyothertimerecognizedforservicecreditbytheretirementsystem.

(c)Notwithstandinganyotherprovisionofthischapter,servicecreditforadditionalretirementcreditmaynotbecountedtomeettheminimumqualificationsforserviceretirementorforpurposesofestablishingeligibilityforbenefitsbasedon30yearsofservice,additionaladhoccost-of-livingbenefitsbasedonservicecredit,healthcarebenefits,oranyotherbenefitsbaseduponservicecredit.

(d)Amemberwhoelectstomakecontributionsandreceiveservicecreditforadditionalretirementcreditshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountthat,atthetimeofcommencementofpurchase,intheopinionoftheboardandtheactuary,issufficienttonotplaceanyadditionalfinancialburdenupontheretirementsystem.

(e)Nomembermayreceiveservicecreditunderthissectionforadditionalretirementcreditthatheorshehasnotcompletedpaymentpursuanttosubdivision(d)beforetheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.7.SubjecttothelimitationsofUnitedStatesInternalRevenueServiceregulations,amemberwhohaselectedtomakepaymentininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(f)Sumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(g)Thissectionisnotoperativeinacountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionapplicableinthecounty.

(AddedStats.2006,Ch.117(AB2240),Sec.4,operativedatecontingent)

§31486.36. Death of member; Payment of contributions to member’s beneficiariesUponthedeathofanactiveorformermemberoftheplanestablishedbythisarticle,an

amountequaltotheaccumulatedcontributionsmadebythememberpursuanttothisarticle,withinterestonthatamount,shallbepaidtothemember’sbeneficiaries.

(AddedStats.2008,Ch.72(AB2041),Sec.1)

§31486.4. Retirement; time of vesting; eligibility; application; benefits (Santa Barbara)(a)Retirementofamemberorformermemberwhohasmettherequirementsforage

andserviceshallbemadebytheboard,atwhichtimethememberorformermemberbecomesaretiredmember.

(b)Anymemberwhohascompleted10yearsofserviceshallbevestedundertheplancreatedbythisarticle.

(c)Anyvestedmemberorvestedformermemberwhohasattainedtheageof65yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.

(d)Anyvestedmemberorvestedformermemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

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(e)Thenormalretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto2percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,nottoexceed35years,addedto1percentofthemember’sfinalcompensationmultipliedbythenumberofyearsofserviceinexcessof35,nottoexceed10years,reducedbytheestimatedprimaryinsuranceamount,ifany,multipliedbythefractionofthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,nottoexceed35years,dividedby35.

Innoeventshallthenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,exceed70percentofthemember’sfinalcompensationunlesstheyearsofservicetowhichthememberisentitledtobecreditedatretirementexceeds35,inwhichcasethenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,shallnotexceed80percentofthemember’sfinalcompensation.

(f)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateoftheretirement,inthefollowingtable:

Age ERA Factor 55 .39 56 .43 57 .47 58 .51 59 .56 60 .61 61 .67 62 .74 63 .82 64 .90

TheERAFactorssetforthinthissubdivisionshallbeuseduntiladjustedbytheboardinaccordancewiththeinterestandmortalitytablesadoptedbytheboard.

(g)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageandsalaryasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicableprovidedthat:

(1)Anemployee’spriorcareerearningsshallbeassumedtohavebeensubjecttothefederalsystemandtohaveincreasedonayear-to-yearbasisatarateequivalenttotherateofincreaseintheaverageperworkertotalwagesreportedbytheSocialSecurityAdministration,and

(2)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(i)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whichisapplicable,and(ii)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(iii)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbe

50

includedinthecalculationoftheestimatedprimaryinsuranceamount.(h)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthe

finalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.(i)Atthetimeofapplicationforretirement,thememberorformermembershallprovide

adequateproof(1)ofageand(2)oftheeligibilityofpersons,ifany,whoatthattimewouldotherwisequalifyforthesurvivorallowanceprovidedforinSection31492.

(j)Notwithstandingsubdivision(e)ofSection31491,anyretiredmemberreceivinganormalretirementpensionshall,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofwork.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.5. Modification election to coordinate with federal pension (Santa Barbara)Amemberwhoretiresforservicepriortotheageofbecomingeligibleforbenefits

describedunderthesubdivision(f)ofSection31486.1may,withtheapprovaloftheboard,electtohavetheretirementpensionincreasedpriortotheeligibleageandreducedafterthatagebyamountswhichhaveequivalentactuarialvalues.Thismodificationisforthepurposeofcoordinatingamember’sretirementpensionwiththatreceivedfromthefederalsystem.

(AddedbyStats.1984.Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.6. Death benefits; election for lower pension to obtain different survivor allowance (Santa Barbara)(a)Uponthedeathofaretiredmember,50percentoftheretirementpension,ifnot

modifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(c),shallbecontinuedduringandthroughoutthelifeofhisorhersurvivingspouse,ifheorshewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifheorshediesbeforeeverychildofthedeceasedretiredmember,includingstepchildoradoptedchild,attainstheageof18years,thentheallowancethatthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Ifthesurvivorallowanceistobepaidtosurvivingchildren,theallowanceshallbedividedamongthechildreninequalamounts.However,therightofanychildtoshareintheallowanceshallceaseuponthedeathormarriageofthechildoruponthechildattainingtheageof18years.

Notwithstandinganyotherprovisionsofthissubdivision,theallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21years,ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(b)If,uponthedeathofaretiredmember,thereisnosurvivingspouseorchildentitledtotheallowanceunderthissection,andthetotalretirementallowanceincomereceivedbythememberduringhisorherlifetimedidnotexceedhisorheraccumulatednormalcontributions,ifany,themember’sdesignatedbeneficiaryshallbepaidanamountequaltotheexcessofhisorheraccumulatednormalcontributionsoverhisorhertotalretirementallowanceincome.

(c)Avestedmember,orvestedformermember,inlieuofthenormalorearlyretirement

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pensionfortheretiredmember’slifealone,mayelecttohavetheactuarialequivalentoftheretiredmember’spensionasofthedateofretirementappliedtoalesseramountpayablethroughouttheretiredmember’slife,andthereaftertohaveasurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,continuedthroughoutthelifeofandpaidtothepersonorpersonshavinganinsurableinterestinthelifeoftheretiredmember,asthememberorformermembernominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofretirement.

(d)Designationspursuanttosubdivision(c)shallnot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)(AmendedbyStats.2004,Ch.533(AB2234),Sec.6)

§31486.7. Death benefits; death of member before retirement while in service (Santa Barbara)Notwithstandinganyotherprovisions,uponthedeathofamemberbeforeretirement

whileinservice,thedesignatedbeneficiaryshallreceiveadeathbenefitequaltoonemonth’sfinalcompensationasdefinedinsubdivision(d)ofSection31486.1foreachyearofservicecompleteduptoamaximumofsixmonths.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.8. Employment subsequent to effective date of article; certification of election of plan (Santa Barbara)Anypersonemployedsubsequenttotheeffectivedateofthisarticlewhowould

otherwisequalifyasamembershallnotbecomeamemberuntilthatpersoncertifiestotheboardanelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersonthedateprecedingtheeffectivedateofthisarticle.Asaconditionofcontinuedemployment,thecertificationshallbemadewithin60daysofemployment.Theemployershallmakeavailabletothepersonadisclosureoftheelementsofeachoftheavailableretirementplanspriortoacceptingtheelection.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.9. Transfer to Plan 2 by general members (Santa Barbara)(a)Generalmembersmay,within180daysoftheeffectivedateofthisarticle,electto

transfertotheretirementplancreatedbythisarticleuponproperapplicationexecutedbythememberandfiledwiththeboard.Thetransferisvoluntaryandshallbeirrevocable.

(b)Theretirementbenefitsofthetransferredmembersaregovernedanddefinedbythisarticle.

(c)Transferringmembersrelinquishandwaiveanyandallpreviouslyavailablevestedoraccruedretirement,survivor,disabilityanddeathbenefits.However,notwithstandinganyotherprovisionofthisarticle,atransferringmembermayelecttoreceivecreditandaretirementbenefitasdeterminedbytheformerretirementsystemforpublicservicecreditreceivedbyleavingcontributionsondepositorarefundofcontributionsandrelinquishpublicservicecredit.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.10. Election to transfer to contributory retirement plan (Santa Barbara)Amemberuponbecomingvestedunderthisarticlemayelecttoterminateand

deferaccruedbenefitsforthepurposeoffutureserviceretirementbenefitsonly,andentermembershipofthecontributoryretirementprovisionsineffectfornewmembersatthetimeof

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transfer.Notwithstandinganyotherprovisions,therateofcontributionsshallbebasedonagenearestbirthdayatthetimeofelectiontotransfer.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.11. Employer contribution (Santa Barbara)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionrequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1984,Ch.968,Sec.1,EffectiveSeptember10,1984)

§31486.12. Severability (Santa Barbara)Ifanyprovisionofthisarticle,ortheapplicationthereof,toanypersonorcircumstances,

isheldinvalid,theinvalidityshallnotaffectotherprovisionsorapplicationofthearticlewhichcanbegiveneffectwithouttheinvalidprovisionsorapplicationand,tothisendtheprovisionsofthisarticleareseverable.

(AddedbyStats.1984.Ch.968,Sec.1,EffectiveSeptember10,1984)

Article 1.5Alternative Plan for Counties with Populations in Excess of Six Million (Los Angeles)

(Article1.5addedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981.ApplicableasprescribedbySection31487)

§31487. Designation as Retirement Plan E; application of article; purpose; application of other laws (Los Angeles)(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlanE.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountywitha

populationinexcessofsixmillion,iftheboardofsupervisorsexecutesamemorandumofunderstandingwithemployeerepresentativesandadopts,bymajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoptional,noncontributoryretirementforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeandwhoelecttheplancreatedbythisarticleand(2)existinggeneralmemberswhotransfertotheplanhereincreated,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedbelow,theprovisionscontainedinthischaptershallapply:

(1)Article9(commencingwithSection31700)ofthischaptershallnotbeapplicable.(2)Article10(commencingwithSection31720)ofthischaptershallnotbeapplicable.(3)Article11(commencingwithSection31760)ofthischaptershallnotbeapplicable.(4)Article12(commencingwithSection31780)ofthischaptershallnotbeapplicable.(5)Article16.5(commencingwithSection31870)ofthischaptershallnotbe

applicable.(g)Article15(commencingwithSection31830)dealingwithreciprocalbenefitsshallbe

applicable,excludingthoseprovisionsdealingwithdisabilityretirement,deathbenefits,and

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therequirementrelatingtothedepositofaccumulatedmembercontributions.(h)Anyamendmentstoormodificationsofthischaptersubsequenttotheeffective

dateofthisarticleshallnotaffecttheprovisionsofthisarticleunlessmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(i)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsuchsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)

§31488. Definitions (Los Angeles)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissection,govern

theconstructionofthisarticle.(a)Asusedinsubdivisions(f)and(g)ofSection31491,subdivisions(b)and(c)of

Section31492,andSection31495,“board”meanstheboardofinvestments.Inallothercases,“board”meanstheboardofretirement.

(b)“Employer”meansthecountyordistrictoragencywhoseemployeesaremembersoftheretirementsystemofthecounty.

(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsoftheSocialSecurityAct.

(d)“Finalcompensation”meanstheaverageannualcompensationearnablebyageneralmemberduringanythreeyears,whetherornotconsecutive,electedbythememberatorbeforethetimeanapplicationforretirementisfiledor,ifnoelectionismade,duringthethreeyearsinwhichthememberorformermemberlastearnedcompensationprecedingretirement.Ifamemberorformermemberhaslessthanthreeyearsofservice,finalcompensationshallbedeterminedbydividingtotalcompensationbythenumberofmonthsofservicecreditedtothememberorformermemberandmultiplyingby12.Innoeventshallfinalcompensationincludeanydisabilitybenefitsreceivedbythememberorformermemberunderadisabilityplanprovidedbytheemployer.

(e)“Member”or“generalmember”meansanemployeehiredonamonthlypermanentbasisofatleastthree-quartertime,asdefinedbytheemployer,exceptanemployeeeligibleforsafetymembership.

(f)“Primaryinsuranceamount”meansthemonthlyretirementbenefitpayableunderthefederalsystemattheageatwhichfullretirementbenefitsareavailableunderthefederalsystem.Thisageisdeemedtobeage65untilJune30,1983.

(g)“Service”meanstheperiodofuninterruptedemploymentofamemberandthetimeinwhichamemberorformermember(1)istotallydisabled,and(2)isreceivingdisabilitybenefitsoriseligibletoreceivedisabilitybenefitseitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

Exceptasotherwisehereinprovided,amembershallnotbecreditedwithserviceforanypayrollperiodinwhichnocompensationisreceivedbythemember.Unlessotherwiseprovided,serviceshallnotincludemilitaryserviceorpublicserviceotherthanservicewiththeemployer.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)(AmendedbyStats.2010,Ch.86(AB1902),Sec.1)

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§31489. Contributions; none by general members; transferees; refunds; interest (Los Angeles)(a)ExceptasotherwiseprovidedinSection31490.5or31490.6,thereshallbenogeneral

members’contributionsundertheplancreatedbythisarticle.(b)Amemberwhotransferstotheretirementplancreatedbythisarticleshallhave

refunded,withinareasonableperiodoftime,nottoexceedninemonthsfromthedateofreceiptofelectiontotransferbytheboard,themember’saccumulatedcontributions,togetherwithinterestthereon,whicharecreditedtothemember’saccount.InterestshallbecreditedtotheJune30orDecember31date,whicheverislater,immediatelyprecedingthedateoftherefundwarrant.Arefundunderthissectionshallbepayabletothemember.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)(AmendedbyStats.2004,Ch.533(AB2234),Sec.7)(AmendedbyStats.2006,Ch.117(AB2240),Sec.5)

§31490. Credit for prior public service; absence from work or termination of employment; effect on continuity of service (Los Angeles)(a)ExceptasprovidedinSections31490.5and31494,andunderreciprocalprovisionsof

thisarticle,amemberwhowasinpublicservicepriortobecomingamembermaynotelecttoreceivecreditinthisretirementplanforthatpublicservicetime,andshallnotreceivecreditforthatpriorpublicservice.

(b)Absencefromworkorterminationofemploymentwhileaneligibleemployeeordisabilitybeneficiary,asdefinedbyadisabilityplanprovidedbytheemployer,shallnotbeconsideredasbreakingthecontinuityofservice.

(c)Forthepurposesofsubdivision(b)ofSection31491,anunpaidleaveofabsenceofnottoexceedoneyear,oraleaveofabsenceforwhichanemployeereceivesanybenefitthathasbeenapprovedbytheemployer,shallnotbeconsideredaninterruptionofservice.However,apayrollperiodinwhichnocompensationisreceivedbyamembershallnotbeconsideredasserviceincalculatingthebenefitsotherwiseprovidedunderthisarticle.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)(AmendedbyStats.2004,Ch.533(AB2234),Sec.8)(AmendedbyStats.2010,Ch.86(AB1902),Sec.2)

§31490.5. (Operative date contingent) Contributions; Service credit(a)Anactivemembergovernedbytheprovisionsofthisarticlemayelect,bywritten

noticefiledwiththeboard,tomakecontributionsandreceivecreditunderthisplanforserviceforwhichheorshewouldnototherwisebeentitledtoreceivecreditpursuanttothisarticle.

(b)Anymemberwhoelectstoreceiveservicecreditpursuanttothissectionshallhavethesamepurchaserightsandshallcontributetotheretirementfundtheamountthatamemberinthecontributoryplanwishingtopurchasethesameservicewouldhavetocontribute,basedontheratesapplicabletoamemberofthecontributoryplanwiththesamedateofentryintomembership.Paymentshallbemadebylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,priortotheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.8.

(c)Nomembermayreceiveanyservicecreditunderthissectionforwhichheorshehasnotcompletedpaymentpursuanttosubdivision(b)beforetheeffectivedateofhisorherretirementor,ifapplicable,beforethedateprovidedinSection31485.8.Subjecttothelimitationsoffederallaw,amemberwhohaselectedtomakepaymentsininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(d)Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

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(e)Asusedinthissection,the“contributoryplan”meansthatcontributoryplanotherwiseavailabletonewmembersofthesystemontheelectiondate.

(f)Thissectionisnotoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2004,Ch.533(AB2234),Sec.9)(AmendedbyStats.2006,Ch.369(SB777),Sec.3)

§31490.6. Election to make contributions and receive additional retirement credit; use of additional retirement credit; additional payments and contributions; operation and application of section(a)Anactivemembermayelect,bywrittennoticefiledwiththeboard,tomake

contributionspursuanttothissectionandtoreceiveuptofiveyearsofservicecreditintheretirementsystemforadditionalretirementcredit,ifthememberhascompletedatleastfiveyearsofcreditedservicewiththatretirementsystem.

(b)Asusedinthissection,“additionalretirementcredit”meanstimethatdoesnototherwisequalifyascountyservice,publicservice,militaryservice,medicalleaveofabsence,oranyothertimerecognizedforservicecreditbytheretirementsystem.

(c)Notwithstandinganyotherprovisionofthischapter,servicecreditforadditionalretirementcreditmaynotbecountedtomeettheminimumqualificationsforserviceretirementorforpurposesofestablishingeligibilityforbenefitsbasedon30yearsofservice,additionaladhoccost-of-livingbenefitsbasedonservicecredit,healthcarebenefits,oranyotherbenefitsbaseduponservicecredit.

(d)Amemberwhoelectstomakecontributionsandreceiveservicecreditforadditionalretirementcreditshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountthat,atthetimeofcommencementofpurchase,intheopinionoftheboardandtheactuary,issufficienttonotplaceanyadditionalfinancialburdenupontheretirementsystem.

(e)Nomembermayreceiveservicecreditunderthissectionforadditionalretirementcreditthatheorshehasnotcompletedpaymentpursuanttosubdivision(d)beforetheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.8.SubjecttothelimitationsofUnitedStatesInternalRevenueServiceregulations,amemberwhohaselectedtomakepaymentininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(f)Sumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(g)Thissectionisnotoperativeuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionoperativeinthecounty.

(h)PursuanttoSection7522.46,thissectionshallapplyonlytoanapplicationtopurchaseadditionalretirementcreditthatwasreceivedbytheretirementsystempriortoJanuary1,2013,thatissubsequentlyapprovedbythesystem.

(AddedbyStats.2006,Ch.117(AB2240),Sec.6)(AmendedbyStats.2013,Ch.247(AB1380),Sec.13)

§31490.7. Death of active member of retirement plan established by this article; contributions paid to beneficiariesUponthedeathofanactiveorformermemberoftheplanestablishedbythisarticle,an

amountequaltotheaccumulatedcontributionsmadebythememberpursuanttothisarticle,withinterestonthatamount,shallbepaidtothemember’sbeneficiaries.

(AddedbyStats.2008,Ch.72(AB2041),Sec.2)

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§31491. Retirement; time of vesting; eligibility; application; benefits (Los Angeles)(a)Retirementofamemberorformermemberwhohasmettherequirementsforage

andserviceshallbemadebytheboard,atwhichtimethememberorformermemberbecomesaretiredmember.

(b)Anymemberwhohascompleted10yearsofserviceshallbevestedundertheplancreatedbythisarticle.

(c)Anyvestedmemberorvestedformermemberwhohasattainedtheageof65yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.

(d)Anyvestedmemberorvestedformermemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

(e)Thenormalretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto2percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,nottoexceed35years,addedto1percentofthemember’sfinalcompensationmultipliedbythenumberofyearsofserviceinexcessof35,nottoexceed10years,reducedbytheestimatedprimaryinsuranceamount,ifany,multipliedbythefractionofthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,nottoexceed35years,dividedby35.

Innoeventshallthenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,exceed70percentofthemember’sfinalcompensationunlesstheyearsofservicetowhichthememberisentitledtobecreditedatretirementexceeds35,inwhichcasethenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,shallnotexceed80percentofthemember’sfinalcompensation.

(f)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateofretirement,inthefollowingtable:

Age ERA Factor 55 .39 56 .43 57 .47 58 .51 59 .56 60 .61 61 .67 62 .74 63 .82 64 .90

TheERAfactorssetforthinthissubdivisionshallbeuseduntiladjustedbytheboardinaccordancewiththeinterestandmortalitytablesadoptedbytheboard.

(g)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageandsalaryasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,providedthat:

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(1)Anemployee’spriorcareerearningsshallbeassumedtohavebeensubjecttothefederalsystemandtohaveincreasedonayear-to-yearbasisatarateequivalenttotherateofincreaseintheaverageperworkertotalwagesreportedbytheSocialSecurityAdministration,and

(2)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(i)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,and(ii)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(iii)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(h)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthefinalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.

(i)Atthetimeofapplicationforretirement,thememberorformermembershallprovideadequateproof(1)ofageand(2)oftheeligibilityofpersons,ifany,whoatthattimewouldotherwisequalifyforthesurvivorallowanceprovidedforinSection31492.

(j)Notwithstandingsubdivision(e)ofSection31491,anyretiredmemberreceivinganormalretirementpensionshall,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofwork.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)

§31491.1. Adjustment of member’s retirement benefit according to member’s actual primary insurance amount (Los Angeles)(a)NotwithstandingSection31491,anyretiredmemberreceivingaretirementpension

maypresentevidenceintheformrequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forthepurposesofthissection,theactualprimaryinsuranceamountshallbetheamountbeingpaidunderthefederalsystem.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensiontoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualinsuranceamount.

(b)Theadjustmentcalculatedinsubdivision(a)shallbeappliedtotheretiredmember’spensionbeginninginthemonthuponwhichtheretiredmemberpresentsevidencerequiredbytheboard.

(c)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionapplicable.

(AddedbyStats.2001,Ch.31(AB1214),Sec.1)

§31491.2. Adjustment of member’s retirement benefit according to member’s federal estimated primary insurance amount (Los Angeles)(a)NotwithstandingSection31491,anyretiredmemberreceivingaretirementpension

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maypresentevidenceintheformrequiredbytheboardoftheretiredmember’sfederalestimatedprimaryinsuranceamountprovidedthattheretiredmemberisnotreceivingafederalprimaryinsuranceamount.Forthepurposesofthissection,thefederalestimatedprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemasoftheretiredmember’snormalfederalretirementage.Shouldthefederalestimatedprimaryinsuranceamountequalzero,theretiredmembershallnothavehisorherpensionbenefitreducedforanestimatedprimaryinsuranceamountasrequiredinsubdivision(e)ofSection31491.

(b)Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensiontoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountcalculatedinSection31491equaledzero.

(c)Theadjustmentcalculatedinsubdivision(a)shallbeappliedtotheretiredmember’spensionbeginninginthemonthuponwhichtheretiredmemberpresentsevidencerequiredbytheboard.

(d)Notwithstandingsubdivision(a),uponattainingfederalretirementage,theretiredmembershallsubmitanyevidenceasmayberequiredbytheboardoftheretiredmembers’federalestimatedoractualprimaryinsuranceamount.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensioninaccordancewithsubdivision(j)ofSection31491.

(e)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionapplicable.

(AddedbyStats.2001,Ch.31(AB1214),Sec.2)

§31491.3. Early retirement pension; amount; members who have and have not attained age of 62 years; application and operative effect (Los Angeles)(a)Notwithstandingsubdivision(f)ofSection31491,forthosemembersretiringonor

aftertheoperativedateofthissection,theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountthatistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateofretirement,inthefollowingtable:

Age ERA Factor 55 .3748 56 .4109 57 .4511 58 .4957 59 .5454 60 .6009 61 .6631 62 .7328 63 .8113 64 .8998

(b)Forthosemembersretiringonoraftertheoperativedateofthissection,paragraph(2)ofsubdivision(g)ofSection31491shallnotapply,butwithregardtothosememberswhohavenotattainedtheageof62yearsasofthedateofretirement(1)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateof

59

payreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofemploymentofavestedmember,whicheverisapplicable,untilthememberattainstheageof62years,and(2)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofemploymentofavestedmember,whicheverisapplicable,untilthememberattainstheageof62years,and(3)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(c)Notwithstandingsubdivision(e)orsubdivision(j)ofSection31491,anymemberwhoretiresonoraftertheoperativedateofthissection,andafterattainingtheageof62yearsmay,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboarddemonstratingtheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountactuallypayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofwork,ortheestimateofthatamountassetforthonacurrentearningsandbenefitsestimatestatementprovidedbytheSocialSecurityAdministration.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(d)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.2,EffectiveOctober13,2001,asanurgencystatute)

§31492. Death benefits; election for lower pension to obtain different survivor allowance (Los Angeles)(a)(1)Uponthedeathofaretiredmember,50percentoftheretirementpension,ifnot

modifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(b),(c)or(d),shallbecontinuedduringandthroughoutthelifeofhisorhersurvivingspouse,ifsheorhewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifheorshediesbeforeeverychildofthedeceasedretiredmember,includingeverystepchildoradoptedchild,attainstheageof18years,thentheallowancethatthespousewouldhavereceivedhadsheorhesurvived,shallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Ifthesurvivorallowanceistobepaidtosurvivingchildren,itshallbedividedamongthechildreninequalshares.However,therightofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,oruponattainingtheageof18years.

(2)Notwithstandinganyotherprovisionsofthissubdivision,theallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21years,ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(b)If,uponthedeathofaretiredmember,thereisnosurvivingspouseorchildentitledtotheallowanceunderthissection,andthetotalretirementallowanceincomereceivedbythememberduringhisorherlifetimedidnotequalorexceedhisorheraccumulatednormalcontributions,ifany,themember’sdesignatedbeneficiaryshallbepaidanamountequaltotheexcessofhisorheraccumulatednormalcontributionsoverhisorhertotalretirement

60

allowanceincome.(c)(1)Avestedmember,orvestedformermember,inlieuoftheretirementallowance

andsurvivorallowance,ifany,otherwisepayabletoaretiredmemberandhisorhersurvivingspousepursuanttothisarticle,mayelecttohavetheactuarialequivalentofthesebenefits,asofthedateofretirement,appliedtoalesseramountpayablethroughouttheretiredmember’slifeandtoanincreasedsurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,continuedthroughoutthelifeofandpaidtohisorhersurvivingspouse,ifheorshewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifheorshediesbeforeeverychildofthedeceasedretiredmember,includingeverystepchildandadoptedchild,attainstheageof18years,thentheincreasedsurvivorallowancethatthespousewouldhavereceivedhadheorshesurvivedshallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Iftheincreasedsurvivorallowanceistobepaidtosurvivingchildren,itshallbedividedamongthechildreninequalshares.However,therightofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,orattainingtheageof18years.

(2)Notwithstandinganyotherprovisionofthissubdivision,theincreasedallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(3)Theelectionpursuanttothissubdivisionmaynot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.Ifamembermakestheelection,themember’snormalorearlyretirementbenefitshallbereducedbytheadditionalactuarialcosttothesystemresultingfromtheincreasedsurvivorallowance.Theactuarialcostofthesurvivorallowancepayableunderthissubdivisionshallbecalculatedtakingintoaccountthelifeexpectancyofthemember’ssurvivingspouse.

(4)Thissubdivisionisnotoperativeunlessthecountyboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissubdivisionoperativeinthecounty.Thissubdivisionappliesonlytomemberswhoretireaftertheoperativedateofthissubdivision.

(d)Avestedmember,orvestedformermember,inlieuofthenormalorearlyretirementpensionfortheretiredmember’slifealoneandthesurvivorallowance,ifany,thatwouldbepayableundersubdivision(a)or(c),mayelecttohavetheactuarialequivalentoftheretiredmember’spensionasofthedateofretirementappliedtoalesseramountpayablethroughouttheretiredmember’slife,andtoasurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,that,uponthedeathoftheretiredmember,shallcontinuethroughoutthelifeofandbepaidtothepersonorpersonshavinganinsurableinterestinthelifeoftheretiredmember,asthememberorformermembernominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofretirement.Themember’snormalorearlyretirementbenefitshallbereducedbytheactuarialcostofthesurvivorallowanceelected.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)(AmendedbyStats.2004,Ch.152(SB1260),Sec.1)

§31492.1. Monthly survivor allowance; amount for members retiring on or after operative date of section; application and operative effect (Los Angeles)(a)NotwithstandingtheprovisionsofSection31492,eachmonthlysurvivorallowance

paidpursuanttosubdivision(a)ofSection31492onaccountofamemberwhoretiresonoraftertheoperativedateofthissectionshallbeequalto55percentoftheretirementpension,ifnotmodifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(c)or(d)ofthatsection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecome

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operativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.3,EffectiveOctober13,2001,asanurgencystatute)

(AmendedbyStats.2004,Ch.152(SB1260),Sec.2)(AmendedbyStats.2005,Ch.22(SB1108),Sec.89)

§31492.2. Monthly survivor allowance; amount for members retiring before operative date of section; application and operative effect (Los Angeles)(a)NotwithstandingtheprovisionsofSection31492,eachmonthlysurvivorallowance

paidonoraftertheoperativedateofthissectionpursuanttosubdivision(a)ofSection31492onaccountofamemberwhoretiresbeforetheoperativedateofthissectionshallbeequalto55percentoftheretirementpension,ifnotmodifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(b)ofthatsection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.4,EffectiveOctober13,2001,asanurgencystatute)

§31493. Employment subsequent to effective date of article; certification of election of plan (Los Angeles)(a)Anypersonemployedsubsequenttotheeffectivedateofthisarticlewhowould

otherwisequalifyasamembershallnotbecomeamemberuntilheorshecertifiestotheboardhisorherelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersonthedateprecedingtheeffectivedateofthisarticle.Asaconditionofcontinuedemployment,thecertificationshallbemadewithin60daysofemployment.Theemployershallmakeavailabletothepersonadisclosureoftheelementsofeachoftheavailableretirementplanspriortoacceptinghisorherelection.

(b)ThissectionshallbeapplicabletopersonswhoareeligibleformembershipandareemployedpriortoJanuary1,1991.

(AmendedbyStats.1990,Ch.218,Sec.1)

§31493.5. Certification of election to be covered; provision of retirement plan materials (Los Angeles)(a)Anypersonemployedwhoqualifiesasamembershallcertifytotheboardhisor

herelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersasofthedateofemployment.Anypersonwhodiespriortocertifyinghisorherelectionorwhofailstocertifyhisorherelectionwithintheperiodsetforthinsubdivision(b)shall,asofthedateofdeathorthedayimmediatelyfollowingthelastdaytocertifyhisorherelection,bedeemedtohaveelectedtobecoveredbytheretirementplanestablishedbythisarticle.

(b)Theelectionrequiredtobemadebysubdivision(a)shallbecertifiedtotheboard:(1)Within30daysofemploymentifwrittendisclosurematerialsareprovidedbythe

employerpursuanttosubdivision(c)within14daysofemployment,or(2)Within30daysofthereceiptofwrittendisclosurematerialsprovidedbythe

employeriftheemployerfailstoprovidewrittendisclosurematerialswithin14daysofemploymentasrequiredbysubdivision(c).

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(c)Theemployershall,within14daysofthedateofemployment,providetoeachpersonwhoqualifiesasamember,writtendisclosurematerialsoftheelementsofeachoftheavailableretirementplans.

(d)ThissectionshallbeapplicabletopersonseligibleforgeneralmembershipinPlansDandEwhobecomeemployedonorafterJanuary1,1991,andpriortoJanuary1,1992,andtopersonswhowereemployedpriortoJanuary1,1991,whofirstbecameeligibleformembershiponorafterJanuary1,1991,andbeforeJanuary1,1992.

(AmendedbyStats.1991,Ch.1108,Sec.4,EffectiveOctober14,1991)

§31493.6. Persons qualifying as members but not electing to be covered by available retirement provisions and benefits; death prior to certifying election; provision of retirement plan materials; elections to be covered by other retirement plans; application of section (Los Angeles)(a)Anypersonwhoqualifiesasamember,andwhohasnotelectedtobecoveredbythe

retirementprovisionsandbenefitsavailabletomembers,shallbecomeamemberoftheplanestablishedbythisarticleasofthefirstdayofthemonthfollowingthedateofemploymentordateofeligibilityformembership.Anypersonwhodiespriortocertifyinghisorherelectionshallbedeemedtohaveelectedtobecoveredbytheretirementplanestablishedbythisarticle.

(b)Theemployershall,within14daysofthedateofemploymentoreligibilityformembership,providetoeachpersonwhoqualifiesasamember,writtendisclosurematerialsoftheelementsofeachoftheavailableretirementplans.

(c)Anypersonwhohasbeenenrolledintheplanprovidedforinthisarticlepursuanttosubdivision(a)mayelecttobecoveredbyanyotherretirementplantowhichheorsheisotherwiseeligible,providedthattheelectionismadeinwritingandfiledwiththeboardwithin60daysfromhisorherbeginningdateofemploymentoreligibilityformembership,orwithin45daysafterreceiptfromtheemployerofthematerialsrequiredbysubdivision(b),whicheverislater.Anypersonwhomakestheelectionshallbedeemedtobeamemberoftheelectedplanasofthefirstdayofthemonthfollowingthedateofemploymentoreligibility,andthecountyauditorshallmakeappropriatedeductionsfromthemember’sfuturesalarywarranttocoverthemember’scontributionsapplicabletotheperiodthatthememberwasdeemedtobeincludedintheplancoveredbythisarticle.

(d)ThissectionshallbeapplicabletopersonseligibleforgeneralmembershipwhobecomeemployedonorafterJanuary1,1992,andtopersonswhowereemployedpriortoJanuary1,1992,butwhodidnotbecomeeligibleformembershipuntilJanuary1,1992,orlater.

(AddedbyStats.1991,Ch.1108,Sec.5,EffectiveOctober14,1991)

§31494. Transfer to Plan E by general members; operative dates of section (Los Angeles)(a)Generalmembersmayelecttotransfertotheretirementplancreatedbythisarticle

uponproperapplicationexecutedbythememberandfiledwiththeboard.Thattransferisvoluntaryandshallbeirrevocable.

(b)Theretirementbenefitsofthetransferredmembersaregovernedanddefinedbythisarticle.

(c)Transferringmembersrelinquishandwaiveanyandallpreviouslyavailablevestedoraccruedretirement,survivor,disabilityanddeathbenefits.However,notwithstandinganyotherprovisionofthisarticle,transferringmembersshallreceivecreditforpublicserviceperformedpriortothetransfer,includingservicewiththeemployer,militaryservice,andotherpublicservicetowhichthememberwouldotherwisebeeligibleunderthischapter,exceptthatmembercontributionsshallnotbecollected.

(d)Thissectionshallbeoperativeatsuchtimeortimesasmaybemutuallyagreedtoin

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memorandaofunderstandingexecutedbytheemployerandemployeerepresentativesiftheboardofsupervisorsadopts,bymajorityvote,aresolutiondeclaringthatthesectionshallbeoperative.

(e)ThissectionshallbesupersededbySection31494.2inanycountywhenSection31494.2becomesoperativeinthecounty.

(AmendedbyStats.1984,Ch.58,Sec.1,EffectiveMarch28,1984)(AmendedbyStats.2001,Ch.778(AB399),Sec.5,EffectiveOctober13,2001,asan

urgencystatute)

§31494.1. Transfer of general members in noncontributory plan to contributory plan; retirement benefits; retirement service credit; contributions; rights to benefits; payment of contributions after death; operative date(a)Inaccordancewiththeprovisionsofthissection,generalmembers,whoseretirement

benefitsaregovernedbythenoncontributoryplancreatedbythisarticle,maytransfertothecontributoryplan.ContributoryplanshallmeanRetirementPlanD.Transfermaybemadebyelectionuponwrittenapplicationexecutedbythememberandfiledwiththeboardonorbeforetheelectiondateandshallbeeffectiveonthetransferdate,subjecttothetermsandconditionssetforthinthissection.Theelectiondateshallbethatdateidentifiedintheresolutionadoptedbytheboardofsupervisorsdeclaringthissectiontobeoperative.ThetransferdateshallbethatdateonwhichthemembercompletesdepositofallcontributionsrequiredbySection31494.3.Theelectionisvoluntaryandmayberevokeduponwrittennoticereceivedbytheboardpriortothetransferdate.

(b)Theretirementbenefitsofmemberselectingtotransferandtransferredmembersshallbegovernedanddefinedbythissection.Intheeventofconflict,thissectionshallsupersedeandprevailoverotherprovisions,orapplicationofprovisions,otherwisecontainedinthisarticle.

(c)Transferredmembersrelinquish,waive,andforfeitanyandallvestedoraccruedbenefitsavailableunderanyotherretirementplanprovidedtomembersoftheretirementsystem,andshallbeentitledonlytothebenefitsavailableunderthecontributoryplan.

(d)Transferredmembersshallreceiveretirementservicecreditforthatperiodofservicewiththeemployer,forwhichthememberswereotherwiseeligibletoreceivecreditundertheplancreatedbythisarticle.TransferredmembersshallalsoreceiveretirementservicecreditforthatperiodofserviceforwhichthemembermadecontributionspursuanttoSection31490.5.

(e)Transferredmembersmayreceiveretirementservicecreditforserviceotherthanthatwiththeemployer,forwhichthememberswerecreditedorwereeligibletoreceivecreditundertheplancreatedbythisarticle,bywrittenapplicationexecutedbythememberandfiledwiththeboardonorbeforetheelectiondate.

(f)Theemployer,thememberswhohaveelectedtotransfer,andtransferredmembersshallmakecontributionstotheretirementfundinaccordancewiththerates,andinthesamemanner,asprescribedunderthecontributoryplan.Themonthlycontributionsshallcommenceforthemonthnextfollowingthetransferdateorthatdate120daysaftertheelectiondate,whicheverisearlier.

(g)ForpurposesofcalculatingmembercontributionsrequiredunderSection31494.3,theentryageofatransferredmembershallbethatentryageasreflectedintheretirementrecordsmaintainedonbehalfoftheboard.

(h)Failureofamembertodepositthecontributionsatthetimeandinthemannerrequiredbysubdivision(a)ofSection31494.3shallresultinthecancellationofhisorherelectiontotransfer.

(i)Failureofamembertodepositthecontributionsatthetimeandinthemanner

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requiredbysubdivision(b)or(c)ofSection31494.3shallresultinthecancellationandforfeitureofhisorherrighttoelectcreditforotherserviceundersubdivision(e).

(j)Priortothetransferdate,therightstoretirement,disability,survivors,anddeathbenefitsofmemberswhohavemadetheelectiontotransfershallremainthesameasdefinedandgovernedbythisarticle.Ifthosemembersdie,terminateservice,ormakeapplicationforretirementpriortothetransferdate,orfailtodepositallrequiredcontributionsasrequiredbySection31494.3,allmembercontributionsandregularinterestshallberefundedtothememberormember’ssurvivor.

(k)NotwithstandinganyotherprovisioncontainedinthissectionorSection31494.3,intheeventofthedeathofamemberwhohaselectedtotransferpriortothetransferdate,thespouseofthemember,ortheminorchildrenofthememberifnospousesurvivesthemember,mayelecttopaythebalanceofcontributionsrequiredbySection31494.3,andifthecontributionsaredepositedintheretirementfundwithin120daysafterthedeathofthemember,thespouseofthemember,orifnospousesurvivesthemember,theminorchildrenofthemember,shallbeentitledtorightsandbenefitsasifthedeceasedmemberhaddepositedallcontributionsrequiredbySection31494.3.

(l)Priortothetransferdate,therightstoretirement,disability,survivors,anddeathbenefitsofmemberswhohavemadetheelectiontotransfershallremainthesameasdefinedandgovernedbythisarticle.Ifthosemembersdie,terminateservice,ormakeapplicationforretirementpriortothetransferdate,allmembercontributionsandregularinterestshallberefundedtothememberorthemember’ssurvivor.

(m)Thissectionshallbeoperativeatsuchtimeortimesasmaybemutuallyagreedtoinmemorandaofunderstandingexecutedbytheemployerandemployeerepresentativesiftheboardofsupervisorsadopts,bymajorityvote,aresolutiondeclaringthatthesectionshallbeoperative.

(AddedbyStats.1984,Ch.58,Sec.2,EffectiveMarch28,1984)(AmendedbyStats.2004,Ch.533(AB2234),Sec.10)(AmendedbyStats.2013,Ch.528(SB13),Sec.17,EffectiveOctober4,2013,asan

urgencystatute)

§31494.2. Members whose benefits are governed by Retirement Plan D; election to change plan membership in Retirement Plan E; terms with respect to retirement, survivors’, or other benefits; definitions; application and operative effect (Los Angeles)(a)AgeneralmemberwhosebenefitsaregovernedbyRetirementPlanDmay,during

aperiodofactiveemployment,electtochangeplanmembershipandbecomeamember,prospectively,inRetirementPlanE.Theelectionshallbemadeuponwrittenapplicationsignedbythememberandfiledwiththeboard,pursuanttoenrollmentproceduresandduringanenrollmentperiodestablishedbytheboard,whichenrollmentperiodshallnotoccurmorefrequentlythanonceeverythreeyearsforthatmember.Thechangeinplanmembershipshallbeeffectiveasofthetransferdate,asdefinedinsubdivision(d).Exceptasotherwiseprovidedinthissection,therightsandobligationsofamemberwhoelectstochangemembershipunderthissectionshallbegovernedbythetermsofthisarticleonandafterthetransferdate.Priortothetransferdate,therightstoretirement,survivors’,orotherbenefitspayabletoamemberandhisorhersurvivorsorbeneficiariesshallcontinuetobegovernedbyRetirementPlanD.

(b)Exceptasotherwiseprovidedinthissection,effectiveasofthetransferdate,amemberwhohastransferredtoRetirementPlanEpursuanttothissectionandhisorhersurvivorsorbeneficiariesshallreceiveretirement,survivors’,andotherbenefitsthatshallconsistof:(1)thebenefitstowhichtheyareentitledunderthetermsofRetirementPlanE,butbasedonthemember’sservicecreditedonlyunderthatplan,andpayableatthetime

65

andinthemannerprovidedunderRetirementPlanE,and(2)thebenefitstowhichtheywouldhavebeenentitledunderthetermsofRetirementPlanDhadthememberremainedamemberofRetirementPlanD,butbasedonthemember’sservicecreditedonlyunderthatplan,andpayableatthetimeandinthemannerprovidedunderRetirementPlanD.Exceptasotherwiseprovidedinthissection,thecalculationofthemember’s,survivors’,orbeneficiaries’benefitsundereachplanshallbesubjecttothatplan’srespective,separateterms,including,butnotlimitedto,thedefinitionsof“finalcompensation”andprovisionsestablishingcost-of-livingadjustments,establishingminimumretirementageandservicerequirements,andgoverningintegrationwithfederalsocialsecuritypayments.Notwithstandingtheforegoing,theaggregateservicecreditedunderbothretirementplansshallbetakenintoaccountforthepurposeofdeterminingeligibilityforandvestingofbenefitsundereachplan.

(c)NotwithstandinganyotherprovisionofRetirementPlanDorRetirementPlanE:(1)AmemberwhohastransferredtoRetirementPlanEpursuanttothissectionmay

notretirefordisabilityandreceivedisabilityretirementbenefitsunderRetirementPlanD.(2)IfamemberwhohastransferredtoRetirementPlanEpursuanttothissectiondies

priortoretirement,thatmember’ssurvivororbeneficiarymaynotreceivesurvivorordeathbenefitsunderRetirementPlanDbutshallreceivearefundofthemember’scontributionstoRetirementPlanDtogetherwithallinterestcreditedthereto.

(d)Asusedinthissection:(1)“Periodofactiveemployment”meansaperiodduringwhichthememberis

activelyperformingthedutiesofafull-timeorpart-timeemployeepositionorisonanyauthorizedpaidleaveofabsence,exceptaleaveofabsenceduringwhichthememberistotallydisabledandisreceiving,oriseligibletoreceive,disabilitybenefits,eitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

(2)“RetirementPlanD”meansthecontributoryretirementplanotherwiseavailabletonewmembersofthesystemonthetransferdate.

(3)“RetirementPlanE”meansthenoncontributoryretirementplanestablishedunderthisarticle.

(4)“Transferdate”meansthefirstdayofthefirstmonththatisatleast30daysafterthedatethattheapplicationisfiledwiththeboardtochangeplanmembershipundersubdivision(a).

(e)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.6,EffectiveOctober13,2001,asanurgencystatute)

§31494.3. Cost of contributions for members transferring to contributory plan, provision, deposit, amount; members applying for service credit relating to federal and military service; members applying for service credit relating to prior service and public service other than military and federal; operative date (Los Angeles)(a)MemberswhohaveelectedtotransferunderSection31494.1shallbeprovided

within90daysoftheelectiondatethecostofcontributionsrequiredforthatperiodofallcreditableservicewiththeemployerpriortothemonthforwhichmonthlycontributionsaretocommence,asprescribedinsubdivision(f)ofSection31494.1,andshalldepositintheretirementfund,theamounthereinafterprovidedinthissubdivision,bylumpsum,orregularmonthlyinstallments,orboth,overtheperiodoftimedeterminedbyaresolutionadoptedbyamajorityvoteoftheboardofretirement,butinanyeventpriortothedateofapplicationforretirementor,ifapplicable,thedateprovidedinSection31485.8,thedateoftermination,orthe

66

dateofdeath.Theamountshallequalthesumofthecontributionsamemberwouldhavemadetotheretirementfundforthatlengthoftimeasthatforwhichthemembershallreceivecreditasservice,computedinaccordancewiththerateofcontributionapplicabletothememberunderthecontributoryplan,baseduponentryage,andinthesamemannerasprescribedundertheplanasiftheplanhadbeenineffectduringtheentireperiodofallcreditableservice,togetherwithregularinterestthereon.

(b)AllservicepreviouslypurchasedbythememberpursuanttoSection31490.5,ifany,shallberecalculatedinaccordancewiththerateofcontributionapplicabletothememberunderthecontributoryplan,basedupontheentryage,andinthesamemannerasprescribedundertheplanasifthecontributoryplanhadbeenineffectduringtheentireperiodofallcreditableservice,togetherwithregularinterestthereon.AllcontributionspaidbythememberpursuanttoSection31490.5,ifany,shallbecreditedtowardtheamountowedundersubdivision(a)andallperiodsofservicecreditedundertheplancreatedbythisarticleshallbetransferredtothecontributoryplanuponcompletionofpaymentofthatamount.

(c)Anymemberwhoappliesforservicecreditundersubdivision(e)ofSection31494.1relatingtofederalandmilitaryservice,shallbeprovidedwithin90daysoftheelectiondatethecostofcontributionrequiredforthatservice,andshalldepositintheretirementfundtheamounthereinafterprovidedinthissubdivisionbylumpsum,orregularmonthlyinstallments,orboth,overtheperiodoftimedeterminedbyaresolutionadoptedbyamajorityvoteoftheboardofretirement,butinanyeventpriortothedateofapplicationforretirement,dateoftermination,ordeath.Theamountshallequalthesumoftwicethecontributionsthememberwouldhavemadetotheretirementfundforthelengthoftimeasthatforwhichthememberhaselectedtoreceivecreditasservice,computedbyapplyingtherateofcontributionapplicabletothememberunderthecontributoryplan,baseduponentryage,tothemonthlycompensationfirstearnablebythememberasofthemostrecentdateofentryintotheretirementsystem,multipliedbythenumberofmonthsforwhichthememberhaselectedtoreceivecredit,togetherwithregularinterestthereon.

(d)Anymemberwhoappliesforservicecreditundersubdivision(e)ofSection31494.1,relatingtopriorserviceasdefinedinthebylawsoftheboard,otherthanqualifyingserviceunderSection31490.5,andpublicserviceotherthanmilitaryandfederalservice,shallbeprovidedwithin90daysoftheelectiondatethecostofcontributionrequiredforthatservice,andshalldepositintheretirementfundtheamounthereinafterprovidedinthissubdivision,bylumpsumorregularmonthlyinstallments,orboth,overtheperiodoftimedeterminedbyaresolutionadoptedbyamajorityvoteoftheboardofretirement,butinanyeventpriortothedateofapplicationforretirementor,ifapplicable,priortothedateprovidedinSection31485.8,thedateoftermination,orthedateofdeath.Theamountshallequalthatsumofcontributionsthememberwouldhavemadetotheretirementfundforthelengthoftimeasthatforwhichthememberhaselectedtoreceivecreditasservice,calculatedinthesamemannerasprescribedinthebylawsoftheboardrelatingtocreditforpriorservice,exceptthatsuchcontributionshallbecomputedbyapplyingtherateofcontributionapplicabletothememberunderthecontributoryplan,baseduponentryage.

(e)Thissectionshallbeoperativeinacountyatsuchtimeortimesasmaybemutuallyagreedtoinmemorandaofunderstandingexecutedbytheemployerandemployeerepresentativesiftheboardofsupervisorsadopts,bymajorityvote,aresolutiondeclaringthatthesectionshallbeoperativeinthecounty.

(AmendedbyStats.1991,Ch.1108,Sec.6,EffectiveOctober14,1991)(AmendedbyStats.2004,Ch.533(AB2234),Sec.11)(AmendedbyStats.2006,Ch.369(SB777),Sec.4)

67

§31494.5. Members whose benefits are governed by Retirement Plan E; election to change plan membership to Retirement Plan D; benefit terms (Los Angeles)(a)AgeneralmemberwhosebenefitsaregovernedbyRetirementPlanEmay,during

aperiodofactiveemployment,electtochangeplanmembershipandbecomeamember,prospectively,inRetirementPlanD.Theelectionshallbemadeuponwrittenapplicationsignedbythememberandfiledwiththeboard,pursuanttoenrollmentproceduresandduringanenrollmentperiodestablishedbytheboard,whichenrollmentperiodshallnotoccurmorefrequentlythanonceeverythreeyearsforthatmember.Thechangeinplanmembershipshallbeeffectiveasofthetransferdate,asdefinedinsubdivision(g).Exceptasotherwiseprovidedinthissection,therightsandobligationsofamemberwhoelectstochangemembershipunderthissectionshallbegovernedbythetermsofRetirementPlanDonandafterthetransferdate.Priortothetransferdate,therightstoretirement,survivors’,orotherbenefitspayabletoamemberandhisorhersurvivorsorbeneficiariesshallcontinuetobegovernedbyRetirementPlanE.

(b)Ifamemberhasmadetheelectiontochangeplansundersubdivision(a),monthlycontributionsbythememberandtheemployerunderthetermsofRetirementPlanDshallcommenceasofthetransferdate.Forthepurposesofcalculatingthemember’scontributionrateunderRetirementPlanD,hisorherentryageshallbedeemedtobehisorherageathisorherbirthdaynearestthetransferdate;however,ifthememberexchangesservicecreditinaccordancewithsubdivision(c),withregardtocontributionsmadeforperiodsafterthatexchange,hisorherentryageshallbeadjustedanddeemedtobethemember’sageathisorherbirthdaynearestthedateonwhichbeginsthemostrecentperiodofunbrokenservicecreditedunderRetirementPlanD,takingintoaccountservicepurchasedundersubdivision(c).Innoeventshalltheexchangeofserviceundersubdivision(c)affecttheentryagewithrespectto,orthecostof,employeecontributionsmade,orservicepurchased,priortotheexchange.

(c)Ageneralmemberwhohaselectedtochangeplansundersubdivision(a)alsomayelecttoexchange,atthattimeoranytimethereafter,butpriortotheearlierofhisorherapplicationforretirement,terminationfromemployment,ordeath,someportiondesignatedinwhole-monthincrements,oralloftheservicecreditedunderRetirementPlanEforanequivalentamountofservicecreditedunderRetirementPlanD,provided,however,thatthemembermaynotexchangelessthan12months’serviceor,ifless,thetotalservicecreditedunderRetirementPlanE.Theexchangeshallbeeffectiveonthedatewhenthemembercompletesthepurchaseofthatservicebydepositingintheretirementfund,bylumpsumorregularmonthlyinstallments,overtheperiodoftimedeterminedbyaresolutionadoptedbyamajorityvoteoftheboardofretirement,orboth,butinanyeventpriortotheearlierofhisorherdeathorthedatethatis120daysaftertheeffectivedateofhisorherretirement,thesumof:(1)thecontributionsthememberwouldhavemadetotheretirementfundunderRetirementPlanDforthatlengthoftimeforwhichthemembershallreceivecreditasserviceunderRetirementPlanD,computedinaccordancewiththerateofcontributionapplicabletothememberunderRetirementPlanD,baseduponhisorherentryage,andinthesamemannerprescribedunderRetirementPlanDasifthatplanhadbeenineffectduringtheperiodforwhichthemembershallreceiveservicecredit,and(2)theregularinterestthereon.

Forthepurposesofthissubdivision,amember’sentryageshallbedeemedtobethemember’sageathisorherbirthdaynearestthedateonwhichbeginsthemostrecentperiodofunbrokenservicecreditedunderRetirementPlanDfollowingcompletionoftheserviceexchangeunderthissubdivision.

AmembermayreceivecreditforaperiodofserviceunderonlyoneplanandinnoeventshallamemberreceivecreditforthesameperiodofserviceunderbothRetirementPlanDandRetirementPlanE.Amemberwhofailstocompletethepurchaseofserviceasrequired

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underthissubdivisionshallbetreatedascompletinganexchangeofserviceunderRetirementPlanEforanequivalentamountofserviceunderRetirementPlanDonlywithregardtotheservicethatactuallyhasbeenpurchasedthroughcompleteddepositwiththeretirementfundoftherequisitepurchaseamount,calculatedinaccordancewiththissubdivision.

(d)Exceptasotherwiseprovidedinthissection,effectiveasofthetransferdate,amemberwhohastransferredtoRetirementPlanDpursuanttothissectionandhisorhersurvivorsorbeneficiariesshallreceiveretirement,disability,survivors’,death,orotherbenefitsthatshallconsistof:(1)thebenefitstowhichtheyareentitledunderthetermsofRetirementPlanD,butbasedonthemember’sservicecreditedonlyunderthatplan,andpayableatthetimeandinthemannerprovidedunderRetirementPlanD,and(2)thebenefitstowhichtheywouldhavebeenentitledunderthetermsofRetirementPlanEhadthememberremainedamemberofRetirementPlanE,butbasedonthemember’sservicecreditedonlyunderthatplan,andpayableatthetimeandinthemannerprovidedunderRetirementPlanE.Exceptasotherwiseprovidedinthissection,thecalculationoftheportionofamember’sorbeneficiary’sbenefitthatisattributabletoeachplanissubjecttothatplan’srespective,separateterms,including,butnotlimitedto,thedefinitionsof“finalcompensation”andprovisionsestablishingcost-of-livingadjustments,establishingminimumageandservicerequirements,andgoverningintegrationwithfederalsocialsecuritypayments.Notwithstandingtheforegoing,theaggregateservicecreditedunderbothRetirementPlanDandRetirementPlanEshallbetakenintoaccountforthepurposeofdeterminingeligibilityfor,andvestingof,benefitsundereachplan.

(e)NotwithstandinganyotherprovisionofRetirementPlanDorRetirementPlanE,amemberwhotransfersintoRetirementPlanDunderthissectionmayretireforservice-connectedornonservice-connecteddisabilityandreceivedisabilitybenefitsunderRetirementPlanDonlyifheorshehaseither(1)completedtwocontinuousyearsofactiveserviceafterhisorhermostrecenttransferdate,or(2)earnedfiveyearsofretirementservicecreditunderRetirementPlanDafterhisorhermostrecenttransferdate.Notwithstandinganyotherprovisiontothecontrary,amemberwhobecomesdisabledanddoesnotmeeteitheroftheseconditions(1)mayapplyforandreceiveonlyadeferredorserviceretirementallowance,or(2)mayelecttotransferprospectivelybacktoRetirementPlanE,andforthepurposesofcalculatinghisorherretirementbenefitsunderthissection,shallinlieuofcreditunderRetirementPlanDbecreditedwithserviceunderRetirementPlanEasprovidedundersubdivision(g)ofSection31488duringanyperiodheorsheistotallydisabledandisreceiving,oreligibletoreceive,disabilitybenefits,eitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployeruptotheearlierofthedateheorsheretiresornolongerqualifiesfordisabilitybenefits.IfamemberdiesbeforeheorsheiseligibletoretireandbeforecompletingeithertwocontinuousyearsofactiveserviceafterthetransferdateintoRetirementPlanDorafterearningfiveyearsofretirementservicecreditunderRetirementPlanDafterthattransferdate,thatmember’sbeneficiaryshallnotbeentitledtothesurvivorallowanceunderSection31781.1or31781.12,ifoperative.

(f)NotwithstandinganyotherprovisionsofRetirementPlanDorRetirementPlanE,amemberwhohastransferredtoRetirementPlanDpursuanttothissectionandwhoretiresfordisabilitywheneligibleunderthissectionandRetirementPlanD,maynotalsoretireforserviceandreceiveserviceretirementbenefitsunderRetirementPlanE.However,forthepurposeofcalculatingdisabilitybenefitsunderRetirementPlanD,the“sumtowhichheorshewouldbeentitledasserviceretirement”orhisorher“serviceretirementallowance,”asthosetermsareusedinSections31726,31726.5,and31727.4,shallconsistoftheblendedbenefittowhichthememberwouldbeentitledundersubdivision(d)ifheorsheretiredforservice,notjusttheserviceretirementbenefittowhichheorshewouldbeentitledunderRetirementPlanD.

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(g)Asusedinthissection:(1)“Activeservice”meanstimespentonactive,on-the-jobperformanceoftheduties

ofafull-timeorpart-timepositionandonanyauthorizedpaidleavesofabsence;provided,however,thatanyauthorizedpaidleaveofabsenceorpart-timeserviceshallnotconstituteactiveserviceiftheleaveofabsenceorpart-timeserviceisnecessitatedbyapreexistingdisability,injury,ordisease.Theboardofretirementshalldeterminewhetherornotaleaveofabsenceorpart-timeserviceisnecessitatedbyapreexistingdisability,injury,ordisease,andthusexcludedfromthemember’sactiveservice,baseduponevidencepresentedbytheemployerandthememberuponrequestbytheboard.

(2)“Entryage”meanstheageusedforcalculatingthenormalrateofcontributiontoRetirementPlanDwithrespecttoamemberwhohastransferredmembershiptoRetirementPlanDunderthissection.

(3)“Periodofactiveemployment”meansaperiodduringwhichthememberisactivelyperformingthedutiesofafull-timeorpart-timeemployeepositionorisonanyauthorizedpaidleaveofabsence,exceptaleaveofabsenceduringwhichthememberistotallydisabledandisreceiving,oriseligibletoreceive,disabilitybenefits,eitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

(4)“RetirementPlanD”meansthecontributoryretirementplanotherwiseavailabletonewmembersoftheretirementsystemonthetransferdate.

(5)“RetirementPlanE”meansthenoncontributoryretirementplanestablishedunderthisarticle.

(6)“Transferdate”meansthefirstdayofthefirstmonththatisatleast30daysafterthedatethattheapplicationisfiledwiththeboardtochangeplanmembershipundersubdivision(a).

(h)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.7,EffectiveOctober13,2001,asanurgencystatute)

(AmendedbyStats.2010,Ch.86(AB1902),Sec.3)

§31495. Employer contribution (Los Angeles)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionrequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1981,Ch.910,Sec.1,EffectiveSeptember28,1981)

§31495.5. Retirement or death allowances payable on or after operative date of section, to or on account of any member of Retirement Plan E who retires or dies or who has retired or died, as of April 1 each year; increase or decrease by amount equal to member’s automatic COLA and as calculated by board of retirement before April 1 of each year; election to purchase elective COLA; amount of required contributions; allowances with respect to death and disability; definitions; application and operative effect (Los Angeles)(a)Notwithstandinganyotherprovisionofthisarticle,everyretirementallowanceor

deathallowancepayable,onoraftertheoperativedateofthissection,tooronaccountofanymemberofRetirementPlanEwhoretiresordiesorwhohasretiredordiedshall,asofApril1eachyear,beincreasedordecreasedbyanamountequaltothatmember’sautomaticCOLA,asdefinedinsubdivision(f)andascalculatedbytheboardofretirementbeforeApril1ofeachyear.Nodecreaseinthecostoflivingshallreduceanallowancebelowtheamountbeing

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receivedbythememberorhisorherbeneficiaryontheeffectivedateoftheallowanceortheoperativedateofthissection,whicheverislater.

(b)ARetirementPlanEmembermayelecttopurchaseanelectiveCOLA,asdefinedinsubdivision(f),withregardtosomeportion(designatedinwhole-monthincrements)orallofhisorhermonthsofRetirementPlanEserviceearnedpriortotheoperativedateofthissection.ThemembermayalsoelecttopurchaseanelectiveCOLA,asdefinedinsubdivision(f),withregardtosomeportion(designatedinwhole-monthincrements)orallofhisorhermonthsofRetirementPlanEservicepurchasedpursuanttoSection31490.5,includingservicerenderedafterJune4,2002,butpriortobecomingamemberofthissystem.

(c)Theelectionshallbemadeuponwrittenapplicationsignedbythememberandfiledwiththeboardpursuanttoelectionproceduresandduringelectionperiodsestablishedbytheboard.ThepurchaseoftheelectiveCOLAshallbeeffectiveonlywhenthememberhaspaidcontributionsnecessarytopurchasethedesignatedamountofserviceforwhichheorsheshallreceivetheelectiveCOLA.Theamountofrequiredcontributionsshallbedeterminedbytheboard,subjecttothefollowing:

(1)ThecostofpurchasingserviceforelectiveCOLApurposesshallbedeterminedbytheboardofretirementsuchthatnoelectiveCOLAliabilityshallbebornebythecountyandnodiminutioninthefundingratioofthesystemshallresult.

(2)ThecostchargedtothememberforpurchasingtheelectiveCOLAserviceshallbebasedupontheassumptionthatthememberretiresattheageof65years.

(3)MembersmaypayfortheelectiveCOLAbylump-sumpaymentormonthlyinstallmentsoveraperiodtobedeterminedbyaresolutionadoptedbyamajorityvoteoftheboardofretirement,orboth,butinanyeventpriortotheearlierofhisorherdeathorthedatethatis120daysaftertheeffectivedateofhisorherretirement.

(4)IfamemberfailstotimelycompletethepurchaseofhisorherelectiveCOLA,heorsheshallreceiveanelectiveCOLAcalculatedonlywithregardtothatamountofserviceactuallypurchased.

(5)IfaRetirementPlanEmemberdiespriortoretirement,anycontributionsmadetowardthepurchaseofanelectiveCOLA,andallinterestcreditedthereto,shallberefundedtothedeceasedmember’ssurvivingspouseor,ifthereisnosurvivingspouse,tothedeceasedmember’ssurvivingchildorchildrenundertheageof18years,dividedamongthosechildreninequalamounts,or,ifthereisnosurvivingspouseorsurvivingchildorchildrenundertheageof18years,tothedeceasedmember’sestate.

(d)IfaRetirementPlanEmemberelectsandpurchasesanelectiveCOLA,then,notwithstandinganyotherprovisionofthisarticle,everyRetirementPlanEallowanceorpostretirementdeathallowancepayableonandaftertheoperativedateofthissection,tooronaccountofthatmemberwhoretiresordiesorwhohasretiredordiedshall,asofApril1ofeachyear,beincreasedordecreasedbyanamountequaltothatmember’selectiveCOLAascalculatedbytheboardofretirementbeforeApril1ofeachyear.Nodecreaseinthecostoflivingshallreduceanallowancebelowtheamountbeingreceivedbythememberorhisorherbeneficiaryontheeffectivedateoftheallowanceorthisprovision,whicheverislater.

Notwithstandinganyotherprovisionsofthissection,ifamemberretiresbeforeattainingtheageof65years,hisorherelectiveCOLAshallbeactuariallyreducedtoreflectthatearlierretirementageunless,within120daysafterhisorherretirement,heorshecontributesbylump-sumtheamountnecessarytocompletethepurchaseofhisorherelectiveCOLAasdeterminedbytheboard.If,uponamember’sretirement,theboardofretirementdeterminesthatamemberhaspaidmorecontributionsthannecessarytopurchasehisorherelectiveCOLAinaccordancewithsubdivision(b),themembershallreceivearefundofthoseexcesscontributionsandallinterestcreditedthereto.Uponretirementorterminationofemployment,butbeforeheorshebeginsreceivinghisorherelectiveCOLA,amembermayrevokehisorher

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electiontopurchaseanelectiveCOLAandreceivearefundofanycontributionsmadetowardthepurchaseoftheelectiveCOLAandallinterestcreditedthereto.

(e)IfaRetirementPlanEmemberorformermemberistotallydisabled,beginsreceivingdisabilitybenefits,otherthanstate-mandatedbenefits,underadisabilityplanprovidedbytheemployeronoraftertheoperativedateofthissection,and,onorafterthatdate,hisorheremploymentterminates,then,forpurposesofcalculatingthemember’sorformermember’sfinalcompensation,hisorherpredisabilitycompensation,aspreviouslyadjustedinaccordancewiththissubdivisionandparagraph(5)ofsubdivision(f),shall,asofApril1ofeachyearafterhisorheremploymentterminatesandduringaperiodforwhichheorshebothremainstotallydisabledandearns“service”withinthemeaningofsubdivision(g)ofSection31488,beincreasedordecreasedbyanamountequaltothatmember’sorformermember’spredisabilitycompensationadjustmentascalculatedbytheboardofretirementbeforeApril1ofeachyear.

(f)Asusedinthissection:(1)“AutomaticCOLA”means,withrespecttoanymemberofRetirementPlanE,

anamountequaltotheallowancethenbeingreceived(includinganyautomaticorelectiveCOLAspreviouslyreceived),multipliedbyapercentage(roundedtothenearestone-tenthof1percent)derivedbytakingthenumberofmonthsofservicethememberearnedonandaftertheoperativedateofthissection,dividingbythemember’stotalmonthsofservice,andmultiplyingbyapercentageequaltothelesserof2percentorthepercentagefoundbytheboardofretirementtoapproximatetothenearestone-halfof1percentthepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1ofeachyearasshownbythethencurrentCPI,asadjustedfortheamountappliedfromaprioryear.Forpurposesofapplyingthisformula,theamountofanyannualcost-of-livingincreaseundertheCPIinexcessofthe2percentmaximumshallbeaccumulatedandappliedinfutureyearsinwhichtheannualcost-of-livingincreaseundertheCPIislessthanthe2percentmaximum.

(2)“CPI”meanstheBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecountyseatissituated.

(3)“ElectiveCOLA”means,withrespecttoanymemberofRetirementPlanE,anamountequaltotheallowancethenbeingreceived(includinganyautomaticorelectiveCOLAspreviouslyreceived),multipliedbyapercentage(roundedtothenearestone-tenthof1percent)derivedbytakingthenumberofmonthsofservicethememberpurchasedinaccordancewithsubdivision(b),dividingbythemember’stotalmonthsofservice,andmultiplyingbyapercentageequaltothelesserof2percentorthepercentagefoundbytheboardofretirementtoapproximatetothenearestone-halfof1percentthepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1ofeachyearasshownbythethencurrentCPI,asadjustedfortheamountappliedfromaprioryear.Forpurposesofapplyingthisformula,theamountofanyannualcost-of-livingincreaseundertheCPIinexcessofthe2percentmaximumshallbeaccumulatedandappliedinfutureyearsinwhichtheannualcost-of-livingincreaseundertheCPIislessthanthe2percentmaximum.

(4)“Predisabilitycompensation”meansamember’slast12monthsofcompensationearnableprecedingthedatehisorheremploymentterminateswhileheorsheisreceivingdisabilitybenefits,otherthanstate-mandatedbenefits,underadisabilityplanprovidedbytheemployerbecauseheorsheistotallydisabled.Theemployershallprovidetheboardofretirementwiththeinformationnecessaryforamember’spredisabilitycompensationtobedetermined.

(5)“Predisabilitycompensationadjustment”means,withrespecttoanymemberorformermemberofRetirementPlanEqualifyingundersubdivision(e),anamountequaltothatmember’sorformermember’spredisabilitycompensationaspreviouslyadjustedunderthissection,multipliedbyapercentageequaltothelesserof2percentorthepercentagefound

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bytheboardofretirementtoapproximatetothenearestone-halfof1percentthepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1,ofeachyearasshownbythethencurrentCPI,asadjustedfortheamountappliedfromaprioryear.Forthepurposeofapplyingthisformula,theamountofanyannualcost-of-livingincreaseundertheCPIinexcessofthe2percentmaximumshallbeaccumulatedandappliedinfutureyearsinwhichtheannualcost-of-livingincreaseundertheCPIislessthanthe2percentmaximum.

(g)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AmendedbyStats.2004,Ch.533(AB2234),Sec.12)

§31495.6. Use of current, forfeited, and vested membership periods in determining age of entry; applicability (Los Angeles)Amembermayusecurrent,forfeited,andvestedmembershipperiodsearnedunder

thischapterwhenmeetingthereciprocityrequirementsforpurposesofdeterminingageofentry,asdefinedinSections31833and31833.1.Thissectionshallnotapplytomemberswhoareretiredfromthissystem.

(AddedbyStats.2010,Ch.86(AB1902),Sec.4)

Article 1.6Alternative Plan for Counties of the 10th Class (San Mateo)

(Article1.6addedbyStats.1982,Ch.1381,Sec.1,ApplicableasprescribedbySection31496)

§31496. Designation as Retirement Plan 3; application of article; purpose; application of other laws (San Mateo)(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlan3.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountyofthe10th

class,iftheboardofsupervisorsexecutesamemorandumofunderstandingwithemployeerepresentativesandadopts,bymajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoptional,noncontributoryretirementplanforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeandwhoelecttheplancreatedbythisarticleand(2)existinggeneralmemberswhotransfertotheplanhereincreated,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedbelow,theprovisionscontainedinthischaptershallapply:

(1)Article9(commencingwithSection31700)ofthischaptershallnotbeapplicable.(2)Article10(commencingwithSection31720)ofthischaptershallnotbeapplicable.(3)Article11(commencingwithSection31760)ofthischaptershallnotbeapplicable.(4)Article12(commencingwithsection31780)ofthischaptershallnotbeapplicable.(5)Article16.5(commencingwithSection31870)ofthischaptershallnotbe

applicable.(g)Article15(commencingwithSection31830)shallonlybeapplicableforservice

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retirement.ThoseprovisionsofArticle15dealingwithdisabilityretirement,deathbenefits,andtherequirementrelatingtothedepositofaccumulatedmembercontributionsshallnotbeapplicable.

(h)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsuchsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(i)Anyamendmentstoormodificationsofthischaptersubsequenttotheeffectivedateofthisarticleshallnotaffecttheprovisionsofthisarticleunlessmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(AddedbyStats.1982,Ch.1381,Sec.1)

§31496.3. Definitions (San Mateo)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecountyordistrictoragencywhoseemployeesaremembers

oftheretirementsystemofthecounty.(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsofthe

SocialSecurityAct.(d)“Finalcompensation”meanstheaverageannualcompensationearnablebyageneral

memberduringanythreeyears,whetherornotconsecutive,electedbythememberatorbeforethetimeanapplicationforretirementisfiledor,ifnoelectionismade,duringthethreeyearsinwhichthememberorformermemberlastearnedcompensationprecedingretirement.Ifamemberorformermemberhaslessthanthreeyearsofservice,finalcompensationshallbedeterminedbydividingtotalcompensationbythenumberofmonthsofservicecreditedtothememberorformermemberandmultiplyingby12.Innoeventshallfinalcompensationincludeanydisabilitybenefitsreceivedbythememberorformermemberunderadisabilityplanprovidedbytheemployer.

(e)“Member”or“generalmember”meansanemployeehiredonapermanentbasis,asdefinedbytheemployer,exceptanemployeeeligibleforsafetymembership.

(f)“Primaryinsuranceamount”meansthemonthlyretirementbenefitpayableunderthefederalsystemattheageof65.

(g)“Service”meanstheperiodofuninterruptedemploymentofamemberandthetimeinwhichamemberorformermember(1)istotallydisabled,and(2)isreceivingdisabilitybenefitsoriseligibletoreceivedisabilitybenefitseitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

Exceptasprovided,amembermaynotbecreditedwithserviceforanyperiodoftimeinwhichthememberisabsentfromworkwithoutpay.

Unlessotherwiseprovided,servicemaynotincludemilitaryserviceorpublicserviceotherthanservicewiththeemployer.

Notwithstandinganyotherprovisionofthischapter,amemberwhohaselectedortransferredtotheplancreatedbythisarticleandwhoterminatesforanyreasonandislaterreemployedshallreceivePlan3creditforhisorherservicerenderedpriortotermination.

(AddedbyStats.1982,Ch.1381,Sec.1)(AmendedbyStats.1983,Ch.190,Sec.1,EffectiveJuly11,1983)(AmendedbyStats.2003,Ch.96(AB398),Sec.2)

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§31496.7. Contributions; none by general members; transferees; refunds; interest (San Mateo)(a)Thereshallbenogeneralmembers’contributionsundertheplancreatedbythis

article.(b)Amemberwhotransferstotheretirementplancreatedbythisarticleshallhave

refunded,withinareasonableperiodoftime,nottoexceedninemonthsfromthedateofreceiptofelectiontotransferbytheboard,themember’saccumulatedcontributions,togetherwithinterestthereon,whicharecreditedtothemember’saccount.InterestshallbecreditedtotheJune30orDecember31date,whicheverislater,immediatelyprecedingthedateoftherefundwarrant.Anyrefundunderthissectionshallbepayabletothemember.

(AddedbyStats.1982,Ch.1381,Sec.1)

§31497. Credit for prior public service; absence from work or termination of employment; effect on continuity of service (San Mateo)(a)ExceptasprovidedinSection31498.3andunderreciprocalprovisionsofthisarticle,

amemberwhowasinpublicservicepriortobecomingamembermaynotelecttoreceivecreditinthisretirementplanforthatpublicservicetime,andshallnotreceivecreditforthatpriorpublicservice.

(b)Absencefromworkorterminationofemploymentwhileaneligibleemployeeordisabilitybeneficiary,asdefinedbyadisabilityplanprovidedbytheemployer,shallnotbeconsideredasbreakingthecontinuityofservice.

(c)Forthepurposesofsubdivision(b)ofSection31497.3,anunpaidleaveofabsenceofnottoexceedoneyear,oraleaveofabsenceforwhichanemployeereceivesanybenefitwhichhasbeenapprovedbytheemployer,shallnotbeconsideredaninterruptionofservice.However,theperiodoftimeofunpaidleaveshallnotbeconsideredasserviceincalculatingthebenefitsotherwiseprovidedunderthisarticle.

(AddedbyStats.1982,Ch.1381,Sec.1)

§31497.3. Retirement; time of vesting; eligibility; application; benefits (San Mateo)(a)Retirementofamemberorformermemberwhohasmettherequirementsforage

andserviceshallbemadebytheboard,atwhichtimethememberorformermemberbecomesaretiredmember.

(b)Anymemberwhohascompleted10yearsofserviceshallbevestedundertheplancreatedbythisarticle.

(c)Anyvestedmemberorvestedformermemberwhohasattainedtheageof65yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.

(d)Anyvestedmemberorvestedformermemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

(e)Thenormalretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto2percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,nottoexceed35years,addedto1percentofthemember’sfinalcompensationmultipliedbythenumberofyearsofserviceinexcessof35,nottoexceed10years,reducedbytheestimatedprimaryinsuranceamount,ifany,multipliedbythefractionofthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,nottoexceed35years,dividedby35.

Innoeventshallthenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,exceed70percentofthemember’sfinalcompensationunlesstheyearsofservicetowhichthememberisentitledtobecreditedatretirementexceeds35,inwhichcase

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thenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,shallnotexceed80percentofthemember’sfinalcompensation.

(f)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateofretirement,inthefollowingtable:

Age ERA Factor 55 .39 56 .43 57 .47 58 .51 59 .56 60 .61 61 .67 62 .74 63 .82 64 .90

TheERAfactorssetforthinthissubdivisionshallbeuseduntiladjustedbytheboardinaccordancewiththeinterestandmortalitytablesadoptedbytheboard.

(g)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageandsalaryasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,providedthat:

(1)Anemployee’spriorcareerearningsshallbeassumedtohavebeensubjecttothefederalsystemandtohaveincreasedonayear-to-yearbasisatarateequivalenttotherateofincreaseintheaverageperworkertotalwagesreportedbytheSocialSecurityAdministration,and

(2)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(i)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,and(ii)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(iii)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(h)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthefinalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.

(i)Atthetimeofapplicationforretirement,thememberorformermembershallprovideadequateproof(1)ofageand(2)oftheeligibilityofpersons,ifany,whoatthattimewouldotherwisequalifyforthesurvivorallowanceprovidedforinSection31497.7.

(j)Notwithstandingsubdivision(e)ofSection31497.3,anyretiredmemberreceivinganormalretirementpensionshall,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirement

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withoutregardtodelayedretirementcreditoranydeductionsonaccountofwork.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(AddedbyStats.1982,Ch.1381,Sec.1)

§31497.7. Death benefits; election for lower pension to obtain different survivor allowance (San Mateo)(a)Uponthedeathofaretiredmember,50percentoftheretirementpension,ifnot

modifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(b),shallbecontinuedduringandthroughoutthelifeofhisorhersurvivingspouse,ifheorshewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orheorshediesbeforeeverychildofthedeceasedretiredmember,includingstepchildoradoptedchild,attainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Ifthesurvivorallowanceistobepaidtosurvivingchildren,theallowanceshallbedividedamongthechildreninequalamounts.However,therightofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,oruponattainingtheageof18years.

Notwithstandinganyotherprovisionsofthissubdivision,theallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21,ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(b)Avestedmember,orvestedformermember,inlieuofthenormalorearlyretirementpensionfortheretiredmember’slifealone,mayelecttohavetheactuarialequivalentoftheretiredmember’spensionasofthedateofretirementappliedtoalesseramountpayablethroughouttheretiredmember’slife,andthereaftertohaveasurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,continuedthroughoutthelifeofandpaidtothepersonorpersonshavinganinsurableinterestinthelifeoftheretiredmember,asthememberorformermembernominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofretirement.

(c)Designationspursuanttosubdivision(b)shallnot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.

(AddedbyStats.1982,Ch.1381,Sec.1)

§31498. Employment subsequent to effective date of article; certification; automatic coverage (San Mateo)(a)Anypersonemployedsubsequenttotheeffectivedateofthisarticlewhowould

otherwisequalifyasamembershallnotbecomeamemberuntilheorshecertifiestotheboardhisorherelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersonthedateprecedingtheeffectivedateofthisarticle.Asaconditionofcontinuedemployment,thecertificationshallbemadewithin60daysofemployment.Theemployershallmakeavailabletothepersonadisclosureoftheelementsofeachoftheavailableretirementplanspriortoacceptinghisorherelection.

(b)IfthepersondoesnotelecttobecoveredbyeitherRetirementPlan2orRetirementPlan3within60daysofemployment,thepersonshallautomaticallybecoveredbyRetirementPlan2andnocertificationshallberequired.

(AmendedbyStats.1992,Ch.707,Sec.4,EffectiveSeptember15,1992)

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§31498.3. Transfer to Plan 3 by general members; change of election upon reemployment not permitted (San Mateo)(a)Generalmembersmay,within180daysoftheeffectivedateofthisarticle,electto

transfertotheretirementplancreatedbythisarticleuponproperapplicationexecutedbythememberandfiledwiththeboard.

(b)Theretirementbenefitsofthetransferredmembersaregovernedanddefinedbythisarticle.

(c)Transferringmembersrelinquishandwaiveanyandallpreviouslyavailablevestedoraccruedretirement,survivor,disabilityanddeathbenefits.However,notwithstandinganyotherprovisionofthisarticle,atransferringmembershallreceivecreditfornomorethan24monthsofpublicserviceperformedpriortoDecember31,1969,includingservicewiththeemployer,militaryservice,andanyotherpublicservicetowhichthememberwouldotherwisebeeligibleunderthischapter,exceptthatmembercontributionsshallnotbecollected.

(d)Thetransferbythememberisvoluntaryandshallbeirrevocable,unlesstheboardofsupervisors,byresolution,authorizesRetirementPlan3memberstotransfertoRetirementPlan2,undertermsandconditionsspecifiedintheresolution.Thesetermsmayinclude,butarenotlimitedto,aneligibilityprovisionbasedonthenumberofyearsincountyservice,aprovisionforcreditingserviceinRetirementPlan2onlyforthatservicerenderedafteradoptionoftheresolution,oraneligibilityprovisionallowingmemberstotransfertoRetirementPlan2allcountyservicerenderedunderRetirementPlan3providedthememberdepositsintotheretirementfundwithinaspecifiedtimeanamountequaltothecontributionsheorshewouldhavemadeduringthattime,hadheorshebeenamemberofRetirementPlan2,togetherwithregularinterestonthatamount.Theresolutionmayestablishdifferentconditionsfordifferentjobclassificationsorgroups,andforrepresentedbargainingunits,conditionsmutuallyagreeduponbytheemployerandtheemployeerepresentative.Theboardofsupervisorsmayalsoestablishanyotherconditionsitdeemsnecessaryordesirable.

(e)Anymemberwhohaselectedortransferredtotheplancreatedbythisarticleandwhoterminateshisorheremploymentandislaterreemployedshallnotbeentitledtochangehisorherelectionuponthatreemployment,unlessaresolution,enactedbytheboardofsupervisorssubsequenttothemember’selectiontotransfertothenewplan,soprovides.

(AmendedbyStats.1991,Ch.344,Sec.2,EffectiveAugust6,1991.ApplicableasofMarch1,1991,pursuanttoCh.344,Sec.3)

§31498.7. Employer contribution (San Mateo)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionrequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1982,Ch.1381,Sec.1)

Article 1.7Alternative Plan for Counties of the 25th Class (Merced)

(Article1.7addedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499. Name of plan; application of article; purpose; construction with other laws; amendments of article (Merced)(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlan3.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountyofthe25th

classdescribedbySection28046,iftheboardofsupervisorsexecutesamemorandumof

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understandingwithemployeerepresentativesandadopts,bymajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoptional,noncontributoryretirementplanforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeandwhoelecttheplancreatedbythisarticleand(2)existinggeneralmemberswhotransfertotheplanhereincreated,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedbelow,theprovisionscontainedinthischaptershallapply:

(1)Article9(commencingwithSection31700)ofthischaptershallnotbeapplicable.(2)Article10(commencingwithSection31720)ofthischaptershallnotbeapplicable.(3)Article11(commencingwithSection31760)ofthischaptershallnotbeapplicable.(4)Article12(commencingwithSection31780)ofthischaptershallnotbeapplicable.(5)Article16.5(commencingwithSection31870)ofthischaptershallnotbe

applicable.(g)Article15(commencingwithSection31830)shallonlybeapplicableforservice

retirement.ThoseprovisionsofArticle15dealingwithdisabilityretirement,deathbenefits,andtherequirementrelatingtothedepositofaccumulatedmembercontributionsshallnotbeapplicable.

(h)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsuchsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(i)Unlessspecificallyotherwiseprovidedtherein,noamendmenttothisarticleenactedsubsequenttotheeffectivedateofthisarticleshallapplytoanycountyortotheemployeesofanycountyunlessanduntilmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.1. Definitions (Merced)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecountyordistrictoragencywhoseemployeesaremembers

oftheretirementsystemofthecounty.(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsofthe

SocialSecurityAct.(d)“Finalcompensation”meanstheaverageannualcompensationearnablebyageneral

memberduringanythreeyears,whetherornotconsecutive,electedbythememberatorbeforethetimeanapplicationforretirementisfiledor,ifnoelectionismade,duringthethreeyearsinwhichthememberorformermemberlastearnedcompensationprecedingretirement.Ifamemberorformermemberhaslessthanthreeyearsofservice,finalcompensationshallbedeterminedbydividingtotalcompensationbythenumberofmonthsofservicecreditedtothememberorformermemberandmultiplyingby12.Innoeventshallfinalcompensationincludeanydisabilitybenefitsreceivedbythememberorformermemberunderadisabilityplan

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providedbytheemployer.(e)“Member”or“generalmember”meansanemployeehiredonapermanentbasis,as

definedbytheemployer,exceptasemployeeeligibleforsafetymembership.(f)“Primaryinsuranceamount”meansthemonthlyretirementbenefitspayableunder

thefederalsystemattheageof65.(g)“Service”meanstheperiodofuninterruptedemploymentofamemberandthetime

inwhichamemberorformermember(1)istotallydisabled,and(2)isreceivingdisabilitybenefitsoriseligibletoreceivedisabilitybenefitseitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

Exceptasotherwisehereinprovided,amembershallnotbecreditedwithserviceforanyperiodoftimeinwhichthememberisabsentfromworkwithoutpay.

Unlessotherwiseprovided,serviceshallnotincludemilitaryserviceorpublicserviceotherthanservicewiththeemployer.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.2. General members’ contributions; transfers to plan; refund of contributions and interest; credit for prior public service (Merced)(a)(1)ExceptasotherwiseprovidedinSection31499.3,thereshallbenogeneral

members’contributionsundertheplancreatedbythisarticle.(2)Amemberwhotransferstotheretirementplancreatedbythisarticleshallhave

refunded,withinareasonableperiodoftime,nottoexceedninemonthsfromthedateofreceiptofelectiontotransferbytheboard,themember’saccumulatedcontributions,togetherwithinterestthereon,whicharecreditedtothemember’saccount.InterestshallbecreditedtotheJune30orDecember31date,whicheverislater,immediatelyprecedingthedateoftherefundwarrant.Anyrefundunderthissectionshallbepayabletothemember.

(b)(1)ExceptasprovidedinSections31499.3and31499.7andunderreciprocalprovisionsofthisarticle,amemberwhowasinpublicservicepriortobecomingamembermaynotelecttoreceivecreditinthisretirementplanforthatpublicservicetime,andmaynotreceivecreditforthatpriorpublicservice.

(2)Absencefromworkorterminationofemploymentwhileaneligibleemployeeordisabilitybeneficiary,asdefinedbyadisabilityplanprovidedbytheemployer,maynotbeconsideredasbreakingthecontinuityofservice.

(3)Forthepurposesofsubdivision(b)ofSection31499.4,anunpaidleaveofabsenceofnottoexceedoneyear,oraleaveofabsenceforwhichanemployeereceivesanybenefitwhichhasbeenapprovedbytheemployer,maynotbeconsideredaninterruptionofservice.However,theperiodoftimeofunpaidleavemaynotbeconsideredasserviceincalculatingthebenefitsotherwiseprovidedunderthisarticle.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)(AmendedbyStats.2004,Ch.533(AB2234),Sec.13)

§31499.3. Credit for public service prior to becoming member; interruption of service (Merced)(a)Anactivemembergovernedbytheprovisionsofthisarticlemayelect,bywritten

noticefiledwiththeboard,tomakecontributionsandreceivecreditinthisretirementsystemforservicewiththecountythatwasrenderedpriortohisorhercurrentmembershipinthesystemandforwhichheorshewouldnototherwisebeentitledtoreceivecreditpursuanttothisarticle.

(b)Notwithstandinganyotherprovisionofthischapter,servicecreditreceivedbyamemberpursuanttothissectionmaynotbecountedtomeettheminimumqualificationsforserviceordisabilityretirement,additionalcost-of-livingbenefits,healthcarebenefits,orany

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otherbenefitsbasedonservicecredit.(c)Anymemberwhoelectstomakecontributionsandreceiveservicecreditpursuant

tothissectionshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.7,bylump-sum paymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountthatisequaltothepresentvalueoftheadditionalliabilityincurredbythesystemincreditingthepriorservice,baseduponactuarialassumptionsineffectfortheretirementsystematthetimetheelectionismade.

(d)Nomembermayreceiveanyservicecreditunderthissectionforwhichheorshehasnotcompletedpaymentpursuanttosubdivision(c)beforetheeffectivedateofhisorherretirementor,ifapplicable,beforethedateprovidedinSection31485.7.Subjecttothelimitationsoffederallaw,amemberwhohaselectedtomakepaymentsininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(e)Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(f)Thissectionisnotoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983.Repealed2004)(AddedStats.2004,Ch.533(AB2234),Sec.15.Formersectionrepealedin2004.Ch.533,

Sec.4)

§31499.4. Retirement of member; vested membership; computation of allowance (Merced)(a)Retirementofamemberorformermemberwhohasmettherequirementsforage

andserviceshallbemadebytheboard,atwhichtimethememberorformermemberbecomesaretiredmember.

(b)Anymemberwhohascompleted10yearsofserviceshallbevestedundertheplancreatedbythisarticle.

(c)Anyvestedmemberorvestedformermemberwhohasattainedtheageof65yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.

(d)Anyvestedmemberorvestedformermemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

(e)Thenormalretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto2percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,nottoexceed35years,addedto1percentofthemember’sfinalcompensationmultipliedbythenumberofyearsofserviceinexcessof35,nottoexceed10years,reducedbytheestimatedprimaryinsuranceamount,ifany,multipliedbythefractionofthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,nottoexceed35years,dividedby35.

Innoeventshallthenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,exceed70percentofthemember’sfinalcompensationunlesstheyearsofservicetowhichthememberisentitledtobecreditedatretirementexceeds35,inwhichcasethenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,shallnotexceed80percentofthemember’sfinalcompensation.

(f)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirement

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pensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateofretirement,inthefollowingtable:

Age ERA Factor 55 .39 56 .43 57 .47 58 .51 59 .56 60 .61 61 .67 62 .74 63 .82 64 .90

TheERAFactorssetforthinthissubdivisionshallbeuseduntiladjustedbytheboardinaccordancewiththeinterestandmortalitytablesadoptedbytheboard.

(g)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageandsalaryasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,providedthat:

(1)Anemployee’spriorcareerearningsshallbeassumedtohavebeensubjecttothefederalsystemandtohaveincreasedonayear-to-yearbasisatarateequivalenttotherateofincreaseintheaverageperworkertotalwagesreportedbytheSocialSecurityAdministration,and

(2)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(i)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,and(ii)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(iii)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(h)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthefinalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.

(i)Atthetimeofapplicationforretirement,thememberorformermembershallprovideadequateproof(1)ofageand(2)oftheeligibilityofpersons,ifany,whoatthattimewouldotherwisequalifyforthesurvivorallowanceprovidedforinSection31499.8.

(j)Notwithstandingsubdivision(e)ofSection31499.4,anyretiredmemberreceivinganormalretirementpensionshall,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofwork.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

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§31499.5. Death of retired member; survivors’ benefits (Merced)(a)Uponthedeathofaretiredmember,50percentoftheretirementpension,ifnot

modifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(b),shallbecontinuedduringandthroughoutthelifeofhisorhersurvivingspouse,ifheorshewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifheorshediesbeforeeverychildofthedeceasedretiredmember,includingstepchildoradoptedchild,attainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Ifthesurvivorallowanceistobepaidtosurvivingchildren,theallowanceshallbedividedamongthechildreninequalamounts.However,therightofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,oruponattainingtheageof18years.

Notwithstandinganyotherprovisionsofthissubdivision,theallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21,ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(b)Avestedmember,orvestedformermember,inlieuofthenormalorearlyretirementpensionfortheretiredmember’slifealone,mayelecttohavetheactuarialequivalentoftheretiredmember’spensionasofthedateofretirementappliedtoalesseramountpayablethroughouttheretiredmemberslife,andthereaftertohavesurvivorallowanceasapprovedbytheboard,upontheadviceofactuary,continuedthroughoutthelifeofandpaidtothepersonorpersonshavinganinsurableinterestinthelifeoftheretiredmember,asthememberorformermembernominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofretirement.

(c)Designationspursuanttosubdivision(b)shallnot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.6. Election of employee to become member (Merced)Anypersonemployedsubsequenttotheeffectivedateofthisarticlewhowould

otherwisequalifyasamembershallnotbecomeamemberuntilheorshecertifiestotheboardhisorherelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersonthedateprecedingtheeffectivedateofthisarticle.Asaconditionofcontinuedemployment,thecertificationshallbemadewithin60daysofemployment.Theemployershallmakeavailabletothepersonadisclosureoftheelementsofeachoftheavailableretirementplanspriortoacceptinghisorherelection.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.7. Transfers to plan (Merced)(a)Generalmembersmay,within180daysoftheeffectivedateofthisarticle,electto

transfertotheretirementplancreatedbythisarticleuponproperapplicationexecutedbythememberandfiledwiththeboard.Suchtransferisvoluntaryandshallbeirrevocable.

(b)Theretirementbenefitsofthetransferredmembersaregovernedanddefinedbythisarticle.

(c)Transferringmembersrelinquishandwaiveanyandallpreviouslyavailablevestedoraccruedretirement,survivor,disabilityanddeathbenefits.However,notwithstandinganyotherprovisionofthisarticle,atransferringmembershallreceivecreditfornomorethan24

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monthsofpublicserviceperformedpriortoDecember31,1969,includingservicewiththeemployer,militaryservice,andanyotherpublicservicetowhichthememberwouldotherwisebeeligibleunderthischapter,exceptthatmembercontributionsshallnotbecollected.

(d)Anymemberwhohaselectedortransferredtotheplancreatedbythisarticleandwhoterminateshisorheremploymentandislaterreemployedshallnotbeentitledtochangehisorherelectionuponsuchreemployment.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.8. Employer contribution (Merced)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionrequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

§31499.9. Severability (Merced)Ifanyprovisionofthisarticle,ortheapplicationthereof,toanypersonorcircumstances,

isheldinvalid,theinvalidityshallnotaffectotherprovisionsorapplicationofthearticlewhichcanbegiveneffectwithouttheinvalidprovisionsorapplicationand,tothisendtheprovisionsofthisarticleareseverable.

(AddedbyStats.1983,Ch.558,Sec.4,EffectiveJuly28,1983)

Article 1.8Alternative Optional, Integrated, Noncontributory Plan for Counties of the 20th Class

(Stanislaus)(Article1.8addedbyStats.1985,Ch.175,Sec.1,ApplicableasprescribedbySection31499.10)

§31499.10. Retirement Plan 3; applicability of article, purpose; calculation of pension(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlan3.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountyofthe20th

classasdescribedbySection28041,iftheboardofsupervisorsadopts,bymajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoptional,noncontributoryretirementplanforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeandwhoelecttheplancreatedbythisarticleand(2)existinggeneralmemberswhotransfertotheplancreatedbythisarticle,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedbelow,theprovisionscontainedinthischaptershallapply:

(1)Article9(commencingwithSection31700)ofthischaptershallnotbeapplicable.(2)Article10(commencingwithSection31720)ofthischaptershallnotbeapplicable.(3)Article11(commencingwithSection31760)ofthischaptershallnotbeapplicable.(4)Article12(commencingwithSection31780)ofthischaptershallnotbeapplicable.

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(5)Article16.5(commencingwithSection31870)ofthischaptershallnotbeapplicable.

(g)Article15(commencingwithSection31830)shallonlybeapplicableforserviceretirement.ThoseprovisionsofArticle15dealingwithdisabilityretirement,deathbenefits,andtherequirementsrelatingtothedepositofaccumulatedmembercontributionsshallnotbeapplicable.

(h)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsuchsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(i)Unlessspecificallyotherwiseprovided,noamendmenttothisarticlesubsequenttotheeffectivedateofthisarticleshallapplytoanycountyortotheemployeesofanycountyunlessmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(AddedbyStats,1985,Ch.175,Sec.1)

§31499.11. Definitions (Stanislaus)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecountyordistrictoragencywhoseemployeesaremembers

oftheretirementsystemofthecounty.(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsofthe

SocialSecurityAct.(d)“Finalcompensation”meanstheaverageannualcompensationearnablebya

generalmemberduringanythreeyears,whetherornotconsecutive,forapersonwhobecameageneralmemberoftheplanpriortoJanuary1,2013,or,forapersonwhobecameageneralmemberoftheplanonorafterJanuary1,2013,finalcompensationmeanstheaverageannualcompensationearnablebyageneralmemberduringany36consecutivemonths,tobeelectedbythememberatorbeforethetimeanapplicationforretirementisfiled,or,ifnoelectionismade,duringthethreeyearsinwhichthememberorformermemberlastearnedcompensationprecedingretirement.Ifamemberorformermemberhaslessthanthreeyearsofservice,finalcompensationshallbedeterminedbydividingtotalcompensationbythenumberofmonthsofservicecreditedtothememberorformermemberandmultiplyingby12.Innoeventshallfinalcompensationincludeanydisabilitybenefitsreceivedbythememberorformermemberunderadisabilityplanprovidedbytheemployer.

(e)“Member”or“generalmember”meansanemployeehiredonapermanentbasis,asdefinedbytheemployer,exceptanemployeeeligibleforsafetymember.

(f)“Primaryinsuranceamount”meansthemonthlyretirementbenefitpayableunderthefederalsystemattheageof65.

(g)“Service”meanstheperiodofuninterruptedemploymentofamemberandthetimeinwhichamemberorformermember(1)istotallydisabled,and(2)is

receivingdisabilitybenefitsoriseligibletoreceivedisabilitybenefitseitherduringorafteranyeliminationorqualifyingperiod,underadisabilityplanprovidedbytheemployer.

(h)Exceptasotherwiseprovidedinthisarticle,amembershallnotbecreditedwith

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serviceforanyperiodoftimeinwhichthememberisabsentfromworkwithoutpay.(i)Unlessotherwiseprovided,serviceshallnotincludemilitaryserviceorpublicservice

otherthanservicewiththeemployer.(AddedbyStats.1985,Ch.175,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.14)

§31499.12. No general members’ contributions; refunds for transferred members; prior public service (Stanislaus)(a)(1)ExceptasprovidedforinSection31499.13,thereshallbenogeneralmembers’

contributionsundertheplancreatedbythisarticle.(2)Amemberwhotransferstotheretirementplancreatedbythisarticleshallhave

refunded,withinareasonableperiodoftime,nottoexceedninemonthsfromthedateofreceiptofelectiontotransferbytheboard,themember’saccumulatedcontributions,togetherwithinterestthereon,whicharecreditedtothemember’saccount.InterestshallbecreditedtotheJune30orDecember31date,whicheverislater,immediatelyprecedingthedateoftherefundwarrant.Anyrefundunderthissectionshallbepayabletothemember.

(b)(1)ExceptasprovidedinSections31499.13and31499.17andunderreciprocalprovisionsofthisarticle,amemberwhowasinpublicservicepriortobecomingamembermaynotelecttoreceivecreditinthisretirementplanforthepublicservicetime,andmaynotreceivecreditforthatpriorpublicservice.

(2)Absencefromworkorterminationofemploymentwhileaneligibleemployeeordisabilitybeneficiary,asdefinedbyadisabilityplanprovidedbytheemployer,maynotbeconsideredasbreakingthecontinuityofservice.

(3)Forthepurposesofsubdivision(b)ofSection31499.14,anunpaidleaveofabsenceofnottoexceedoneyear,oraleaveofabsenceforwhichanemployeereceivedanybenefitthathasbeenapprovedbytheemployer,maynotbeconsideredaninterruptionofservice.However,theperiodoftimeofunpaidleavemaynotbeconsideredasserviceincalculatingthebenefitsotherwiseprovidedunderthisarticle.

(AddedbyStats.1985,Ch.175,Sec.1)(AmendedbyStats.2004,Ch.533(AB2234),Sec.16)

§31499.13. Credit for prior public service; continuity of service; interruption of service (Stanislaus)(a)Anactivemembergovernedbytheprovisionsofthisarticlemayelect,bywritten

noticefiledwiththeboard,tomakecontributionsandreceivecreditinthisretirementsystemforservicewiththecountythatwasrenderedpriortohisorhercurrentmembershipinthesystemandforwhichheorshewouldnototherwisebeentitledtoreceivecreditpursuanttothisarticle.

(b)Notwithstandinganyotherprovisionofthischapter,servicecreditreceivedbyamemberpursuanttothissectionmaynotbecountedtomeettheminimumqualificationsforserviceordisabilityretirement,additionalcost-of-livingbenefits,healthcarebenefits,oranyotherbenefitsbasedonservicecredit.

(c)Anymemberwhoelectstomakecontributionsandreceiveservicecreditpursuanttothissectionshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirementor,ifapplicable,priortothedateprovidedinSection31485.7,bylump-sum paymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountthatisequaltothepresentvalueoftheadditionalliabilityincurredbythesystemincreditingthepriorservice,baseduponactuarialassumptionsineffectfortheretirementsystematthetimetheelectionismade.

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(d)Nomembermayreceiveanyservicecreditunderthissectionforwhichheorshehasnotcompletedpaymentpursuanttosubdivision(c)beforetheeffectivedateofhisorherretirementor,ifapplicable,beforethedateprovidedinSection31485.7.Subjecttothelimitationsoffederallaw,amemberwhohaselectedtomakepaymentsininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(e)Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(f)Thissectionisnotoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats,1985,Ch.175,Sec.1,Repealed2004)(AddedbyStats.2004,Ch.533(AB2234),Sec.18.Formersectionrepealedin2004.Ch.

533,Sec.4)

§31499.14. Retiring of member or former member; vesting; application; normal or early retirement pensions; computation; proof of age and eligibility (Stanislaus)(a)Retirementofamemberorformermemberwhohasmettherequirementsforage

andserviceshallbemadebytheboard,atwhichtimethememberorformermemberbecomesaretiredmember.

(b)Anymemberwhohascompleted10yearsofserviceshallbevestedundertheplancreatedbythisarticle.

(c)Anymemberwhoisnotvested,whoseemploymentterminated,andwhoisthenreemployedshallnotreceivecreditforhisorherpreviousservicecreditedunderPlan3,provided,thattheservicewasrenderedinPlan3.

(d)Anyvestedmemberorvestedformermemberwhohasattainedtheageof65yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.

(e)Anyvestedmemberorvestedformermemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

(f)Thenormalretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto2percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,nottoexceed35years,addedto1percentofthemember’sfinalcompensationmultipliedbythenumberofyearsofserviceinexcessof35,nottoexceed20years,reducedbytheestimatedprimaryinsuranceamount,ifany,multipliedbythefractionofthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,nottoexceed35years,dividedby35.

Innoeventshallthenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,exceed70percentofthemember’sfinalcompensationunlesstheyearsofservicetowhichthememberisentitledtobecreditedatretirementexceeds35,inwhichcasethenormalretirementpension,whenaddedtotheestimatedprimaryinsuranceamount,shallnotexceed80percentofthemember’sfinalcompensation.

(g)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforthoppositethemember’sageasofthebirthdayimmediatelyprecedingthedateofretirementinthefollowingtable:

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Age ERA Factor 55 .39 56 .43 57 .47 58 .51 59 .56 60 .61 61 .67 62 .74 63 .82 64 .90

Theearlyretirementadjustmentfactorsetforthinthissubdivisionshallbeuseduntiladjustedbytheboardinaccordancewiththeinterestandmortalitytablesadoptedbytheboard.

(h)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageandsalaryasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,providedthat:

(1)Anemployee’spriorcareerearningsshallbeassumedtohavebeensubjecttothefederalsystemandtohaveincreasedonayear-to-yearbasisatarateequivalenttotherateofincreaseintheaverageperworkertotalwagesreportedbytheSocialSecurityAdministration,and

(2)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(A)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,and(B)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(C)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(i)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthefinalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.

(j)Atthetimeofapplicationforretirement,thememberorformermembershallprovideadequateproof(1)ofageand(2)oftheeligibilityofpersons,ifany,whoatthattimewouldotherwisequalifyforthesurvivorallowanceprovidedforinSection31499.15.

(k)Notwithstandingsubdivision(f),anyretiredmemberreceivinganormalretirementpensionshall,assoonaspossiblebutnotlaterthansixmonthsfollowingretirement,presentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofwork.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(AddedbyStats.1985,Ch.175,Sec.1)

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§31499.15. Survivor allowance (Stanislaus)(a)Uponthedeathofaretiredmember,50percentoftheretirementpension,ifnot

modifiedinaccordancewiththeoptionalsurvivorallowanceinsubdivision(b),shallbecontinuedduringandthroughoutthelifeofhisorhersurvivingspouse,ifheorshewasmarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifheorshediesbeforeeverychildofthedeceasedretiredmember,includingstepchildoradoptedchild,attainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadheorshelived,shallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Ifthesurvivorallowanceistobepaidtosurvivingchildren,theallowanceshallbedividedamongthechildreninequalamounts.However,therightsofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,oruponattainingtheageof18years.

Notwithstandinganyotherprovisionsofthissubdivision,theallowanceotherwisepayabletothechildrenoftheretiredmembershallbepaidtothechildrenthroughtheageof21,ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(b)Avestedmember,orvestedformermember,inlieuofthenormalorearlyretirementpensionfortheretiredmember’slifealone,mayelecttohavetheactuarialequivalentoftheretiredmember’spensionasofthedateofretirementappliedtoalesseramountpayablethroughouttheretiredmember’slife,andthereaftertohaveasurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,continuedthroughoutthelifeofandpaidtothepersonorpersonshavinganinsurableinterestinthelifeoftheretiredmember,asthememberorformermembernominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofretirement.

(c)Nodesignationpursuanttosubdivision(b)shall,intheopinionoftheboardandtheactuary,placeanyadditionalactuarialcostburdenupontheretirementsystem.

(AddedbyStats.1985,Ch.175,Sec.1)

§31499.16. Certification of election to be covered by retirement plan (Stanislaus)Anypersonemployedsubsequenttotheeffectivedateofthisarticlewhowould

otherwisequalifyasamembershallnotbecomeamemberuntilheorshecertifiestotheboardhisorherelectiontobecoveredbytheretirementplanestablishedbythisarticleortobecoveredbytheretirementprovisionsandbenefitsotherwiseavailabletomembersonthedateprecedingtheeffectivedateofthisarticle.Asaconditionofcontinuedemployment,thecertificationshallbemadewithin60daysofemployment.Theemployershallmakeavailabletothepersonadisclosureoftheelementsofeachoftheavailableretirementplanspriortoacceptinghisorherelection.

(AddedbyStats.1985,Ch.175,Sec.1)

§31499.17. Transfer to retirement plan created by this article; election and application; benefits (Stanislaus)(a)Generalmembersmay,within180daysoftheeffectivedateofthisarticle,electto

transfertotheretirementplancreatedbythisarticleuponproperapplicationexecutedbythememberandfiledwiththeboard.

(b)Theretirementbenefitsofthetransferredmembersaregovernedanddefinedbythisarticle.

(c)Transferringmembersrelinquishandwaiveanyandallpreviouslyavailablevestedoraccruedretirement,survivor,disabilityanddeathbenefits.Alltransferringmemberswhose

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contributionsforpublicservicehavebeenrefundedtothemshallnotreceivecreditforthatservice.

(d)AnymemberwhoselectsRetirementPlan3uponreenteringintocountyserviceandwhohasnotreceivedcreditasaPlan3memberforpreviouscountyservice,mayelecttorepurchasehisorherpreviousservicebyredepositinghisorherwithdrawncontributions,plusinterest,fromdateoftermination,andshallthenreceivecreditforthatserviceundertheplanstatusatthetimeoforiginalemployment.

(e)Anymemberwhohaselectedortransferredtotheplancreatedbythisarticleandwhoterminateshisorheremploymentandislaterreemployedshallnotbeentitledtochangehisorherelectionuponthatreemployment,unlessaresolution,enactedbytheboardofsupervisorssubsequenttothemember’selectiontotransfertothenewplan,soprovides.

(f)Aplantransferbyamemberisvoluntaryandshallbeirrevocable,unlesstheboardofsupervisors,byresolution,authorizesRetirementPlan3memberstotransfertoaretirementplanauthorizedunderArticle8(commencingwithSection31670),underthetermsandconditionsspecifiedintheresolution.Thetermsmayinclude,butarenotlimitedto,(1)aneligibilityprovisionbasedonthenumberofyearsincountyservice,or(2)aprovisionforcreditingserviceintheplanwhich(A)themembertransferstoonlyforthatservicerenderedafteradoptionoftheresolutionor(B)aneligibilityprovisionthat,forthepurposesofArticle10(commencingwithSection31720),considersyearsincountyservicefromthedatethemembertransferstoanewplanunlessthepriorcountyservicecreditisrestored,orboth.Theresolutionmayestablishdifferentservicecreditconditionsforvariousjobclassificationsorgroups,orforvariousrepresentedbargainingunits,differentconditionsagreeduponbytheemployerandtheemployeerepresentative,orboth.Theboardofsupervisorsmayalsoestablishotherconditionsitdeemsnecessaryordesirable.

(AddedbyStats.1985,Ch.175,Sec.1)(AmendedbyStats.2001,Ch.784(AB867),Sec.1.5,EffectiveOctober13,2001)

§31499.18. Employer contribution required to finance plan; establishment (Stanislaus)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionrequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1985,Ch.175,Sec.1)

§31499.19. Severability (Stanislaus)Ifanyprovisionofthisarticle,ortheapplicationthereof,toanypersonorcircumstances,

isheldinvalid,theinvalidityshallnotaffectotherprovisionsorapplicationofthearticlewhichcanbegiveneffectwithouttheinvalidprovisionsorapplicationand,tothisendtheprovisionsofthisarticleareseverable.

(AddedbyStats.1985,Ch.175,Sec.1)

Article 2Establishment of System

(Article2addedbyStats.1947,Ch.424,Sec.1)

§31500. ProcedureAretirementsystemisestablishedinanycountyforeligibleofficersandemployeesby

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theadoptionofanordinance,acceptingthischapter,by:(a)Amajorityvoteoftheelectorsvotingonthepropositionataspecialorgeneral

election;or(b)Afour-fifthsvoteoftheboardofsupervisors.(AddedbyStats.1947,Ch.424,Sec.1)

§31501. Operative dateThischapterbecomesoperativeinanycountyoneitherJanuary1storJuly1stfollowing

theadoptionoftheordinance,asspecifiedintheordinance,butnotsoonerthan60daysafteritsadoption.

(AddedbyStats.1947,Ch.424,Sec.1)

§31502. Adoption by institution operated by 2 or more counties or by district; effect; contributionsThischaptermaybemadeeffectivebyaresolutionadoptedbyamajorityofthe

governingboardorcommitteeofanyinstitutionoperatedbytwoormorecounties,orbyamajorityofthegoverningboardorcommitteeofanydistrictasdefinedinsubdivision(c)ofSection31468,ifoneofthecountiesinvolvedintheoperationoftheinstitutionhasadopteditsprovisions,or,inthecaseofadistrictasdefinedinsubdivision(c)ofSection31468,ifoneofthecountiescomprisingtheorganizationorassociationhasadopteditsprovisions.Upontheadoptionoftheresolutiontheemployeesoftheinstitutionshallbecomemembersoftheretirementsystemofthecountydesignatedbythegoverningboardorcommitteeoftheinstitution,andallcontributionsmadebytheemployeesandbytheinstitutionshallbepaidintothecountyretirementsystemofthecountyselected.Thegoverningboardorcommitteeshallcausetobepaidtothecountyoperatingtheretirementsystem,theinstitution’sproportionateshareofthecostofoperationofthesystem.

(AmendedbyStats.1949,Ch.1338,Sec.4)

§31503. Previous systems supersededAretirementsystemestablishedpursuanttothischaptershallsupersedeanypreviously

establishedcountypensionsystem.(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.1953,Ch.789,Sec.1)

§31505. Sufficient assets to remain with superseded system to pay persons retiredTheassetsandrecordsofasupersededsystemshallbecometheassetsandrecordsof

thisretirementsystem,butthereshallbelefttothesupersededsystemnotestablishedpursuanttoeitherChapter4orChapter5,sufficientassets,accordingtotablesadoptedbytheboardofsupervisors,topayallretirementpaymentsorannuitiestopersonswhohavebeenretiredunderthesupersededretirementsystem.

(AmendedbyStats.1951,Ch.1098,Sec.13)

§31506. Retired members of superseded systems to be paidAllpreviouslyretiredmembersofthesupersededsystemshallbepaidfortheir

respectivelivesthefullamountoftheretirementpaymentsorannuitiestowhichtheyareentitled.

(AddedbyStats.1947,Ch.424,Sec.1)

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§31507. Appropriation to meet obligations of superseded systemsTheretirementboardcreatedbythischaptershalldeterminetheamountandkindof

assetsnecessarytomeettherequirementsofSection31506,andiftheamountsodeterminedprovesinsufficient,thecountyshallannuallyappropriatethesumnecessarytofulfilltherequirements.

(AddedbyStats.1947,Ch.424,Sec.1)

§31508. Administration of assets; transfer of superseded system’s assetsTheassetsshallbeadministeredsolelybytheboardsubjecttotheprovisionsofthis

chapterastothecustody,investment,anddisbursementoftheretirementfund.Ifthereareassetsofthesupersededsystemremainingaftertheterminationofallliabilitiesofthesupersededsystem,theremainingassetsshallbetransferredtoandbecomepartoftheretirementfund.

(AddedbyStats.1947,Ch.424,Sec.1)

§31509. Withdrawal of special contributions to superseded systemAmemberwhohasmadespecialcontributionstoasupersededsystemshallhavethe

optionofwithdrawingsuchspecialcontributionstogetherwithinterestthereon,followingthetransferofcontributionstothissystem,orofpermittingthecontributionstoremainasadditionalcontributionstothissystem.Anymemberelectingtomakesuchwithdrawalshalldosobywrittennoticeaddressedtotheboardwithin90daysaftertheeffectivedateofthissystem.

(AddedbyStats.1947,Ch.424,Sec.1)

Article 2.1Additional Plan for Counties of the First Class (Los Angeles)

(Article2.1addedbyStats.1989,Ch.1300,Sec.1,EffectiveOctober1,1989,ApplicableasprescribedbySection31510)

§31510. Los Angeles County; application of article; purpose; limitations on benefits; priority of application (Los Angeles)(a)Thisarticleshallbeapplicabletoallmembersoftheretirementsystemofanycounty

ofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(b)Thepurposeofthisarticleistoprovideadefinedcontributionplanwhich,inconjunctionwithretirementbenefitprovisionsotherwisecontainedinthischapter,willprovideapproximatelythesamelevelofretirementbenefitstopersonswhofirstbecomemembersonorafterJanuary1,1990,andaresubjecttothelimitationssetforthinSection415oftheInternalRevenueCodeof1986,astheywouldreceiveundertheotherretirementbenefitprovisionsintheabsenceofthoselimitations,whilenotaffectingtherateofeithermemberoremployercontributionstotheretirementsystem.Inaddition,itisintendedthatsubdivisions(c)and(d)constituteanelectionunderSection414(b)(10)(C)oftheInternalRevenueCodeof1986withrespecttoallretirementplanswithintheretirementsystem.

(c)Notwithstandinganyotherprovisionofthispart,thebenefitspayabletoanypersonwhofirstbecomesamemberonorafterJanuary1,1990,shallbesubjecttothelimitationssetforthinSection415oftheInternalRevenueCodeof1986,asadjustedpursuanttoSection414(d)(1)(A)and(B).

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(d)Notwithstandinganyotherlaw,thebenefitspayabletoanypersonwhofirstbecameamemberpriortoJanuary1,1990,shallnotbesubjecttothelimitationssetforthinSection415(b)oftheInternalRevenueCodeof1986,excepttotheextentrequiredbysubsection(b)(10)(A)ofSection415.

(e)Theelectiondescribedinsubdivision(b)shallapplytoallemployerswhoseemployeesaremembersoftheretirementsystemofthecountyonDecember31,1989.

(f)TheretirementbenefitsofallpersonswhofirstbecomemembersoftheretirementsystemonorafterJanuary1,1990,andparticipateinSafetyPlanBorGeneralPlanDshallbegovernedbythischapterapplicabletothoseplansandbythisarticle.

(g)Subdivisions(c)and(d)shallnotbecomeoperativeuntiltheboardofsupervisorshastakentheactionsrequiredbysubdivision(a)ofSection31510.2.

(h)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(AddedbyStats.1989,Ch.1300,Sec.1,EffectiveOctober1,1989)

§31510.1. Definitions (Los Angeles)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecounty,district,oragencywhoseemployeesaremembersof

theretirementsystemofthecounty.(c)“GeneralPlanF”meansthedefinedcontributionplanestablishedinaccordancewith

thisarticleforthebenefitofcertainmembersofGeneralPlanD.(d)“PlanF”meansGeneralPlanFandSafetyPlanF,collectively.(e)“Priorplan”meansSafetyPlanBorGeneralPlanD,asthecontextrequires.(f)“SafetyPlanF”meansthedefinedcontributionplanestablishedinaccordancewith

thisarticleforthebenefitofcertainmembersinSafetyPlanB.(AddedbyStats,1989,Ch.1300,Sec.1,EffectiveOctober1,1989)

§31510.2. General and Safety Plan F; establishment; participants; credit of prior contributions; benefits; compliance with federal tax law; administration; annuity defined; termination of plan (Los Angeles)(a)Theboardofsupervisorsofanycountysubjecttothisarticleshallestablishtwo

definedcontributionretirementplansauthorizedbySection401oftheInternalRevenueCodeof1986.Thetermsoftheplansshallbemutuallyagreedtobytheemployerandemployeerepresentativesofaffectedemployeespriortoadoptionoramendmentbytheboardofsupervisors.TheplansshallbeknownasGeneralPlanFandSafetyPlanFandarereferredtocollectivelyasplanF.

(b)Anygeneralmemberdescribedinsubdivision(f)ofSection31510shallparticipateinGeneralPlanF,andanysafetymemberdescribedinsubdivision(f)ofSection31510shallparticipateinSafetyPlanF,aftercommencementofhisorherparticipationinthepriorplan.

(c)Theboard,upontheadviceoftheactuary,shalldeterminetheportionofthemembercontributionsotherwiserequiredunderthepriorplanthatshallbecreditedtoplanFinlieuofbeingcreditedtotheotherplan.Indoingso,theboardshallprovideforthelevelofcontributionstoplanFthatistheminimumamountsufficienttosatisfythepurposessetforthinsubdivision(b)ofSection31510.

(d)TherightofthemembertobenefitsderivedfrommembercontributionsvestsunderplanFuponthecommencementofparticipationinplanF.

(e)Ifamemberorbeneficiarybecomesentitledtoreceiveabenefitintheformofan

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annuityunderthetermsofthepriorplan,themember’saccountinplanFshallbeconvertedtothesameformofannuityasispayabletothememberorbeneficiaryfromthepriorplan.Theamountoftheannuitypayableunderthepriorplan,calculatedpriortotheapplicationofthisarticle(includingthelimitationssetforthinSection415oftheInternalRevenueCodeof1986),shallbereducedbytheamountoftheannuitygeneratedunderplanFasdescribedintheprecedingsentence.TheamountpayablefromplanFshallbepaidatthesametimeandinthesamemannerastheannuitypayablefromthepriorplanandmaybeprovidedthroughanannuitycontractpurchasedfromaninsurancecompany,atthediscretionoftheboard.Notwithstandingtheforegoing,ifthemember’saccountinplanFdoesnotexceedthreethousandfivehundreddollars($3,500),itshallbepaidtothememberorbeneficiaryasalump-sumpayment,inlieuofthebenefitotherwisepayableunderplanF.

(f)Ifamemberorbeneficiarybecomesentitledtoreceivethemember’saccumulatedcontributionsandinterestfromthepriorplan,thememberorbeneficiaryshallreceivethemember’saccountbalancefromplanFconsistingofthemember’saccumulatedcontributionsandactualearningsatthesametimeandinthesamemanner.

(g)InapplyingthelimitationssetforthinSection415oftheInternalRevenueCodeof1986,benefitsorannualadditionsinqualifiedretirementplansmaintainedbyanemployerseparatefromtheretirementsystemshallbereducedfirst.AnyadditionalreductionshallbemadetothebenefitsfromplanswithintheretirementsystemotherthanplanF,andthenlastlytotheannualadditiontoplanF.

(h)PlanFshallbeadministeredinaccordancewithsubsection(a)ofSection401oftheInternalRevenueCodeof1986andtheTreasuryRegulationsissuedthereunder.Theplanshallstatethatitisintendedtobeaprofit-sharingplanwhereincontributionsaredeterminedwithoutregardtocurrentoraccumulatedprofits.

(i)Forthepurposeofthisarticle,theterm“annuity”meansthecombinedbenefitprovidedbyanannuity,asdefinedinSection31457,andthepension,asdefinedinSection31471.

(j)TotheextentanycountysubjecttothisarticleterminatesGeneralPlanForSafetyPlanF,orbothofthem,withrespecttoanygroupofmembersandinaccordancewiththeirtermsandadoptsareplacementbenefitsprogramunderSection31899.4forthosemembersinlieuofthatplanorplans,thissectionshallbeinoperativeinthatcountywithrespecttothosemembers.Inanyevent,theelectionmadepursuanttosubdivision(b)ofSection31510,theprovisionsofsubdivisions(c),(d),(e),(f),and(h)ofSection31510,andtheprovisionsofSection31510.3shallremainoperativeinthatcounty.

(AddedbyStats.1989,Ch.1300,Sec.1,EffectiveOctober1,1989)(AmendedbyStats.2003,Ch.520(AB1585),Sec.2)

§31510.3. Disability benefits (Los Angeles)Itisintendedthatdisabilitybenefitspayablefromtheretirementsystempursuant

toArticle10(commencingwithSection31720),intheeventofthemember’sterminationofemploymentfordisability,arecompensationforpersonalinjuryorsickness,andthereforewouldnotbesubjecttothelimitationssetforthinSection415oftheInternalRevenueCodeof1986.IftheInternalRevenueServicerulesthatthedisabilitybenefitsaresubjecttothoselimitations,anyemployerwhichissubjecttothisarticleshallprovideanalternatedisabilitybenefitequaltothedecreaseinthedisabilitybenefitcausedbyapplicationofthoselimitations,throughalong-termdisabilityplanwhichshallbeseparatefromtheretirementsystem.Thetermsofthatlong-termdisabilityplanshallbemutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbytheboardofsupervisors.

(AddedbyStats.1989,Ch.1300,Sec.1,EffectiveOctober1,1989)

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§31510.4. Contributions; maintenance to not affect; interest credit (Los Angeles)ItisintendedthatthemaintenanceofplanFnotaffecttherateofeithermemberor

employercontributionstotheretirementsystem.TheboardmaysetarateofregularinterestcreditedtocontributionstothepriorplanmadewithrespecttomembersparticipatinginplanFthatisdifferentthantherateofregularinterestcreditedtocontributionsmadewithrespecttomembersnotparticipatinginplanF,ifnecessarytoeffectuatethatintent.

(AddedbyStats.1989,Ch.1300,Sec.1,EffectiveOctober1,1989)

Article 2.6Alternative Plan for Counties of the 13th Class (Ventura)

(Article2.6addedbyStats.1985,Ch.1480,Sec.1)

§31511. Creation and name of plan; purpose; applicability; conflicting laws (Ventura)(a)TheretirementplancreatedbythisarticleshallbeknownasRetirementPlan3.(b)Thisarticleshallbeapplicableintheretirementsystemofanycountyofthe

13thclassasdescribedbySections28020and28034,iftheboardofsupervisorsexecutesamemorandumofunderstandingagreementwithemployeerepresentativesandadopts,byamajorityvote,aresolutionprovidingthatthearticleshallbeapplicable.

(c)Thepurposeofthisarticleistoprovideanoncontributoryretirementplanforgeneralmembersasanalternativetotheprovisionsandbenefitsotherwisecontainedinthischapter.

(d)Theretirementbenefitsof(1)allgeneralmembersemployedafterthedatethisarticleismadeoperativeand(2)existinggeneralmemberswhotransfertotheplanhereincreated,shallbegovernedbythisarticle.

(e)Intheeventofaconflict,thisarticleshallsupersedeandprevailoverotherprovisionsorapplicationofprovisionsotherwisecontainedinthischapter.

(f)Exceptasotherwiseprovidedbelow,theprovisionscontainedinthischaptershallapply:

(1)Article10(commencingwithSection31720)shallnotapply.(2)Article16.5(commencingwithSection31870)shallnotapply.

(g)Article15(commencingwithSection31830)shallonlybeapplicableforserviceretirement.ThoseprovisionsofArticle15(commencingwithSection31830)dealingwithdisabilityretirementandtherequirementrelatingtothedepositofaccumulatedmembercontributionsshallnotapply.

(h)Exceptasotherwiseprovided,anymemberwhouponretirementreceivesaretirementpensioncalculatedinaccordancewithsectionsorprovisionsaddedtothisarticlesubsequenttotheeffectivedateofthisarticleshallhavehisorherpensioncalculatedundereachsuchsectionorprovisiononlyfortheperiodoftimethatthosesectionsorprovisionswereineffect,unlessotherwisemutuallyagreedbetweentheemployeranditsemployeerepresentatives.

(i)Unlessspecificallyotherwiseprovidedtherein,noamendmenttothisarticleenactedsubsequenttotheeffectivedateofthisarticleshallapplytoanycountyortotheemployeesofanycountyunlessanduntilmutuallyagreedtobytheemployerandemployeerepresentativesandadoptedbymajorityresolutionoftheboardofsupervisors.

(AddedbyStats.1985,Ch.1480,Sec.1)

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§31511.1. Definitions; establishment of defined contribution retirement plan (Ventura)Unlessthecontextotherwiserequires,thedefinitionscontinuedinthissectiongovern

theconstructionofthisarticle.(a)“Board”meanstheboardofretirement.(b)“Employer”meansthecountyordistrictoragencywhoseemployeesaremembers

oftheretirementsystemofthecounty.(c)“Federalsystem”meanstheOldAgeandSurvivorsInsuranceprovisionsofthe

SocialSecurityAct.(d)“Member”or“generalmember”meansanemployeehiredonapermanentbasis,as

definedbytheemployer,exceptanemployeeeligibleforsafetymembership.(e)“Primaryinsuranceamount”meansthemonthlyretirementbenefitpayableunder

thefederalsystematthenormalretirementage.(f)“Service”meanstheperiodofemploymentofamemberandthetimeinwhicha

memberorformermember(1)istotallydisabled,and(2)isreceivingdisabilitybenefitsoriseligibletoreceivedisabilitybenefitseitherduringorafteranyeliminationorqualifyingperiod,underalong-termdisabilityplanprovidedbytheemployer.

Exceptasotherwisehereinprovided,amembershallnotbecreditedwithserviceforanyperiodoftimeinwhichthememberisabsentfromworkwithoutpay.

Unlessotherwiseprovided,serviceshallnotincludemilitaryserviceorpublicserviceotherthanservicewiththeemployer.

(g)“Finalcompensation”meanstheaverageannualcompensationearnablebyamemberduringanythreeyearselectedbyamemberatorbeforethetimeheorshefilesanapplicationforretirement,or,ifheorshefailstoelect,duringthethreeyearsimmediatelyprecedinghisorherretirement.Ifamemberhaslessthanthreeyearsofservice,hisorherfinalcompensationshallbedeterminedbydividinghisorhertotalcompensationbythenumberofmonthsofservicecreditedtohimorherandmultiplyingby12.

TheboardofsupervisorsofanycountysubjecttothisarticleshallestablishadefinedcontributionretirementplanauthorizedbySection401oftheUnitedStatesCode.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.2. General members contributions; refund to members electing transfer to plan (Ventura)(a)Thereshallbenogeneralmembers’contributionsundertheplancreatedbythis

article.(b)Norefundshallbemadetoanymemberwhoelectstotransfertotheretirementplan

createdbythisarticleofthemember’saccumulatedcontributions.Amemberwhoelectstotransfertotheretirementplanestablishedpursuanttothisarticleshallreceive:servicecredittowardvestingundertheotherretirementplan;apensionfromtheotherretirementplanbaseduponhisorhercreditedserviceonthedaypriortotheoperativedateofthetransfertotheretirementplanestablishedpursuanttothisarticle;andapensionfromtheretirementplanestablishedpursuanttothisarticlebaseduponservicecreditedonandaftertheoperativedateofthetransfertotheretirementplanestablishedpursuanttothisarticle.

(AddedbyStats,1985,Ch.1480,Sec.1)

§31511.3. Interruptions in service (Ventura)(a)Absencefromworkorterminationofemploymentwhileaneligibleemployeeor

disabilitybeneficiary,asdefinedbythelong-termdisabilityplanprovidedbytheemployer,shallnotbeconsideredasbreakingthecontinuityofservice.

(b)Forthepurposesofsubdivision(b)ofSection31511.4,anunpaidleaveofabsence

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whichhasbeenapprovedbytheemployer,shallnotbeconsideredaninterruptionofservice.However,theperiodoftimeofunpaidleaveshallnotbeconsideredasserviceincalculatingtheretirementbenefitsotherwiseprovidedunderthisarticle.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.4. Vested membership; age and service at retirement; early retirement adjustments(a)Retirementofamemberwhohasmettherequirementsforageandserviceshallbe

madebytheboard,atwhichtimethememberbecomesaretiredmember.(b)Anymemberwhohascompleted10yearsofserviceshallbevestedunderthe

retirementplancreatedbythisarticle.(c)Anyvestedmemberwhohasattainednormalretirementagemayberetiredupon

filingwiththeboardawrittenapplicationonaformprovidedbytheboardfornormalretirementsettingforththedesiredeffectiveretirementdate.Forpurposesofthisarticle,normalretirementdatemeansthefirstdayofthemonthcoincidentwithornextfollowingthemember’snormalretirementage.Forpurposeofthisarticle,normalretirementagemeans:

For Persons Born Normal Retirement Age 1937orbefore 65 1938 65and2months 1939 65and4months 1940 65and6months 1941 65and8months 1942 65and10months 1943-1954 66 1955 66and2months 1956 66and4months 1957 66and6months 1958 66and8months 1959 66and10months 1960andlater 67

(d)Anyvestedmemberwhohasattainedtheageof55yearsmayberetireduponfilingwiththeboardawrittenapplicationonaformprovidedbytheboardforearlyretirementsettingforththedesiredeffectiveretirementdate.

(e)Thenormalretirementpensionforamemberwhohasattainednormalretirementageshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberequalto:2.333percentofhisorherfinalcompensationmultipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,butnottoexceed30years;reducedby2.166percentoftheestimatedprimaryinsuranceamount,ifany,multipliedbythenumberofyearsofservicetotheprecedingcompletedmonthtowhichthememberisentitledtobecreditedatretirement,butnottoexceed30years,multipliedbyafraction,thenumeratorofwhichisthenumberofyearsofservicewiththeemployersubjecttocoverageunderthefederalsystem,butnottoexceed30years,andthedenominatorofwhichis30.

(f)Theearlyretirementpensionshallconsistofanannualallowancepayableinmonthlyinstallmentsforthelifeoftheretiredmemberinanamountwhichistheactuarialequivalentofthenormalretirementpensiontowhichtheretiredmemberwouldbeentitledifotherwiseeligiblefornormalretirement,whichshallbecomputedbymultiplyingthenormalretirementpensionbytheearlyretirementadjustmentfactorsetforth,basedonthenumberofyearsandmonthsbywhichthemember’searlyretirementdateprecedesthemember’snormalretirementdate,inthefollowingtables:

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Early Retirement Adjustment Factors Months Years 0 1 2 3 4 0 1.0000 0.9944 0.9889 0.9833 0.9778 1 0.9333 0.9278 0.9222 0.9167 0.9111 2 0.8667 0.8611 0.8556 0.8500 0.8444 3 0.8000 0.7944 0.7889 0.7833 0.7778 4 0.7333 0.7278 0.7222 0.7167 0.7111 5 0.6667 0.6639 0.6611 0.6583 0.6556 6 0.6333 0.6306 0.6278 0.6250 0.6222 7 0.6000 0.5972 0.5944 0.5917 0.5889 8 0.5667 0.5639 0.5611 0.5583 0.5556 9 0.5333 0.5306 0.5278 0.5250 0.5222 10 0.5000 0.4972 0.4944 0.4917 0.4889 11 0.4667 0.4639 0.4611 0.4583 0.4556 12 0.4333 0.4306 0.4278 0.4250 0.4222

Early Retirement Adjustment Factors Months Years 5 6 7 8 0 0.9722 0.9667 0.9611 0.9556 1 0.9056 0.9000 0.8944 0.8889 2 0.8389 0.8333 0.8278 0.8222 3 0.7722 0.7667 0.7611 0.7556 4 0.7056 0.7000 0.6944 0.6889 5 0.6528 0.6500 0.6472 0.6444 6 0.6194 0.6167 0.6139 0.6111 7 0.5861 0.5833 0.5806 0.5778 8 0.5528 0.5500 0.5472 0.5444 9 0.5194 0.5167 0.5139 0.5111 10 0.4861 0.4833 0.4806 0.4778 11 0.4528 0.4500 0.4472 0.4444 12 0.4194 0.4167 0.4139 0.4111

Early Retirement Adjustment Factors Months Years 9 10 11 12 0 0.9500 0.9444 0.9389 0.9333 1 0.8833 0.8778 0.8722 0.8667 2 0.8167 0.8111 0.8056 0.8000 3 0.7500 0.7444 0.7389 0.7333 4 0.6833 0.6778 0.6722 0.6667

Early Retirement Adjustment Factors Months Years 9 10 11 12 5 0.6417 0.6389 0.6361 0.6333 6 0.6083 0.6056 0.6028 0.6000 7 0.5750 0.5722 0.5694 0.5667

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8 0.5417 0.5389 0.5361 0.5333 9 0.5083 0.5056 0.5028 0.5000 10 0.4750 0.4722 0.4694 0.4667 11 0.4417 0.4389 0.4361 0.4333 12 0.4083 0.4056 0.4028 0.4000

(g)Theboard,upontheadviceoftheactuary,shallestablishandadjust,asrequired,thetableofestimatedprimaryinsuranceamounts,whichshallbeutilizedincomputingtheretirementbenefit.Forpurposesofthisarticle,theprimaryinsuranceamountshallbeestimatedbasedontheemployee’sageasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,andtheemployee’searnings,providedthat:

(1)Anemployee’searningspriortothefirstdayofservicewiththeemployershallbeassumedtohavebeenzero,and

(2)Anemployee’searningsduringtheperiodofserviceshallincludeonlythoseearningspaidbytheemployer,and

(3)Forthosememberswhohavenotattainedthenormalretirementageunderthefederalsystemasofthedateofretirement(i)futureearningsinemploymentcoveredbythefederalsystemshallbeassumedtocontinueattherateofpayreceivedbytheemployeefromtheemployerasofthedateofretirementorthedateofterminationofavestedmember,whicheverisapplicable,and(ii)futurewagebases,asdefinedbythefederalsystem,shallbeassumedtocontinueatthewagebaseineffectintheyearofretirementortheyearofterminationofavestedmember,whicheverisapplicable,and(iii)cost-of-livingincreasesintheyearofretirementanddelayedretirementcreditprovidedunderthefederalsystemshallnotbeincludedinthecalculationoftheestimatedprimaryinsuranceamount.

(h)Theemployershallcertifytheyearsofservicetobecreditedatretirementandthefinalcompensationtobeutilizedincomputingthenormalandearlyretirementpension.

(i)Notwithstandingsubdivision(e),anyretiredmemberreceivinganormalretirementpensionmaypresentevidencerequiredbytheboardoftheretiredmember’sactualprimaryinsuranceamount.Forpurposesofthissubdivision,theactualprimaryinsuranceamountshallbetheamountpayableunderthefederalsystemontheretiredmember’sdateofretirementwithoutregardtodelayedretirementcreditoranydeductionsonaccountofworkoranyreductionsonaccountofearlyretirement.Followingreceiptofthatevidence,theboardshalladjusttheretiredmember’spensionfromthedateofretirementtoequaltheamountofthepensiontowhichheorshewouldhavebeenentitledonthatdatehadtheestimatedprimaryinsuranceamountequaledtheactualprimaryinsuranceamount.

(j)Allpart-timeandintermittentemployeesofacountywhichelectstobesubjecttothisarticleshallnotbeeligibletoparticipateintheretirementplansprovidedbythisarticle.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.5. Surviving spouse benefits (Ventura)Notwithstandinganyotherprovisionofthischaptertothecontrary,nosurviving

spousebenefitshallbepaidtoasurvivingspouseofamemberwhoatthetimeofdeathhadnotmettheminimumageandservicecreditrequirementsforserviceretirement.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.6. Transfer to plan; time for election (Ventura)Generalmembersmay,within180daysoftheoperativedateofthisarticle,electto

transfertotheretirementplancreatedbythisarticleuponproperapplicationexecutedbythememberandfiledwiththeboard.Furthermore,anygeneralmemberwhodoesnotelect

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totransferduringthis180-dayperiod,mayelecttotransferwithinthe30dayspriortoanyannualanniversaryoftheoperativedateofthisarticle.Suchatransferisvoluntaryandshallbeirrevocable.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.7. Employer contribution rate; actuarial establishment (Ventura)Untilthecompletionofthenextregularlyscheduledactuarialsurveyoftheretirement

system,theemployercontributionraterequiredtofinancetheplancreatedbythisarticleshallbeestablishedbytheboard,upontherecommendationoftheactuary.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.8. Cost-of-living adjustments (Ventura)TheboardshallbeforeApril1ofeachyeardeterminewhethertherehasbeenan

increaseordecreaseinthecostoflivingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter(commencingwithSection31450),everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymemberoftheplancreatedbythisarticlewhoretiresatorbeyondnormalretirementageordiesshall,asofApril1stofeachyear,beincreasedordecreasedbyapercentageofthetotalallowancethenbeingreceivedfoundbytheboardtoapproximatetothenearestone-halfof1percentthepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1stofeachyearasshownbythethencurrentBureauofLaborStatisticsConsumerPriceIndexforAllurbanConsumersfortheLosAngeles-Anaheim-LongBeacharea,butsuchchangesshallnotexceed5percentperyear;however,theamountofanycost-of-livingincreaseordecreaseinanyyearwhichisnotmetbythemaximumannualchangeof5percentinallowancesshallbeaccumulatedtobemetbyincreasesordecreasesinallowancesinfutureyears;exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisorherbeneficiaryontheeffectivedateoftheallowance.Noadjustmentshallbemadeintheretirementallowanceofamemberwhoretirespriortoattainingnormalretirementageuntilthememberattainsnormalretirementage.

(AddedbyStats.1985,Ch.1480.Sec.1)

§31511.9. Long-term disability plan (Ventura)(a)Anemployerwhichissubjecttothisarticleshallprovidedisabilitybenefitsforits

employeesthroughalong-termdisabilityplanwhichshallbeseparatefromandadministeredseparatelyfromtheretirementplansauthorizedbythisarticleandallotherretirementplans.

(b)Thelong-termdisabilityplanshallconsistofaseparatetrustwhichshallbefundedutilizingalevelcostmethodandemployercontributions.Noemployeeshallberequiredtomakeanyemployeecontributiontothelong-termdisabilityplan.

(c)Theboardofsupervisorsshallcontractfortheresolutionoftheissueofdisability.Theboardofsupervisorsshallestablishanappealsboardtowhichamemberwhoisaggrievedbyadecisionoftheadministratormayappeal.

(d)Anymemberpermanentlyincapacitatedfortheperformanceofduty,regardlessofageoryearsofservice,shallreceivedisabilitybenefitsasfollows:(1)fornottoexceedtwoyears;(2)foranytimeaftertheexpirationofthetwo-yearperiodspecifiedinsubdivision(a)if,andonlyifthememberisunabletoperformthedutiesofanyoccupationforwhichthememberisqualifiedbyreasonoftrainingorexperience.

(e)Thedisabilitybenefitshallbe50percentofthefinalcompensationofthememberreducedbyanySocialSecuritybenefits,workers’compensationbenefits,andearningsfrom

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anyemploymentotherthanemploymentwhichispartofarehabilitationprogram.(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.10. Plan manager; education of employees regarding benefits (Ventura)(a)Theboardofretirementshallestablishapositionwhosequalificationsshallinclude

experienceinadministrationandcommunicationofdefinedbenefitplansanddefinedcontributionplansandwhosedutiesshallincludemanagementoftheplanorplansadoptedpursuanttothisarticleandreportingtothecountytreasurerandthedirectorofpersonnel.

(b)TheboardofretirementshallestablishandimplementacomprehensivecommunicationprogramtoeducateemployeesregardingthebenefitsavailableunderthisarticleandSocialSecurity.

(AddedbyStats.1985,Ch.1480,Sec.1)

§31511.11. Internal Revenue Code Section 401 plan; establishment (Ventura)(a)Theboardofsupervisorsofanycountysubjecttothisarticleshallestablishadefined

contributionretirementplanauthorizedbySection401oftheInternalRevenueCodeof1954orasimilarplanauthorizedbytheInternalRevenueCodeof1954.

(b)Anyfull-timeemployeeofthecountywhoishiredbythecountyonoraftertheoperativedateofthisarticleinthatcountyandhascompleted6monthsofcreditedfull-timeservicewiththecountyoranymemberwhoelectstotransfertotheretirementplancreatedbythisarticleshallparticipateintheplan.

(c)Thecountyshallpartiallyorfullymatchthecontributionsoftheemployeesonthebasismutuallyagreedtobytheboardofsupervisorsandtheemployeerepresentatives.

(d)Therightoftheemployeetobenefitsderivedfromemployeecontributionsvestsuponthecommencementoftheparticipationbytheemployeeintheplan.

(e)Therightoftheemployeetobenefitsderivedfrommatchingemployercontributionsvests100percentafterfiveyearsoffull-timeservicewiththecounty.

(f)Uponterminationoftheemploymentofanemployeewhosebenefitsderivedfromemployercontributionsarenotvested,benefitsderivedfromthecontributionsoftheemployeeshallberefundedtotheemployeeandthematchingcontributionsoftheemployershallbecreditedtoreducefutureemployercontributionsortopayexpensesoftheplan.

(g)Thedefinedcontributionplanshallacceptrollovercontributionsfromotherplanstotheextentauthorizedbyfederallaw.

(h)Theplanshallbeadministeredinaccordancewithsubdivision(k)ofSection401oftheUnitedStatesCode.

(AddedbyStats.1985,Ch.1480,Sec.1)

Article 2.7General Limitations

(Article2.7addedbyStats.1995,Ch.558(SB226),Sec.2)

§31515. County Employees Retirement Law of 1937; legislative intent; citeItistheintentoftheLegislaturetospecificallyincludeintheCountyEmployees

RetirementLawofl937provisionsoflawthatlimitpublicretirementbenefits,otherthanhealthbenefits,forthemembersofthelegislativebodiesofcountiesanddistrictsandprovisionsrespectingtheimpactofsalaryandbenefitincreasesuponthefundingstatusofcounty

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retirementsystems.ThischaptershallbeknownandmaybecitedastheResponsibilityinPensionsActof

1995.(AddedbyStats.1995,Ch.558(SB226),Sec.2)

§31515.5. Salary and benefit increases; agenda item at public meeting of board of supervisors; notice; estimate of actuarial impact; constructionTheboardofsupervisors,incompliancewithSection23026,shallmakepublic,ata

regularlyscheduledmeetingoftheboard,allsalaryandbenefitincreasesthataffecteitherorbothrepresentedemployeesandnonrepresentedemployees.NoticeofanysalaryorbenefitincreaseshallbeincludedontheagendaforthemeetingasanitemofbusinessincompliancewiththerequirementsofSection54954.2.Noticeshalloccurpriortotheadoptionofthesalaryorbenefitincrease,andshallincludeanexplanationofthefinancialimpactthattheproposedbenefitchangeorsalaryincreasewillhaveonthefundingstatusofthecountyemployees’retirementsystem.

Theboardofretirement,orboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,isauthorized,consistentwithitsfiduciaryduties,tohaveanenrolledactuaryprepareanestimateoftheactuarialimpactofthesalaryorbenefitincrease.Theactuarialdatashallbereportedtotheboardofsupervisors.

NothinginthissectionshallbeconstruedtolimitorlessentherequirementimposedbySection7507thatthecostsassociatedwithincreasesinbenefitsbedeterminedbyanenrolledactuaryandpubliclydisclosedtwoweekspriortoanadoptionoftheincreaseinbenefits.

(AddedbyStats.1995,Ch.558(SB226),Sec.2)

§31516. Enrolled actuary; statement of actuarial impact; release at public meetingTheboardofsupervisors,incompliancewithSection7507,shallsecuretheservicesof

anenrolledactuarytoprovideastatementoftheactuarialimpactuponfutureannualcostsbeforeauthorizingincreasesinbenefits.An“enrolledactuary”meansanactuaryenrolledunderSections1241and1242ofTitle29oftheUnitedStatesCodeand“futureannualcosts”shallinclude,butnotbelimitedto,annualdollarincreasesorthetotaldollarincreasesinvolvedwhenavailable.

Thefutureannualcostsasdeterminedbytheactuaryshallbemadepublicatapublicmeetingatleasttwoweekspriortotheadoptionofanyincreasesinbenefits.

(AddedbyStats.1995,Ch.558(SB226),Sec.2)

§31517. Member of legislative body of county or district; limitations on benefits; application of section(a)Notwithstandinganyotherprovisionofthischapter,asprovidedinSection53060.1,

thebenefitsofanymemberofalegislativebodyofanycountyordistrictshallbenogreaterthanthatreceivedbynonsafetyemployeesofthatpublicagency.Inthecaseofagencieswithdifferentbenefitstructures,thebenefitsofmembersofthelegislativebodyshallnotbegreaterthanthemostgenerousscheduleofbenefitsbeingreceivedbyanycategoryofnonsafetyemployees.

(b)Notwithstandinganyotherprovisionofthischapter,membersofthelegislativebodyofacountyordistrictshallnotbeeligibletoaccruemultiplebenefitsgreaterthanthemostgenerousscheduleofbenefitsbeingreceivedbyanycategoryofnonsafetyemployeesfromtwoormorepublicagenciesforconcurrentserviceexceptinthecaseofamemberwhoservesasaregularfull-timeemployeeinaseparatepublicagency.

(c)Thissectionshallbeapplicabletoanymemberofalegislativebodywhosefirst

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servicecommencesonandafterJanuary1,1995.(AddedbyStats.1995,Ch.558(SB226),Sec.2)

Article 3Retirement Board

(Article3addedbyStats.1947,Ch.424,Sec.1)

§31520. Membership; qualifications; termsExceptasotherwisedelegatedtotheboardofinvestmentandexceptforthestatutory

dutiesofthecountytreasurer,themanagementoftheretirementsystemisvestedintheboardofretirement,consistingoffivemembers,oneofwhomshallbethecountytreasurer.Thesecondandthirdmembersoftheboardshallbeactivemembersoftheassociationelectedbyitwithin30daysaftertheretirementsystembecomesoperativeinamannerdeterminedbytheboardofsupervisors.Thefourthandfifthmembersshallbequalifiedelectorsofthecountywhoarenotconnectedwithcountygovernmentinanycapacity,exceptonemaybeasupervisorandonemaybearetiredmember,andshallbechosenbytheboardofsupervisors.Thefirstpersonschosenasthesecondandfourthmembersshallservefortwoyearsfromthedatethesystembecomesoperativeandthethirdandfifthmembersshallserveforatermofthreeyearsfromthatdate.Thereafterthetermsofofficeofthefourelectedmembersarethreeyears.

Asusedinthissection“activemember”meansamemberintheactiveserviceofacounty,district,orsuperiorcourtanda“retiredmember”meansamember,includingamemberunderformerSection31555,retiredforserviceordisability.

(AmendedbyStats.1980,Ch.448,Sec.1)(AmendedbyStats.2002,Ch.784(SB1316),Sec.188)

§31520.1. Membership in certain counties; qualifications; term; alternate member(a)InanycountysubjecttoArticles6.8(commencingwithSection31639)and7.5

(commencingwithSection31662.2),theboardofretirementshallconsistofninemembersandonealternate,oneofwhomshallbethecountytreasurer.Thesecondandthirdmembersoftheboardshallbemembersoftheassociation,otherthansafetymembers,electedbythosememberswithin30daysaftertheretirementsystembecomesoperativeinamannerdeterminedbytheboardofsupervisors.Thefourth,fifth,sixth,andninthmembersshallbequalifiedelectorsofthecountywhoarenotconnectedwiththecountygovernmentinanycapacity,exceptonemaybeasupervisor,andshallbeappointedbytheboardofsupervisors.Asupervisorappointedasamemberoftheretirementboardmaynotservebeyondhisorhertermofofficeassupervisor.Theseventhmembershallbeasafetymemberoftheassociationelectedbythesafetymembers.Theeighthmembershallbearetiredmemberelectedbytheretiredmembersoftheassociationinamannertobedeterminedbytheboardofsupervisors.Thealternatemembershallbethatcandidate,ifany,fortheseventhmemberfromthegroupunderSection31470.2or31470.4,oranyothereligiblesafetymemberinacountyifthereisnoeligiblecandidatefromthegroupsunderSections31470.2and31470.4,whichisnotrepresentedbyaboardmemberwhoreceivedthehighestnumberofvotesofallcandidatesinthatgroup,andshallbereferredtoasthealternateseventhmember.Ifthereisnoeligiblecandidatetheremaynotbeanalternateseventhmember.Thefirstpersonchosenasthesecondandfourthmembersshallserveforatermoftwoyearsbeginningwiththedatethesystembecomesoperative,thethirdandfifthmembersshallserveforatermofthreeyearsbeginning

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withthatdate,andthesixth,seventhandalternateseventhmembersshallserveforatermoftwoyearsbeginningonthedateonwhicharetirementsystemestablishedbythischapterbecomesoperative.Theeighthandninthmembersshalltakeofficeassoonaspracticableforaninitialtermtoexpireconcurrentwiththeexpirationofthelongestremainingtermofanelectedmember.Thereafter,thetermsofofficeoftheelected,appointed,andalternateseventhmembersarethreeyears,exceptasprovidedinSection31523.

(b)Thealternateseventhmemberprovidedforbythissectionshallvoteasamemberoftheboardonlyifthesecond,third,seventh,oreighthmemberisabsentfromaboardmeetingforanycause,orifthereisavacancywithrespecttothesecond,third,seventh,oreighthmember,thealternateseventhmembershallfillthevacancyuntilasuccessorqualifies.Thealternateseventhmembershallsitontheboardinplaceoftheseventhmemberifamemberofthesameserviceisbeforetheboardfordeterminationofhisorherretirement.

(c)Thealternateseventhmembershallbeentitledtobothofthefollowing:(1)Thealternateseventhmembershallhavethesamerights,privileges,

responsibilities,andaccesstoclosedsessionsasthesecond,third,seventh,andeighthmember.(2)Thealternateseventhmembermayholdpositionsoncommitteesoftheboard

independentofthesecond,third,seventh,oreighthmemberandmayparticipateinthedeliberationsoftheboardoranyofitscommitteestowhichthealternateseventhmemberhasbeenappointedwhetherornotthesecond,third,seventh,oreighthmemberispresent.

(AmendedbyStats.2011,Ch.124(SB203),Sec.1)

§31520.11. County of Contra Costa; alternative terms of office (Contra Costa)AsanalternativetothetermsofofficespecifiedinSection31520.1,theCountyofContra

Costamay,iftheboardofsupervisorsadoptsaresolution,havetermsofofficewhichexpireasfollows:

Seatnumber1,thetreasurer,whoservesontheboardofretirementexofficio,andwhosetermofofficeontheretirementboardexpireswithhisorhertermofofficeastreasurer.

Seats2,4,and8expireJune30,1992,andeverythreeyearsthereafter.Seats3,5,and9expireJune30,1993,andeverythreeyearsthereafter.Seats6,7,andalternateexpireJune30,1994,andeverythreeyearsthereafter.(AddedbyStats.1991,Ch.1226,Sec.7)

§31520.12. Counties of the ninth class; appointment of alternate members; voting rights; compensation; term(a)NotwithstandingSection31520.1,andsubjecttothelimitationsofsubdivision(c),

inanycountysubjecttoArticles6.8(commencingwithSection31639)and7.5(commencingwithSection31662),theboardofsupervisorsmay,byresolutionadoptedbymajorityvote,appointanalternatememberforthefourth,fifth,sixth,andninthmembers.Thetermofofficeofthealternatemembershallrunconcurrentywiththetermofofficeoftheninthmember.Thealternatemembershallvoteasamemberoftheboardonlyintheeventthefourth,fifth,sixth,orninthmemberisabsentfromaboardmeetingforanycause.Ifthereisavacancywithrespecttothefourth,fifth,sixth,orninthmember,thealternatemembershallfillthatvacancyuntilasuccessorqualifies.

(b)Thealternatememberforthefourth,fifth,sixth,orninthmembershallbeentitledtothesamecompensationasthefourth,fifth,sixth,orninthmemberforattendingameeting,pursuanttoSection31521,whetherornotthefourth,fifth,sixth,orninthmemberattendsthemeeting.

(c)Iftheboardofsupervisorsappointsasupervisorasthefourth,fifth,sixth,orninthmember,analternatememberappointedpursuanttosubdivision(a)maynotserveasan

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alternateforthatsupervisormemberunlessservicebyanalternatememberforanappointedsupervisormemberisapprovedbythemajorityoftheelectorsinthecounty.

(d)Thissectionshallapplyonlytoacountyoftheninthclass,asdefinedinSections28020and28030.

(AddedbyStats.2005,Ch.64(AB719),Sec.1)

§31520.13. Counties of the 13th class; appointment of alternate members; term; voting rights; compensation(a)NotwithstandingSection31520.1,inanycountysubjecttoArticles6.8(commencing

withSection31639)and7.5(commencingwithSection31662),theboardofsupervisorsmay,byresolutionadoptedbymajorityvote,appointanalternatememberforthefourth,fifth,sixth,andninthmembers.Thetermofofficeofthealternatemembershallrunconcurrentlywiththetermofofficeoftheninthmember.Thealternatemembershallvoteasamemberoftheboardonlyintheeventthefourth,fifth,sixth,orninthmemberisabsentfromaboardmeetingforanycause.Ifthereisavacancywithrespecttothefourth,fifth,sixth,orninthmember,thealternatemembershallfillthatvacancyuntilasuccessorqualifies.

(b)Thealternatememberforthefourth,fifth,sixth,orninthmembershallbeentitledtothesamecompensationasthefourth,fifth,sixth,orninthmemberforattendingameeting,pursuanttoSection31521,whetherornotthefourth,fifth,sixth,orninthmemberattendsthemeeting.

(c)Thissectionshallapplyonlytoacountyofthe13thclass,asdefinedinSections28020and28034.

(AddedbyStats.2015,Ch.38,(AB663),Sec.1)

§31520.2. Board of investments in certain counties (a)Inanycountyinwhichtheassetsoftheretirementsystemexceedeighthundred

milliondollars($800,000,000),theboardofsupervisorsmay,byresolution,establishaboardofinvestments.Theboardshallconsistofninemembers,oneofwhomshallbethecountytreasurer.Thesecondandthirdmembersshallbegeneralmembersoftheassociationelectedbythegeneralmembershipoftheassociationforathree-yearterm.Thefourthmembershallbeasafetymemberelectedbythesafetymembershipoftheassociationforathree-yearterm.Theeighthmembershallbearetiredmemberoftheassociationelectedbytheretiredmembershipoftheassociationforathree-yearterm.Thefifth,sixth,seventh,andninthmembersshallbequalifiedelectorsofthecountywhoarenotconnectedwithcountygovernmentinanycapacity,andshallbeappointedbytheboardofsupervisors.Theyshallalsohavehadsignificantexperienceininstitutionalinvesting,eitherasinvestmentofficerofabank,ortrustcompany;orasinvestmentofficerofaninsurancecompany,orinanactive,oradvisory,capacityastoinvestmentsofinstitutionalorendowmentfunds.Thefirstpersonchosenasafifth,sixth,orseventhmembershallserveforathree-yearterm,thesecondpersonchosenshallserveafour-yearterm,andthethirdpersonchosenshallserveatwo-yearterm.Thefirstpersonappointedastheninthmembershallserveaone-yearterm.Thereafter,alltermsofallappointedmembersshallbethreeyears.

(b)Theboardofinvestmentsshallberesponsibleforallinvestmentsoftheretirementsystem.

(AmendedbyStats.2011,Ch.124(SB203),Sec.2)

§31520.3. Counties of the 16th class; appointment and election of alternate retired member; term (Santa Barbara)(a)NotwithstandingSection31520.1,theboardofretirementofacountyofthe16th

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class,asdefinedbySections28020and28037,asamendedbyChapter1204oftheStatutesof1971,may,bymajorityvote,appoint,fromalistofnomineessubmittedbyanorganizationconsistingsolelyofretiredmembers,analternateretiredmembertotheofficeoftheeighthmember,whoshallserveuntiltheexpirationofthecurrenttermofthecurrenteighthmemberandthereafterthealternateretiredmembershallbeelectedbytheretiredmembersoftheassociationinthesamemannerandatthesametimeastheeighthmemberiselected.

(b)Thetermofofficeofthealternateretiredmembershallrunconcurrentlywiththetermofofficeoftheeighthmember.Thealternateretiredmembershallvoteasamemberoftheboardonlyintheeventtheeighthmemberisabsentfromaboardmeetingforanycause.Ifthereisavacancywithrespecttotheeighthmember,thealternateretiredmembershallfillthatvacancyfortheremainderoftheeighthmember’stermofoffice.

(c)Exceptasprovidedinsubdivision(b),thealternateretiredmembershallbeentitledtothesamerightsandprivilegesandshallhavethesameresponsibilitiesandaccesstoclosedsessionsastheeighthmember.Thealternateretiredmembermayholdpositionsoncommitteesoftheboardindependentoftheeighthmemberandmayparticipateinthedeliberationsoftheboardoranyofitscommitteestowhichthealternateretiredmemberhasbeenappointedwhetherornottheeighthmemberispresent.

(d)Thealternateretiredmembershallbeentitledtothesamecompensationastheeighthmemberforattendingameeting,pursuanttoSection31521,whetherornottheeighthmemberisinattendanceatthosemeetings.

(e)(1)Intheeventthatthissectionismadeapplicableinanycounty,bytheappointmentofanalternateeighthmember,thealternateseventhmembershallnotsitandactfortheretiredmember,exceptasdescribedinparagraph(2).

(2)Ifboththeeighthmemberandthealternateretiredmemberarenotattendingameeting,thealternateseventhmembermaysitandactfortheeighthmemberasdescribedinSection31520.1.

(AmendedbyStats.2011,Ch.124(SB203),Sec.3)

§31520.4. Workers’ compensation benefits; course and scope of employment; eligibilityInanycountywithaboardofretirementcomposedofninememberspursuantto

Section31520.1,ifthesecond,third,seventh,oralternateseventhmemberoftheboardisinjuredorkilledwhileperforminghisorherdutiesasamemberoftheboard,thatmembershallbedeemedtohavebeenactinginthecourseandscopeofhisorherdutiesasanemployeeofthecountyordistrictemployingthemember,forthelimitedpurposeofdeterminingeligibilityforworkers’compensationbenefitsordisabilityordeathbenefitsfromtheretirementsystem.

Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthatcounty.

(AmendedbyStats.2011,Ch.124(SB203),Sec.4)

§31520.5. Counties with 9-member retirement boards; appointment of alternate retired member; term; rights and privileges(a)NotwithstandingSection31520.1,inanycountysubjecttoArticles6.8(commencing

withSection31639)and7.5(commencingwithSection31662),theboardofretirementmay,bymajorityvote,appoint,fromalistofnomineessubmittedbyarecognizedretireeorganization,analternateretiredmembertotheofficeoftheeighthmember,whoshallserveuntiltheexpirationofthecurrenttermofthecurrenteighthmember.Thereafter,thealternateretiredmembershallbeelectedseparatelybytheretiredmembersoftheassociationinthesamemannerandatthesametimeastheeighthmemberiselected.

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(b)Thetermofofficeofthealternateretiredmembershallrunconcurrentlywiththetermofofficeoftheeighthmember.Thealternateretiredmembershallvoteasamemberoftheboardonlyintheeventtheeighthmemberisabsentfromaboardmeetingforanycause.Ifthereisavacancywithrespecttotheeighthmember,thealternateretiredmembershallfillthatvacancyfortheremainderoftheeighthmember’stermofoffice.

(c)Exceptasotherwiseprovidedinthissection,thealternateretiredmembershallbeentitledtothesamerightsandprivilegesandshallhavethesameresponsibilitiesandaccesstoclosedsessionsastheeighthmember.

(d)Thealternateretiredmembermayholdpositionsoncommitteesoftheboardindependentoftheeighthmemberandmayparticipateinthedeliberationsoftheboardoranyofitscommitteestowhichthealternateretiredmemberhasbeenappointedwhetherornottheeighthmemberispresent.

(e)Thealternateretiredmembershallbeentitledtothesamecompensationastheeighthmemberforattendingameeting,pursuanttoSections31521and31521.1,whetherornottheeighthmemberisinattendanceatthosemeetings.

(f)(1)Ifthissectionismadeapplicableinanycounty,bytheappointmentofanalternateeighthmember,thealternateseventhmembershallnotsitandactfortheeighthmember,exceptasdescribedinparagraph(2).

(2)Ifboththeeighthmemberandthealternateretiredmemberarenotattendingameeting,thealternateseventhmembermaysitandactfortheeighthmemberasdescribedinSection31520.1.

(AmendedbyStats.2011,Ch.124(SB203),Sec.5)(AmendedbyStats.2012,Ch.178(SB1382),Sec.3)

§31521. Compensation of members; expensesTheboardofsupervisorsmayprovidethatthefourthandfifthmembers,andin

countieshavingaboardconsistingofninemembersorninemembersandanalternateretiredmember,thefourth,fifth,sixth,eighth,ninth,andalternateretiredmembers,andincountieshavingaboardofinvestmentsunderSection31520.2,thefifth,sixth,seventh,eighth,andninthmembersoftheboardofinvestments,shallreceivecompensationatarateofnotmorethanonehundreddollars($100)forameeting,orforameetingofacommitteeauthorizedbytheboard,fornotmorethanfivemeetingspermonth,togetherwithactualandnecessaryexpensesforallmembersoftheboard.

(AmendedbyStats.1983,Ch.466,Sec.1)(AmendedbyStats.1998,Ch.109(AB1766),Sec.1)(AmendedbyStats.2007,Ch.320(AB753),Sec.3)

§31521.1. Compensation of members (Los Angeles)(a)Theboardofsupervisorsmayprovidethatincountieshavingaboardconsisting

ofninemembersandanalternateretiredmember,thefourth,fifth,sixth,eighth,ninth,andalternateretiredmembers,andincountieshavingaboardofinvestmentsunderSection31520.2,thefifth,sixth,seventh,eighth,andninthmembersoftheboardofinvestments,shallreceivecompensationatarateofnotmorethanonehundreddollars($100)forameeting,orforameetingofacommitteeauthorizedbytheboard,fornotmorethanfivemeetingspermonth,togetherwithactualandnecessaryexpensesforallmembersoftheboard.

(b)Thissectionshallapplyonlyinacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1990,Ch.419,Sec.3,EffectiveJuly26,1990)(AmendedbyStats.2007,Ch.320(AB753),Sec.4)

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§31521.3. Compensation of specified members for review and analysis of disability retirement cases (a)Theboardofsupervisorsmayprovidethatthefourth,fifth,sixth,eighth,ninth,and

alternateretiredmembersoftheboardofretirementshallreceivecompensationforthereviewandanalysisofdisabilityretirementcases.Thecompensationshallbelimitedtothefirsttimeacaseisconsideredbytheboardandshallnotexceedonehundreddollars($100)perday.Thecompensationshallbeproratedforlessthaneighthoursofworkinasingleday.

(b)Aboardmembercompensatedpursuanttosubdivision(a)shallcertifytotheretirementboard,inamannerspecifiedbytheretirementboard,thenumberofhoursspentreviewingdisabilitycaseseachmonth.Thenumberofhourscompensatedunderthissectionshallnotexceed32hourspermonth.

(c)OnorbeforeMarch31,2010,andonorbeforeMarch31ineacheven-numberedyearthereafter,thecompensationlimitestablishedbytheboardofsupervisorspursuanttosubdivision(a)shallbeadjustedbienniallybytheboardofretirementtoreflectanychangeintheConsumerPriceIndexfortheLosAngeles,Riverside,andOrangeCountyareasthathasoccurredintheprevioustwocalendaryears,roundedtothenearestdollar.

(d)Thissectionshallapplyonlyinacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.2007,Ch.320(AB753),Sec.5)(AmendedbyStats.2008,Ch.179(SB1498),Sec.103)

§31522. Duties of board members; additional compensationTheofficialdutiesofelectedboardmemberswhoareemployeesofthecountyora

districtshallbeincludedaspartoftheircountyordistrictemploymentandtheirboarddutiesshallnormallytakeprecedenceoveranyotherduties.Theelectedboardmemberswhoarecountyordistrictemployeesshallnotreceiveanyadditionalcompensationbyvirtueoftheirelectiontotheboard.

(AddedbyStats.1947,Ch.424,Sec.1)(RepealedandaddedbyStats.1998,Ch.109(AB1766),Sec.2and3)

§31522.1. Appointment of staff personnel; civil service or merit system; compensationTheboardofretirementandboththeboardofretirementandboardofinvestment

mayappointsuchadministrative,technical,andclericalstaffpersonnelasarerequiredtoaccomplishthenecessaryworkoftheboards.Theappointmentsshallbemadefromeligiblelistscreatedinaccordancewiththecivilserviceormeritsystemrulesofthecountyinwhichtheretirementsystemgovernedbytheboardsissituated.Thepersonnelshallbecountyemployeesandshallbesubjecttothecountycivilserviceormeritsystemrulesandshallbeincludedinthesalaryordinanceorresolutionadoptedbytheboardofsupervisorsforthecompensationofcountyofficersandemployees.

(AmendedbyStats.1979,Ch.55,Sec.1,EffectiveMay11,1979)

§31522.2. AdministratorInacountyinwhichtheboardofretirementorboththeboardofretirementandthe

boardofinvestmenthaveappointedpersonnelpursuanttoSection31522.1,therespectiveboardorboardsmayelecttoappointanadministratorasprovidedforinthissection.Thepositionoftheadministratorshallnotbesubjecttocountycivilserviceormeritsystemrules.Thepersonsoappointedshallbeacountyemployeeandthepositionofadministratorshallbeincludedinthesalaryordinanceorsalaryresolutionadoptedbytheboardofsupervisorsfor

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thecompensationofcountyofficersandemployees.Theadministratorsoappointedshallbedirectedby,shallserveatthepleasureof,andmaybedismissedatthewillof,theappointingboardorboards.Specificcharges,astatementofreasons,orgoodcauseshallnotberequiredasabasisfordismissaloftheadministratorbytheappointingboardorboards.

Thissectionshallnotbeoperativeinanycountyunlesstheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionapplicableinthecounty.

(AddedbyStats.1987,Ch.188,Sec.1,EffectiveJuly23,1987)

§31522.3. Assistant administrators; chief investment officers (San Diego, Sacramento, Kern, San Joaquin, Marin)(a)Inacountyinwhichtheboardofretirementorboththeboardofretirementand

theboardofinvestmenthaveappointedpersonnelpursuanttoSection31522.1,therespectiveboardorboardsmayelecttoappointassistantadministratorsandchiefinvestmentofficersasprovidedforinthissection.Thepositionsoftheassistantadministratorsandchiefinvestmentofficersdesignatedbytheretirementboardshallnotbesubjecttocountycharter,civilservice,ormeritsystemrules.Thepersonssoappointedshallbecountyemployeesandshallbeincludedinthesalaryordinanceorsalaryresolutionadoptedbytheboardofsupervisorsforthecompensationofcountyofficersandemployees.Theassistantadministratorsandchiefinvestmentofficerssoappointedshallbedirectedby,shallserveatthepleasureof,andmaybedismissedatthewillof,theappointingboardorboards.Specificcharges,astatementofreasons,orgoodcauseshallnotberequiredasabasisfordismissaloftheassistantadministratorsandchiefinvestmentofficersbytheappointingboardorboards.

(b)ThissectionshallnotapplytoanypersonwhowasanassistantadministratororachiefinvestmentofficerandwasincludedinthecountycivilserviceorwassubjecttomeritsystemrulesonDecember31,1996.

(c)Thissectionshallonlyapplytoacountyofthethirdclass,acountyoftheeighthclass,acountyofthe14thclass,acountyofthe15thclass,oracountyofthe18thclass,asprovidedbySections28020,28024,28029,28035,28036,and28039.

(AddedbyStats.1996,Ch.512(AB2655),Sec.2)(AmendedbyStats.2006,Ch.846(AB2863),Sec.2,EffectiveSeptember30,2006)

§31522.4. Assistant administrators, persons next in line of authority to assistant administrators, chief legal officers, chief deputy legal officers, chief investment officers, and investment officers next in line of authority to chief investment officers; applicability (Los Angeles)(a)Inacountyinwhichtheboardofretirementorboththeboardofretirementandthe

boardofinvestmenthaveappointedpersonnelpursuanttoSections31522.1and31522.2,therespectiveboardorboardsmayelecttoappointassistantadministrators,personsnextinlineofauthoritytoassistantadministrators,chieflegalofficers,chiefdeputylegalofficers,chiefinvestmentofficers,andinvestmentofficersnextinlineofauthoritytochiefinvestmentofficersasprovidedforinthissection.Thesepositionsdesignatedbytheboardorboardsshallnotbesubjecttocountycharter,civilservice,ormeritsystemrules.Thepersonsappointedshallbecountyemployeesandtheirpositionsshallbeincludedinthesalaryordinanceorsalaryresolutionadoptedbytheboardofsupervisorsforthecompensationofcountyofficersandemployees.Thepersonsappointedshallbedirectedby,shallserveatthepleasureof,andmaybedismissedatthewillof,theappointingboardorboards.Specificcharges,astatementofreasons,orgoodcauseshallnotberequiredasabasisfordismissalofthepersonssoappointedbytheappointingboardorboards.

(b)Thissectionshallnotapplytoanypersonwhowasanassistantadministrator,

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personnextinlineofauthoritytoanassistantadministrator,chieflegalofficer,chiefdeputylegalofficer,chiefinvestmentofficer,orinvestmentofficernextinlineofauthoritytoachiefinvestmentofficerandwasincludedinthecountycivilserviceorwassubjecttomeritsystemrulesonDecember31,2001,unlessthatpersonconsentstomakethissectionapplicabletohimorher.

(c)Thissectionshallonlyapplytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.2001,Ch.120(SB1132),Sec.1)

§31522.5. Additional personnel; appointment authority (Orange, San Bernardino)(a)Inacountyinwhichtheboardofretirementhasappointedpersonnelpursuant

toSection31522.1,theboardofretirementmayappointanadministrator,anassistantadministrator,achiefinvestmentofficer,seniormanagementemployeesnextinlineofauthoritytothechiefinvestmentofficer,subordinateadministrators,seniormanagementemployeesnextinlineofauthoritytosubordinateadministrators,andlegalcounsel.

(b)Notwithstandinganyotherprovisionoflaw,thepersonnelappointedpursuanttothissectionmaynotbecountyemployeesbutshallbeemployeesoftheretirementsystem,subjecttotermsandconditionsofemploymentestablishedbytheboardofretirement.Exceptasspecificallyprovidedinthissubdivision,allotherpersonnelshallbecountyemployeesforpurposesofthecounty’semployeerelationsresolution,orequivalentlocalrules,andthetermsandconditionsofemploymentestablishedbytheboardofsupervisorsforcountyemployees,includingthosesetforthinamemorandumofunderstanding.

(c)ExceptasotherwiseprovidedbySections31529.9and31596.1,thecompensationofpersonnelappointedpursuanttothissectionshallbeanexpenseofadministrationoftheretirementsystem,pursuanttoSection31580.2.

(d)Theboardofretirementandboardofsupervisorsmayenterintoanyagreementsasmaybenecessaryandappropriatetocarryouttheprovisionsofthissection.

(e)Section31522.2isnotapplicabletoanyretirementsystemthatelectstoappointpersonnelpursuanttothissection.

(f)ThissectionshallapplyonlyinOrangeCounty.(g)Thissectionshallapplytotheretirementsystemestablishedunderthischapter

inSanBernardinoCountyatsuchtimeastheboardofretirement,byresolution,makesthissectionapplicableinthatcounty.

(AddedbyStats.2002,Ch.74(AB1992),Sec.2,EffectiveJune27,2002,asanurgencystatute)

(AmendedbyStats.2006,Ch.369(SB777),Sec.5)(AmendedbyStats.2008,Ch.164(AB3044),Sec.4)

§31522.6. Contract with third parties to assume temporary administration of system; catastrophic events; costsTheboardmaycontractwithathirdpartytotemporarilyassumeadministrationof

thesystemifacatastrophiceventdestroysorseverelydamagesthesystem’sadministrativefacilitiesorotherwisepreventsorsignificantlyhinderscontinuedlocaladministrationofthesystem.Localadministrationofthesystemshallresumeassoonaspracticable.

Thecostsofcontractingwiththethirdpartyfortemporaryadministrationofthesystemshallbeachargeagainsttheinvestmentearningsoftheretirementfund.

(AddedbyStats.2004,Ch.533(AB2234),Sec.19)

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§31522.7. (Operative date contingent) Additional personnel; not employees of the county; appointment authority (San Bernardino)(a)InadditiontotheauthorityprovidedpursuanttoSection31522.5,theboardof

retirementintheCountyofSanBernardinomayappointanadministrator,anassistantadministrator,achiefinvestmentofficer,seniormanagementemployeesnextinlineofauthoritytothechiefinvestmentofficer,subordinateadministrators,seniormanagementemployeesnextinlineofauthoritytosubordinateadministrators,supervisorsandemployeeswithspecializedtrainingandknowledgeinpensionbenefitmemberservices,investmentreportingcompliance,investmentaccounting,pensionbenefittaxreporting,pensionbenefitfinancialaccounting,pensionlaw,andlegalcounsel.

(b)Notwithstandinganyotherprovisionoflaw,thepersonnelappointedpursuanttothissectionmaynotbecountyemployeesbutshallbeemployeesoftheretirementsystem,subjecttotermsandconditionsofemploymentestablishedbytheboardofretirement.Exceptasspecificallyprovidedinthissubdivision,allotherpersonnelshallbecountyemployeesforpurposesofthecounty’semployeerelationsresolution,orequivalentlocalrules,andthetermsandconditionsofemploymentestablishedbytheboardofsupervisorsforcountyemployees,includingthosesetforthinamemorandumofunderstanding.

(c)ExceptasotherwiseprovidedbySections31529.9and31596.1,thecompensationofpersonnelappointedpursuanttothissectionshallbeanexpenseofadministrationoftheretirementsystem,pursuanttoSection31580.2.

(d)Theboardofretirementandboardofsupervisorsmayenterintoanyagreementsasmaybenecessaryandappropriatetocarryouttheprovisionsofthissection.

(e)Section31522.2isnotapplicableiftheretirementsystemelectstoappointpersonnelpursuanttothissection.

(f)ThissectionshallapplyonlytotheretirementsystemestablishedunderthischapterinSanBernardinoCountyatsuchtimeastheboardofretirement,byresolution,makesthissectionapplicableinthatcounty.

(AddedbyStats.2009,Ch.393(AB1406),Sec.1)

§31522.8. Board member education policyAboardofretirementandaboardofinvestmentssubjecttothisarticleshalladopt

apolicyforprovidingeducationtoboardmembers.Thepolicy,ataminimum,shalldothefollowing:

(a)Identifyappropriatetopicsforboardmembereducation,whichmayinclude,butisnotlimitedto,thefollowing:

(1)Fiduciaryresponsibilities.(2)Ethics.(3)Pensionfundinvestmentsandinvestmentprogrammanagement.(4)Actuarialmatters.(5)Pensionfunding.(6)Benefitsadministration.(7)Disabilityevaluation.(8)Fairhearings.(9)Pensionfundgovernance.(10)Newboardmemberorientation.

(b)Establishameansfordeterminingtheprograms,training,andeducationalsessionsthatqualifyasboardmembereducation.Educationalseminarssponsoredbythestateornationalpublicpensionfundorganizationsandseminarssponsoredbyaccreditedacademicinstitutionsshallbedeemedtomeetboardmembereducationrequirements.

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(c)Requirethatallboardmembersreceiveaminimumof24hoursofboardmembereducationwithinthefirsttwoyearsofassumingofficeandforeverysubsequenttwo-yearperiodtheboardmembercontinuestoholdmembershipontheboard.

(d)Requireeachboardtomaintainarecordofboardmembercompliancewiththepolicy.ThepolicyandanannualreportonboardmembercomplianceshallbeplacedontheInternetWebsiteoftheretirementsystem.

(AddedbyStats.2012,Ch.15(AB1519),Sec.1)

§31522.9. Appointment of retirement administrator; Contra Costa County (a)Theboardofretirementofacountymayappointaretirementadministratorand

otherpersonnelasarerequiredtoaccomplishthenecessaryworkoftheboard.Theboardmayauthorizetheadministratortomaketheseappointmentsonitsbehalf.Notwithstandinganyotherlaw,thepersonnelsoappointedshallnotbecountyemployeesbutshallbecomeemployeesoftheretirementsystem,subjecttotermsandconditionsofemploymentestablishedbytheboardofretirement,includingthosesetforthinmemorandaofunderstandingexecutedbytheboardofretirementandrecognizedemployeeorganizations.

(b)Sections31522.1and31522.2shallnotapplytoaretirementsystemthatappointspersonnelpursuanttothissection.

(c)TheretirementsystemthatappointspersonnelpursuanttothissectionisapublicagencyforpurposesoftheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4).

(d)Thecompensationofpersonnelappointedpursuanttothissectionshallbeanexpenseofadministrationoftheretirementsystem,pursuanttoSection31580.2,exceptasprovidedinSections31529.5,31529.9,and31596.1.

(e)Theboardofretirementandtheboardofsupervisorsmayenterintoagreementsastheydeterminearenecessaryandappropriateinordertocarryouttheprovisionsofthissection.

(f)Theretirementsystem,upontheeffectivedateofthissection,shallretain,fora90-daytransitionemploymentperiod,nonprobationaryemployeeswho,upontheeffectivedateofthissection,werecoveredbyacountymemorandumofunderstandingandemployedbythecountyattheretirementsystem’sfacilities,unlessjustcauseexiststoterminatetheemployeesorlegitimategroundsexisttolayofftheseemployees.Ifduringthe90-dayperiodtheretirementsystemdeterminesthatalayoffoftheseemployeesisnecessary,theretirementsystemshallretaintheemployeesbysenioritywithinjobclassification.Thetermsandconditionsofemploymentoftheemployeesretainedpursuanttothissubdivisionshallbesubjecttothetermsandconditionsestablishedbytheapplicablememorandaofunderstandingexecutedbytheboardofretirementandtherecognizedemployeeorganizations.Duringthe90-daytransitionperiod,probationaryemployeesshallmaintainonlythoserightstheyinitiallyacquiredpursuanttotheiremploymentwiththecounty.

(g)Subjecttotheemployees’rightsundertheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4),theretirementsystem,upontheeffectivedateofthissection,shallrecognizeastheexclusiverepresentativeoftheemployeesretainedpursuanttosubdivision(f)Therecognizedemployeeorganizationsthatrepresentedthoseemployeeswhenemployedbythecounty.Theinitialtermsandconditionsforthoseemployeesshallbeaspreviouslyestablishedbytheapplicablememorandaofunderstandingexecutedbythecountyandrecognizedemployeeorganizations.

(h)ThissectionshallapplyonlyinContraCostaCounty.(AddedbyStats.2014,Ch.244(SB673),Sec.2)

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§31522.10. Appointment of retirement administrator, chief financial officer, chief operations officer, chief investment officer, and general counsel by board of retirement; Ventura County(a)Inacountyinwhichtheboardofretirementhasappointedpersonnelpursuantto

Section31522.1,theboardofretirementmayappointaretirementadministrator,chieffinancialofficer,chiefoperationsofficer,chiefinvestmentofficer,andgeneralcounsel.

(b)Notwithstandinganyotherlaw,thepersonnelappointedpursuanttothissectionshallnotbecountyemployeesbutshallbeemployeesoftheretirementsystem,subjecttotermsandconditionsofemploymentestablishedbytheboardofretirement.Exceptasspecificallyprovidedinthissubdivision,allotherpersonnelshallbecountyemployeesforpurposesofthecounty'semployeerelationsresolution,orequivalentlocalrules,andthetermsandconditionsofemploymentestablishedbytheboardofsupervisorsforcountyemployees,includingthosesetforthinamemorandumofunderstanding.

(c)ExceptasotherwiseprovidedbySections31529.9and31596.1,thecompensationofpersonnelappointedpursuanttothissectionshallbeanexpenseofadministrationoftheretirementsystem,pursuanttoSection31580.2.

(d)Theboardofretirementandboardofsupervisorsmayenterintoanyagreementsasmaybenecessaryandappropriatetocarryouttheprovisionsofthissection.

(e)Section31522.2isnotapplicabletoaretirementsystemthatelectstoappointpersonnelpursuanttothissection.

(f)ThissectionshallapplyonlytotheretirementsystemestablishedunderthischapterinVenturaCountyatsuchtimeastheboardofretirement,byresolution,makesthissectionapplicableinthatcounty.

(AddedbyStats.2015,Ch.223(AB1291),Sec.2)

§31523. Filling vacancies in the second, third, seventh, eighth, or alternate seventh member position of the board of retirement; election(a)Intheeventofavacancyinthesecond,third,seventh,eighth,oralternateseventh

memberpositionontheboardofretirement,theboardshallcauseanelectiontofillthevacancytobeheldattheearliestpossibledate,exceptasprovidedinSections31520.3and31520.5.Thevacancyinthesecond,third,oreighthmemberpositionontheboardofretirementshallbefilledforthedurationofthecurrenttermexceptthat,iftheremainingportionofthecurrenttermissixmonthsorlessonthedateoftheelection,asingleelectionmaybeheldtofillthevacancyfortheremainderofthecurrenttermandtofillthepositionforthesucceedingterm.Withrespecttoavacancyintheseventhmemberposition,candidatesshallbeasafetymemberfromagroupwhichisnotrepresentedbyanincumbentalternateseventhmember.Withrespecttothealternateseventhmemberposition,thecandidatesshallbelimitedtothegroupunderSection31470.2or31470.4,oranyothereligiblesafetymemberinacountyifthereisnoeligiblecandidatefromthegroupsunderSections31470.2and31470.4thatisnotrepresentedbyanincumbentseventhboardmember.Thesuccessfulcandidateshallserveforthedurationofthecurrentterm.

(b)Ifthereisavacancywithrespecttothealternateretiredmember,theboardofretirementshall,bymajorityvote,appointareplacementalternatememberinthesamemannerasprescribedinSections31520.3and31520.5fortheinitialappointmentofanalternateretiredmember,whoshallserveuntiltheexpirationofthecurrenttermofthecurrenteighthmember.

(c)Ifanelectionhasbeencalledontheexpirationofthetermofofficeofanymemberoralternatemember,ortofillavacancyforthesecond,third,seventh,eighth,oralternateseventhmemberofaboardofretirement,andonlyonecandidatehasbeendulynominatedin

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accordancewiththerulesestablishedfortheholdingofthatelection,theboardofsupervisorsshallorderthatnoelectionbeheldandshalldirecttheclerktocastaunanimousballotinfavorofthecandidate.

(RepealedandaddedbyStats.2011,Ch.124(SB203),Sec.6andSec.7)

§31523.1. Filling vacancies in the second, third, fourth, or eighth member position of the board of investments(a)Intheeventofavacancyinthesecond,third,fourth,oreighthmemberpositionon

aboardofinvestmentsestablishedpursuanttoSection31520.2,theboardofinvestmentsshallcauseanelectiontobeheldattheearliestpossibledatetofillthevacancy.Thevacancyinthesecond,third,fourth,oreighthmemberpositionshallbefilledforthedurationofthecurrenttermexceptthat,iftheremainingportionofthecurrenttermonthedateoftheelectionissixmonthsorless,asingleelectionmaybeheldtofillthevacancyfortheremainderofthecurrenttermandtofillthepositionforthesucceedingterm.

(b)Ifanelectionhasbeencalledontheexpirationofthetermofofficeofanymember,ortofillavacancyforthesecond,third,fourth,oreighthmemberpositionofaboardofinvestments,andonlyonecandidatehasbeendulynominatedinaccordancewiththerulesestablishedfortheholdingofthatelection,theboardofsupervisorsshallorderthatnoelectionbeheldandshalldirecttheclerktocastaunanimousballotinfavorofthecandidate.

(AddedbyStats.2011,Ch.124(SB203),Sec.8)

§31524. Separation from serviceSeparationfromtheserviceofthecountyofamemberoftheboardvacateshisoffice.(AddedbyStats.1947,Ch.424,Sec.1)

§31525. Regulations; approvalTheboardmaymakeregulationsnotinconsistentwiththischapter.Theregulations

becomeeffectivewhenapprovedbytheboardofsupervisors.(AddedbyStats.1947,Ch.424,Sec.1)

§31526. Requisites of regulationsTheregulationsshallincludeprovisions:(a)Fortheelectionofofficers,theirterms,meetings,andallothermattersrelatingtothe

administrativeprocedureoftheboard.(b)Forthefilingofaswornstatementbyeverypersonwhoisorbecomesamember,

showingdateofbirth,natureanddurationofemploymentwiththecounty,compensationreceived,andsuchotherinformationasisrequiredbytheboard.

(c)Forformsofannuitycertificatesandforsuchotherformsasarerequired.(AmendedbyStats.1961,Ch.1852,Sec.3)

§31527. Permissible provisions in regulationsInitsregulations,theboardmayincludethefollowingprovisions:(a)Fromwhatwarrantsdeductionsofmembers’contributionsshallbemade.(b)Foraperiodoftimelongerthanoneyearduringwhichamembermayredepositin

theretirementfundanamountequaltoalloftheaccumulatednormalcontributionsthatheorshehaswithdrawn,plusregularinterestthereonfromthedateofreturntoservice.

(c)Foraperiodoftimelongerthanoneyearduringwhichamemberbroughtwithinthefieldofmembershipmaypayintotheretirementfundtheamountequaltothecontributions

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heorshewouldhavemadeplusinterest,ifheorshehadbeenamemberfromthedateofitsorganization,orfromthedateofhisorherentranceintoservice,whicheverislater.

(d)Forawithdrawalchargeagainstamemberwhowithdrawshisorheraccumulatedcontributions.Thewithdrawalchargeshallnotexceedtheinterestcreditedtothemembersubsequenttotheeffectivedateoftheregulation.

(e)Fortheexemptionorexclusionfrommembershipasapeaceofficermemberorasasafetymemberorfrommembershipaltogether,inthediscretionoftheboard,ofpersonswhosetenureistemporary,seasonal,intermittent,orforparttimeonly,orpersonswhosecompensationisfixedataratebythedayorhour.

(f)Fortheperiodicphysicalexamination,atcountyexpense,ofsafetymembers.(g)Theamountofadditionaldeductionsfromthesalariesorwagesofmembers

pursuanttoArticle15.5(commencingwithSection31841)orArticle16(commencingwithSection31861).Suchaprovisionmaybeadoptedinanticipationof,andpriortoArticle15.5(commencingwithSection31841)orArticle16(commencingwithSection31861)becomingoperativeintheparticularcounty.

(h)Thedayuponwhicheachpersonbecomesamemberoftheassociationifitistobeotherthanthefirstdayofthecalendarmonthafterhisorherentranceintoservice.However,thatdayshallbenolaterthan12weeksafterhisorherentranceintoservice,orthedayuponwhichthememberterminatesservicecreditedbytheassociation,andthatthedayshallbenoearlierthan12weekspriortothemember’sterminationfromemployment.

(i)Notwithstandinganyotherlaw,fortheuseandacceptanceofadocumentrequiringasignaturethatissubmittedbyamemberusinganelectronicsignature,ifthedocumentandelectronicsignaturearesubmittedusingtechnologytheboarddeemssufficienttoensureitsintegrity,security,andauthenticity.Adocumentsubmittedpursuanttotheregulationshallbegiventhesameforceasasigned,validoriginaldocument.

(j)Fortheuseofrecordedtelephonecommunicationsfortheprocessingofauthorizedtransactionsaffectingamember’saccount,iftheboardapprovesproceduresadequatetoprotectthememberandthesystem.Theseproceduresshallincludeadequatevalidationandauthenticationofmemberidentityandpermanentretentionofrecordedcommunication.

(AmendedbyStats.1967,Ch.492,Sec.1)(AmendedbyStats.2010,Ch.158(SB1479),Sec.1)(AmendedbyStats.2012,Ch.59(AB2664),Sec.1)(AmendedbyStats.2013,Ch.778(SB215),Sec.11)

§31528. Member or employee not to have interest in investments of board; use of funds; revolving door prohibition(a)Unlesspermittedbythischapter,amemberoremployeeoftheboardshallnot

becomeanendorser,surety,orobligoron,orhaveanypersonalinterest,directorindirect,inthemakingofanyinvestmentfortheboard,orinthegainsorprofitsaccruingfromthoseinvestments.Amemberoremployeeoftheboardshallnotdirectlyorindirectly,forhimselforherself,orasanagentorpartnerofothers,borroworuseanyofthefundsordepositsoftheretirementsystem,excepttomakecurrentandnecessarypaymentsauthorizedbytheboard.

(b)Amemberoremployeeoftheboardshallnot,directlyorindirectly,byhimselforherself,orasanagentorpartneroremployeeofothers,sellorprovideanyinvestmentproductthatwouldbeconsideredanassetofthefund,toanyretirementsystemestablishedpursuanttothischapter.

(c)AnindividualwhoheldapositiondesignatedinSection31522.3,31522.4,or31522.5,orwasamemberoftheboardoranadministrator,shallnot,foraperiodoftwoyears

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afterleavingthatposition,forcompensation,actasagentorattorneyfor,orotherwiserepresent,anyotherpersonexceptthecounty,bymakinganyformalorinformalappearancebefore,oranyoralorwrittencommunicationto,theretirementsystem,oranyofficeroremployeethereof,iftheappearanceorcommunicationismadeforthepurposeofinfluencingadministrativeorlegislativeaction,oranyactionorproceedinginvolvingtheissuance,amendment,awarding,orrevocationofapermit,license,grant,contract,orsaleorpurchaseofgoodsorproperty.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2007,Ch.315(AB246),Sec.3)(AmendedbyStats.2009,Ch.301(AB1584),Sec.8–UrgencyStatute,EffectiveOctober

11,2009)

§31529. Attorney for boardThedistrictattorney,orthecountycounselifthereisone,istheattorneyfortheboard.(AddedbyStats.1947,Ch.424,Sec.1)

§31529.1. Legal representation; cost (Los Angeles)Notwithstandinganyotherprovisionofthispart,theboardofretirementortheboardof

investmentmayelecttosecurelegalrepresentation,onsuchmattersastheboardofretirementortheboardofinvestmentmayspecify,fromotherthanthecountycounsel.Thecostofthelegalrepresentationshallnotexceedone-hundredthof1percentofsystemassetsinanybudgetyear.

Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1992,Ch.1047,Sec.2,EffectiveJanuary1,1993)

§31529.5. Legal services of attorney in private practice; compensation; resolutionNotwithstandingSection31529,theboardmaycontractforthelegalservicesofan

attorneyinprivatepracticewhentheboarddetermines,afterconsultationwiththecountycounsel,thatthecountycounselcannotprovidetheboardwithlegalservicesduetoaconflictofinterestorothercompellingreason.ThecompensationofsuchattorneyshallbepaidfromtheportionofreservescreatedbySection31592whichexceedonepercentofthetotalassetsofthefund,orintheabsenceofsuchexcessreserves,fromthecountygeneralfund.Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1977,Ch.202,Sec.1)

§31529.6. Legal services of attorney in private practice; compensation (Los Angeles)InadditiontothepowersgrantedbySections31529,31529.5,and31614,theboardof

retirementandtheboardofinvestmentmaycontractwithattorneysinprivatepracticeforlegalservicesandadvice.Theboardsshallpayreasonablecompensationforthelegalservicesandadvice.Thecompensationshallbeconsideredacostofadministrationofthesystem.

Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1990,Ch.1467,Sec.1)

§31529.9. Contracts for legal services; compensation; application of section(a)InadditiontothepowersgrantedbySections31522.5,31522.9,31529,31529.5,31614,

and31732,theboardofretirementandtheboardofinvestmentmaycontractwiththecounty

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counselorwithattorneysinprivatepracticeoremploystaffattorneysforlegalservices.(b)NotwithstandingSections31522.5,31522.7,31529.5,and31580,theboardshallpay,

fromsystemassets,reasonablecompensationforthelegalservices.(c)Thissectionappliestoanycountyofthe2ndclass,7thclass,9thclass,14thclass,15th

class,orthe16thclassasdescribedbySections28020,28023,28028,28030,28035,28036,and28037.

(d)Thissectionshallalsoapplytoanyothercountyiftheboardofretirement,byresolutionadoptedbymajorityvote,makesthissectionapplicableinthecounty.

(AddedbyStats.1996,Ch.272(AB2633),Sec.1)(AmendedbyStats.2002,Ch.116(SB1752),Sec.1)(AmendedbyStats.2003,Ch.520(AB1585),Sec.3)(AmendedbyStats.2008,Ch.164(AB3044),Sec.5)(AmendedbyStats.2009,Ch.393(AB1406),Sec.2)(AmendedbyStats.2014,Ch.244(SB673),Sec.3)

§31530. County health officerThecountyhealthofficershalladvisetheboardonmedicalmattersand,ifrequestedby

theboard,shallattenditsmeetings.(AddedbyStats.1947,Ch.424,Sec.1)

§31531. Estimate of member’s service or ageIfitisimpracticablefortheboardtodeterminefromtherecordsthelengthofservice

ortheageofanymember,orifthememberrefusesorfailstogivetheboardastatementofhisserviceorage,itmayestimatehislengthofserviceorageforthepurposesofthischapter.

(AddedbyStats.1947,Ch.424,Sec.1)

§31532. Confidential statements and recordsSwornstatementsandindividualrecordsofmembersshallbeconfidentialandshall

notbedisclosedtoanyoneexceptinsofarasmaybenecessaryfortheadministrationofthischapteroruponorderofacourtofcompetentjurisdiction,oruponwrittenauthorizationbythemember.

(AmendedbyStats.1969,Ch.239,Sec.1)

§31533. Referee; appointment; hearing; findings and recommendationsWhenever,inordertomakeadetermination,itisnecessarytoholdahearingtheboard

mayappointeitheroneofitsmembersoramemberoftheStateBarofCaliforniatoserveasareferee.Therefereeshallholdsuchahearingandshalltransmit,inwriting,totheboardhisproposedfindingsoffactandrecommendeddecision.

(AmendedbyStats.1968,Ch.547,Sec.1)

§31534. Service of findings and recommendations; objections; proceedings on referee’s reportTheproposedfindingsoffactandrecommendationsoftherefereeshallbeservedonthe

partieswhoshallhave10daystosubmitwrittenobjectionstheretowhichshallbeincorporatedintherecordtobeconsideredbytheboard.

Uponreceivingtheproposedfindingsoffactandtherecommendationsofthereferee,theboardmay:

(a)Approveandadopttheproposedfindingsandtherecommendationsofthereferee,or

(b)Requireatranscriptorsummaryofallthetestimony,plusallotherevidencereceived

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bythereferee.Uponthereceiptthereoftheboardshalltakesuchactionasinitsopinionisindicatedbysuchevidence,or

(c)Referthematterbackwithorwithoutinstructionstotherefereeforfurtherproceedings,or

(d)Setthematterforhearingbeforeitself.Atsuchhearingtheboardshallhearanddecidethematterasifithadnotbeenreferredtothereferee.

(AmendedbyStats.1968,Ch.546,Sec.1)

§31535. Issuance of subpoenas; taking of depositionsTheboardmayissuesubpoenasandsubpoenasducestecum,andcompensatepersons

subpoenaed.ThispowershallbeexercisedandenforcedinthesamemannerasthesimilarpowergrantedtheboardofsupervisorsinArticle9(commencingwithSection25170)ofChapter1,Part2,Division2;exceptthatthepowershallextendonlytomatterswithintheretirementboard’sjurisdiction,andcommitteesoftheboardshallnothavethispower.Reasonablefeesandexpensesmaybeprovidedforbyboardregulationforanyorallofsuchwitnessesregardlessofwhichpartysubpoenaedthem.

Subpoenasshallbesignedbythechairmanorsecretaryoftheretirementboard,exceptthattheboardmaybyregulationprovideforexpresswrittendelegationofitssubpoenapowertoanyrefereeitappointspursuanttothischapterortoanyadministratorappointedpursuanttoSection31522.2.

Anymemberoftheboard,thereferee,oranypersonotherwiseempoweredtoissuesubpoenasmayadministeroathsto,ortakedepositionsfrom,witnessesbeforetheboardorreferee.

(AmendedbyStats.1990,Ch.652,Sec.1)

§31535.1. Subpoenas; compensation of witnesses (Los Angeles)Theboardmayissuesubpoenasandsubpoenasducestecum,andcompensatepersons

subpoenaed.ThispowershallbeexercisedandenforcedinthesamemannerasthesimilarpowergrantedtheboardofsupervisorsinArticle9(commencingwithSection25170)ofChapter1ofPart2ofDivision2ofthistitle;exceptthatthepowershallextendonlytomatterswithintheboard’sjurisdiction,andcommitteesoftheboardshallnothavethispower.Reasonablefeesandexpensesmaybeprovidedforbyboardregulationforanyorallofthewitnessesregardlessofwhichpartysubpoenaedthem.

Subpoenasshallbesignedbythechairmanorsecretaryoftheboard,exceptthattheboardmaybyregulationprovideforexpresswrittendelegationofitssubpoenapowertotheretirementadministratorortoanyrefereeitappointspursuanttothischapter.

Anymemberoftheboard,thereferee,oranypersonotherwiseempoweredtoissuesubpoenasmayadministeroathsto,ortakedepositionsfrom,witnessesbeforetheboardorreferee.

Thissectionshallapplyonlyinacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961

(AmendedbyStats.2011,Ch.48(SB637),Sec.2)

§31536. Denial of benefit or allowance; appeal; attorney feesIfasuperiorcourtreversesthedenialbytheboardofanapplicationforaretirement

allowance,orforasurvivor’sallowancebasedonsuchallowance,orforaclaimbasedonaclaimedpensionrightorbenefit,thesuperiorcourtinitsdiscretionmayawardreasonableattorney’sfeesascoststothememberorbeneficiaryofthememberwhosuccessfullyappealed

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thedenialofsuchapplication.Suchcostsshallbeassessedagainsttheboard,shallbeconsideredacostofadministration,andshallinnoeventbecomeapersonalliabilityofanymemberoftheboard.

(AddedbyStats.1978,Ch.556,Sec.1)

§31537. Records management proceduresTheboardmayestablishefficientrecordsmanagementprocedures,whichmayinclude,

butneednotbelimitedto,maintenanceand,whendeterminedbytheboardtobenecessary,disposalofrecordsinitsjurisdiction.

(AddedbyStats.1993,Ch.24,Sec.1)(AmendedandRenumberedasSection31592.5byStats.2004,Ch.441,Sec.2)

§31538. Adjustments on payment of benefits(a)Theboardshalladjustthepaymentofbenefitspayablepursuanttothispart,as

necessary,inordertomaximizethebenefitsavailabletomemberswhoaresubjecttothelimitsofSection415oftheInternalRevenueCode.Thoseadjustmentsshallinclude,butarenotlimitedto,cost-of-livingadjustments,cost-of-livingbanks,temporaryannuities,survivorcontinuancebenefits,oranycombinationsthereof.

(b)Theamountpayabletoamemberinanylimitationyear,includingcost-of-livingadjustments,shallnotexceedthelimitestablishedunderSection415(b)oftheInternalRevenueCodeattheannuitystartingdate,andasmaybeincreasedinsubsequentyearspursuanttoSection415(d)oftheInternalRevenueCodeandapplicableregulations.

(c)Thecost-of-livingadjustmentsmadepursuanttoSection415(d)oftheInternalRevenueCodetothelimitestablishedunderSection415(b)oftheInternalRevenueCodecontinuetoapplyafteramember’sseverancefromemploymentorannuitystartingdate.

(AddedbyStats.1990,Ch.797,Sec.2,EffectiveSeptember13,1990)(AmendedbyStats.2010,Ch.188(AB1354),Sec.2)

§31539. Correction of error; Prospective and retroactive adjustments; Rights and remedies; Period of limitation(a)Theboardofretirementmay,initsdiscretion,correctanyerrormadeinthe

calculationofaretiredmember’smonthlyallowanceoranyotherbenefitsunderthischapter,ifeitherofthefollowingexist:

(1)Theerrorinthecalculationofthemember’smonthlyallowanceorotherbenefitsunderthischapterwasmadeasaresultoffraudulentreportsforcompensationmade,orcausedtobemade,bythememberforhisorherownbenefit.

(2)Themembercausedhisorherfinalcompensationtobeimproperlyincreasedorotherwiseoverstatedatthetimeofretirementandthesystemappliedthatoverstatedamountasthebasisforcalculatingthemember’smonthlyretirementallowanceorotherbenefitsunderthischapter.

(b)Theretirementallowanceorotherbenefitsunderthischapterwithrespecttoaretiredmemberdescribedinsubdivision(a)shallbeadjustedprospectivelytotheamountthatwouldhavebeenpayableiftheoverstatementofthemember’sfinalcompensationhadnotoccurred.

(c)Adjustmentofthemember’sretirementallowanceorotherbenefitsmayalsobeimplementedretroactivelyandincludethecollectionorreturnoftheoverpaymentofbenefits.Theboardofretirementmaydirectstafftocorrecttheoverpaymentofbenefitsbyoffsettingtheamounttoberecoveredagainstfuturebenefits.Adjustmentstocorrecttheoverpaymentofbenefitsmayalsobemadebyadjustingtheallowancesothattheretiredmemberortheretiredmemberandhisorherbeneficiary,asthecasemaybe,willreceivetheactuarialequivalentof

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theallowancetowhichthememberisentitled.(d)Therightsandremediesprovidedinthissectionareinadditiontoanyotherrights

andremediesanypartymayhaveatlaworinequity.Nothinginthissectionshallprecludeanypartyfrominstitutinganactionfordeclaratoryorotherreliefinlieuofproceedingunderthissection.

(e)Theperiodoflimitationofactionsunderthissectionshallbe10yearsandthatperiodshallcommenceeitherfromthedateofpaymentorupondiscoveryofthefactsdescribedinsubdivision(a),whicheverdateislater.Theboardshalldeterminetheapplicabilityoftheperiodoflimitationinanycase,anditsdeterminationwithrespecttotherunningofanyperiodoflimitationshallbeconclusiveandbindingforpurposesofcorrectingtheerror.

(AddedbyStats.2004,Ch.466(SB1206),Sec.1)

§31540. Obligations of retirement system to members, of county or district to retirement system, of members to retirement system; payments for adjustment of errors or omissions (Los Angeles)(a)Theobligationsoftheretirementsystemtoitsmemberscontinuethroughouttheir

respectivememberships,andtheobligationsoftheretirementsystemto,andinrespectto,retiredmemberscontinuethroughoutthelivesoftheretiredmembers,andthereafteruntilallobligationstothemembers’beneficiariesunderoptionalsettlementshavebeendischarged.Theobligationsofthecountyordistricttotheretirementsystemwithrespecttomembersemployedbythem,respectively,continuethroughoutthemembershipsofthemembers,andtheobligationsofthecountyordistricttotheretirementsystemwithrespecttoretiredmembersformerlyemployedbythem,respectively,continueuntilalloftheobligationsoftheretirementsystemtothoseretiredmembershavebeendischarged.Theobligationsofanymembertotheretirementsystemcontinuethroughouthisorhermembership,andthereafteruntilalloftheobligationsoftheretirementsystemtothatmemberhavebeendischarged.

(b)Forthepurposesofpaymentsintooroutoftheretirementfundforadjustmentoferrorsoromissions,theperiodoflimitationofactionsshallbethreeyears,andshallbeappliedas follows:

(1)Incasesinwhichtheretirementsystemmakesanerroneouspaymenttoamemberorbeneficiary,thesystem’srighttocollectshallexpirethreeyearsfromthedateofpayment.

(2)Incasesinwhichtheretirementsystemowesmoneytoamemberorbeneficiary,theperiodoflimitationshallnotapply.

(c)Notwithstandingsubdivision(b),incasesinwhichpaymentiserroneousbecauseofthedeathoftheretiredmemberorbeneficiaryorbecauseoftheremarriageofthebeneficiary,theperiodoflimitationshallbe10yearsandthatperiodshallcommencewiththediscoveryoftheerroneouspayment.

(d)Notwithstandingsubdivision(b),ifanypaymenthasbeenmadeasaresultoffraudulentreportsforcompensationmade,orcausedtobemade,byamemberforhisorherownbenefit,theperiodoflimitationshallbe10yearsandthatperiodshallcommenceeitherfromthedateofpaymentorupondiscoveryofthefraudulentreporting,whicheverdateislater.

(e)Theboardshalldeterminetheapplicabilityoftheperiodoflimitationinanycase,anditsdeterminationwithrespecttotherunningofanyperiodoflimitationshallbeconclusiveandbindingforpurposesofcorrectingtheerrororomission.

(f)ThissectionshallapplyonlytoacountyofthefirstclassasdescribedinSection28020.

(AddedbyStats.2012,Ch.59(AB2664),Sec.2)(ApplicabletoLosAngelesCountyonly)

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§31541. Corrections of errors or omissions (Los Angeles)(a)Subjecttosubdivisions(c)and(d),theboardmay,initsdiscretionanduponany

termsitdeemsjust,correcttheerrorsoromissionsofanyactiveorretiredmember,oranybeneficiaryofanactiveorretiredmember,ifallofthefollowingfactsexist:

(1)Therequest,claim,ordemandtocorrecttheerrororomissionismadebythepartyseekingcorrectionwithinareasonabletimeafterdiscoveryoftherighttomakethecorrection,whichinnocaseshallexceedsixmonthsafterdiscoveryofthisright.

(2)Theerrororomissionwastheresultofmistake,inadvertence,surprise,orexcusableneglect,aseachofthosetermsisusedinSection473oftheCodeofCivilProcedure.

(3)Thecorrectionwillnotprovidethepartyseekingcorrectionwithastatus,right,orobligationnototherwiseavailableunderthispart.Failurebyamemberorbeneficiarytomaketheinquirythatwouldbemadebyareasonablepersoninlikeorsimilarcircumstancesdoesnotconstitutean“errororomission”correctableunderthissection.

(b)Subjecttosubdivisions(c)and(d),theboardshallcorrectallactionstakenasaresultoferrorsoromissionsofthecountyordistrict,orthissystem.

(c)Thedutyandpoweroftheboardtocorrectmistakes,asprovidedinthissection,shallterminateupontheexpirationofobligationsofthissystemtothepartyseekingcorrectionoftheerrororomission,asthoseobligationsaredefinedbySection31540.

(d)Thepartyseekingcorrectionofanerrororomissionpursuanttothissectionhastheburdenofpresentingdocumentationorotherevidencetotheboardestablishingtherighttocorrectionpursuanttosubdivisions(a)and(b).

(e)Correctionsoferrorsoromissionspursuanttothissectionshallbesuchthatthestatus,rights,andobligationsofallpartiesdescribedinsubdivisions(a)and(b)areadjustedtobethesameastheywouldhavebeeniftheactthatwouldhavebeentaken,butfortheerrororomission,wastakenatthepropertime.However,notwithstandinganyotherprovisionofthissection,correctionsmadepursuanttothissectionshalladjustthestatus,rights,andobligationsofallpartiesdescribedinsubdivisions(a)and(b)asofthetimethatthecorrectionactuallytakesplaceiftheboardfindsanyofthefollowing:

(1)Thatthecorrectioncannotbeperformedinaretroactivemanner.(2)That,evenifthecorrectioncanbeperformedinaretroactivemanner,thestatus,

rights,andobligationsofallofthepartiesdescribedinsubdivisions(a)and(b)cannotbeadjustedtobethesame,astheywouldhavebeeniftheerrororomissionhadnotoccurred.

(3)Thatthepurposesofthischapterwillnotbeeffectuatedifthecorrectionisperformedinaretroactivemanner.

(f)ThissectionshallapplyonlytoacountyofthefirstclassasdescribedinSection28020.

(AddedbyStats.2012,Ch.59(AB2664),Sec.3)(ApplicabletoLosAngelesCountyonly)

§31542. Compensation paid to enhance member's retirement benefit; procedure for assessment(a)Theboardshallestablishaprocedureforassessinganddeterminingwhetheran

elementofcompensationwaspaidtoenhanceamember’sretirementbenefit.Iftheboarddeterminesthatcompensationwaspaidtoenhanceamember’sbenefit,thememberortheemployermaypresentevidencethatthecompensationwasnotpaidforthatpurpose.Uponreceiptofsufficientevidencetothecontrary,aboardmayreverseitsdeterminationthatcompensationwaspaidtoenhanceamember’sretirementbenefits.

(b)Uponafinaldeterminationbytheboardthatcompensationwaspaidtoenhanceamember’sretirementbenefit,theboardshallprovidenoticeofthatdeterminationtothe

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memberandemployer.Thememberoremployermayobtainjudicialreviewoftheboard’sactionbyfilingapetitionforwritofmandatewithin30daysofthemailingofthatnotice.

(c)Compensationthatamemberwasentitledtoreceivepursuanttoacollectivebargainingagreementthatwassubsequentlydeferredorotherwisemodifiedasaresultofanegotiatedamendmentofthatagreementshallbeconsideredcompensationearnableandshallnotbedeemedtohavebeenpaidtoenhanceamember’sretirementbenefit.

(AddedbyStats.2012,Ch.296(AB340),Sec.29)

§31542.5. Pay period for compensation reported to board; failure of county or district to report compensation(a)Whenacountyordistrictreportscompensationtotheboard,itshallidentifythe

payperiodinwhichthecompensationwasearnedregardlessofwhenitwasreportedorpaid.CompensationshallbereportedinaccordancewithSection31461andshallnotexceedcompensationearnable,asdefinedinSection31461.

(b)Theboardmayassessacountyordistrictareasonableamounttocoverthecostofaudit,adjustment,orcorrection,ifitdeterminesthatacountyordistrictknowinglyfailedtocomplywithsubdivision(a).Acountyordistrictshallbefoundtohaveknowinglyfailedtocomplywithsubdivision(a)iftheboarddeterminesthateitherofthefollowingapplies:

(1)Thecountyordistrictkneworshouldhaveknownthatthecompensationreportedwasnotcompensationearnable,asdefinedinSection31461.

(2)Thecountyordistrictfailedtoidentifythepayperiodinwhichcompensationearnablewasearned,asrequiredbythissection.

(c)Acountyordistrictshallnotpassontoanemployeeanycostsassessedpursuanttosubdivision(b).

(AddedbyStats.2012,Ch.296(AB340),Sec.30)

§31543. Audit of county or district by boardTheboardmayauditacountyordistricttodeterminethecorrectnessofretirement

benefits,reportablecompensation,andenrollmentin,andreinstatementto,thesystem.Duringanaudit,theboardmayrequireacountyordistricttoprovideinformation,ormakeavailableforexaminationorcopyingataspecifiedtimeandplace,books,papers,data,orrecords,including,butnotlimitedto,personnelandpayrollrecords,asdeemednecessarybytheboard.

(AddedbyStats.2012,Ch.296(AB340),Sec.31)

Article 4Membership

(Article4addedbyStats.1947,Ch.424,Sec.1)

§31550. Retirement associationWheneverthischapterbecomesoperativeinanycountyaretirementassociationshall

beorganized.(AddedbyStats.1947,Ch.424)

§31551. Eligibility to membership; exclusionThepersonsexpresslydeclaredtobeineligibletomembershipbythisarticleshallnot

becomemembersoftheretirementassociation,and,exceptasexpresslyexcluded,thepersons

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enumeratedinthisarticleortheCaliforniaPublicEmployees’PensionReformActof2013shallbecomemembersoftheassociation.

Personsemployedasparticipantsinaprogramof,andwhosewagesarepaidinwholeorinpartbyfederalfundsinaccordancewith,theComprehensiveEmploymentandTrainingActof1973(PublicLaw93-203),asamended,areexcludedfrommembership.ThisexclusionshallnotapplytoactivefiresuppressionpersonnelwhoaresafetymemberspursuanttoSections31469.3and31470.4.

(AmendedbyStats.1979,Ch.115,Sec.1,EffectiveJune15,1979)(AmendedbyStats.2013,Ch.247(AB1380),Sec.15)

§31552. Automatic membership; waiver of membershipAllexistingofficersandemployeesofthecountybecomemembersoftheassociation

onthedaytheretirementsystembecomesoperative,andthereaftereachpersonenteringthecountyemploybecomesamemberonthefirstdayofthecalendarmonthafterhisentranceintotheservice,unlessotherwiseprovidedbyregulationsadoptedbytheboard.Suchregulationsmayprovideforwaiverofmembershipbytheprospectiveemployeeinthecaseofnewlyhiredemployeeswhohaveattainedtheageof60.Inallcaseswherethereissuchawaiver,saidemployeeuponattainingtheageof70shallthereafterbeemployedfromyeartoyearatthediscretionofthecounty.

(AmendedbyStats.1965,Ch.1668,Sec.1)

§31552.1. Membership of existing officers and employees not members because of statuteOnthefirstdayofthecalendarmonthafterthissectiontakeseffectallexistingofficers

andemployeesofthecounty,who,becauseoftheprovisionsofSection31552priortoitsamendmentin1953,werenotmembers,becomemembersonthatday.

(AddedbyStats.1953,Ch.789,Sec.3)

§31552.2. Officers and employees who became members on first day of calendar month following expiration of 180 days after entry into service; prior service credit; contributionsAllexistingofficersandemployeesofthecounty,nowmembersoftheretirement

system,andwhobecameemployedbythecountyduringthatinterimperiodwhenthelawdidnotallowmembershipintotheretirementsystemuntilthefirstdayofthecalendarmonthfollowingtheexpirationofthe180daysafterhisentranceintoservice,shallbeallowedtomakecontributionsandreceivecreditforthatperiodoftimeaspriorcountyservice.ThecontributionrateshallbeasprescribedinSection31641.5andelectiontoreceivecreditforsuchserviceshallbeavailableuntiltimeoffilingofnoticeofretirementfromcountyservice.

(AddedbyStats.1970,Ch.705,Sec.1)

§31552.4. Employees and officers described in Health and Safety Code §101851; eligibility for retirement benefits (Alameda)EmployeesandofficersdescribedinSection101851oftheHealthandSafetyCodeshall

notautomaticallybecomemembersoftheretirementsystemofthehealthauthorityestablishedpursuanttothischapter,andtheireligibilityforretirementbenefitsshallbeestablishedpursuanttotheprovisionsofthatsection.

(AddedbyStats.2013,Ch.311(AB1008),Sec.2,EffectiveSeptember13,2013,asanurgencystatute)

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§31552.5. Employees and officers of Kern County Hospital Authority; eligibility for membership in Kern County Employees' Retirement AssociationEmployeesandofficersoftheKernCountyHospitalAuthority,apublicagencythat

isalocalunitofgovernmentestablishedpursuanttoChapter5.5(commencingwithSection101852)ofPart4ofDivision101oftheHealthandSafetyCode,shallnotautomaticallybecomemembersoftheKernCountyEmployees’RetirementAssociation,butshallhavetheireligibilityformembershipintheKernCountyEmployees’RetirementAssociationbeestablishedpursuanttotheprovisionsofthatchapter.

(AddedbyStats.2014,Ch.613(AB2546),Sec.2)

§31553. Elective officers; filing declaration to become member; withdrawalElectiveofficersbecomemembersoftheretirementassociationonthefirstdayofthe

calendarmonthfollowingthefilingofadeclarationwiththeboardtobecomeamember,provided,however,thatanysuchelectiveofficermay,within60daysaftertheexpirationoftheofficer’stermofofficeorwithin60daysaftertheofficerceasestoholdtheoffice,rescindthedeclarationandwithdrawfromtheretirementassociation.Insuchcases,allcontributionspaidbythemembershallberefundedinthesamemannerasapplicabletomembersterminatingservice.

(AmendedbyStats.1981,Ch.329,Sec.1)

§31554. Officers and attachés of superior court; persons includedAllofficersandattachésofthesuperiorcourtestablishedwithinthecounty,except

judgesandparticipantsinanyotherpensionsystem,becomemembersoftheassociationonthefirstdayofthecalendarmonthaftertheboardofsupervisorsadoptsbyfour-fifthsvotearesolutionprovidingfortheirinclusion.Thereaftereachpersonenteringsuchemploybecomesamemberonthefirstdayofthecalendarmonthfollowinghisentranceintotheserviceofthecourt.

Inthissection“officerorattachéofthesuperiorcourt”includesallcommissioners,phonographicreporterswhoarepaidsalariesorperdiemsbythecountyandwhosecontributionsarebaseduponsuchsalariesorperdiems,secretaries,stenographers,investigators,messengers,orotheremployeesofthecourt.

(AmendedbyStats.1955,Ch.372,Sec.6)

§31556. Appropriations and deductions for court officers and attachésTheboardofsupervisorsandallothercountyofficersshallmaketheappropriationsand

performthedutiesspecifiedinthischapterwithreferencetocourtofficersandattachésinthesamemannerasspecifiedforcountyordistrictofficersoremployees.Thedeductionsprovidedforinthischaptershallbemadefromthesalariesofsuchofficersorattachésinthesamemannerasforofficersoremployeesofthecountyordistricts.

(AddedbyStats.1947,Ch.424,Sec.1)

§31557. Officers and employees of districts; inclusion in membershipAllofficersandemployeesofanydistrictbecomemembersoftheassociationonthefirst

dayofthecalendarmonthafter:(a)Inthecaseofdistrictsforwhichtheboardofsupervisorsisthegoverningbody,such

bodyadoptsbyfour-fifthsvotearesolutionprovidingfortheinclusionofthedistrictintheretirementassociation.

(b)Inthecaseofdistrictsforwhichtheboardofsupervisorsisnotthegoverningbody,thegoverningbodyadoptsbyatwo-thirdsvote,aresolutionprovidingfortheinclusionof

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thedistrictintheretirementassociationandtheboard,bymajorityvote,consentsthereto.Thereafter,eachpersonenteringsuchemploymentbecomesamemberonthefirstdayofthecalendarmonthfollowinghisentranceintotheservice.However,ifpriortoJanuary1,1976,thegoverningbodyandtheboardofretirementhaveexecutedanagreementprovidingforthepurchaseofpriorservice,theagreementmaybeamendedtoprovidethatthedateofmembershipintheretirementassociationforanyofficeroremployeeshallbethefirstdayofthecalendarmonthfollowingtheofficer’soremployee’sentranceintodistrictservice.

MembersmaybewithdrawnfromtheassociationinthemannerprovidedinSection31564.

(AmendedbyStats.1980,Ch.430,Sec.1,EffectiveJuly11,1980)

§31557.1. Officers and employees of Regents of the University of California; previous employees of county hospital; membershipOfficersandemployeesofadistrictasdefinedinsubdivision(g)ofSection31468,

becomemembersonthedatespecifiedintheagreementbetweentheregentsandtheboardofsupervisorsrelatingtothetransfertotheregentsofthehospitalinwhichtheyareemployedoroftheobligationtoprovideprofessionalmedicalservicesatthehospitalinwhichtheyareemployed.NotwithstandingSection31564,iftheagreementsoprovides,thoseemployeesshallceasetobemembersonthedateofareferendumrelatingtocoverageofthosemembersundertheFederalOldAge,Survivors,Disability,andHealthInsurancePrograminwhichlessthanamajorityofthoseeligibleemployeesvotedinfavorofthatcoverage.

(AmendedbyStats.1991,Ch.99,Sec.2)

§31557.2. Validation of action taken by governing body under section 31577; validation of membershipAnyactionheretoforetakenbythegoverningbodyofadistrictunderSection31557,

orundercolorofthatsection,isherebyconfirmedandvalidatedandmadefullyeffective.Membershipintheassociationofanyofficersandemployeesofanydistrictwhowereincludedintheassociationbysuchactionofthegoverningbody,isherebyvalidatedandconfirmedandmadefullyeffectiveasofthetimeofsuchinclusion.

(AddedbyStats.1959,Ch.1676,Sec.1,EffectiveJuly8,1959)

§31557.3. Retirement system; membership; inclusion of personnel previously in county service Onthedateadistrict,asdefinedinsubdivision(l)ofSection31468,isincludedinthe

retirementsystem,anypersonnelappointedpursuanttoSections31522.5,31522.9,31522.10,and31529.9whohadpreviouslybeenincountyserviceshallcontinuetobemembersofthesystemwithoutinterruptioninserviceorlossofcredit.Thereafter,eachpersonenteringemploymentwiththedistrictshallbecomeamemberofthesystemonthefirstdayofthecalendarmonthfollowinghisorherentranceintoservice.

(AddedbyStats.2002,Ch.74(AB1992),Sec.3)(AmendedbyStats.2014,Ch.244(SB673),Sec.4)(AmendedbyStats.2015,Ch.223(AB1291),Sec.3)

§31558. Time of becoming safety members; eligibilityAllexistingmembersofapensionsystemestablishedpursuanttoeitherChapter4

(commencingwithSection31990)orChapter5(commencingwithSection32200)ofthispartandallemployeeseligibleassafetymemberswhoatthetimeofenteringserviceelectedtobecomesafetymembers,orwhosubsequentlybecamemembers,shallbecomesafetymembers

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andthereaftereachpersonemployedinaposition,theprincipaldutiesofwhichconsistofactivelawenforcementoractivefiresuppressionorjuvenilehallgroupcounselingandgroupsupervision,asdefinedinSections31469.3,31469.4,31470.2and31470.4,shallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisorherentranceintotheservice.Thesheriffandundersheriffshallbecomesafetymembersonthefirstdayofthecalendarmonthfollowingtheirentranceintotheservice.Themarshalandassistantmarshallshallbecomesafetymembersonthefirstdayofthecalendarmonthfollowingtheirappointment.

(AmendedbyStats.1986,Ch.840,Sec.1)

§31558.1. Time of becoming safety member; law enforcement or fire suppression personnel; contributions; credit for serviceNotwithstandinganyoftheprovisionsofSection31558tothecontrary,eachperson

who,priortoJuly1,1969,wasemployedinaposition,theprincipaldutiesofwhichconsistofactivelawenforcementasdefinedinSection31469.3oractivefiresuppressionasdefinedinSection31470.4,whohascontinuouslysincehisorheremploymentmadethesalarycontributionsrequiredofasafetymember,andwhohascontinuouslysincehisorheremploymentbeenemployedinapositionwhichwouldmakesuchpersoneligibletobecomeasafetymemberifheorshehadnotbeenovertheageof35yearsatthetimeofhisorheremployment,shallbecomeasafetymemberasofthefirstdayofthecalendarmonthfollowinghisorheroriginalentranceintotheservice.

Amemberwhomeetstherequirementsoftheprecedingparagraph,exceptthatheorshehasnotmadethecontributionsrequiredofasafetymember,mayreceivecreditforsuchservices,asasafetymember,whenheorshehascontributed,withinteresttothedatepaid,thedifferencebetweencontributionsmadeandthosewhichwouldhavebeenrequiredifheorshehadbeenasafetymember.Suchadditionalcontributionsaretobemadepriortoretirementandnoticeofelectiontoreceivecreditforservice,asasafetymember,pursuanttothissection,shallbemadetotheretirementboardpriortoApril1,1975.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinance,maketheprovisionsofthesectionapplicableinthatcounty.

(AmendedbyStats.1986,Ch.840,Sec.2)

§31558.2. Persons employed in active law enforcement; election to become safety member; credit for service; contributionsNotwithstandinganyoftheprovisionsofSection31558tothecontrary,eachperson

who,priortotheeffectivedateofthissectionwasemployedinpositionstheprincipaldutiesofwhichconsistofactivelawenforcementfornotlessthan10yearsandwhoisemployedbyacountyinapositionwhichwouldmakesuchpersoneligibletobecomeasafetymemberatthetimeofhisorheremployment,may,ifheorshesoelects,becomeasafetymemberasofthefirstdayofthecalendarmonthfollowinghisorherentranceintocountyservice.

Amembermayreceivecreditforsuchservice,asasafetymember,whenheorshehascontributed,withnearesttothedatepaid,thedifferencebetweencontributionsmadeandthosewhichwouldhavebeenmadebythememberifheorshehadbeenasafetymember.Suchadditionalcontributionsshallbemadepriortoretirement.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthatcounty.

(AmendedbyStats.1986,Ch.840,Sec.3)

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§31558.5. Time of becoming safety members; permanent employees engaged in active law enforcement (various)Allmembersemployedbyacountyhavingapopulationinexcessof2,000,000whoare

employedonandpriortoJanuary1,1958,whosedutiesaredescribedinSection31470.6andwhopriortothatdatefilewiththeboardawrittenelectiontobecomesafetymembers,shallbecomesafetymembersonJanuary1,1958.

Allmembersemployedbyacountyhavingapopulationof2,000,000orlessandinexcessof500,000,whoareemployedonandpriortoJanuary1,1960,whosedutiesaredescribedinSection31470.6andwhopriortothatdatefilewiththeboardawrittenelectiontobecomesafetymembers,shallbecomesafetymembersonJanuary1,1960.

AfterJanuary1,1958,eachpersonnotover35yearsofagewhenemployedbyacountyhavingapopulationinexcessof2,000,000inapositiontheprincipaldutiesofwhicharedescribedinSection31470.6,shallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisentranceintotheservice.

AfterJanuary1,1960,eachpersonnotover35yearsofagewhenemployedbyacountyhavingapopulationof2,000,000orlessandinexcessof500,000inapositiontheprincipaldutiesofwhicharedescribedinSection31470.6,shallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisentranceintotheservice

(AmendedbyStats.1959,Ch.797,Sec.2)

§31558.6. Time of becoming safety members; juvenile hall group counselors and group supervisorsNotwithstandinganyoftheprovisionsofSection31558tothecontrary,eachperson

whoisemployedinaposition,theprincipaldutiesofwhichconsistofjuvenilehallgroupcounselingandgroupsupervisionasdefinedinSection31469.4,onthedatetheprovisionsofSection31469.4aremadeapplicableinacountybytheboardofsupervisorsandwhofileswiththeboardwrittenelectiontobecomeasafetymemberonorpriortooneyearafterthedatetheprovisionsofSection31469.4aremadeapplicableinacountybytheboardofsupervisors,shallbecomeasafetymember.

Thereaftereachpersonwhenemployedinsuchpositions,shallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisorherentranceintotheservice.

(AmendedbyStats.1986,Ch.840,Sec.4)

§31558.8. Counties of the third class; eligibility of certain detectives or investigators in district attorney’s office to become safety members; contributions; operation of section (San Diego)NotwithstandinganyoftheprovisionsofSection31558tothecontrary,apersonover

35yearsofagewhoisemployedbyacountyofthethirdclass,asestablishedbySections28020and28024,asamendedin1971,asadetectiveorinvestigatorintheofficeofthedistrictattorney,whichwouldmakethepersoneligibletobecomeasafetymemberifheorshehadnotbeenovertheageof35yearsatthetimeofhisorheremployment,may,ifheorshesoelects,becomeasafetymemberasofthefirstdayofthecalendarmonthfollowinghisorherentranceintocountyserviceregardlessofage.

Amembermayreceivecreditforthatservice,asasafetymember,whenheorshehascontributed,withinteresttothedatepaid,thedifferencebetweencontributionsmadeandthosewhichwouldhavebeenmadebythememberifheorshehadbeenasafetymember.Theadditionalcontributionsshallbemadepriortoretirement.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardof

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supervisorsshall,byresolutionadoptedbymajorityvote,makethissectionapplicableinthecounty.

(AddedbyStats.1985,Ch.860,Sec.1)

§31559. County or district assuming functions of public agency; effect on employeesWheneveracountyordistrictsubjecttotheprovisionsofthischaptertakesoverand

assumesanyofthefunctionsofanyotherpublicagency,andbecauseofsuchassumptionalloranyemployeesofsuchotherpublicagencybecomeemployeesofsuchcountyordistrict,anysuchemployeewhoseprincipaldutiesconsistofactivelawenforcementoractivefiresuppression,asdefinedinSections31469.3,31470.2and31470.4,who,becauseofsuchtransferoffunctions,isemployedinsuchapositioninsuchcountyordistrict,shallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisentranceintoservice.

(AmendedbyStats.1957,Ch.2399,Sec.10,EffectiveOctober1,1957)

§31560. Persons remaining safety membersAsafetymembershallremainasafetymemberonlywhiletheprincipaldutiesofhis

positionconsistofactivelawenforcement,activefiresuppressionoractivelifeguardserviceasdefinedinSection31469.3.Whileholdinganyotherpositionincountyserviceheshallremainamemberbutnotasafetymember.

(AmendedbyStats.1961,Ch.1694,Sec.4)

§31561. Temporary technical or professional employees ineligibleAnypersonemployedundercontractfortemporaryservicesrequiringprofessionalor

highlytechnicalskillisineligibleformembership.(AddedbyStats.1947,Ch.424,Sec.1)

§31562. Elective officer not declaring intention to become memberAnyelectiveofficerwhodoesnotdeclarehisintentiontobecomeamemberofthe

retirementassociationasrequiredbythischapterisineligibletomembership.(AddedbyStats.1947,Ch.424,Sec.1)

§31563. Termination of membership if service as public officer or employee is forfeited upon conviction of certain felonies Notwithstandinganyotherprovisionoflaw,apersonceasestobeamemberforany

portionofhisorherserviceasanelectedpublicofficerorasapublicemployeethatisforfeitedpursuanttoSections7522.70,7522.72,and7522.74.

(AddedbyStats.2005,Ch.322(AB1044),Sec.3)(AmendedbyStats.2014,Ch.741(AB2474),Sec.3)

§31564. Withdrawal of district employees; petition; fund disposition; effective date(a)Allofficersandemployeesofanydistrictwhohavebecomemembersofthe

associationasprovidedinSection31557,maybewithdrawnbyaresolutionofthegoverningbodydeclaringallofthedistrict’semployeeswithdrawnfromtheassociation;provided,thegoverningbodyhasfirstreceivedawrittenpetitionsignedbyamajorityofitsofficersandemployeesrequestingthatthedistrict’sofficersandemployeesbewithdrawnfromtheassociation.

(b)Upontheadoptionofanyresolutiontowithdrawitsmembers,allaccumulatedcontributionsheldintheassociationshallberefundedtothedistrict’semployeesupontheeffectivedateoftheirwithdrawalandinthesamemannerastheaccumulatedcontributions

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wouldberefundedupontheterminationoftheiremploymentbythedistrict.(c)Upontheadoptionofanyresolutiontowithdrawitsmembersandwherethereare

noexistingretireesfromthedistrict,thedistrict’scontributionsshallbetransferredtoanotherpublicretirementsystemthatmeetstherequirementofatax-qualifiedretirementplanunderSection401(a)ofTitle26oftheUnitedStatesCode.

(d)Arefund,distribution,ortransferofcontributionsorotherfundsshallnotbemadetoanyemployeeoranydistrictunlessthatactioncomplieswiththerequirementsofSection401(a)ofTitle26oftheUnitedStatesCode.

(e)Intheeventofthetransferofdistrictcontributionstoanotherpublicretirementsystem,theemployeecontributionsshallalsobetransferredtotheotherpublicretirementsystem.

(f)Theeffectivedateofwithdrawalofanyresolutionadoptedpursuanttothissectionshallbeattheendofthecalendarmonthduringwhichsuchresolutionisadopted.

(AmendedbyStats.1969,Ch.317,Sec.1,EffectiveJune30,1969)(AmendedbyStats.2014,Ch.740(AB2473),Sec.5)

§31564.2. Liability of district upon termination of participation(a)Ifadistrict’sparticipationintheretirementsystemisterminatedpursuanttothe

provisionsofSection31564,thedistrictshallremainliabletotheretirementsystemforthedistrict’sshareofanyunfundedactuarialliabilityofthesystemwhichisattributabletotheofficersandemployeesofthedistrictwhoeitherhaveretiredorwillretireundertheretirementsystem.

(b)Unlessotherwisedevelopedbyanactuarialsourceandapprovedbytheboardofretirement,theamountofthedistrict’sliabilityshallbetheunfundedactuarialliabilityoftheentiresystem,computedasdescribedbelow,multipliedbyafraction:

(1)Thenumeratorofwhichisthetotalamountrequiredtobecontributedtotheplanbythewithdrawingdistrictforthelastfiveyearsendingpriortothewithdrawaldate.

(2)Thedenominatorofwhichisthetotalamountrequiredtobecontributedtotheplanbyallparticipatingemployersforthelastfiveyears.

Theplan’stotalunfundedactuarialliabilityforthispurposeshallbecalculatedonthebasisoftheactuarialassumptionsusedintheplan’smostrecentactuarialvaluation,exceptthatalldistrictmembersshallbeassumedtoterminateasofthedateofwithdrawal.

(c)Thedistrict’sliabilityshallbepaidinaccordancewithascheduledeterminedbytheretirementboardoveraperiodnolongerthantheperiodoverwhichtheplan’sremainingunfundedactuarialliabilityisbeingamortized.

(d)Thefundingoftheretirementbenefitsfortheemployeesofawithdrawingagencyissolelytheresponsibilityofthewithdrawingagencyortheboardofsupervisors.Notwithstandinganyotherprovisionoflaw,nocontractingagencyshallfailorrefusetopaytheemployer’scontributionrequiredbythischapterortopaytheemployer’scontributionrequiredbythischapterwithintheapplicabletimelimitations.Indealingwithawithdrawingdistrict,theboardofretirementshalltakewhateveractionneededtoensuretheactuarialsoundnessoftheretirementsystem.

(e)TheLegislaturefindsanddeclaresthatthissectionisdeclaratoryofexistinglaw,totheextentthissectionprovidesthatuponwithdrawalfromtheretirementsystem,adistrictshallremainliableforitsshareoftheunfundedactuarialliabilityofthesystem.Thissectionisintendedtodefinethemethodofcalculatingthedistrict’sshareofthatunfundedactuarialliability.

(AddedbyStats.1998,Ch.109(AB1766),Sec.4)

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§31564.5. Contract by governing body of district for additional appropriation to pay costs of systemWheneverthegoverningbodyofadistrictforwhichtheboardofsupervisorsisnot

thegoverningbodyadoptsaresolutionfortheinclusionofsuchdistrictintheretirementassociation,if,intheopinionoftheboardbecauseofconditionspeculiartosuchdistrictthecontributionsrequiredfromsuchdistrictbythischapterareinsufficienttopaythesameproportionofthecostsofthesystemaswillbepaidbythecounty,theboardmayrequirethatsuchdistrictcontractwiththeboardtoappropriateadditionalsums.If,becauseofconditionspeculiartosuchdistrictthecontributionsrequiredfromsuchdistrictbythischapteraregreaterthannecessarytopaythesameproportionofthecostsofthesystemaswillbepaidbythecounty,theboardandsuchdistrictmaycontractforlessersums.Eitherofsuchcontractsmayprovide,amongotherthings,thatwhenevertheboardofsupervisorsmakesanadditionalappropriationpursuanttoSection31454.5,thedistrictalsowillmakeanadditionalappropriationcalculatedbyaformulaspecifiedinsuchcontract.Allsuchdistrictsareherebyauthorizedtoenterintoandperformsuchcontracts.

(AddedbyStats.1957,Ch.1387,Sec.3)

§31565. Transfer of membership to state teachers’ retirement system; withdrawal of contributionsAnymemberofasystemestablishedunderthischapterwhoisemployedinastatus

requisiteformembershipintheStateTeachers’RetirementSystem,mayelecttotransferhismembershiptothatsystem.Anymemberwhoelectstotransferhismembershippursuanttothissectionmayalsoelectinwritingtowithdrawhisaccumulatedcontributions,andinsucheventheshallbepaidallofhisaccumulatedcontributionsinthecountyretirementsystem.

(AddedbyStats.1957,Ch.1452,Sec.1)

§31565.5. Election of employees of county superintendent of schools to remain members of county systemAnymemberofasystemestablishedunderthischapterwhoceasestobeanemployee

ofthecountyundertheprovisionsofEducationCodeSection873mayelectasauthorizedinEducationCodeSection873.1toremainamemberofsuchsystem.

(AddedbyStats.1965,Ch.717,Sec.6,EffectiveJune18,1965)

§31567. Member employed in active law enforcement or fire suppression position, election to become safety member; credit for serviceAnymemberofaretirementsystemestablishedunderthischapterwhoisemployed

inaposition,theprincipaldutiesofwhichconsistofactivelawenforcementoractivefiresuppressionasdefinedunderSections31469.3,31470.2and31470.4,andwho,priorto1955,hadtherighttoelecttobecomeasafetymemberofsuchsystemshallagainhavetherighttoelecttobecomeasafetymember.Noticeofsuchelectionshallbegiveninwritingtotheboardofretirementadministeringthesystem.

Themember’sstatusasasafetymembershallbeeffectiveonthefirstdayofthesecondmonthfollowingthatinwhichthenoticeofelectionisreceivedbytheboardofretirement.

Suchamembermayelecttoreceivecreditforservicerenderedasamemberofsuchsystem,asifhehadbeenasafetymembercommencingin1955.Noticeofsuchelectionshallbegiveninwritingtotheboardofretirementnolessthan30dayspriortothemember’sretirement.Themembershallreceivecreditforsuchservice,asasafetymember,ifhecontributesthedifferencebetweenthemembercontributionsactuallymadeforthatperiodof

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serviceandthecontributionsthathewouldhavebeenrequiredtomakeifhehadbeenasafetymemberduringthatperiod.Themembershallalsocontributeinterestonthedifferenceattheratesatwhichinterestwascreditedonmembercontributionsforeachyearoftheperiodforwhichcreditissought.

Anelectionunderthissectionshallbeirrevocable,andtheadditionalcontributionpaymentshereunderrequired,ifnotcompletedasspecified,shallbeforfeitedtotheretirementfund,andaforfeitingmembershallthenreceiveonlygeneralmembershipbenefits.Additionalcontributionsshallbemadebylumpsumpaymentorinsuchmonthlypayrolldeductionamountsasdeterminedbytheboard,butmustbemadepriortothemember’sretirement.

(AmendedbyStats.1969,Ch.1247,Sec.2)

Article 5Financial Provisions

(Article5addedbyStats.1947,Ch.424,Sec.1)

§31580. Annual appropriation for administrative expensesTheboardofsupervisorsshallappropriateannuallyfromthepropercountyfundsthe

amountnecessarytodefraytheentireexpenseofadministrationoftheretirementsystembaseduponbudgetestimatespreparedbythetreasurer.

(AddedbyStats.1947,Ch.424,Sec.1)

§31580.1. Contribution from districts; costs of administering retirement system; penalty assessments for delinquenciesTheboardmayincludeeachyearinthecontributionrequiredofadistrictareasonable

amount,whichmaydifferfromdistricttodistrict,tocoverthecostsofadministeringitsretirementsystemassuchcostsaffecttheactiveandretiredemployeesofthatdistrict.Theboardmayalsoassessadistrictareasonableamounttocovercostsincurredbecauseofthedistrict’sfailuretosubmitreportsandforwardcontributionsonatimelybasis.

(AddedbyStats.1972,Ch.545,Sec.1)

§31580.2. Annual budget; expenses of administration; charges against earnings of fund; expenses for computer products and support services not considered costs of administration (a)Incountiesinwhichtheboardofretirement,ortheboardofretirementandtheboard

ofinvestment,haveappointedpersonnelpursuanttoSection31522.1,31522.5,31522.7,31522.9,or31522.10,therespectiveboardorboardsshallannuallyadoptabudgetcoveringtheentireexpenseofadministrationoftheretirementsystemwhichexpenseshallbechargedagainsttheearningsoftheretirementfund.Theexpenseincurredinanyyearmaynotexceedthegreaterof either of the following:

(1)Twenty-onehundredthsof1percentoftheaccruedactuarialliabilityoftheretirementsystem.

(2)Twomilliondollars($2,000,000),asadjustedannuallybytheamountoftheannualcostoflivingadjustmentcomputedinaccordancewithArticle16.5(commencingwithSection31870).

(b)Expendituresforcomputersoftware,computerhardware,andcomputertechnology

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consultingservicesinsupportofthesecomputerproductsshallnotbeconsideredacostofadministrationoftheretirementsystemforpurposesofthissection.

(AddedbyStats.1973,Ch.269,p.665,Sec.2)(AmendedbyStats.1976,Ch.253,p.526,Sec.1)(AmendedbyStats.1979,Ch.55,p.136,Sec.2)(AmendedbyStats.1983,Ch.433,Sec.1)(AmendedbyStats.1989,Ch.1300,Sec.2)(AmendedbyStats.1990,Ch.419(AB2819),Sec.5)(AmendedbyStats.2002,Ch.74(AB1992),Sec.4)(AmendedbyStats.2007,Ch.327(AB1124),Sec.2)(AmendedbyStats.2010,Ch.663(AB609),Sec.1)(AmendedbyStats.2014,Ch.244(SB673),Sec.5)(AmendedbyStats.2015,Ch.223(AB1291),Sec.4)

§31580.3. (Repealed January 1, 2013) Expenditures for software, hardware, and computer technology(AddedbyStats.2003,Ch.95(AB374),Sec.1,RepealedbyitsowntermsJanuary1,

2007)(AddedbyStats.2007,Ch.327(AB1124),Sec.3)(RepealedbyStats.2010,Ch.663(AB609),Sec.2)

§31581. County contribution; rateAfterthedateasystembecomesoperativetheboardofsupervisorsshall,inthe

preparationandadoptionofthecountybudget,addtotheappropriationforsalariesandwagesandincludethereinanappropriationdeterminedpursuanttoSections31453,31453.5and31454.Untilsuchdeterminationtheadditionalappropriationsshallequal23.77percentofthetotalcompensationprovidedforallsafetymemberscoveredbyArticle7.5(commencingwithSection31662)and8.85percentofthetotalcompensationprovidedforallotheremployeeswhoaremembersoftheretirementassociation.

(AmendedbyStats.1971,Ch.224,Sec.2,EffectiveJune28,1971)

§31581.1. Election to pay up to one-half of contributions normally required of members; resolution by board of supervisors(a)Theboardofsupervisorsmayelecttopayuptoone-halfofthecontributions

normallyrequiredofmembersforanyperiodoftimedesignatedintheresolutionprovidingforsuchpayment.Thepaymentsshallnotbecomepartoftheaccumulatedcontributionsofthemember.Thesepaymentsmaybemadewithrespecttoemployeesinoneormorebargainingunitsirrespectiveofwhethertheyaremadewithrespecttootheremployees.

(b)ThissectionshallnotapplytomemberswhoaresubjecttoSection7522.30.(AddedbyStats.1976,Ch.1420,Sec.2)(AmendedbyStats.2013,Ch.247(AB1380),Sec.16)

§31581.2. Agreement to pay any portion of contributions normally required of members; resolution not to create vested rights(a)Theboardofsupervisorsorthegoverningbodyofthedistrictmayagreetopayany

portionofthecontributionsrequiredtobepaidbyamember.Allpaymentsshallbeinlieuofwagesandshallbereportedsimplyasnormalcontributionsandshallbecreditedtomemberaccounts.

(b)Theenactmentofaresolutionpursuanttothissectionshallnotcreatevestedrights

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inanymember.Theboardofsupervisorsorthegoverningbodyofthedistrictmayamendorrepealtheresolutionatanytime,subjecttotheprovisionsofSections3504and3505,oranysimilarruleorregulationofthecountyordistrict.

(c)ThissectionshallnotapplytomemberswhoaresubjecttoSection7522.30.(AmendedbyStats.1989,Ch.202,Sec.1)(AmendedbyStats.1997,Ch.223,(AB1598),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.17)

§31582. Transfer from appropriation to retirement fund; amount; advance payment(a)Thecountyauditorshallcertifytotheboardattheendofeachmonthorattheend

ofeachpayperiodthecompensationearnable,asdefinedinSection31461,paidtoallsafetymembersoftheretirementassociationcoveredbyArticle7.5(commencingwithSection31662)andthecompensationearnable,asdefinedinSection31461,paidtoallothermembersoftheretirementassociation,andtheauditorshallthereupontransferfromtheappropriationtotheretirementfundthepercentageofthisamountdeterminedpursuanttoSections31453,31453.5,and31454.Untilthatdetermination,theamountofthetransfershallbe23.77percentofthecompensationearnable,asdefinedinSection31461,paidtoallsafetymemberscoveredbyArticle7.5(commencingwithSection31662)and8.85percentofthecompensationearnable,asdefinedinSection31461,paidtoallothermembers.

(b)Theboardofsupervisorsmayauthorizethecountyauditortomakeanadvancepaymentofallorpartofthecounty’sestimatedannualcontributiontotheretirementfund,providedthatthepaymentismadewithin30daysafterthecommencementofthecounty’sfiscalyear.Iftheadvanceisonlyapartialpaymentofthecounty’sestimatedannualcontribution,transfersfromtheappropriationtotheretirementfundshallbemadeattheendofeachmonthorattheendofeachpayperioduntilthetotalamountestimatedfortheyeariscontributed.Thisamountshallbeadjustedattheendofthefiscalyeartoreflecttheactualcontributionrequiredforthatyear.

(c)(1)AdistrictsubjecttoSection31585mayalsoauthorizeanadvancepaymentofallorpartofthedistrict’sestimatedannualcontributiontotheretirementfund,providedthatthepaymentismadewithin30daysafterthecommencementofthedistrict’sfiscalyear.Iftheadvanceisonlyapartialpaymentofthedistrict’sestimatedannualcontribution,paymentstotheretirementfundshallbemadeattheendofeachmonthorattheendofeachpayperioduntilthetotalamountestimatedfortheyeariscontributed.Thisamountshallbeadjustedattheendofthefiscalyeartoreflecttheactualcontributionrequiredforthatyear.

(2)Thissubdivisionshallonlyapplytoadistrictthatispartofaretirementsysteminacountyoftheseventhclass,asdescribedinSection28020.

(AmendedbyStats.1979,Ch.95,Sec.2)(AmendedbyStats.2000,Ch.203,(AB2841),Sec.1)(AmendedbyStats.2010,Ch.158(SB1479),Sec.2)

§31582.1. Certification requirements of Section 31582; provisions to foregoInanycountyinwhichtheboardofretirementsoprovides,thecountyauditorshallnot

berequiredtomakethecertificationsrequiredbySection31582.(AddedbyStats.1974,Ch.1317,Sec.1)

§31584. Failure of board to make appropriations or transfersTheboardofsupervisorsshallmaketheappropriations,andifitfailsorneglectsto

maketheappropriations,thecountyauditorshalltransferfromanymoneyavailableinanyfundinthecountytreasurythesumsspecifiedbythischapterandthistransfershallhavethe

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sameforceandeffectasitwouldhavehadiftherequiredappropriationhadbeenmadebytheboardofsupervisors.

(AmendedbyStats.1973,Ch.517,Sec.1)

§31585. Contributions by districtsWhenanydistrictbecomesapartoftheretirementsystem,thesameappropriationsand

transfersoffundsshallbemadeasthoserequiredofthecountyinthisarticle,andsuchchargesarelegalchargesagainstthefundsofthedistrict.

(AddedbyStats.1947,Ch.424,Sec.1)

§31585.1. Election of employee paid from county school service fund to remain member of county systemWhenanemployeepaidfromthecountyschoolservicefundelectstoremainamember

ofthisretirementsystemasauthorizedbySection1313oftheEducationCode,thesameappropriations,transfers,anddispositionoffundsshallbemadeasthoserequiredofthecountybythisarticle,andthosechargesarelegalchargesagainstthefundsofthecountyschoolservicefund.

(AddedbyStats.1965,Ch.717,Sec.7,EffectiveJune18,1965)(AmendedbyStats.2006,Ch.538(SB1852),Sec.307)

§31585.2. Appropriations and transfers of funds made pursuant to Section 31585 in Orange County; legal charges against district funds; expenses of administration (Orange)Onandafterthedateadistrict,asdefinedinsubdivision(l)ofSection31468,isincluded

intheretirementsystem,thedistrict’sappropriationsandtransfersoffundsmadepursuanttoSection31585shallbelegalchargesagainstthefundsofthedistrictandshallbepartoftheexpenseofadministrationoftheretirementsystempursuanttoSection31580.2.

(AddedbyStats.2002,Ch.74(AB1992),Sec.5,EffectiveJune27,2002,asanurgencystatute)

§31586. Payments into fund as obligations of county or districtAllpaymentsofthecountyorofanydistrictintotheretirementfund,whethermade

pursuanttothisarticleormadepursuanttolaw,areobligationsofthecountyordistrict.(AddedbyStats.1947,Ch.424,Sec.1)

§31587. Application of contributionsTheboardshallapplythecontributionsofthecountyordistricttoitsobligationsunder

thesystemintheorderandamountsasfollows:First,inanamountequalduringeachfiscalyeartotheliabilityaccruingtothecountyor

districtbecauseofservicerenderedduringsuchyearandonaccountofserviceanddisabilitypensions,inanamountdeterminedbytheactuarialvaluationasinterpretedbytheactuary.

Second,inanamountequalduringeachfiscalyeartothepaymentsmadefromcontributionsbythecountyordistrictduringtheyearfordeathbenefits.

Third,thebalanceofsuchcontributionsontheliabilitiesaccruedonaccountofpriorservicebenefits.

(AddedbyStats.1947,Ch.424,Sec.1)

§31588. “Employees retirement fund”Atrustfundaccounttobedesignatedas“employeesretirementfund”shallbeopened

uponthebooksoftheretirementboard,ortreasurerandauditorifauthorizedbytheboard,of

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anycountyadoptingthisretirementsystem.The“employeesretirementfund”shallbeatrustfundcreatedorcontinuedand

administeredinaccordancewiththischapter,solelyforthebenefitofthemembersandretiredmembersofthesystemandtheirsurvivorsandbeneficiaries.

Nothinginthissectionshallbeconstruedtoprohibittheretirementboardpayingadministrativecosts,alreadyauthorizedortobeauthorized,ortoprohibitthetransferofsurplusfundstocountyadvancereserves.

(AmendedbyStats.1979,Ch.427,Sec.1)(AmendedbyStats.1995,Ch.584(AB1021),Sec.4.5)

§31588.1. Deferred yield adjustment accountThereisherebyestablishedintheCountyEmployees’RetirementSystemadeferred

yieldadjustmentaccountwhichshallbeincreasedbythesaleordispositionofanydebtsecuritiesatlessthanbookvalueandshallbedecreasedbythesaleordispositionofdebtsecuritiesatmorethanbookvalue.Attheendofeachyear,aportionofthebalanceofthisaccountshallbeoffsetagainsttheinvestmentincomeforthatyear.Theannualportionofthebalancetobeoffsetshallbeproportionaltothereciprocaloftheaverageremaininglifeofthebondssold.Theamountofthisaccountshallbeincludedinanyaccountingoractuarialcomputationsorlistingofassets.Inanyyearinwhichthegainsonthesalesofdebtsecuritiesexceedthediscountsrealizedonthesalesofsuchsecurities,theexcessshallbeusedtoreducethebalanceoftheaccount.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1974,Ch.1366,Sec.1)

§31588.2. Expending of funds; limitation to administration of system, investments, benefits to membersNotwithstandinganyotherprovisionoflaw,nofundsintheretirementfundshallbe

expendedforanypurposeotherthantheexpenseofadministrationofthesystem,investmentsforthebenefitofthesystem,andtheprovisionofbenefitstothemembersandretiredmembersofthesystemandtheirsurvivorsandbeneficiaries.

(AddedbyStats.1983,Ch.923,Sec.3)

§31589. Accounting as to transfers or payments to systemAlltransfersorpaymentstotheretirementsystemandallwithdrawalsandothercash

transactions,shallbeaccounteduponthebooksoftheretirementboard,ortreasurerandauditor,ifauthorizedbytheboard,inandoutoftheretirementfund,inthesamemannerascountytransactions.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.1995,Ch.584(AB1021),Sec.5)

§31589.1. Trade of bonds for similar bondsThereisherebyestablishedforaccountingpurposesintheCountyEmployees

RetirementLawof1937thefollowingprocedurefortreatingatradeofbondsforsimilarbonds.Anylossorgainattributabletoatradeofalikebondintheportfolioofanyretirementsystemadoptedpursuanttothischaptermaybeamortizedoverthelifeofthebondtradedoutbyaddingtoorsubtractingfromthediscountorpremiumattributabletothebondtradedin.Likebondsforpurposesofthissectionareconsideredtobebondswhichwillmaturewithinseven

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yearsofthelifeofthebondtradedout.Bondstobetradedmustbeofthefirstfourgrades.Thefactthatonebondmaybeadebentureandanotheramortgagebond,orthatthebondsmayhavedifferentratesofreturn,shallnotkeepthemfrombeinglikebonds.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1974,Ch.1366,Sec.2)

§31590. Warrants, checks, and electronic fund transfers; signature and authorization; validity; direct deposit of electronic fund transfers; authorization of benefit payments issuance by banks(a)Allwarrants,checks,andelectronicfundtransfersdrawnontheretirementfund

shallbesignedorauthorizedbyatleasttwoboardofficersoremployees,designatedbytheboardorbythetreasurerifdesignatedbytheboard.Ifthetreasurerisdesignatedbytheboard,theboardshallalsodesignatetheauditortosignorauthorizewarrants,checks,andelectronicfundtransfers.Theauthorizationmaybebyblanketauthorizationofallwarrants,checks,orelectronicfundtransfersappearingonalistorregister,ormaybebyastandingordertodrawwarrants,checks,orelectronicfundtransfers,whichshallbegooduntilrevoked.Ifthetreasurerandauditoraredesignatedbytheboard,awarrant,check,orelectronicfundtransferisnotvaliduntilitissignedorauthorized,numbered,andrecordedbythecountyauditor,exceptasprovidedinsubdivision(c).

(b)Anypersonentitledtothereceiptofbenefitsmayauthorizethepaymentofthebenefitstobedirectlydepositedbyelectronicfundtransferintotheperson’saccountatthefinancialinstitutionoftheperson’schoiceunderaprogramfordirectdepositbyelectronictransferestablishedbytheboardortreasurerifauthorizedbytheboard.Thedirectdepositshalldischargethesystem’sobligationinrespecttothatpayment.

(c)Theboardmay,or,ifauthorizedbytheboard,thetreasurershall,authorizeatrustcompanyortrustdepartmentofanystateornationalbankauthorizedtoconductthebusinessofatrustcompanyinthisstateortheFederalReserveBankofSanFranciscooranybranchthereofwithinthisstate,toprocessandissuepaymentsbycheckorelectronicfundtransfer.

(AmendedbyStats.1995,Ch.584(AB1021),Sec.6)(AmendedbyStats.1996,Ch.493(SB792),Sec.5)

§31591. Interest credits; rate; termination of interest on cessation of membership(a)RegularinterestshallbecreditedsemiannuallyonJune30thandDecember31sttoall

contributionsintheretirementfundwhichhavebeenondepositforsixmonthsimmediatelypriortothatdate.Interestattherateof2½ percentperannum,untilotherwisedeterminedbytheboard,compoundedsemiannually,shallbeusedinthecalculationofbenefitsunderanymortalitytableadoptedbytheboardofsupervisors.

(b)Nointerestshallbecreditedtoamember’saccountafterthemembershipofthememberintheretirementassociationhasceased,exceptunderthefollowingcircumstances:

(1)Theformermemberhaslefthisorheraccumulatedcontributionsintheretirementfundandhaseitherelectedinwritingadeferredretirementallowance,oriseligibletosoelectunderSection31700buthasfailedtodoso.

(2)Thesurvivingspouseofadeceasedmemberorthelegallyappointedguardianofthemember’sunmarriedchildrenunderage18haselectedtoleaveadeathbenefitondepositasprovidedforinSection31781.2.

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(3)Theformermember,regardlessofservice,haslefthisorheraccumulatedcontributionsintheretirementfundandhasnotterminatedemployment.

(AmendedbyStats.1995,Ch.457(AB847),Sec.1)(AmendedbyStats.1997,Ch.43(SB419),Sec.1)

§31592. Excess interest as reserve against contingenciesEarningsoftheretirementfundduringanyyearinexcessofthetotalinterestcredited

tocontributionsandreservesduringsuchyearshallremaininthefundasareserveagainstdeficienciesininterestearningsinotheryears,lossesoninvestmentsandothercontingencies,exceptasprovidedinSections31529.5and31592.2.

(AmendedbyStats.1977,Ch.202,Sec.2)

§31592.2. Excess interest; disposition(a)Inanycounty,earningsoftheretirementfundduringanyyearinexcessofthetotal

interestcreditedtocontributionsandreservesduringsuchyearshallremaininthefundasareserveagainstdeficienciesininterestearningsinotheryears,lossesoninvestments,andothercontingencies,exceptthat,whensuchsurplusexceeds1percentofthetotalassetsoftheretirementsystem,theboardmaytransferall,oranypart,ofsuchsurplusinexcessof1percentofthesaidtotalassetsintocountyadvancereservesforthesolepurposeofpaymentofthecostofthebenefitsdescribedinthischapter.

(b)Wheretheboardofsupervisorshasprovidedforthepaymentofall,oraportion,ofthepremiums,dues,orotherchargesforhealthbenefits,Medicare,orthepaymentofaccruedsickleaveatretirementtoorforall,oraportion,ofofficers,employees,andretiredemployeesandtheirdependents,fromthecountygeneralfundorothersources,theboardofretirementmayauthorizethepaymentofall,oraportion,ofpaymentsofthebenefitsdescribedinthissubdivisionfromthecountyadvancereserves.ThispaymentshallcomplywiththerequirementsofSection401ofTitle26oftheUnitedStatesCode.PaymentmaybemadedirectlyfromthecountyadvancereservesforthebenefitsdescribedinSection31691.1.

(AmendedbyStats.1980,Ch.1116,Sec.1,EffectiveSeptember26,1980)(AmendedbyStats.2014,Ch.740(AB2473),Sec.6)

§31592.3. Excess earnings; reserve; transfer to increase retirement allowanceInanycounty,earningsoftheretirementfund,inexcessofthetotalinterestcreditedto

contributionsandreservesshallremaininthefundasareserveagainstdeficienciesininterestearningsinotheryears,lossesoninvestments,andothercontingencies,exceptthatwhenthetotalamountinthereserveexceeds1percentofthetotalassetsoftheretirementsystem,theboardmaytransferalloranypartofsuchreserveinexcessof1percentofthetotalassetsintoaspecialfundwhichshallbeusedforthesolepurposeofprovidinganincreaseinmonthlyretirementallowancepursuanttoSection31681.7orSection31739.4.IntheeventtheamountcreditedtothespecialfundisnotsufficienttopaytheentireamountoftheincreaseprovidedforbySection31681.7orSection31739.4thentheamountoftheincreaseshallbereducedinproportiontotheamountofthebalanceonhandinthespecialfundatthecloseofthefiscalyearprecedingthefiscalyearduringwhichsuchincreaseisoperative.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinance,maketheprovisionsofthissectionapplicableinsuchcounty.TheboardofsupervisorsmayinsuchordinanceprovidethattheincreaseinmonthlyretirementallowanceprovidedforbySection31681.7or31739.4shallbeeffectiveonlysubjecttotheprovisionsofthissection.

(AmendedbyStats.1968,Ch.94,Sec.1,EffectiveMay10,1968)

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§31592.4. Excess earnings; treatment as appropriations, transfers and contributions by county and applicable districts; "excess earnings" defined; compliance with federal and state income tax laws; operation of section(a)Theamountofexcessearningsavailableattheendofafiscalyearoftheretirement

fund,shall,subjecttothelimitationsinthissection,betreatedintheimmediatelysucceedingfiscalyear,forallpurposesunderthischapter,asappropriations,transfers,andcontributionsmadetotheretirementfundbythecountyandapplicabledistricts.Thattreatmentshalloccuronlytotheextentthat,intheimmediatelysucceedingfiscalyear,thecountyandapplicabledistrictspayforanequalamountofhealthbenefitsformembersheretoforeorhereafterretiredandtheirdependentsormakecontributionsinanequalamounttoanaccountestablishedunderSection401(h)ofTitle26oftheUnitedStatesCodesolelyforthepurposeofprovidinghealthbenefitsforretiredmembers,theirspouses,anddependents,andfortheassociatedadministrativeandinvestmentexpenses.

(b)Forpurposesofthissection,“excessearnings”meansearningsoftheretirementfundattheendofanyfiscalyearthatexceedthetotalinterestcreditedtocontributionsandreservesplus1percentofthetotalassetsoftheretirementfund.

(c)Theboardofsupervisorsortheboardofretirementshalltakeanyactionsnecessaryandappropriatetoensurethattheprogramprovidedbythissectioncomplieswithallapplicablefederalandstateincometaxlaws,including,butnotlimitedto,establishingrulesandproceduresforestablishingandmaintaininganaccountunderSection401(h)ofTitle26oftheUnitedStatesCode.

(d)InaccordancewithSection401(h)ofTitle26oftheUnitedStatesCodeandSection1.401-14(c)oftheCodeofFederalRegulations:

(1)Theretirementsystemshallspecifythemedicalbenefitsthatwillbeavailableandshallsetouttheamountthatwillbepaid.

(2)Medicalbenefitsshallbesubordinatetotheretirementbenefitswhenaddedtoanylifeinsurancebenefits.

(3)Aseparateaccountshallbemaintainedforcontributionstofundthemedicalbenefits.

(4)Thefundsintheseparateaccountmaybeinvestedwiththefundsforretirementbenefitsandtheearningsshallbeallocatedtoeachaccountinareasonablemanner.

(5)Amountscontributedformedicalbenefitsshallbereasonableandascertainable.(6)Nopartofthemedicalbenefitsaccountmaybeusedforordivertedtoany

purposeotherthanprovidingmedicalbenefitsandpayingnecessaryorappropriateexpensesfortheadministrationofthemedicalbenefitsaccount.

(7)Anyamountsremaininginthemedicalbenefitsaccountaftersatisfactionofallmedicalbenefitsliabilitiesforallmembers,theirspouses,anddependentsshallbereturnedtotheemployer.

(8)Ifamember’sinterestinthemedicalbenefitsaccountisforfeitedpriortoplantermination,anamountequaltotheforfeitureshallreduceemployercontributionstofundtheaccount.

(e)ExcepttotheextentallowedbySections401and420ofTitle26oftheUnitedStatesCode,andrelatedfederalregulations,assetsshallnotbetransferredorotherwisepaidfromthefundsheldbytheretirementsystemforretirementbenefitstoamedicalbenefitsaccount.Assetsshallnotbetransferredorotherwisepaidfromamedicalbenefitsaccounttothefundsheldbytheretirementsystemforretirementbenefits.

(f)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisorsandtheboardofretirementofthecounty,byresolutionadoptedbyamajorityvoteofeachboard,makethissectionoperativeinthecounty.

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(g)Thissectionisnotintended,andshallnotbeconstruedto,affectthevalidityofanyagreemententeredintobyacountyandaretirementassociationwherebyacountyhasagreedtoprovideandfundahealthinsuranceprogramforretiredemployeesandtheirdependentsforhospitalservices,medicalservices,dentalservices,andopticalservices,priortotheeffectivedateofthissection.

(h)Thissectionestablishesamethodofprovidinghealthbenefitsforretiredmembers,theirspouses,anddependentstotheextentallowedunderSections31592.2and31691.Thissectiondoesnotauthorizeduplicatebenefits.

(i)ThissectionmaybemadeapplicableinanycountythathasadoptedArticle5.5(commencingwithSection31610),inwhichcasetheSupplementalRetireeBenefitsReserveshallbesubstitutedfortheexcessearningsdescribedinthissection.ThissectionalsomaybemadeapplicabletoanyarrangementestablishedunderArticle8.6(commencingwithSection31694).

(AddedbyStats.1992,Ch.733,Sec.1,EffectiveJanuary1,1993)(AmendedbyStats.2014,Ch.740(AB2473),Sec.7)

§31592.5. Notice to organization recognized by board as representing retired county or district employees of proposed changes to retirement benefits or use or uses of excess retirement system fundsTheboardshallprovidetoanyrecognizedretireeorganizationreasonableadvance

noticeofanyproposedchangestotheretirementbenefitsofferedbythesystemortheuseorusesofexcessfundsoftheretirementsystem.Theorganizationshallhaveareasonableopportunitytocommentpriortoanyformalactionbytheboardontheproposedchanges.

(AmendedbyStats.2012,Ch.178(SB1382),Sec.4)(AddedbyStats.2003,Ch.191(SB270),Sec.1asG.C.Section31537.RenumberedbyStats.2004,Ch.441(AB979),Sec.2)

§31592.6. Board assistance in distributing communications to members; reasonable fee for mailingsInorderforarecognizedretireeorganizationtofulfillitsobligationstotheretired

membersofthesystemandtocommunicatewiththem,upontheorganization’srequesttheboardshallcooperatewithandassisttheorganizationindistributingcommunicationsregardingmembershipinandretireebenefitprogramsavailablethroughtheorganizationtoalloraportionofthoseretiredmembers.Thecontentofthosecommunicationsshallbewhollytheresponsibilityoftherecognizedretireeorganization,andtheboardshallnothaveanyliabilityforthecontentofthosecommunications.Cooperationandassistanceindistributionmayconsistofcombinedorseparatemailings.Theboardmaychargeareasonablefeeforthosemailings,whichmaynotexceedtheactualcoststothesystem,includingstafftimeforpreparationofthemailings.

(AddedbyStats.2012,Ch.178(SB1382),Sec.5)

§31593. Audit and reportTheretirementboardshallconductanauditoftheretirementsystematleastonceevery

12monthsandreportuponitsfinancialcondition.Theretirementboardmayretaintheservicesofacertifiedpublicaccountanttoperformtheannualaudit.Thatauditshallbeperformedinaccordancewithgenerallyacceptedauditingstandards.Thecostoftheauditshallbeconsideredacostoftheadministrationoftheretirementsystem.Theauditreportshalladdressthefinancialconditionoftheretirementsystem,internalaccountingcontrols,andcompliance

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withapplicablelawsandregulations.Acopyoftheauditreportshallhefiledwiththeboardofsupervisors.

Nothinginthissectionshallprecludetheretirementboardfromselectingthecountyauditortoperformtheannualaudit,andifsodone,thecostofthatauditshallheconsideredacostoftheadministrationoftheretirementsystem.

Attherequestofthecountyboardofsupervisors,thecountyauditormayaudittheaccountsoftheretirementsystem.Theexpenseofthatauditshallnotbeacostchargeablebythecountytotheretirementsystem.

(AddedbyStats.1947,Ch.424,Sec.1)(RepealedandaddedbyStats.1998,Ch.109(AB1766),Sec.5and6)

§31594. Investment of fundsItistheintentoftheLegislature,consistentwiththemandateofthevotersinpassing

Proposition21attheJune5,1984,PrimaryElection,toallowtheboardofanyretirementsystemgovernedbythischaptertoinvestinanyformortypeofinvestmentdeemedprudentbytheboardpursuanttotherequirementsofSection31595.ItisalsotheintentoftheLegislaturetorepeal,oramendasappropriate,certainstatutoryprovisions,whethersubstantiveorproceduralinnature,thatrestricttheform,type,oramountofinvestmentsthatwouldotherwisebeconsideredprudentunderthetermsofthatsection.Thiswillincreasetheflexibilityandrangeofinvestmentchoiceavailabletotheseretirementsystems,whileensuringprotectionoftheinterestsoftheirbeneficiaries.

(RepealedandaddedbyStats.1984,Ch.1738,Sec.5,EffectiveSeptember30,1984)

§31595. Control of investments; authority to invest assets; discharge of dutiesTheboardhasexclusivecontroloftheinvestmentoftheemployeesretirementfund.

Theassetsofapublicpensionorretirementsystemaretrustfundsandshallbeheldfortheexclusivepurposesofprovidingbenefitstoparticipantsinthepensionorretirementsystemandtheirbeneficiariesanddefrayingreasonableexpensesofadministeringthesystem.ExceptasotherwiseexpresslyrestrictedbytheCaliforniaConstitutionandbylaw,theboardmay,initsdiscretion,invest,ordelegatetheauthoritytoinvest,theassetsofthefundthroughthepurchase,holding,orsaleofanyformortypeofinvestment,financialinstrument,orfinancialtransactionwhenprudentintheinformedopinionoftheboard.

Theboardanditsofficersandemployeesshalldischargetheirdutieswithrespecttothesystem:

(a)Solelyintheinterestof,andfortheexclusivepurposesofprovidingbenefitsto,participantsandtheirbeneficiaries,minimizingemployercontributionsthereto,anddefrayingreasonableexpensesofadministeringthesystem.

(b)Withthecare,skill,prudence,anddiligenceunderthecircumstancesthenprevailingthataprudentpersonactinginalikecapacityandfamiliarwiththesematterswoulduseintheconductofanenterpriseofalikecharacterandwithlikeaims.

(c)Shalldiversifytheinvestmentsofthesystemsoastominimizetheriskoflossandtomaximizetherateofreturn,unlessunderthecircumstancesitisclearlyprudentnottodoso.

(RepealedandaddedbyStats.1984,Ch.1738,Sec.7,EffectiveSeptember30,1984)

§31595.1. County treasurer; control of retirement system funds(a)Theboardmayauthorizethetreasurertocontrolandsafelykeepsomeorallof

themoneysoftheretirementsystem.Ifauthorized,thetreasurermayinvestandreinvestthemoneys,andmayfromtimetotimesellanysecuritiesbelongingtothesystemandmayinvestandreinvesttheproceedstherefrom.Aninvestmentinorsaleofsecuritiesshallnotbemade

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exceptupontheauthorizationoftheboard.(b)Theboard,inlieuofactingpursuanttosubdivision(a),maydelegatetoanother

entitysomeorallofthepowersprescribedinthatsubdivision.(RepealedandaddedbyStats.1984,Ch.1738,Sec.9,EffectiveSeptember30,1984)(AmendedbyStats.1995,Ch.584(AB1021),Sec.7)

§31595.41. Validation of acts; exchange-traded call optionsAllactsmadeordonebytheboardoritsofficersandemployees,onorafterJanuary1,

1983,anduntiltheeffectivedateofthissection,withrespecttoexchange-tradedcalloptionsandrelatedmatters,whichwouldhavebeenvalidifSection31595.4,asamendedbySection1oftheactwhichenactsthissection,hadbeenineffectatthetimetheactsweremadeordoneareherebyratified,confirmed,andvalidated.

(AddedbyStats.1983,Ch.130,Sec.2)

§31595.9. Investments in repurchase agreements or reverse repurchase agreementsNotwithstandingtheprovisionsofSection31595,inadditiontootherinvestments

authorizedbythisarticle,fundsreceivedbythecountytreasurernotrequiredforcurrentdisbursementsmaybeinvestedinrepurchaseagreementsorreverserepurchaseagreementsofanysecuritiesauthorizedbythisarticle.

Forpurposesofthissection,“repurchaseagreement”meansapurchaseofsecuritiesbytheboardpursuanttoanagreementbywhichthesellerwillrepurchasethesecuritiesonorbeforeaspecifieddateandforaspecifiedamount.

Forpurposesofthissection,“reverserepurchaseagreement”meansasaleofsecuritiesbytheboardpursuanttoanagreementbywhichtheboardwillrepurchasethesecuritiesonorbeforeaspecifieddateandforaspecifiedamount.

(AddedbyStats.1983,Ch.534,Sec.2)

§31596. Sale of securities; treasurer’s duties and liabilities; custodian of securities(a)Whensecuritiesbelongingtoorheldfortheretirementassociationaresold,the

countytreasurershalldeliverthesecuritiestothepurchaseruponreceivingtheproceeds,andmayexecuteanyandalldocumentsnecessarytotransfertitle.Thedutiesimposeduponthecountytreasurerbythisarticleareapartofhisorherofficialduties,forthefaithfulperformanceofwhichheorsheisliableonhisorherofficialbond.

(b)Theboardmay,orifauthorizedbytheboard,thetreasurershallauthorizeastateorfederallychartereddepositoryinstitution,thedepositsofwhichareinsuredbytheFederalDepositInsuranceCorporation,oranytrustcompanylicensedunderstateorfederallawtoconductthebusinessofatrustcompanyoranyFederalReserveBank,toactascustodianofanysecuritiesownedbytheretirementassociation.Inthatcase,thedutiesimposedbysubdivision(a)uponthecountytreasurershallinsteadbeperformedbytheboardandshallbeincludedinanyagreementforcustodialservices.Anyofthesebanksortrustcompaniesmaybeauthorizedtocollecttheincomefromthesecuritiesanddeposittheproceedsinanaccountestablishedbytheboardfortheretirementassociation.

(AmendedbyStats.1995,Ch.584(AB1021),Sec.8)(AmendedbyStats.1999,Ch.771(AB731),Sec.1)

§31596.1. Expenses of investing moneysTheexpensesofinvestingitsmoneysshallbebornesolelybythesystem.Thefollowingtypesofexpensesshallnotbeconsideredacostofadministrationofthe

retirementsystem,butshallbeconsideredasareductioninearningsfromthoseinvestmentsor

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achargeagainsttheassetsoftheretirementsystemasdeterminedbytheboard:(a)Thecosts,asapprovedbytheboard,ofactuarialvaluationsandservicesrendered

pursuanttoSection31453.(b)Thecompensationofanybankortrustcompanyperformingcustodialservices.(c)Whenaninvestmentismadeindeedsoftrustandmortgages,thefeesstipulatedin

anyagreemententeredintowithabankormortgageservicecompanytoservicesuchdeedsoftrustandmortgages.

(d)Anyfeesstipulatedinanagreemententeredintowithinvestmentcounselforconsultingormanagementservicesinconnectionwiththeadministrationoftheboard’sinvestmentprogram,includingthesystem’sparticipationinanyformofinvestmentpoolsmanagedbyathirdpartyorparties.

(e)ThecompensationtoanattorneyforservicesrenderedpursuanttoSection31607orlegalrepresentationrenderedpursuanttoSection31529.1.

(AmendedbyStats.1992,Ch.1047,Sec.3,EffectiveJanuary1,1993)

§31597. Annual financial statementBeforeJune30thofeachyeartheretirementboardshallfileintheofficeofthecounty

auditorandwiththeboardofsupervisorsaswornstatementthatshallexhibitthefinancialconditionoftheretirementsystematthecloseoftheprecedingDecember31standitsfinancialtransactionsfortheyearendingonthatday.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.1995,Ch.584(AB1021),Sec.9)(AmendedbyStats.2003,Ch.520(AB1585),Sec.4)

§31597.1. Alternative financial statement; applicabilityBeforeDecember31ofeachyear,theretirementboardshallfileintheofficeofthe

countyauditorandwiththeboardofsupervisorsaswornstatementthatshallexhibitthefinancialconditionoftheretirementsystematthecloseoftheprecedingJune30thanditsfinancialtransactionsforthefiscalyearendingthatday.Thissectionisnotoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makestheprovisionsofthissectionapplicableinthecounty.Afterthefilingofthefirstfiscalyearaccountingunderthissection,theprovisionsofSection31597donotapplyinthecounty.

(AddedbyStats.1979,Ch.122,Sec.2)(AmendedbyStats.1995,Ch.584(AB1021),Sec.10)(AmendedbyStats.2003,Ch.520(AB1585),Sec.5)

§31597.2. Alternative financial statement; filingInthosecountiesinwhichtheretirementboardhasauthorizedthetreasurertocontrol

andholdtheassetsoftheretirementsystempursuanttosubdivision(a)ofSection31595.1,thetreasurershallberesponsibleforfilingthestatementrequiredbySection31597orSection31597.1,asapplicable.

(AddedbyStats.1995,Ch.584(AB1021),Sec.11)

§31598. Preparation of annual statementTheannualstatementshallbepreparedinaccordancewithgenerallyaccepted

accountingprinciplesonthebasisofpronouncementsoftheGovernmentAccountingStandardsBoardoritssuccessororganization.

(RepealedbyStats.1996;addedbyStats.1996,Ch.680(SB1877),Sec.10and11,respectively)

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§31599. Records of contributionsInadditiontootherrecordsandaccounts,theretirementboard,orthetreasurerif

authorizedbytheboard,shallkeeprecordsandaccountsasarenecessarytoshowatanytime:(a)Thetotalaccumulatedcontributionsofmembers.(b)Thetotalaccumulatedcontributionsofretiredmemberslesstheannuitypayments

madetothemembers.(c)Theaccumulatedcontributionsofthecountyordistrictheldforthebenefitof

membersonaccountofservicerenderedasmembersoftheretirementsystem.(d)Allotheraccumulatedcontributionsofthecountyordistrict,includingtheamounts

availabletomeettheobligationofthecountyordistrictonaccountofbenefitsgrantedtoretiredemployeesandonaccountofpriorserviceofmembers.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.1995,Ch.584(AB1021),Sec.12)

§31600. Benefits payable monthly; exceptionApension,annuity,orretirementallowanceispayableinequalmonthlyinstallments,

butasmallerprorataamountmaybepaidforpartofamonthwhenthepension,annuity,orretirementallowancebeginsafterthefirstdayofthemonthorendsbeforethelastdayofthemonth.

(AddedbyStats.1947,Ch.424,Sec.1)

§31601.1. Investments in realty; counties with board of investmentsIncountieshavingaboardofinvestmentspursuanttoSection31520.2,noinvestment

shallbemadeinrealpropertyunlessitisapprovedbysixvotesoftheboardor,whereacountyboardofsupervisorsoracountyboardofeducationhasamaterialinterestinthepropertyunlessitisapprovedbyninevotesoftheboard.

(AmendedbyStats.1984,Ch.1738,Sec.19,EffectiveSeptember30,1984)

§31602. Home loan program; investment of fundsNotwithstandinganyotherprovisionofthelaw,theboardofretirement,or,incounties

thathaveestablishedaboardofinvestments,theboardofinvestments,mayestablishaprogramutilizingtheretirementfundtoassistsystemmembersandannuitants,throughfinancing,toobtainhomesinthisstate.Theboardshalladoptregulationsgoverningtheprogramwhichshall,amongotherthings,provide:

(a)Thathomeloansbemadeavailabletocurrentlyemployedmembersandannuitantsforthepurchaseofsingle-familydwellings,two-familydwellings,three-familydwellings,four-familydwellings,single-familycooperativeapartments,andsingle-familycondominiums.

(b)Thatprivatelendinginstitutionsinthisstateshalloriginateandserviceitshomeloanspursuanttoagreementsenteredintobetweenthoseinstitutionsandtheboard.

(c)Thattherecipientsoftheloansoccupythehomesastheirpermanentresidenceinaccordancewiththerulesandregulationsestablishedbytheboard.

(d)Thatitshomeloansshallbeavailableonlyforthepurchaseorrefinancingofhomesinthisstateandthatundernoconditionshallamemberorannuitanthavemorethanoneoutstandingloan.

(e)Thattheamountandlengthoftheloansshallbepursuanttoascheduleperiodicallyestablishedbytheboardwhichshallprovidealoantovalueratioof:(1)forthefirstloan,exceptforthree-familydwellingsandfour-familydwellings,amaximumof95percentofthefirstloan;(2)forthefirstloanonthree-familydwellingsandfour-familydwellings,amaximumof90percentofthefirstloan;and(3)foreachadditionalloan,amaximumof80percentofeach

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additionalloan.Theportionofanyloanexceeding80percentofvalueshallbeinsuredbyanadmittedmortgageguarantyinsurerconformingtoChapter2A(commencingwithSection12640.01)ofPart6ofDivision2oftheInsuranceCodeinanamountsothattheunguaranteedportionoftheloandoesnotexceed75percentofthemarketvalueofthepropertytogetherwithimprovementsthereon.

(f)Thattheremaybeprepaymentpenaltiesassessedonitsloaninaccordancewiththerulesandregulationsestablishedbytheboard.

(g)Thatthecriteriaandtermsforitsloansshallprovidethegreatestbenefittomembersandannuitantsconsistentwiththefinancialintegrityoftheprogramandthesoundinvestmentoftheretirementfund.

(h)Anyothertermsandconditionsastheboardshalldeemappropriate.(AmendedbyStats.1991,Ch.1091,Sec.58)

§31603. LoansTheboardofretirementortheboardofinvestments,asapplicable,mayobtainaloan

andpledgeaportionoftheassetsoftheretirementfundassecurityfortherepaymentoftheloaniftheboardfindsallofthefollowing:

(a)Anemergencyexistsaffectingthenationalbankingsystemorfinancialmarkets.(b)Theemergencypreventstheassociationfromreadilyaccessingitsfunds.(c)Theloanisnecessarytopromptlydeliverbenefitswhendue.Theassetsoftheretirementfundpledgedassecurityfortheloanshallbesubjectto

executionandotherprocessesofthecourtonlyinconnectionwithaproceedingtoenforcetheloan.Thecostsassociatedwithsecuringandrepayingtheloan,includinginterest,shallbeachargeagainstinvestmentearningsofthefund.

(AddedbyStats.2003,Ch.520(AB1585),Sec.6)

§31607. Employment of attorneyToassistincarryingoutitsinvestmentpowersanddutiestheboardmayemployan

attorneyinprivatepractice.(AmendedbyStats.1984,Ch.1738,Sec.26,EffectiveSeptember30,1984)

Article 5.5Alternative Financial Provisions

(Article5.5addedbyStats,1983,Ch.886,Sec.4;ArticleapplicableincountiesadoptingitasprescribedbySection31610.Note:Priorto1985,thisarticlecomprisedSections31510to

31510.9)

§31610. Adoption of article; operation of certain sectionsThisarticleshallnotbecomeoperativeinanycountyunlessanduntilitisadoptedby

resolutionofthecountyboardofretirementandthecountyboardofsupervisors,whereupon,thefollowingsectionsshallnotbeoperativeastothatcounty:Sections31453,31529.5,31591,31592,31592.2,31592.3,and31871.

(AddedbyrenumberingSection31510byStats.1984,Ch.193,Sec.54)

§31611. Actuarial valuation; recommendation in change of rate of interest; costAnactuarialvaluationshallbemadewithinoneyearafterthedateonwhichanysystem

establishedunderthischapterbecomeseffective,andthereafteratintervalsnottoexceedthree

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years.Thevaluationshallbeconductedunderthesupervisionofanenrolledactuaryandshallcoverthemortality,service,andcompensationexperienceofthemembersandbeneficiaries,andshallevaluatetheassetsandliabilitiesoftheretirementfund.

Uponthebasisoftheinvestigation,valuation,andrecommendationoftheactuary,theboardshall,atleast60dayspriortothebeginningofthesucceedingfiscalyear,recommendtotheboardofsupervisorssuchchangesintheratesofinterest,intheratesofcontributionsofmembers,incountyanddistrictappropriationsasarenecessary,andappropriatemortalitytables.Inmakingrecommendationstotheboardofsupervisors,theboardshallactwiththecare,skill,prudenceanddiligenceunderthecircumstancesthenprevailingthataprudentpersonactinginalikecapacityandfamiliarwithsuchmatterswoulduseintheconductofanenterpriseofalikecharacterandwithlikeaims.

Noadjustmentshallbeincludedinthenewratesfortimepriortotheeffectivedateoftherevision.Thecostofactuarialvaluationsandinvestigationsmay,inthesounddiscretionoftheboard,bechargedagainsttheearningsoftheretirementfund.

(AddedbyrenumberingSection31510.1byStats.1984,Ch.193,Sec.55)

§31612. “Actuarial rate” defined“Actuarialrate”meanstheinterestassumptionrateestablishedbythemostrecent

actuarialsurveyrecommendedbytheboardofretirementandadoptedbytheboardofsupervisors.

(AddedbyrenumberingSections31510.2byStats.1984,Ch.193,Sec.56)

§31613. “Net earnings” defined“Netearnings”meanstheearningsoftheretirementfundafteraccountingforanydirect

investmentlossesrecognizedduringtheyear,lesstheamountstakenfromtheearningsasspecifiedinsubdivisions(a)and(b):

(a)TheamountsspecifiedinSections31580.2,31580.3,ifapplicable,subdivisions(b)and(d)ofSection31596,ifapplicableandSection31611and31614.

(b)AnyreductionsfromearningsrequiredbySections31588.1and31589.1,ifapplicable.PartorallofanyamountsrequiredbySections31588.1and31589.1maybededucted,atthediscretionoftheboardofretirement,fromtheContingencyReserveAccountasdescribedinSection31616.

(AddedbyrenumberingSection31510.3byStats.1984,Ch.193,Sec.57)

§31614. Employment of attorney; compensation; adoption by countyNotwithstandingSection31529,theboardmaycontractforthelegalservicesofan

attorneyinprivatepracticewhentheboarddetermines,afterconsultationwiththecountycounsel,thatthecountycounselcannotprovidetheboardwithlegalservicesduetoaconflictofinterestorothercompellingreason.Thecompensationoftheattorneyshallbechargedagainsttheearningsoftheretirementfundorpaidfromthecountygeneralfunds.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyrenumberingSection31510.4byStats.1984,Ch.193,Sec.58)

§31615. Interest; credit to contributions, reserves and accounts; calculation of benefitsRegularinterestattheactuarialrate,oratthehighestratepossibleifnetearnings,as

definedinSection31613arenotsufficienttocreditthefullactuarialrate,shallbecreditedsemiannuallyonJune30andDecember31toallcontributions,reserves,andaccountsintheretirementfund,excepttheContingencyReserveAccount,whichhavebeenondepositforsixmonthsimmediatelypriortothosedates.

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Interestattheactuarialrate,compoundedsemiannually,shallbeusedinthecalculationofbenefitsunderanymortalitytableadoptedbytheboardofsupervisors.Nointerestshallbecreditedtoamember’saccountaftertheterminationofthemember’scountyservice,unlessthememberhaselected,inwriting,toleavehisorheraccumulatedcontributionsintheretirementfundandbegrantedadeferredretirementallowance,orthesurvivingspouseofadeceasedmemberorthelegallyappointedguardianofthemember’sunmarriedchildrenunderage18haselectedtoleaveadeathbenefitondepositasprovidedforinSection31781.2.

(AddedbyrenumberingSection31510.5byStats.1984,Ch.193,Sec.59)

§31616. Contingency Reserve Account; placement of retirement fund earnings; balance; useAfterthesemiannualapplicationofSection31615,earningsoftheretirementfundin

excessofthetotalinterestcreditedtocontributionsandreservesshallremaininthefundasareserveagainstdeficienciesininterestearnings,lossesoninvestments,orpaymentsmadepursuanttoSection31588.1or31589.1,ifapplicable.

ThesefundsshallbeplacedinanaccountknownhereafterastheContingencyReserveAccount.Thesizeofthisaccountshallbedeterminedsemiannuallybytheboardbutshallnotexceed3percentofthetotalassetsoftheretirementfund.

If,attheendofanysemiannualperiod,thebalanceoftheContingencyReserveAccountfallsbelow1percentofsystemassets,theboardshall,bytheendofthesubsequentsemiannualperiod,providefundsfromearningsoffundassetsfromthesubsequentsemiannualperiod,tobringtheleveloftheContingencyReserveAccounttoatleast1percentofsystemassets.

NofundsintheContingencyReserveAccountshallbeavailableforthepaymentofbenefits.

NetearningsremainingaftertheapplicationofthissectionshallbeappliedasprovidedinSections31617,31618,and31619.

(AddedbyrenumberingSection31510.6byStats.1984,Ch.193,Sec.60)

§31617. Cost-of-living contributionsIneachcountyhavinganagreementpriortoJanuary1,1983,thatafixedpartofthe

requiredArticle16.5(commencingwithSection31870)cost-of-livingcontributionsshallcomefromexcessinterestearningsonthefund,afterthesemiannualapplicationofsections31615and31616,thebalanceofnetearnings,asdefinedinSection31613,shallbeusedtopaythosecontributions.

(AddedbyrenumberingSection31510.7byStats.1984,Ch.193,Sec.61)

§31618. Supplemental Retiree Benefit Reserve; establishment; balance; transfers; distributionTheboardshallestablishaSupplementalRetireeBenefitReserveintheretirement

systemconsistingofanyamountpreviouslyinthereserveagainstdeficiencies,whichonthedateofadoptionofthisarticle,exceeds3percentoftheassetsoftheretirementfund,oranylesseramount,asdeterminedbytheboard.Innoevent,however,shallthebalanceofthecontingencyReserveAccountbereducedbelow1percentofsystemassetsforthispurpose.TheSupplementalRetireeBenefitReserveshallbeusedonlyforthebenefitofretiredmembersandbeneficiaries.

Commencingonthedateofadoptionofthisarticle,thereshallbeasemiannualtransferintothisreserveof50percentofthebalanceofnetearnings,asdefinedinSection31613,aftercreditingallaccountspursuanttoSection31615,rebuildingtheContingencyReserveAccountpursuanttoSection31616andpayingthepartofthecost-of-livingcontributionspursuanttoSection31617,ifapplicable.

ThedistributionoftheSupplementalRetireeBenefitsReserveshallbedeterminedbytheboard.

(AddedbyrenumberingSection31510.8byStats.1984,Ch.193,Sec.62)

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§31618.5. Transfer to fund administrative costs of programs reimbursed by Supplemental Retiree Benefits Reserves; application (Alameda)(a)Theboardshallannuallytransfer,fromtheadministrativebudgetestablished

pursuanttoArticle5(commencingwithSection31580),anamountsufficienttofundtheadministrativecostsoftheprogramsreimbursedbytheSupplementalRetireeBenefitsReserve.

(b)ThissectionshallonlyapplytoacountyofthefourthclassasdescribedinSection28020.

(AddedbyStats.2010,Ch.158(SB1479),Sec.3)

§31619. Credit of remaining net earningsRemainingnetearnings,afterthesequentialapplicationofSections31615and31616and

Section31617,ifapplicable,andSection31618shallbecreditedtoallcontributions,reserves,andaccountsintheretirementfund,excepttheContingencyReserveAccount,inthemannerprescribedinSection31615,exceptthatnofurtherinterestshallbecreditedtotheSupplementalRetireeBenefitReserve,establishedpursuanttoSection31618.

(AddedbyrenumberingSection31510.9byStats.1984,Ch.193,Sec.63)

Article 6Members’ Contributions

(Article6addedbyStats.1947,Ch.424,Sec.1)

§31620. Age basis; sex bias for rates of contribution, allowances or benefits; prohibitionThenormalrateofcontributionofmembersshallbebasedonageatthenearest

birthdayatthetimeofentranceintotheretirementsystem.Notwithstandinganyprovisionsofthischaptertothecontrary,separateratesof

contribution,allowances,orbenefitsformaleandfemalemembersshallnotbemaintainedorestablished.

(AmendedbyStats.1976,Ch.1436,Sec.19.2)

§31620.5. Normal rates of contributions of general and safety members subject to California Public Employees' Pension Reform Act of 2013; determination of amount; exceptionsThenormalratesofcontributionofgeneralandsafetymemberssubjecttotheCalifornia

PublicEmployees’PensionReformActof2013shallbedeterminedpursuanttoSection7522.30subjecttothefollowingexceptions:

(a)Theboardmay,butisnotrequiredto,applytheprovisionsofsubdivision(c)ofSection7522.30thatrequiretheinitialcontributionratetoberoundedtothenearestquarterof1percent.

(b)Subdivision(d)ofSection7522.30shallnotapplytothecontributionratesofmembersofretirementsystemsestablishedpursuanttothischapter.

(AddedbyStats.2013,Ch.247(AB1380),Sec.18)

§31621. Normal rate of contributionThenormalratesofcontributionexceptformemberscoveredbyArticle6.8shallbesuch

aswillprovideanaverageannuityatage60equaltooneonehundred-twentiethofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

(AmendedbyStats.1957,Ch.1161,Sec.1.5)

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§31621.1. Contribution to provide average annuity at age 55IncountiesadoptingSection31676.11thenormalratesofcontributionexceptfor

memberscoveredbyarticle6.8shallbesuchaswillprovideanaverageannuityatage55equalto1/120ofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtothetablesadoptedbytheboardofsupervisorsforeachyearofservicerenderedafterenteringthesystem.

(AddedbyStats.1967,Ch.1155,Sec.1.3)

§31621.2. Contribution to provide average annuity at age 60IncountiesadoptingSection31676.12,thenormalratesofcontribution,exceptfor

memberscoveredbyArticle6.8(commencingwithSection31639)ofthischapter,shallbesuchaswillprovideanaverageannuityatage60equaltooneone-hundredthofthefinalcompensationofmembersnotcoveredbyArticle6.8accordingtotablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

(AmendedbyStats.1975,Ch.899,Sec.1)

§31621.3. Contribution to provide average annuity at age 55; applicability of sectionIncountiesadoptingSection31676.11,31676.13,or31676.14,oradoptingoneof

suchsectionsandthensubsequentlyadoptinganotherofsuchsections,thenormalrateofcontribution,exceptformemberscoveredbyArticle6.8(commencingwithSection31639)ofthischaptershallbesuchaswillprovideanaverageannuityatage55equaltoonetwo-hundred-fortiethofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

Thissectionmaybemadeapplicableinsuchcountiesonthefirstdayofthemonthaftertheboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcounty.

(AmendedbyStats.1976,Ch.1413,Sec.1,EffectiveSeptember30,1976)

§31621.4. Normal rates of contribution; average annuity at age 60ThenormalratesofcontributionexceptformemberscoveredbyArticle6.8shallbe

suchaswillprovideanaverageannuityatage60equaltoonetwo-hundred-fortiethofthefinalcompensationofmembersnotcoveredbyArticle6.8(commencingwithSection31639)ofthischapter,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

Thissectionmaybemadeapplicableinsuchcountiesonthefirstdayofthemonthaftertheboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcounty.

(AddedbyStats.1974,Ch.1379,Sec.2)

§31621.5. Counties adopting Section 31676.12; normal rates of contribution; average annuity at age 60IncountiesadoptingSection31676.12,thenormalratesofcontribution,exceptfor

memberscoveredbyArticle6.8(commencingwithSection31639)ofthischapter,shallbesuchaswillprovideanannualannuityatage60equaltoonetwo-hundredthofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtotablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

Thissectionmaybemadeapplicableinsuchcounties,onthefirstdayofthemonthaftertheboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthat

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thissectionshallbecomeapplicableinsuchcounty.(AddedbyStats.1974,Ch.1379,Sec.3)

§31621.6. Counties adopting Section 31676.15; normal rates of contribution; average annuity age at 55IncountiesadoptingSection31676.15,thenormalratesofcontribution,exceptfor

memberscoveredbyArticle6.8(commencingSection31639)ofthischapter,shallbesuchastoprovideanaverageannuityatage55equaltooneone-hundredthofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

(AddedbyStats.1975,Ch.899,Sec.2)

§31621.7. Normal rates of contribution; average annuity at age 55 (Contra Costa)ThenormalratesofcontributionformemberscoveredbySection31751shallbesuchas

willprovideanaverageannuityatage55equaltoone-threehundredthofthemember’sfinalcompensation,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

UntilrevisedpursuanttoSections31453and31454,thenormalrateofcontributionofeachmemberisthatpercentageofthemember’searnablecompensation,showninthefollowingtableaccordingtothemember’sageatthetimeofentryintotheretirementsystem:

Age of entry Percentage into system of contribution 16 2.93 17 2.93 18 2.93 19 2.93 20 2.93 21 2.93 22 2.93 23 2.94 24 2.94 25 2.95 26 2.96 27 2.97 28 2.98 29 3.00 30 3.02 31 3.04 32 3.06 33 3.08 34 3.10 35 3.12 36 3.15 37 3.17 38 3.20 39 3.22 40 3.25 41 3.28 42 3.31 43 3.34 44 3.37

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Age of entry Percentage into system of contribution 45 3.40 46 3.43 47 3.46 48 3.50 49 3.54 50 3.57 51 3.61 52 3.65 53 3.69 54andover 3.72

(AddedbyStats.1980,Ch.58,Sec.1,EffectiveApril4,1980)

§31621.8. Counties adopting Section 31676.17, 31676.18, or 31676.19; normal rates of contribution; average annuity age at 55IncountiesadoptingSection31676.17,31676.18,or31676.19,thenormalratesof

contribution,exceptformemberscoveredbyArticle6.8(commencingwithSection31639),shallberatesthatprovideanaverageannuityattheageof55yearsequaltooneone-hundredthofthefinalcompensationofmembersnotcoveredbyArticle6.8,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

(AddedbyStats.2001,Ch.782(AB616),Sec.6)

§31621.9. Counties adopting Section 31676.14; normal rates of contribution; application (San Mateo, Stanislaus)

IncountiesadoptingSection31676.14,thenormalratesofcontribution,exceptformemberscoveredbyArticle6.8(commencingwithSection31639),shallbethatwhichwillprovideanaverageannuityatage55equalto1/120ofthefinalcompensationofmembersnotcoveredbyArticle6.8(commencingwithSection31639),accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

Thissectionmaybemadeapplicableincountiesonthefirstdayofthemonthaftertheboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionadoptingthissection.

Thissectionshallapplyonlytoacountyofthe10thor20thclass,asprovidedbySections28020,28031,and28041.

(AddedbyStats.2001,Ch.784(AB867),Sec.2,EffectiveOctober13,2001)(AmendedbyStats.2003,Ch.96,(AB398),Sec.3)

§31621.11. Single rate of contributions; conditions InsteadofthenormalratesofcontributionrequiredbySection31621,31621.1,31621.2,

or31621.8theboardmay,uponactuarialadvice,establishasinglerateofcontributionsapplicabletoallpersonsbecomingmembersafterthissectionismadeoperativeinthatcountybytheboard.However,thisrateshallbesuchastoprovidetheaverageannuitydescribedinSection31621,31621.1,31621.2,or31621.8.

(AmendedbyStats.1973,Ch.99,Sec.1)(AmendedbyStats.2001,Ch.782(AB616),Sec.5)

§31622. Table of percentagesUntilrevisedpursuanttoSection31453and31454,therateofcontributionofeach

membernotcoveredbyArticle6.8isthatpercentageofhisearnablecompensationshowninthefollowingtablesaccordingtoageandsexatthetimeofentryintotheretirementsystem:

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Percentage Percentage Age of entry of contribution, of contribution, into system Male Female 16 6.55 7.02 17 6.59 7.07

18 6.63 7.13 19 6.67 7.19 20 6.71 7.25 21 6.75 7.31 22 6.80 7.38 23 6.85 7.45 24 6.90 7.52 25 6.96 7.61 26 7.01 7.69 27 7.07 7.78 28 7.14 7.87 29 7.20 7.96 30 7.27 8.06 31 7.34 8.16 32 7.42 8.26 33 7.49 8.37 34 7.58 8.48 35 7.66 8.58 36 7.75 8.69 37 7.84 8.80 38 7.93 8.92 39 8.02 9.03 40 8.12 9.15 41 8.22 9.27 42 8.33 9.38 43 8.43 9.51 44 8.54 9.63 45 8.64 9.75 46 8.75 9.88 47 8.86 10.00 48 8.97 10.13 49 9.08 10.26 50 9.20 10.39 51 9.31 10.52 52 9.42 10.65 53 9.54 10.79 54 9.65 10.93 55 9.76 11.07 56 9.88 11.21 57 10.00 11.35 58 10.12 11.49 59 10.25 11.64 60 ____ ___

(AmendedbyStats.1951,Ch.1098,Sec.19)

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§31623. Rate of contribution for members over 59 and aged 16Thenormalrateofcontributionestablishedforage59istherateforanymembernot

coveredbyarticle6.8whohasattainedagreateragebeforeentranceintotheretirementsystem,andthatestablishedforage16istherateforanymembernotcoveredbyArticle6.8whoenterstheretirementsystematalesserage.

(AmendedbyStats.1951,Ch.1098,Sec.20)

§31625. Deduction from first salary or wage warrantExceptasprovidedinSection31625.1,unlessotherwiseprovidedbytheregulations

oftheboardthecontributionshallbedeductedbythecountyauditororotherofficerchargedwiththedutyofdrawingsalaryorwagewarrantsfromthefirstsalaryorwagewarrantdrawnineachmonthinfavorofeachmemberandshallbepaidtothecountytreasurerandplacedtothecreditofeachindividualmember’saccount.

(AmendedbyStats.1959,Ch.1161,Sec.1)

§31625.1. Deductions from salaries or wage warrants drawn semimonthlyInthosecountiesinwhichsalaryorwagewarrantsaredrawnsemimonthly,notto

exceedone-halfthecontributionshallbedeductedbythecountyauditororotherofficerchargedwiththedutyofdrawingsalaryorwagewarrantsfromthefirstsalaryorwagewarrantdrawnineachmonthinfavorofeachmember,andnottoexceedone-halfofsuchdeductionshallbedeductedfromthesecondsalaryorwagewarrantdrawnineachmonthinfavorofeachmember.Suchdeductionsshallbepaidtothecountytreasurerandplacedtothecreditofeachindividualmember’saccount.

(AddedbyStats.1959,Ch.1161,Sec.2)

§31625.2. Members having credit for 30 years' service; nondeduction of contributions(a)Notwithstandinganyotherprovisionsofthischapter,contributionsshallnotbe

deductedfromthesalaryofanymemberhavingcreditfor30years’serviceprovidingthememberwasamemberonMarch7,1973,andremainedinmembershipcontinuouslyuntilcreditedwith30years’service.

(b)Notwithstandingsubdivision(a),contributionsshallnotbedeductedfromthesalaryofanymemberhavingcreditfor30years’ofcontinuousserviceintheretirementassociationofacountyoftheseventhclassasestablishedbySections28020and28028.ThissubdivisionshallnotapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013.

(AmendedbyStats.1982,Ch.454,Sec.76)(AmendedbyStats.1999,Ch.27(AB266),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.19)

§31625.3. Members having credit for 30 years of service; nondeduction of contributions; adoption by counties(a)Notwithstandinganyotherprovisionofthischapter,contributionsshallnotbe

deductedfromthesalaryofanymemberwhowasamemberbeforeorafterMarch7,1973,oftheretirementassociation,anothercountyretirementsystemestablishedunderthischapter,orthePublicEmployees’RetirementSystem,andhastotalreciprocalservicecreditofnotlessthan30yearsintheretirementassociation,orintheretirementassociationandanothercountyretirementsystemestablishedunderthischapter,orthePublicEmployees’RetirementSystem,oracombinationthereof.

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(b)Thissectionshallnotapplyinanycountyunlessanduntilitisadoptedbyamajorityvoteoftheboardofsupervisors.

(c)ThissectionshallnotapplytomemberswhoaresubjecttoSection7522.30.(AmendedbyStats.1998,Ch.116(AB2763),Sec.1)(AmendedbyStats.2000,Ch.317(AB2176),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.20)

§31626. Discharge of obligation by payment of salary less deductionPaymentofsalariesandwageslessthecontributionisfullandcompletedischargeand

acquittanceofallclaimsanddemandswhatsoeverforservicerenderedbymembersduringtheperiodcoveredbysuchpayment,exceptthebenefitsaffordedbythischapter.

(AddedbyStats.1947,Ch.424,Sec.1)

§31627. Additional contributions by memberSubjecttotheregulationsprescribedbytheboard,anymembermayelecttomake

additionalcontributionsatratesinexcessofhisorhernormalcontributions,forthepurposeofprovidingadditionalbenefits.Theexerciseofthisprivilegebyamemberdoesnotrequirethecountyordistricttomakeanyadditionalcontributions.Uponapplication,theboardshallfurnishtothememberinformationconcerningthenatureandamountofadditionalbenefitstobeobtainedbytheadditionalcontributions.

(AmendedbyStats.1993,Ch.25,Sec.1)

§31627.1. Return of additional contributions to member; calculation of annuityAmemberwhohasadditionalcontributionsunderSection31627oftheGovernment

Code,orunderSection315041oftheGovernmentCode,may,within30dayspriortoretirement,electinwritingtohavealloranypartofhisaccumulatedadditionalcontributionsreturnedtohim.Theportionreturnedshallnotbeincludedinthecalculationofthemember’sannuity.

(AddedbyStats.1951,Ch.596,Sec.3)1Repealed

§31627.2. Return of contributions to member; effectInanycountyinwhichtheprovisionsofSection31676.1apply,anymemberwhohas

additionalcontributionsunderSection315041oftheGovernmentCode,orunderSection31627oftheGovernmentCode,mayelectinwritingtohavealloranypartofhisaccumulatedadditionalcontributionsreturnedtohim.Theportionreturnedshallnotbeincludedinthecalculationofthemember’sannuity.Theboardmayorderpaymentinwholeorinpartwithheldforaperiodnottoexceed90daysafterreceiptofsuchwrittenelection.

(AddedbyStats.1955,Ch.249,Sec.1,EffectiveApril26,1955)1Repealed

§31627.6. Additional appropriation by district upon receipt by member of credit for prior serviceWheneveranymemberelectstoreceivecreditforanytimeduringwhichhewas

employedbyadistrictandwasnotamember,underanyprovisionofthischapter,suchdistrictshallmakeanadditionalappropriationequaltotheamountwhichitwouldhaveappropriatedhadsuchmemberbeenamemberduringthetimeforwhichhehaselectedtoobtaincredit.

(AddedbyStats.1957,Ch.1387,Sec.4)

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§31628. Return of contributions on termination; payment orders; service of notice of credit; compliance with Internal Revenue CodeIftheserviceofamemberisdiscontinuedotherthanbydeathorretirement,upon

properapplicationsubmittedtotheretirementboard,heorsheshallbepaidallofhisorheraccumulatedcontributions,inaccordancewiththischapter,minusawithdrawalcharge,ifawithdrawalchargehasbeenprovidedforbytheregulationsoftheboard.Theboardmayorderpaymentinwholeorinpartwithheldforaperiodnottoexceedsixmonthsafterdateofseparation.Ifamemberdoesnotfiletheproperapplication,theboardshallsendtothemember,notmorethan90daysafterterminationofservice,athisorherlastknownaddress,aregisteredorcertifiedletter,returnreceiptrequested,statingthatheorshehasmoneytohisorhercreditonthebooksoftheretirementsystemandthatifheorshedoesnotclaimthemoneywithin10yearsafterdateofnotice,inthecaseofpersonsfirstemployedbeforeJanuary1,1976,orwithinfiveyearsinthecaseofpersonsfirstemployedonandafterJanuary1,1976,themoneywillbedepositedinandbecomeapartofthecurrentpensionreservefund.

(AmendedbyStats.1995,Ch.457(AB847),Sec.3)(AmendedbyStats.1995,Ch.584(AB1021),Sec.13)

§31629. Deposit of contributions on failure of withdrawing member to claim; extended time; return by mailIfaformermemberdoesnotfileproperapplicationforthereturnofhisaccumulated

contributionswithinfiveyearsafterdateofsuchnoticetohim,suchaccumulatedcontributionsshallbedepositedinandbecomeapartofthecurrentpensionreservefund,andthereafterthefundshallnotbeliabletosuchmemberforanyportionofhisaccumulatedcontributions.

However,notwithstandingthefactthatsuchanapplicationhasnotbeenfiled,theboardofretirementmay,initssounddiscretionauthorizethereturnofanydepositaccount90daysafterthe90-daynoticereferredtoinSection31628,providedthattheformeremployeehadlessthanfiveyears’servicecreditwiththecounty.

NoreturnofanydepositaccountmaybemadebymailpursuanttothissectionunlesstheletterprovidedforinSection31628wasreceiptedforbytheformermemberandthesignedreceiptisinthepossessionoftheboardofretirementorthecountytreasurer.

Theamendmentofthissectionenactedduringthe1975-76RegularSessionshallbeeffectivewithrespecttopersonsfirstbecomingmembersofaretirementsystemonandafterJanuary1,1976.

(AmendedbyStats.1975,Ch.251,Sec.1)

§31629.5. Right to elect to leave accumulated contributions on deposit in retirement fund; revocation of election; service credit as employee of reciprocal system(a)NotwithstandingSections31628and31629,onandafterJanuary1,2003,amember

whoiscreditedwithlessthanthenumberofyearsofservicerequiredforvestingshallhavetherighttoelecttoleaveaccumulatedcontributionsondepositintheretirementfund.Failuretomakeanelectiontowithdrawaccumulatedcontributionsshallbedeemedanelectiontoleaveaccumulatedcontributionsondepositintheretirementfund.

(b)Anelectiontoallowaccumulatedcontributionstoremainintheretirementfundmayberevokedbythememberatanytimeexcept:(1)whilethememberisemployedincountyserviceinapositioninwhichthememberisnotexcludedfrommembershipinthissystemwithrespecttothatservice;(2)whilethememberisinserviceasamemberofapublicretirementsystemsupported,inwholeorinpart,bystatefunds;or(3)whilethememberisinservice,enteredwithinsixmonthsafterdiscontinuingcountyservice,asamemberofareciprocalretirementsystem.Allaccumulatedcontributionscontributeduptothetimeofrevocationmay

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thenbewithdrawn.(c)Amemberwhosemembershipcontinuesunderthissectionissubjecttothesame

age,service,anddisabilityrequirementsthatapplytoothermembersforserviceordisabilityretirement.Afterthequalificationofthememberforretirementbyreasonofage,whichshallbethelowestageapplicabletoanymembershipcategoryinwhichthememberhascreditedservice,ordisability,themembershallbeentitledtoreceivearetirementallowancebasedupontheamountofthemember’saccumulatedcontributionsandservicestandingtothemember’screditatthetimeofretirementandontheemployercontributionsheldforthememberandcalculatedinthesamemannerasforothermembers.

(d)Service,solelyforpurposesofmeetingminimumservicequalificationsforserviceordisabilityretirement,shallalsoincludeservicecreditedasanemployeeofareciprocalsystemwhenthememberretiresconcurrentlyfromallreciprocalretirementsystems.Amemberwhosecombinedservicefromallreciprocalretirementsystemsdoesnotmeettheminimumservicequalificationsmaynotreceiveaserviceordisabilityretirementfromthissystem.

(e)NotwithstandingSection31467,forpurposesofthissection,“accumulatedcontributions”meansthesumofallmembercontributionsstandingtothecreditofamember’sindividualaccount,andinterestthereon.

(AddedbyStats.2002,Ch.883(AB2766),Sec.2)(AmendedbyStats.2003,Ch.62(SB600),Sec.153)

§31630. Members’ normal contributions; payment by and rights of district and certain counties(a)Notwithstandinganyotherprovisionsinthischapter,theSouthCoastAirQuality

ManagementDistrictandinanycountywhichhasadoptedSection31676.1,31676.11,31676.12,31676.13,31676.14,31676.15,or31751,theboardofsupervisorsordistrictboard,asthecasemaybe,mayagreetopayanyportionofthemembers’normalcontributionstothesystem.Allthecontributionspaidbythecountyordistrict,asthecasemaybe,shallremainitscontributions,andnorightthereinshallaccruetoanyemployeepriortotheemployee’selectiontotakearegular,deferred,ordisabilityretirement.

(b)Anycontributionspaidbytheboardofsupervisorsorthedistrictboardonbehalfofthemembersshallbeasdeterminedbyuponactuarialadvice,andapprovedbytheboardofretirement.

(c)ThissectionshallnotapplytomemberswhoaresubjecttoSection7522.30.(AmendedbyStats.1980,Ch.58,Sec.2,EffectiveApril4,1980)(AmendedbyStats.1997,Ch.223(AB1598),Sec.2)(AmendedbyStats.2013,Ch.247(AB1380),Sec.21)

§31631. Member payment of contributions for retirement benefits(a)Notwithstandinganyotherlaw,aboardofsupervisorsorthegoverningbodyof

adistrictmay,byresolution,ordinance,contract,orcontractamendmentunderthischapter,withoutachangeinbenefits,requirethatmemberspayallorpartofthecontributionsofamemberoremployer,orboth,foranyretirementbenefitsprovidedunderthischapter.Allofthosepaymentsareherebydesignatedasemployeecontributions.Formemberswhoarerepresentedinabargainingunit,thepaymentrequirementshallbeapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsorthegoverningbodyofadistrictandtheemployeecollectivebargainingrepresentative.Thecontributionsshallbeuniformeither(1)withrespecttoallmembersofarecognizedbargainingunitor(2)allmemberswithineachofthefollowingcategories:nonsafetysubjecttoSection7522.20orsafetysubjecttoSection7522.25.

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(b)Nothinginthissectionshallmodifyaboardofsupervisors’orthegoverningbodyofadistrict’sauthorityunderlawasitexistedonDecember31,2012,includinganyrestrictionsonthatauthority,tochangetheamountofmembercontributions.

(AddedbyStats.2012,Ch.296(AB340),Sec.32)(AmendedbyStats.2014,Ch.741(AB2474),Sec.4)

§31631.5. Board of supervisors or governing body of a district may require members to pay 50 percent of normal cost of benefits; bargaining process (effective January 1, 2018); authority to change contribution amount(a)(1)Notwithstandinganyotherprovisionofthischapter,aboardofsupervisors

orthegoverningbodyofadistrictmayrequirethatmemberspay50percentofthenormalcostofbenefits.However,thatcontributionshallbenomorethan14percentabovetheapplicablenormalrateofcontributionofmembersestablishedpursuanttothisarticleforlocalgeneralmembers,nomorethan33percentabovetheapplicablenormalrateofcontribution ofmembersestablishedpursuanttoArticle6.8(commencingwithSection21639)forlocalpoliceofficers,localfirefighters,countypeaceofficers,andnomorethan37percentabovetheapplicablenormalrateofcontributionofmembersestablishedpursuanttoArticle6.8(commencingwithSection31639)foralllocalsafetymembersotherthanpoliceofficers,firefighters,andcountypeaceofficers.

(2)Beforeimplementinganychangepursuanttothissubdivisionforanyrepresentedemployees,thepublicemployershallcompletethegoodfaithbargainingprocessasrequiredbylaw,includinganyimpasseproceduresrequiringmediationandfactfinding.ThissubdivisionshallbecomeoperativeonJanuary1,2018.Thissubdivisionshallnotapplytoanybargainingunitwhenthemembersofthatunitarepayingatleast50percentofthenormalcostoftheirpensionbenefitoraresubjecttoanagreementreachedpursuanttoparagraph(1).ApplicablenormalrateofcontributionofmembersmeansthestatutorilyauthorizedrateapplicabletothemembergroupasthestatutesreadonDecember31,2012.

(b)Nothinginthissectionshallmodifyaboardofsupervisors’orthegoverningbodyofadistrict’sauthorityunderlawasitexistedonDecember31,2012,includinganyrestrictionsonthatauthority,tochangetheamountofmembercontributions.

(AddedbyStats.2012,Ch.296(AB340),Sec.33)

Article 6.8Safety Members’ Contributions

(Article6.8addedbyStats.1951,Ch.1098,Sec.23)

§31639. ApplicationThisarticleshallapplyinacountysubjecttotheprovisionsofSections31676.1and

31695.1.(AmendedbyStats.1957,Ch.568,Sec.5)

§31639.1. Age as basis; sex bias for rates of contributions, allowances or benefits; prohibitionThenormalratesofcontributionofsafetymembersshallbebasedonageatthenearest

birthdayatthetimeofentranceintotheretirementsystem.Notwithstandinganyotherprovisionofthischaptertothecontrary,separateratesofcontributionformaleandfemalesafetymembersshallnotbemaintainedorestablished,norshalldifferentallowancesor

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benefitsbeestablishedformaleandfemalemembers.(AmendedbyStats.1976,Ch.1436,Sec.19.3)

§31639.25. Rates of contributionThenormalratesofcontributionsshallbesuchaswillprovideanaverageannuityat

age50equaltooneone-hundredthofthefinalcompensationofsafetymembers,accordingtothetablesadoptedbytheboardofsupervisors,foreachyearofservicerenderedafterenteringthesystem.

TheprovisionsofthissectionshallsupersedetheprovisionsofSection31639.2.(AddedbyStats.1967,Ch.550,Sec.1)

§31639.26. Single rate of contributions; conditionsInsteadofthenormalratesofcontributionrequiredbySection31639.25theboard

may,uponactuarialadvice,establishasinglerateofcontributionsapplicabletoallpersonsbecomingmembersafterthissectionismadeoperativeinthatcountybytheboard.However,thisrateshallbesuchastoprovidetheaverageannuitydescribedinSection31639.25.

(AmendedbyStats.1973,Ch.99,Sec.2)

§31639.3. Table of percentagesUntilrevisedpursuanttoSections31453and31454,therateofcontributionofeach

safetymemberisthatpercentageofhisorherearnablecompensationshowninthefollowingtableaccordingtoageatthetimeofentryintotheretirementsystem:

Age Percentage 18 9.27 19 9.29 20 9.32 21 9.34 22 9.43 23 9.53 24 9.63 25 9.73 26 9.83 27 9.94 28 10.04 29 10.15 30 10.25 31 10.36 32 10.48 33 10.59 34 10.71 35 10.82 36 10.94 37 11.06 38 11.17 39 11.30 40 11.42 41 11.55 42 11.66 43 11.79

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Age Percentage 44 11.92 45 12.04 46 12.17 47 12.30 48 12.43 49andover 12.56

(AmendedbyStats.1986,Ch.840,Sec.5)

§31639.4. Rate for age 35Thenormalrateofcontributionestablishedforage35istherateforanysafetymember

whohasattainedagreateragebeforeentranceintotheretirementsystem,andthatestablishedforage21istherateforanysafetymemberwhoenterstheretirementsystematalesserage.

(AddedbyStats.1951,Ch.1098,Sec.23)(RepealedbyStats.2008,Ch.164(AB3044),Sec.6)

§31639.5. Normal rate of contribution; reductionThenormalrateofcontributionshallbesuchaswillprovideanaverageannuityatage

50equaltoonetwo-hundredthofthefinalcompensationofsafetymembersaccordingtothetableadoptedbytheboardofsupervisorsforeachyear’sservicerenderedafterenteringthesystem.

Thissectionshallbecomeoperativeinanycountyonthefirstdayofthecalendarmonthaftertheboardofsupervisorsadoptsaresolutionmakingitoperativeinthecounty.

(AddedbyStats.1974,Ch.493,Sec.1)

§31639.7. Persons entitled to membership by amendment of chapter; credit as safety member; election to make payments(a)Ifamembernotpreviouslywithinthefieldofmembershipasasafetymember

isbroughtwithinsuchfieldofsafetymembershipbyamendmenttothischapter,heorshemayreceivecreditasasafetymemberforalloranypartofthetimeduringwhichhisorherdutieswouldhavemadehimorhereligibletobecomeasafetymemberiftheamendmenthadthenbeenineffectbyfilingwiththeboardatthetimeheorsheelectstobecomeasafetymemberhisorherelectiontopayintotheretirementfundanamountequaltothedifferencebetweenthecontributionsactuallymadeduringthetimeforwhichheorsheclaimscreditandthecontributionsheorshewouldhavemadeduringthattime,includingalladditionalcontributions,ifany,requiredbyArticle7.5ofthischapter,hadheorshebeenasafetymember,togetherwithregularinterestontheamountrequiredtobedeposited.

(b)IfamembernotpreviouslywithinthefieldofmembershipasaLosAngelesCountyDeputySheriffisbroughtintothatfieldofmembershipbyaconsolidationoftheLosAngelesCountyOfficeofPublicSafetywiththeLosAngelesCountySheriff’sDepartment,thatmembermayreceiveadditionalcreditasasafetymemberforalloranypartofthetimethatmemberservedasanofficerwiththeLosAngelesCountyOfficeofPublicSafetyifthatmembermakesanelectiontofundanamountequaltothedifferencebetweenthememberandemployercontributionsactuallymadeasageneralmemberandthememberandemployercontributionsmadeforthetimeinwhichheorsheclaimscredit,togetherwithregularinterestontheamountrequiredtobedeposited.Themembermayelecttofundthecontributionsbyeitheralumpsumpaymentorbyinstallmentpayments.Nootherrestrictionsshallbeplacedonamember’s

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electiontoreceiveadditionalcreditasauthorizedbythissubdivision.(AmendedbyStats.1970,Ch.369,Sec.2)(AmendedbyStats.2010,Ch.118(AB1658),Sec.1)

§31639.75. Credit for time as general member; payment into retirement fund; partial credit election; application of sectionAsafetymembernotpreviouslywithinthefieldofmembershipasasafetymember

mayreceivenotmorethanfiveyearsofcreditasasafetymemberforalloranypartofthetimeduringwhichheorshewasageneralmemberbypayingintotheretirementfundbylumpsumorbyinstallmentpaymentsanamountequaltothedifferencebetweenthememberandemployercontributionsactuallymadeasageneralmemberandthememberandemployercontributionsthatwouldhavebeenmadehadheorshebeenasafetymemberduringthetimeforwhichheorsheclaimscredittogetherwithregularinterestontheamountrequiredtobedeposited.Amemberwhoelectstoreceivecreditforonlyapartofhisorhercountyserviceshallelectthatcountyservicelatestintimeandmaynotreceivecreditforanyportionofthatcountyservicepriorintimetoanycountyserviceforwhichhedoesnotelecttoreceivecredit.Thissectionisapplicableonlytoactivememberswithfiveormoreyearsofserviceasasafetymember.

Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1996,Ch.306(AB2748),Sec.1)

§31639.76. Receipt of credit as safety member (Sacramento)NotwithstandingSection31639.7,asafetymemberdescribedinsubdivision(b)of

Section31470.2mayreceivecreditasasafetymemberforalloranypartofthetimeduringwhichheorshewasnotwithinthefieldofmembershipasasafetymembertotheextentandsubjecttothetermsandconditionsprovidedinamemorandumofunderstandingbetweentheemployerandthedesignatedemployeerepresentative.

Thissectionshallapplyonlytoacountyoftheeighthclass,asdefinedinSections28020and28029,bothasamendedbyChapter1204oftheStatutesof1971,iftheboardofsupervisorsinthatcountyhaselectedtomakesubdivision(b)ofSection31470.2applicableinthecounty.

(AddedbyStats.2000,Ch.482(AB439),Sec.3)

§31639.8. Additional contributions of persons entitled to membership by amendment of chapterTheadditionalcontributionsofsuchmembersshallberegularmonthlysalary

deductionsintheamountspecifiedbythemember,butinnocaselessthansixdollars($6)permonth.Thetotalamountdueshallbepaidpriortotheeffectivedateofhisdeathorretirement,exceptthathisspouse,orhisminorchildrenifnospousesurviveshim,mayelecttopayanybalanceduewithin90daysafterthedeathofamember.Ifthetotalamountdueisnotpaidthemember,hisspouseorhisminorchildrenshallreceivecreditforserviceasasafetymemberforonlythetimeforwhichsuchadditionalcontributionsaremade.Anymemberwhohaselectedtomakesuchadditionalpaymentsininstallmentsbysalarydeductionsmaycompletepaymentthereofbyasinglelump-sumpaymentatanytimepriortotheeffectivedateofhisretirement.

(AddedbyStats.1957,Ch.1301,Sec.7)

§31639.85. Safety members' normal contributions; payment by county; right to contributions(a)Notwithstandinganyotherprovisionsinthischapter,inanycountywhichhas

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adoptedSection31676.1,31676.11,31676.12,31676.13,31676.14,or31676.15theboardofsupervisorsmayagreetopayanyportionofthesafetymembers’normalcontributionstothesystem.Allcontributionspaidbythecountyshallremaincountycontributions,andnorightthereinshallaccruetoanyemployeepriortotheemployee’selectiontotakearegular,deferred,ordisabilityretirement.

(b)Anycontributionspaidbytheboardofsupervisorsonbehalfofthesafetymembersshallbeasdetermineduponactuarialadvice,andapprovedbytheboardofretirement.

(c)ThissectionshallnotapplytomemberswhoaresubjecttoSection7522.30.(AddedbyStats.1975,Ch.583,Sec.2)(AmendedbyStats.1997,Ch.223,(AB1598),Sec.3)(AmendedbyStats.2013,Ch.247(AB1380),Sec.22)

§31639.9. Counties of the ninth class; contributions and benefits; negotiation (Contra Costa)Inanycountyoftheninthclass,asdefinedbySections28020,and28030,asamendedby

Chapter1204oftheStatutesof1971,theboardofsupervisorsmaymeetandconferpursuanttotheMeyers-Millias-BrownActwitharecognizedemployeeorganizationwhichrepresentscountyemployeeswhoarenotsafetymembersbecausetheboardofsupervisorshasnotmadeSection31469.4applicableinthecounty,andendeavortoreachagreementonanyconditionstoberequiredofemployeesoranemployeeorganizationseekingtohaveSection31469.4madeapplicable,including,butnotlimitedto,whethertheemployeesshallberequiredtopayallorpartoftheemployer’snormalandcost-of-livingcontributions,inexcessofthoseitwouldhavepaidiftheemployeeshadremainedgeneralmembers,includinganyincreasedemployernormalandcost-of-livingcontributionratesattributabletoemployeeswhohavebecomesafetymemberselectingtopurchasecreditasasafetymember,pursuanttoSection31639.7,fortimeservedinaneligiblepositionpriortobecomingasafetymember.

Anycontributionspaidbytheemployeesonbehalfoftheemployertocovertheincreasedcostofsafetyretirementshallbeasdetermineduponactuarialadviceandapprovedbytheboardofretirement.

Theprovisionsofthissectionshallnotbeapplicableinanycountyuntiltheboardofsupervisorsbyresolutionmakestheprovisionsapplicable.

(AddedbyStats.1990,Ch.372,Sec.1)

§31639.95. Section applicable to Contra Costa County retirement system by resolution; payment of employer’s contributions by employees; application to safety members (Contra Costa)(a)ThissectionshallonlyapplytotheretirementsystemofContraCostaCountyand

onlyiftheboardofsupervisorsofthatcountyadopts,bymajorityvote,aresolutionmakingthissectionapplicableinthecounty.Notwithstandinganyotherprovisionoflaw,theboardofsupervisorsmaymakethissectionapplicableinthecountyonadatespecifiedintheresolution,whichdatemaybedifferentthanthedateoftheresolution.

(b)(1)WhentheboardofsupervisorsmeetsandconferspursuanttotheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1)withanyrecognizedemployeeorganizationthatrepresentscountyemployeeswhoaresafetymembers,thepartiesmayagree,pursuanttoamemorandumofunderstanding,toanyofthefollowing:

(A)Whethertheemployeesshallberequiredtopayallorpartoftheemployer’scontributionsrequiredtofundthebenefitsofSection31664.1,theamountorpercentageofthatcontribution,themethodthatthecontributionismade,andthecommencementdate,whichmaypredatetheeffectivedateofthememorandumofunderstanding.

(B)SubjecttoanagreementreachedpursuanttoSection31484.9,whetherthe

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employeesshallberequiredtopayallorpartoftheemployer’scontributionsrequiredtofundthebenefitsofSection31664.2,theamountorpercentageofthatcontribution,themethodthatthecontributionismade,andthecommencementdate,whichmaypredatetheeffectivedateofthememorandumofunderstanding.

(C)Changinganyofthoseconditionsdescribedinsubparagraph(A)or(B),including,butnotlimitedto,increasingorreducing,foranyyears,theportionandtheamountoftheemployer’scontributionsthatemployeesarerequiredtopay.

(2)Thetermsofanyagreementsreachedwitharecognizedemployeeorganizationpursuanttothissubdivisionmaybemadeapplicablebytheboardofsupervisorstounrepresentedcountyemployeeswhoaresafetymembers.

(c)(1)Aftertheboardofsupervisorshasadoptedtheresolutiondescribedinsubdivision(a),thegoverningbodyofadistrictwithinthecountymaymakethissectionapplicabletoitsemployeeswhoaresafetymemberspursuanttoamemorandumofunderstandingundertheMeyers-Milias-BrownActwithanyrecognizedemployeeorganizationthatrepresentsdistrictemployeeswhoaresafetymembersonanyofthemattersdescribedinsubdivision(b).

(2)Thetermsofanyagreementsreachedwitharecognizedemployeeorganizationpursuanttothissubdivisionmaybemadeapplicablebythegoverningbodyofthedistricttounrepresenteddistrictemployeeswhoaresafetymembers.

(d)Anycontributionspaidbyamemberpursuanttothissectionshallbedeemedtobepartofthemember’saccumulatedcontributions.

(AddedbyStats.2002,Ch.695(SB2100),Sec.1,EffectiveSeptember18,2002,asanurgencystatute)

(AmendedbyStats.2006,Ch.633(SB524),Sec.2)

Article 7Service

(Article7addedbyStats.1947,Ch.424,Sec.1)

§31640. “County service” defined“Countyservice”meanstheemploymentofapersonbyacounty,district,municipal

court,orsuperiorcourt.(AddedbyStats.1947,Ch.424,Sec.1)

§31640.5. Computing credit for temporary, seasonal, intermittent or part time service; “year of service” definedWhereserviceforwhichamemberreceivescredit,eitherpriortoorduringmembership,

isonatenurewhichistemporary,seasonal,intermittent,orparttimeonly,themembershallreceivecreditascontinuousserviceforthatproportionofthetimeheorsheheldthepositionasthetimeheorsheactuallywasengagedintheperformanceofthedutiesofthepositionbearstothetimerequiredtoperformthesamedutiesinafull-timeposition.

A“yearofservice”inthepositionshallbeconstruedtomeanthetimeduringwhichthememberhasearnedonefullyearofcredit,calculatedasprovidedinthissection.

Theprovisionsofthisactaredeclaratoryofexistinglaw.(AddedbyStats.1955,Ch.1756,Sec.4)(AmendedbyStats.2003,Ch.830(AB85),Sec.1)

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§31640.7. Proscription against credit for service not performed; Purchase of additional credit(a)Amemberofaretirementsystemshallnotreceivecreditforserviceorcontributions

forcreditforserviceinviolationoftheprohibitionsprovidedinSection23007.5or50033.(b)Nothinginthissectionshallprohibitanelectiveofficerfrompurchasingservice

creditpursuanttoSection31658.(AddedbyStats.2006,Ch.355(AB2351),Sec.3)

§31641. “Service” defined“Service”meansuninterruptedemploymentofanypersonappointedorelectedforthat

periodoftime:(a)Forwhichdeductionsaremadefromhisearnablecompensationfromthecountyor

districtforsuchservicewhileheisamemberoftheretirementassociation.(b)Inmilitaryserviceforwhichthecountyordistrictormemberisauthorizedbyother

provisionsofthischaptertomake,anddoesmakecontributions.(c)Forwhichhereceivescreditforcountyserviceorforpublicserviceorforboth

pursuanttotheprovisionsofthisarticle.(d)Allowedforpriorservice.(AmendedbyStats.1955,Ch.363,Sec.11)

§31641.01. Sacramento and Contra Costa Counties; sick leave credit (Sacramento, Contra Costa)InanycountyoftheeighthorninthclassasestablishedinSections28020,28029and

28030asamendedbyChapter1204oftheStatutesof1971,theboardofsupervisorsmayprovidebyordinancethateachmembershallbecredited,attherateofonedayforeachonedayearned,withsickleaveaccumulatedasofthedateofhisretirementandthatsickleavecreditshallbeinadditiontoservicecredit.Theadditionalcosttotheretirementsystemshallbebornebythecountyordistrict.

(AmendedbyStats.1972,Ch.309,Sec.1)

§31641.02. Third class county; sick leave credit (San Diego)InanycountyofthethirdclassasestablishedinSection28024,theboardofsupervisors

mayprovidebyordinancethatmembersspecifiedintheordinanceshallbecredited,foruptothefullamountofsickleaveaccumulatedasofthedateoftheirretirement,andthatsickleavecreditshallbeinadditiontoservicecredit.Theadditionalcosttotheretirementsystemshallbebornebythecountyordistrict.

(AddedbyStats.1974,Ch.1390,Sec.2)

§31641.03. Credit for accumulated sick leave; ordinance or resolution; necessityInanycountytheboardofsupervisorsmayprovidebyordinancethatmembers

specifiedintheordinanceshallbecredited,forupto100percentofsickleaveaccumulatedasofthedateoftheirretirement,andthatsickleavecreditshallbeinadditiontoservicecredit.Theadditionalcosttotheretirementsystemshallbebornebythecountyordistrict.

Thissectionshallnotapplytomemberswhoareemployedbyadistrictunlessthegoverningboardofthedistrictprovidesbyresolutionforitsapplicationtosuchmembers.

(AddedbyStats.1975,Ch.574,Sec.1)

§31641.04. Additional service credit; retirement pursuant to resolution; conditions; applicability(a)Whentheboardofsupervisors,byresolution,determinesthatbecauseofan

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impendingcurtailmentofserviceorchangeinthemannerofperformingservice,savingsofmoney,orothereconomicbenefitresultingtothecounty,thebestinterestsofthecountywouldbeserved,amembershallbeeligibletoreceiveadditionalservicecreditifthefollowingconditionsexist:

(1)Thememberisemployedinajobclassification,countydepartment,orothercountyorganizationalunitincludedintheresolutionadoptedbytheboardofsupervisors.

(2)Thememberretiresonorbetweendatesspecifiedbytheboardofsupervisorsinitsresolution.Innoeventshallthespecifiedperiodexceed180days.

(3)Thecountytransmitstotheretirementfundanamountdeterminedbytheboardofretirementwhichisequaltotheactuarialequivalentofthedifferencebetweentheallowancethememberreceivesafterthereceiptofservicecreditunderthissectionandtheamounthewouldhavereceivedwithoutsuchservicecredit.Thetransfertotheretirementfundshallbemadeinamannerandtimeperiodacceptabletothecountyandtheboardofretirement.

(b)Theamountofservicecreditshallbethatamountastheboardofsupervisorsdeterminesbutshallnotbemorethantwoyearsregardlessofcreditedserviceandshallnotexceedthenumberofyearsinterveningbetweenthedateofthemember’sretirementandthedatethememberwouldberequiredtoberetiredbecauseofage.

(c)Acountywhichelectstomakethepaymentprescribedbysubdivision(a)shallmakesuchpaymentwithrespecttoalleligibleemployeeswhoretireduringtheperiodspecifiedbytheboardofsupervisors.

(d)Thissectionshallnotbeapplicabletoanymemberotherwiseeligibleifsuchmemberreceivesanyunemploymentinsurancepaymentsduringtheperiodsixmonthspriortotheperiodspecifiedpursuanttosubdivision(a).Thissectionshallnotbeapplicabletoanymemberifthememberisnoteligibletoretirewithouttheadditionalcreditavailableunderthissection.

(e)Thissectionshallnotbeapplicableinanycountyuntilitisadoptedbyordinanceoftheboardofsupervisors.Anycountymayadoptorreadoptthissectionfromtimetotimeasconditionsmaywarrant.ThissectionshallnotbeapplicableinanydistrictwhoseemployeesaremembersofthesystempursuanttoSection31557untilitisadoptedbyordinancebythegoverningbodyofthedistrict.AnydistrictwhoseemployeesaremembersofthesystempursuanttoSection31557mayadoptorreadoptthissectionfromtimetotimeasconditionswarrant.

(f)Anymemberwhoqualifiesunderthissectionuponsubsequentreentrytocountyemploymentshallforfeittheservicecreditacquiredunderthissection,unlessthereentryisaresultofatemporarycallbacklimitedtoamaximumof720hoursofserviceinanyoneyear.

(g)ThissectionshallnotbesubjecttotheprovisionsofChapter10(commencingwithSection3500)ofDivision4ofTitle1.

(AmendedbyStats.1986,Ch.48,Sec.1)

§31641.05. Members credited with 10 or more years of service; additional service credit; amounts; cost recapture; verification by audit; application of section; forfeiture upon reemployment; duration of section(a)NotwithstandingSection31641.04oranyotherprovisionofthispart,foronlythe

1994-95,1995-96,1996-97,1997-98,and1998-99fiscalyears,whentheboardofsupervisors,byresolution,determinesthatbecauseofanimpendingcurtailmentofserviceorchangeinthemannerofperformingservice,savingsofmoney,orothereconomicbenefitresultingtothecounty,thebestinterestsofthecountywouldbeserved,amembershallbeeligibletoreceiveadditionalservicecreditifallofthefollowingconditionsexist:

(1)Thememberisemployedinajobclassification,countydepartment,orothercountyorganizationalunitincludedintheresolutionadoptedbytheboardofsupervisors.

(2)Thememberiscreditedwith10ormoreyearsofserviceandretiresonorbetween

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datesspecifiedbytheboardofsupervisorsinitsresolution.Innoeventshallthespecifiedperiodexceed120days.

(3)Thecountytransmitstotheretirementfundanamountdeterminedbytheboardofretirementthatisequaltotheactuarialequivalentofthedifferencebetweentheallowancethememberreceivesafterthereceiptofservicecreditunderthissectionandtheamountheorshewouldhavereceivedwithoutthatservicecredit.Thetransfertotheretirementfundshallbemadeinamannerandtimeperiodacceptabletothecountyandtheboardofretirement.However,thepaymentperiodshallnotexceedfiveyears.

(b)Theamountofservicecreditshallbetheamountthattheboardofsupervisorsdetermines,butshallnotbemorethanfouryearsregardlessofcreditedserviceandshallnotexceedthenumberofyearsinterveningbetweenthedateofthemember’sretirementandthedatethememberwouldberequiredtoberetiredbecauseofageandshallnotbecombinedwithanyadditionalservicecreditgrantedunderSection31641.04.

(c)Theresolutiondescribedinsubdivision(a)shalleitheridentifysufficientdeletedpositionswhosetotalcostequalsorexceedsthelump-sumactuarialcostoftheadditionalservicecreditgrantedorproclaimthatallpositionsvacatedduetotheadditionalservicecreditgrantedpursuanttothissectionshallremainvacantforatleastfiveyearsanduntilthelump-sumactuarialcostoftheadditionalservicecreditgrantedhasbeenrecapturedfrompositionvacancysalarysavings.

(d)Theboardofsupervisorsshallcertifytotheboardofretirementtheextenttowhichsavingswillexceednecessarypaymentstotheboardofretirement,andthespecificmeasurestobetakentoassurethatoutcome.Theboardofretirementmayrequiretheboardofsupervisorstoprovideverificationofitscertificationthroughindependentreview.

(e)Atthetimethecountyhasachievedsavingsthataremorethanadequatetomeetnecessarypaymentstotheboardofretirement,orfiveyearsaftercommencementoftheretirementperiodspecifiedinparagraph(2)ofthissection,whicheveroccursfirst,theboardofsupervisorsshallcertifytotheretirementboardtheamountofactualsavingsandthemeasurestakentoachievethesavings.Theboardofsupervisorsshallmaintainrecordsforeachworkerretiringpursuanttothissection.Theboardofretirementmayrequiretheboardofsupervisorstoprovideverificationofitscertificationthroughindependentreview.TheboardofsupervisorsshallreportthesecertificationstotheController,whoshouldsummarizethecostandsavingsinformationthereininhisorherannualreportpreparedpursuanttoSections7501through7504.TheControllershallperformapostaudittoverifythatthesavingsequalorexceedthelump-sumactuarialcostoftheadditionalservicecreditgrantedpursuanttothissection.Thecountyshallpaythecostofthepostaudit.

(f)Acountythatelectstomakethepaymentprescribedbysubdivision(a)shallmakethepaymentwithrespecttoalleligibleemployeeswhoretireduringtheperiodspecifiedbytheboardofsupervisors.

(g)Thissectionshallnotbeapplicabletoanymemberotherwiseeligibleifthememberreceivesanyunemploymentinsurancepaymentsduringtheperiodsixmonthspriortotheperiodspecifiedpursuanttosubdivision(a).Thissectionshallnotbeapplicabletoanymemberifthememberisnoteligibletoretirewithouttheadditionalcreditavailableunderthissection.

(h)Thissectionshallnotbeapplicableinanycountyuntilitisadoptedbyordinanceoftheboardofsupervisors.Anycountymayadoptorreadoptthissectionfromtimetotimeasconditionswarrant.

(i)Anymemberwhoqualifiesunderthissectionuponsubsequentreentrytocountyemploymentshallforfeittheservicecreditacquiredunderthissection,unlessthereentryisaresultofatemporarycallbackpursuanttoSection31680.2,31680.3,or31680.6.AnymemberwhoreceivescreditunderthissectionshallnotbetemporarilyemployedasanannuitantpursuanttoSection31680.2,31680.3,or31680.6forfiveyearsfollowingthedateofretirement.

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(j)TheboardofsupervisorsshallcertifytotheretirementboardthatthecountyhascompliedwithSection7507.

(k)ThissectionshallnotbesubjecttoChapter10(commencingwithSection3500)ofDivision4ofTitle1.

(l)NoadditionalservicecreditshallbegrantedpursuanttothissectiononorafterJuly1,1999.

(AddedbyStats.1994,Ch.540(SB1488),Sec.3)(AmendedbyStats.1997,Ch.458(SB1192),Sec.2,EffectiveSeptember23,1997,asan

urgencystatute)

§31641.1. Contributions and credit for prior public serviceAmemberwhowasinpublicservicebeforebecomingamembermayelectbywritten

noticefiledwiththeboardtomakecontributionspursuanttoSection31641.2andtoreceivecreditintheretirementsystemforallallowedpublicservicetime.Creditforpart-timeserviceshallbecalculatedasprovidedinSection31641.5.

(AmendedbyStats.1965,Ch.508,Sec.1)

§31641.2. Amount of contributions by member previously in public serviceAnymemberoftheretirementsystemwhoelectspursuanttoSection31641.1tomake

contributionsandreceivecreditasservicefortimeforwhichheorsheclaimscreditbecauseofpublicserviceshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylumpsumpaymentorbyinstallmentpaymentsoveraperiodnottoexceedfiveyears,anamountequaltothesumof:

(a)Twicethecontributionsheorshewouldhavemadetotheretirementfundifheorshehadbeenamemberduringthesamelengthoftimeasthatforwhichheorshehaselectedtoreceivecreditasservice,computedbyapplyingtherateofcontributionfirstapplicabletohimorheruponcommencementofhisorhermembershipinthissystemtothemonthlycompensationfirstearnablebyhimorheratthetimeasprovidedinSection31641.3,multipliedbythenumberofmonthsforwhichheorshehaselectedtoreceivecreditforcountyservice,includingtime,ifany,priortotheestablishmentofthesystem,andwhichwillconstitutecurrentserviceunderthissystem.

(b)The“regularinterest”thatwouldhaveaccruedtothemembercontributionsiftheyhadbeenmadeonthedateusedtodetermineonwhatearnablecompensationcontributionspursuanttothissectionshallbebased,fromthatdateuntilthecompletionofpaymentofthosecontributions,computedatthecurrentinterestrate.

(c)ExceptasprohibitedbySection31640.7,thegoverningbodybyafour-fifthsvotemayprovidethatitshallmakeonbehalfofofficersandemployeeseligibletoreceivecreditforpriorserviceunderthischapter,andwhosoelectpriortofilinganapplicationforretirement,partofthecontributionsspecifiedinparagraphs(a)and(b)ofthissection.Thecontributionsmadebyagovernmentalagencypursuanttothissectionshallbeavailableonlyforpurposesofretirementforserviceorfordisabilityandamemberresigningfromcountyserviceshallbeentitledtowithdrawonlythatportionofhisorheraccumulatedcontributionsmadebyhimorher.

(AmendedbyStats.1967,Ch.387,Sec.1)(AmendedbyStats.2006,Ch.355(AB2351),Sec.4)

§31641.20. Prior service; lump-sum or installment payments; regular interest; public agency contributions; counties of third class (San Diego)AnymemberoftheretirementsystemwhoelectspursuanttoSection31641.1tomake

contributionsandreceivecreditasservicefortimeforwhichheorsheclaimscreditbecause

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ofpublicserviceshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceedfiveyears,anamountequaltothesumof:

(a)Twicethecontributionsheorshewouldhavemadetotheretirementfundifheorshehadbeenamemberduringthesamelengthoftimeasthatforwhichheorshehaselectedtoreceivecreditasservice,computedbyapplyingtherateofcontributionatthetimeoftheelectiontothemonthlycompensationearnablebyhimorheratthetimeoftheelectionpursuanttoSection31641.1,multipliedbythenumberofmonthsforwhichheorshehaselectedtoreceivecreditforcountyservice,includingtime,ifany,priortotheestablishmentofthesystem,andwhichwillconstitutecurrentserviceunderthissystem.

(b)The“regularinterest”whichwouldhaveaccruedtothemembercontributionsiftheyhadbeenmadeonthedateusedtodetermineonwhatearnablecompensationcontributionspursuanttothissectionshallbebased,fromthatdateuntilthecompletionofpaymentofthosecontributions,computedatthecurrentinterestrate.

(c)Thegoverningbodybyafour-fifthsvotemayprovidethatitshallmakeonbehalfofofficersandemployeeseligibletoreceivecreditforpriorserviceunderthischapter,andwhosoelectpriortofilinganapplicationforretirement,partofthecontributionsspecifiedinparagraphs(a)and(b)ofthissection.Thecontributionsmadebyagovernmentalagencypursuanttothissectionshallbeavailableonlyforpurposesofretirementforserviceorfordisabilityandamemberresigningfromcountyserviceshallbeentitledtowithdrawonlythatportionofhisorheraccumulatedcontributionsmadebyhimorher.

(d)Thissectionshallonlyapplyincountiesofthethirdclass,asestablishedbySections28020and28024,asamendedbyChapter1204ofStatutesof1971,butitshallnotapplyinthosecountiesunlessanduntilitisadoptedbyamajorityvoteoftheboardofsupervisors.

(AddedbyStats.1990,Ch.205,Sec.1)

§31641.21. Regular interest, defined for purpose of Section 31641.2Regularinterestcomputedatthecurrentinterestrateasusedinsubdivision(b)of

Section31641.2shallmeanthatamountofinterestwhichwouldhavebeencreditedtotheaccountofthememberontheamounttobedepositedattheinterestratesestablishedforthesystemifthecontributionrequiredbythatsectionhadbeenondepositfromthedateusedtodeterminetheearnablecompensationonwhichsuchcontributionsarebaseduntiltheamountrequiredtobedepositedhasbeenpaid.

(AddedbyStats.1970,Ch.369,Sec.3)

§31641.3. Compensation first earnableInSection31641.2compensationfirstearnableshallbethatearnablebythemember

atthetimeofthecommencementofhismembershipintheretirementsystem,exceptthatifamemberwho,priortoJanuary1,1952,wasamemberofanyretirementsysteminthesamecountywhichwassupersededbyasystemestablishedunderthisact,ifsuchmembersorequests,thecompensationfirstearnablebyhimatthelaterofthefollowingtimesshallbeused:

(a)Thecommencementofhismembershipinsuchsupersededretirementsystem.(b)Thedateonwhichthisretirementsystemfirstbecameoperative.(AddedbyStats.1955,Ch.363,Sec.7)

§31641.4. Public service credits; certification; prior employment credits of safety membersAmembershallreceivecreditforemploymentinpublicserviceonlyforsuchservice

asheisnotentitledtoreceiveapensionorretirementallowancefromsuchpublicagency.The

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serviceforwhichheelectstocontributeandthefactthatnopensionorretirementallowancewillaccruetosuchmemberbyvirtueofhisemploymentinsuchpublicagencymustbecertifiedtobyanofficerofthepublicagencywhereherenderedsuchpublicserviceormustbeestablishedtothesatisfactionoftheboard.

Notwithstandinganyotherprovisionoflaw,asafetymemberwhoreceivescreditforprioremploymentinpublicservice,theprincipaldutiesofwhichconsistedofactivelawenforcementoractivefiresuppression,oractiveserviceinthearmedservicesoftheUnitedStatesduringthetimeofwarornationalemergency,shallhavehispensionorretirementallowanceforsuchservicecalculatedonthesamebasisasthecalculationoftheretirementallowancesuchmemberwouldreceiveasasafetymemberunderSection31664.

Asafetymemberwhoenteredtheserviceasapeaceofficerpriortotheestablishmentofthesafetymembershipprovisionsinhiscountyshallbeconsideredasafetymemberfromhisinitialhiringdate,forthepurposesofthissection,notwithstandinganyotherprovisionoflaw.

(AmendedbyStats.1975,Ch.1171,Sec.1)

§31641.45. Refund of amount deposited plus interest; no credit received for public serviceWheneveramemberisentitledtoredepositfundspreviouslywithdrawnfroma

retirementsystemandtherebybecomeseligibletoreceiveapensionorretirementallowancefortheserviceforwhichhewasgrantedpublicservicecreditasauthorizedinSection31641.1,regardlessofwhetherornotthememberelectstoexercisesuchentitlement,themembershallberefundedtheamountdepositedbyhiminaccordancewithSection31641.2plusinterestwhichhasbeencreditedtosuchamountandshallreceivenocreditinthesystemforsuchservice.

ThissectionappliesonlytoamemberwhowouldbeeligibletoreceivethebenefitofSection31835or20023.1onmakingtheredeposit.

(AmendedbyStats.1971,Ch.504,Sec.1)

§31641.5. Credit for prior nonmembership service; election; payment of additional contributions; lump sum paymentAmemberwhopriortohisentranceintotheretirementsystemheldapositionin

thecountyservicethetenureofwhichwassuchastoexcludehimfrommembership,oracoroner,publicadministratororcoroner-publicadministratorwhowasexcludedbecauseofthemeansbywhichhewascompensated,shallhavetherighttoreceivecreditintheretirementassociationforalloranypartofthecountyserviceherendered,whetherinterruptedornot,duringthetimehewasincountyservicebeforebecomingamemberifheelectstopay,andthereafterpays,inaccordancewithsuchelection,andpriortoretirement,intotheretirementfundanamountequaltothecontributionshewouldhavemadetotheretirementfundifhehadbeenamemberduringthetimeforwhichhehaselectedtoreceivecredit,computedbyapplyingthecontributionratefirstapplicabletohimuponbecomingamembertotheaggregatecompensationheactuallyreceivedduringthetimehewasincountyserviceandforwhichhehaselectedtoreceivecredit,togetherwithinterestatthecurrentrateonthatamountfromthetimehebecameamemberuntilcompletionofpayment.Suchpaymentmaybemadebylumpsumorbyinstallmentpaymentsoveraperiodnottoexceedthelengthoftimeforwhichthememberhaselectedtoreceivecredit,insuchmannerandatsuchtimesastheboardmaybyruleprescribe.Nomembershallreceivecreditunderthissectionforanyserviceforwhichhehasnotcompletedpaymentpursuanttothissectionbeforetheeffectivedateofhisretirement.Amemberwhohaselectedtomakesuchpaymentininstallmentsmaycompletepaymentthereofbylumpsumatanytimepriortotheeffectivedateofhisretirement.Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredas

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normalcontributionsbythemember.Wherecountyservicepriortomembershipwasrenderedonapart-timebasis,the

membermayreceivecreditforsuchproportionofthetimeheheldthepart-timepositionasthetimehewasactuallyengagedintheperformanceofthedutiesofsuchpositionbearstothetimerequiredtoperformthesamedutiesinafull-timeposition.

Amemberwhoelectstoreceivecreditforonlyapartofsuchcountyserviceshallelectthatcountyservicelatestintimeandmaynotreceivecreditforanyportionofsuchcountyservicepriorintimetoanycountyserviceforwhichhedoesnotelecttoreceivecredit.

(AmendedbyStats.1961,Ch.2095,Sec.3)

§31641.51. “Interest at the current rate” defined“Interestatthecurrentrate”meanstheamountofinterestwhichwouldhavebeen

creditedtotheaccountofthememberontheamounttobedepositedattheinterestratesestablishedforthesystemifthecontributionrequiredbythatsectionhadbeenondepositfromthetimehebecameamemberofthesystemuntiltheamountrequiredtobedepositedhasbeenpaid.

(AddedbyStats.1970,Ch.369,Sec.4)

§31641.55. Purchase of service credit in event of closure, downsizing, or realignment; Payment; Definitions; Applicability(a)AmemberdescribedinSection31470.4whowasinpublicservicebeforebecoming

amember,andthatservicewasterminatedasaconsequenceoftheclosure,downsizing,orrealignmentofafederalmilitaryinstallation,mayelectbywrittennoticefiledwiththeboardtomakecontributionspursuanttosubdivision(b)andtoreceivecreditintheretirementsystemforallallowedpublicservicetime.

(b)Anymemberdescribedinsubdivision(a)whoelectspursuanttosubdivision(a)tomakecontributionsandreceiveservicecreditfortimeforwhichheorsheclaimscreditbecauseofpublicserviceshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylump175sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountequaltothesumofthefollowing:

(1)Thecontributionsheorshewouldhavemadetotheretirementfundifheorshehadbeenamemberduringthesamelengthoftimeasthatforwhichheorshehaselectedtoreceiveservicecredit,computedbyapplyingtherateofcontributionfirstapplicabletohimorheruponcommencementofhisorhermembershipinthissystemtothemonthlycompensationfirstearnablebyhimorheratthetime,multipliedbythenumberofmonthsforwhichheorshehaselectedtoreceiveservicecreditforpublicservice.

(2)Interestatthecurrentrate,asdefinedinSection31641.51,fromthedateofhisorherfirstmembershipinthesystemuntilthecompletionofpaymentofthosecontributions.

(c)Thegoverningbodybyamajorityvotemayprovidethatitshallmakepartofthecontributionsspecifiedinparagraphs(1)and(2)ofsubdivision(b)onbehalfofitsmemberseligibletoreceivecreditforpublicserviceunderthissectionwhosoelectpriortofilinganapplicationforretirement.

(d)Amemberwhohaselectedtomakethepaymentininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.Anycontributionsmadebyamemberpursuanttothissectionshallbeconsideredandadministeredasnormalcontributionsbythemember.

(e)Forpurposesofthissection,thefollowingdefinitionsshallapply:(1)NotwithstandingSection31478,“publicagency”meanstheUnitedStatesof

America,thisstate,oranydepartmentoragencyofeither,oranycity,county,cityandcounty,

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specialdistrict,orotherpublicormunicipalcorporationorpoliticalsubdivisionthatiswithinthisstateorissituatedinwholeorinpartwithinacounty.

(2)NotwithstandingSections31479,31479.2,and31479.3,“publicservice”meansserviceasapermanentcareercivilianfederalfirefighterorpermanentcareerstatefirefighterinapositionwhoseprincipaldutiesconsistofactivefiresuppressionorlawenforcement,forwhichtheofficeroremployeereceivedcompensationfromthepublicagency,andwithrespecttowhichheorsheisnotentitledtoreceivecreditinanyretirementsystemsupportedwhollyorinpartbypublicfundsafterheorshebecomesamemberofthissystem.

(f)Thissectionshallapplyonlytoacountyordistrictbeginningonthefirstdayofthemonthaftertheboardofsupervisorsforthatcountyorthegoverningbodyofadistrictadoptsaresolution,bymajorityvote,thatprovidesthatthissectionshallapplytothecountyordistrict.

(AddedbyStats.2006,Ch.834(AB3033),Sec.4)

§31641.56. Credit for prior county service while on deferred status; election; contributions; lump sum payment; contingent operationAmemberwhoreturnstocountyserviceafterhavingbeenondeferredstatuswhile

renderingcountyserviceinapositionexcludedfrommembership,shallhavetherighttoreceivecreditintheretirementassociationforalloranypartofthecountyserviceheorsherenderedduringthetimeheorshewasondeferredstatusifheorsheelectstopay,andthereafterpays,inaccordancewiththeelection,andpriortoretirement,intotheretirementfundanamountequaltothecontributionsheorshewouldhavemadetotheretirementfundifheorshehadnotbeenondeferredstatusduringthetimeforwhichheorshehaselectedtoreceivecredit,computedbyapplyingthecontributionratefirstapplicabletohimorheruponreturningtocountyservicetotheaggregatecompensationheorsheactuallyreceivedduringthetimeheorshewasincountyserviceandforwhichheorshehaselectedtoreceivecredit,togetherwithregularinterestonthatamountfromthetimeheorshewasondeferredstatusuntilcompletionofpayment.Thepaymentmaybemadebylumpsumorbyinstallmentpaymentsoveraperiodnottoexceedthelengthoftimeforwhichthememberhaselectedtoreceivecredit,inthemannerandatthetimesastheboardmaybyruleprescribe.Nomembershallreceivecreditunderthissectionforanyserviceforwhichheorshehasnotcompletedpaymentpursuanttothissectionbeforetheeffectivedateofhisorherretirement.Amemberwhohaselectedtomakepaymentininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeadministeredasnormalcontributionsbythemember.

Amemberwhoelectstoreceivecreditforonlyapartofthatcountyserviceshallelectthatcountyservicelatestintimeandmaynotreceivecreditforanyportionofthatcountyserviceforwhichheorshedoesnotelecttoreceivecredit.

Thissectionshallnotbeoperativeinanycountyuntilthetimethattheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthecounty.

(AddedbyStats.1990,Ch.371,Sec.1)

§31641.6. Assumption by county of functions of city; credit for prior service for city; election; operative date of sectionAnemployeeofacitywhohasbecomeacountyemployeeupontheassumptionby

thecountyofthefunctionsofthecitydepartmentinwhichhewasemployed,may,ifheisnotcoveredbythecityunderacontractwiththePublicEmployees’RetirementSystem,electtoreceivecreditinthecountyretirementsystemforserviceforthecitypriortothecessationofhisemploymentbythecity.Whensuchpersonelectstoreceivecredit,membershipinthe

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retirementsystemshallcommencewiththefirstdayofthemonthinwhichcreditisgranted.Anysuchpersonshallbeentitledtocreditinthecountyretirementsystemforservice

performedforthecitywhenandif(a)theboardofretirementreceivescertificationfromthecityofthecityserviceandearnablecompensationoftheemployee;and(b)theemployeedepositsintotheemployees’retirementsystemtheamountofcontributionshewouldhavemadehadhebeenacountyemployeeduringhiscityemployment;and(c)thereisalsodepositedintheemployees’retirementsystembythecity,theemployee,orboth,theamountthatthecountywouldhavebeenrequiredtodeposittotheemployees’retirementfundbasedonthecitysalarypaidtosuchemployee.

Upondepositofsuchfunds,theemployee’sageatentryshallbeconsideredtobehisageattimeofemploymentwiththecityoratthetimethischapterwaseffectiveinthecountywhicheverislater.Suchmoneydepositedunder(b)aboveshallbeconsideredasaccumulatednormalcontributionsoftheemployeeandanysuchmoneydepositedunder(c)aboveshallbeconsideredascontributionsoftheemployercounty.

Ifallthemoneycalledforunder(b)aboveisnotpaidwithin90daysafteremploymentbythecounty,onlythepartofcityemploymentlatestindatecoveredbysuchdepositshallbecreditedandtheageatentryandtheamountunder(c)aboveshallbeadjustedaccordingly.

Anemployeeshallreceivecreditforcityemploymentpriortohisemploymentbythecountyonlyforsuchserviceforwhichheisnotentitledtoreceiveapensionorretirementfromsuchcity.

Thissectionshallbecomeoperativeinanycountyonthefirstdayofthecalendarmonthaftertheboardofsupervisorsadoptsbyfour-fifthsvotearesolutionmakingitoperativeinthecounty.

(AmendedbyStats.1973,Ch.272,Sec.1)

§31641.7. Rate of compensation to be used by member unable to furnish information required for purposes of section 31641.5Ifthememberisunabletofurnishtheinformationnecessarytoestablishhisaggregate

compensationfortheperiodofserviceforwhichheseekscreditpursuanttoSection31641.5,thentherateofcompensationapplicabletohimatthetimehefirstbecameamemberofthissystemaftertheperiodtobecreditedshallbeusedinmakingthecomputationrequiredbySection31461.5.

(AddedbyStats.1969,Ch.501,Sec.1)

§31641.8. Installment payments; lump sum paymentAnymemberwhohaselectedtomakecontributionspursuanttothischapterby

installmentpaymentsmay,atanytimepriortotheeffectivedateofhisretirement,completepaymentthereofbylumpsum.

(AddedbyStats.1955.Ch.363,Sec.9)

§31641.9. Treatment of contributions; matching by countyAllcontributionsmadebyamember,pursuanttoSections31641.1,31641.2,31641.3and

31641.4shallbeconsideredtobe,andshallbeadministeredas,normalcontributionsbutshallnotbematchedbythecountyuponretirementofthemember.

(AmendedbyStats.1957,Ch.1386,Sec.3)

§31641.95. Applicability of certain sectionsSections31470.7,31478,31479,31480,31641.1,31641.2,31641.3,31641.4,31641.8,and

31641.9mayonlybeapplicableinanycountyordistrictonthefirstdayofthemonthafterthe

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governingboardofsuchcountyordistrictadopts,bymajorityvote,aresolutionprovidingthatthosesectionsshallbecomeapplicableinsuchcountyordistrict.SuchresolutionmaylimittheapplicabilityofsuchsectionstoanyoneormoreofthepublicagenciesasdefinedbySection31478.

Atanytimeaftersucharesolutionhasbeenadopted,thegoverningboardofthecountyordistrict,bymajorityvote,mayadoptafurtherresolutiondeclaringthatfromandafterafuturedatestatedfurtherintheresolution,thebenefitsoftheresolutiondescribedinthefirstparagraphofthissectionshallnotbeavailabletoanyemployeeswhoarehiredbythecountyordistrictafterthatdate.

(AmendedbyStats.1969,Ch.978,Sec.1)

§31641.96. Prior service contributions in counties with specified retirement formulasNotwithstandinganyotherprovisionsofthischapter,Section31641.9shallnotbe

applicabletoanycountysubjecttotheprovisionsofSection31676.1,31676.11,31676.12,31676.13,31676.14,or31676.15.

(AmendedbyStats.1977,Ch.252,Sec.3)

§31641.97. Credit for prior military service; application and purpose of section (San Mateo)(a)Thissectionshallbeapplicableintheretirementsystemofanycountyofthe10th

class,asdefinedbySections28020and28031,asamendedbyChapter1204oftheStatutesof1971,iftheboardofsupervisorsadopts,bymajorityvote,aresolutionimplementingthissection.

(b)ThepurposeofthissectionistoauthorizepersonshiredbythecountybeforeJanuary1,1993,andemployedbythecountyonDecember31,1992,toreceivecreditintheretirementsystemforpriormilitaryservicebycontributingtotheretirementsystemanamountequaltothefullcost,includinginterest,oftheemployeeandcountyliabilityfortheadditionalcredit.

(c)Notwithstandinganyotherprovisionofthischapter,aneligiblepersonmustmeetthefollowingrequirementsinordertoreceivecreditforpriormilitaryservice:

(1)ThepersonmusthavebeenhiredbythecountybeforeJanuary1,1993,andmusthavebeenanactiveemployeeonDecember31,1992.

(2)ThepersonmustfilewrittennoticewiththeretirementboardbeforeJanuary1,1995,electingtoreceivecreditandprovidingsuchinformationastheboardmayrequire.

(3)Thepersonmustcontributetotheretirementsystempriortotheeffectivedateofhisorherretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceedfiveyears,anamountequaltothefullcost,includinginterest,oftheemployeeandcountyliabilityfortheadditionalcredit.

(4)ThepersonmustnotbeentitledtoreceiveapensionorretirementallowanceforthepriormilitaryserviceandmustprovidethecertificationrequiredbySection31641.4.

(5)ApersonwhowashiredbythecountybeforeJanuary1,1993,whowasactivelyemployedbythecountyonDecember31,1992,andwhoretiredorelecteddeferredretirementafterDecember31,1992,andbeforeDecember31,1993,mayalsoelecttoreceivecreditunderthissectionbyfilingthewrittennoticeandmakingtheentirecontributionbeforeJuly1,1994,lesswhateveradditionalamountswouldhavebeenpaidtothatpersonbytheretirementsystemifthepersonhadmadetheentirecontributionpriortoretirement.

(d)Theboardofsupervisorsmayincludeadditionaltermsandconditionsintheresolutionimplementingthissection,providedthetermsandconditionsdonotincludethesystempayingforanyoftheemployeeorcountycostofthemilitaryservicecredit.

(e)Thefullcost,includinginterest,oftheemployeeandcountyliabilityforthe

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additionalcreditunderthissectionshallbedeterminedbytheboardofretirementonactuarialadvice,andshallbetheactuarialequivalentofthedifferencebetweentheretirementbenefitsthepersonwillreceiveafterreceiptofcreditforpriormilitaryserviceunderthissectionandtheretirementbenefitsthepersonwouldhavereceivedwithoutthatcredit.

(AddedbyStats.1993,Ch.906(AB557),Sec.2.7)

§31642. Continuity of service; designation of matters not breaking continuityThefollowingshallnotbeconsideredasbreakingthecontinuityofservice:(a)Atemporarylayoffbecauseofillnessorforpurposesofeconomy,suspension,or

dismissal,followedbyreinstatementorre-employmentwithinoneyear.(b)Aleaveofabsencefollowedbyreinstatementorre-employmentwithinoneyearafter

theterminationoftheleaveofabsence.(c)Aresignationtoenter,followedbyentranceinto,thearmedforcesoftheUnited

States,followedbyre-employmentbythecountyordistrictwithinsixmonthsaftertheterminationofsuchservice.

(d)ResignationofamemberwhohaselectedinwritingtocomewithintheprovisionsofArticle9followedbyre-employmentbeforewithdrawalofanyaccumulatedcontributions.

Thewithdrawalofaccumulatedcontributionsfollowedbyredepositofthecontributionsuponre-entranceintoservicedoesnotconstituteabreakinthecontinuityofservice.

(AmendedbyStats.1951,Ch.596,Sec.6)

§31643. “Prior service” definedUnlessotherwiseprovidedintheregulationsoftheboard,“priorservice”meansservice

priortothedateofentryofamemberintotheretirementsystem.(AddedbyStats.1947,Ch.424,Sec.1)

§31644. Prior service; regulationsInitsregulationstheboardmayprovidewhatserviceshallconstitutepriorservice.Such

servicemayincludeemploymentwhichisnotserviceasdefinedinSections31641and31642.(AmendedbyStats.1967,Ch.628,Sec.2)

§31645. Credit for prior service; requirementsExceptasprovidedinSections31641.5or31648creditforpriorservice,whether

interruptedornot,shallbegrantedtoeachpersonwhohasrenderedsuchserviceasdefinedinorpursuanttothischapter,andwhohasbecomeamemberoftheretirementsystemwithinoneyearafteritbecomesoperativeoratanytimepriortoOctober1,1953,whicheveristhelater,orwithinsixmonthsafterdischargefrommilitaryservice.

Onewhoperformedserviceotherwisequalifyingforcreditunderthissection,whore-enteredcountyemploymentsubsequenttoSeptember1,1953andpriortoDecember31,1953,shallreceivecreditforsuchservice,subjecttoSection31648,providedsuchpersonisemployed,asoftheeffectivedateofthissectioninapositionforwhichservicecreditisgivenunderthisarticle.

(AmendedbyStats.1963,Ch.1199,Sec.1)

§31645.5. Prior service; nonprofit corporations operating museums under contracts with counties; county economic development associationsPriorserviceincludesservicerenderedforadistrictasdefinedbysubdivisions(i)and(j)

ofSection31468atanytimeafterthedateofexecutionofthefirstcontractbetweenthecountyandthenonprofitcorporationrelativetotheoperationofoneormoremuseumsorafterthe

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dateofemploymentwiththeeconomicdevelopmentassociation.(AddedbyStats.1987,Ch.478,Sec.2)

§31646. Credit for uncompensated leave of absence for illness; conditionsAmemberwhoreturnstoactiveservicefollowinganuncompensatedleaveofabsence

onaccountofillnessmayreceiveservicecreditfortheperiodofsuchabsenceuponthepaymentofthecontributionsthatthememberwouldhavepaidduringsuchperiod,togetherwiththeinterestthatsuchcontributionswouldhaveearnedhadtheybeenondeposit,ifthememberwasnotabsent.

Thecontributionsmaybepaidinalumpsumormaybepaidonamonthlybasisforaperiodofnotmorethanthelengthoftheperiodforwhichservicecreditisclaimed.Creditmaynotbereceivedforanyperiodofsuchabsenceinexcessof12consecutivemonths.

(Addedbystats.1977,Ch.975,Sec.1)

§31646.1. Return to active service; service credit for period following that in which member received temporary disability benefits; conditionsAmemberwhoreturnstoactiveservicefollowinganuncompensatedleaveofabsence

onaccountofillnessorinjuryarisingoutofandinthecourseofemploymentwhichexceeds12consecutivemonthsandforwhichthememberreceivestemporarydisabilitybenefitspursuanttotheLaborCodeduringtheabsencemayreceiveservicecreditforthefullperiodinexcessof12consecutivemonthsduringwhichthememberreceivedtemporarydisabilitybenefitspursuanttotheLaborCodeuponthepaymentofthecontributionswhichthememberwouldhavepaidduringthatperiod,togetherwiththeinterestwhichthecontributionswouldhaveearnedhadtheybeenondeposit,ifthememberwasnotabsent,provided,thatthememberhasrenderedsufficientservice,otherthantheserviceforwhichcreditinexcessof12consecutivemonthsistobepurchasedpursuanttothissection,tomeettheminimumservicecreditrequirementsforbenefits.Thecontributionsmaybepaidinalumpsumormaybepaidonamonthlybasisforaperiodofnotmorethanthelengthoftheperiodforwhichservicecreditisclaimed.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AddedbyStats.1988,Ch.81,Sec.2)

§31646.5. Service credit for uncompensated leave(a)Amemberwhowishestoapplyforanonservice-connecteddisabilityretirement

allowancemay,totheextentnecessarytoqualifyforthatallowance,receiveservicecreditforaperiodofcontinuous,uncompensatedleaveimmediatelyprecedingthefilingoftheapplicationuponsatisfactionofallofthefollowing:

(1)Thememberhasexhaustedallcompensatedleave,includinganycatastrophicleavetowhichthemembermaybeeligible.

(2)Theleaveofabsencewasduetothemember’smedicalconditionthathasbeendeterminedbytheboardtobeaterminalillness.

(3)Paymentbythememberofthecontributionsthememberwouldhavepaidduringtheleaveofabsence,togetherwithinterestthosecontributionswouldhaveearnedhadtheybeenondepositifthememberwerenotabsent.Thecontributionsmaybepaidinalumpsum,ormaybepaidonamonthlybasisforaperiodofnotmorethanthelengthoftheperiodforwhichservicecreditisclaimed;provided,however,thatpaymentshallbecompletedpriortotheeffectivedateofthemember’sretirement,orinaccordancewithSection31485.7or31485.8

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ifeithersectionhasbeenadoptedbytheboardofsupervisors.(b)Creditmaynotbereceivedpursuanttothissectionforaperiodinexcessof12

consecutivemonths.(c)Thissectionshallnotapplyinanycountyunlessanduntilitisadoptedbyamajority

voteoftheboardofsupervisors.(AddedbyStats.1999,Ch.271(AB814),Sec.1)

§31647. Time not in service not creditedApersonisnotentitledtocreditaspriorservicefortimeduringwhichhewasnotin

serviceasdefinedinthischapter.(AddedbyStats.1947,Ch.424,Sec.1)

§31648. Conditions for prior service credit of persons subsequently electing membershipIfanyofficeroremployeenotpreviouslyincludedwithinthefieldofmembershipof

theassociationisbroughtwithinthefieldofmembershiporifanyelectedofficialchoosestocomewithinthefieldofmembershipsubsequenttotheestablishmentoftheassociation,heshallnotreceivecreditforserviceorforpriorserviceunlesseither(1)heelectstoanddoespayintotheassociationwithinoneyearthereafter,orwithinsuchlongertimeasisprovidedintheregulationsoftheboard,andbeforeanapplicationforretirementisfiled,anamountequaltothecontributionshewouldhavemadeifhehadbeenamemberoftheassociationfromthedateofitsorganization,orfromthedateofhisentryintocountyservice,whicheveristhelater,togetherwithregularinterestthereonor(2)thegoverningbody,byafour-fifthsvote,providesthatitshallmake,onbehalfofallsuchofficersoremployeeseligibletoreceivecreditforpriorserviceunderthissectionandwhosoelectsubsequenttotheeffectivedateoftheamendmenttothissectionatthe1963SessionoftheLegislature,allorapartofthecontributionstotheassociationthattheofficeroremployeewouldberequiredtomakeforhispriorservice,exceptthatthecontributionsmadebythegovernmentalagencypursuanttothissectionshallbeavailableonlyforthepurposeofretirementforserviceorfordisabilityandamemberresigningfromcountyserviceshallbeentitledtowithdrawonlythatportionofhisaccumulatedcontributionsmadebyhim.

(AmendedbyStats.1963,Ch.1473,Sec.1)

§31648.2. Transfer of firefighting services to district participating in county retirement system; apportionment of liability between two retirement systemsInanycountyinwhichtheboardofsupervisorshasenteredintoanagreementas

permittedbySection20569.1,thegoverningbodyofthecontractingagencyfromwhichthefiremenweretransferredorthegoverningbodyofthedistricttowhichthefiremenweretransferredmaypayallorpartofthecost,asdeterminedbytheboard,oftheliabilitieswhichwereassumedbythecountysystemunderSection20569andwhichexceedthevalueofthecashorsecuritiesorbothtransferredbythePublicEmployees’RetirementSystemtothecountysystem.Thegoverningbodiesofthecontractingagencyandofthedistrictmaydeterminetheproportionoftheliabilitieseachpays.

(AddedbyStats.1974,Ch.1343,Sec.2,EffectiveSeptember26,1974)

§31648.3. Full-time employee returned to work after layoff; service credit for period of absence; operative provisions of sectionAmemberwhoisafull-timeemployeeandreturnswithin12monthsofthedateof

layofftofull-timeservicefollowingaperiodoflayoffcommencingonorafterJanuary1,1981,butnottoexceed12months,mayreceiveservicecreditfortheperiodoftheabsence,butnot

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toexceedoneyear,uponthepaymentofthecontributionsthatthememberwouldhavepaidduringthatperiod,togetherwiththeinterestthatthecontributionswouldhaveearnedhadtheybeenondeposit,ifthememberwasnotabsent.Thecontributionsmaybepaidinlumpsumormaybepaidonamonthlybasisforaperiodofnotmorethanthelengthoftheperiodforwhichservicecreditisclaimed.Theservicecreditprovidedbythissectionshallbeprovidedonlytopersonswhohavereturnedtoemploymentundertheproceduresoftheemployerforreturninglaid-offemployeestoworkandshallnotexceedoneyearofservicecreditforeachlayoffperiod.Thedecisionofthemembertoredepositwithdrawncontributionsshallbemadewithinfiveyearsfromthedatethememberisrehiredortheeffectivedateoftheadoptionbythecountyboardofsupervisorsofthissection.Uponcompletionoftheredepositwithinterest,theentryageofthemembershallbeadjustedtotheoriginalageofentryandmembershipisreestablishedtothatdate.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1993,Ch.284(AB1237),Sec.1)

§31648.4. Cost of liabilities assumed by county after termination; paymentInanycountyinwhichtheboardofsupervisorshasenteredintoanagreementas

permittedbySection20569.2,thegoverningbodyofthecontractingagencyfromwhichtheemployeesweretransferredorthegoverningbodyofthedistrictorthecountyserviceareatowhichtheemployeesweretransferredmaypayallorpartofthecost,asdeterminedbytheboard,oftheliabilitieswhichwereassumedbythecountysystemunderSection20569andwhichexceedthevalueofthecashorsecuritiesofbothtransferredbythePublicEmployees’RetirementSystemtothecountysystem.

Thegoverningbodiesofthecontractingagencyandofthedistrictorthecountyserviceareamaydeterminetheproportionoftheliabilitieseachpays.

(AddedbyrenumberingSection31648.3(asaddedbyStats.1984,Ch.1403)byStats.1986,Ch.248,Sec.85)

§31648.5. Conditions for prior service credit of elective officersAnyelectiveofficer(a)whohasfiledadeclarationofelectiontobecomeamemberofa

countyretirementassociationestablishedpursuanttothischapterand(b)whorenderedanycountyserviceaftertheeffectivedateofthesystemsoestablishedandpriortotheeffectivedateofhismembershipintheassociationand(c)whowouldnototherwisebeentitledtocreditforsuchservice,shallbeentitledtocreditforsuchserviceascurrentserviceifhecontributestotheretirementassociationthecontributionswhichhewouldhavemadeifhehadbeenamemberoftheassociationduringthetimesuchservicewasrendered,togetherwithregularinterestthereon.

(AmendedbyStats.1970,Ch.369,Sec.5)

§31648.55. Credit for previous as current service; elective officer with break in service; conditionsAnymemberwhoisanelectiveofficer,andwhohashadabreakinservice,mayreceive

creditforthepreviousserviceascurrentservice,ifallofthefollowingconditionsaremet:(a)Thememberservesinthesameoffice.(b)Theserviceisnotabasisforanyotherpresentorfuturepublicretirementbenefits.(c)Themember,priortotheeffectivedateofretirement,bylump-sumpaymentorby

installmentoveraperiodnottoexceedfiveyears,(1)contributesanamountequaltotwicethe

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contributionsthememberswouldhavemadetotheretirementfundifthememberhadbeenamemberduringthesamelengthoftimeasthatforwhichthememberhaselectedtoreceivecreditasservice,computedbyapplyingtherateofcontributionfirstapplicabletothememberuponcommencementofmembershipand(2)paysanyinterestthatwouldhaveaccruedtothatamount.

Thissectionshallnotbeoperativeinanycounty,untiladoptedbytheresolutionoftheboardofsupervisors.

(AddedbyStats.1981,Ch.1104,Sec.1)

§31648.6. Fractional monthAnyelectiveofficerwhosetermofofficeexpiresatatimewhenthetotalperiodofhis

incumbencydividedintomonthsresultsinafractionalmonthgreaterthan20daysshallbedeemedtohaverenderedservicesufficienttoreceivecreditforafullmonthprovidedthatsuchofficercontributestotheretirementassociationpriortothereceiptofthefirstpaymentofhisretirementallowancethecontributionsrequiredforthatmonth.

(AddedbyStats.1963,Ch.794,Sec.1)

§31649. Service with Armed Forces; members reentering county service after termination or leave of absence; election to discontinue contributions (a)AnymemberwhoresignstoenteranddoesentertheArmedForcesoftheUnited

Statesonavoluntaryorinvoluntarybasis,andwithin90daysaftertheterminationofthatserviceunderhonorableconditions,reenterscountyservice,or

(b)AnymemberwhoobtainsaleaveofabsencetoenteranddoesentertheArmedForcesoftheUnitedStatesonavoluntaryorinvoluntarybasis,andwithinoneyearaftertheterminationunderhonorableconditionsofleaveofabsencereenterscountyservice,ifheorshehasnotcontributedtotheretirementfundthetotalpercentageofhisorhercompensationearnableduepursuanttoSection31461orpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,dueunderthischapterfortheentireperiodduringwhichheorshewasoutofcountyserviceandinmilitaryservice,may,notmorethan90daysafterhisorherreentranceintocountyservice,filewiththeboardhisorherelectionthatnofurthercontributionsbedeductedfromhisorhercompensationexceptcontributionsduebecauseofcurrentservice.

(c)Amemberwhoreenterscountyserviceundereither(a)or(b)abovemaybealloweduptofiveyearscreditforvestinginthesystem.

(AmendedbyStats.1957,Ch.479,Sec.1)(AmendedbyStats.1996,Ch.680(SB1877),Sec.12)(AmendedbyStats.2014,Ch.741(AB2474),Sec.5)

§31649.1. Reemployment of member; notification to system; notification of right to purchase service creditAnyemployerwhoreemploysamemberwhoissubjecttotheprovisionsofChapter

43(commencingwithSection4301)ofTitle38oftheUnitedStatesCode,shall,within30daysafterthedateofthatreemployment,provideinformationinwritingasrequiredbytheboardnotifyingthesystemofthatreemployment,andshallprovidethereturningemployeewrittennotificationoftherighttopurchasethatservicecredit.

(AddedbyStats.1996,Ch.680(SB1877),Sec.13)

§31649.5. Service with Armed Forces of the United States; credit for service and prior service; contributionsNotwithstandingSection31649,anymemberwhoresigned,orobtainedaleaveof

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absence,toenteranddidentertheArmedForcesoftheUnitedStatesonavoluntaryorinvoluntarybasisandreturnedtocountyservicewithinoneyearafterseparationtherefrom,underhonorableconditions,shallreceivecreditforserviceandpriorserviceforalloranypartofhisorhermilitaryservice,if,beforeretirementfromthecounty,heorshecontributeswhatheorshewouldhavepaidtothefundbasedonhisorhercompensationearnablepursuanttoSection31461atthetimeheorsheresignedorreceivedtheleaveofabsence,togetherwithregularinterestthereon,andif,whenheorshecontributes,themilitaryserviceisnotabasisforpresentorfuturemilitaryretirementpay.

(AmendedbyStats.1975,Ch.594,Sec.1)(AmendedbyStats.1996,Ch.680,Sec.14)(AmendedbyStats.2014,Ch.740(AB2473),Sec.8)

§31649.6. Resignation from county service; receiving credit for service(a)NotwithstandingSection31649or31649.5,amemberwhoresignedfromcounty

service,orwhoobtainedaleaveofabsencefromcountyservice,toenteranddidentertheArmedForcesoftheUnitedStatesonavoluntaryorinvoluntarybasisandwhothenreturnedtocountyservicewithinoneyearafterseparationfromtheArmedForcesunderhonorableconditions,shallreceivecreditforserviceandpriorserviceforalloranypartofhisorhermilitaryservice,if,beforeretirementfromthecounty,heorshecontributeswhatheorshewouldhavepaidtothefundbasedonhisorhercompensationearnablepursuanttoSection31461orpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,atthetimeheorsheresignedorobtainedtheleaveofabsence,togetherwithregularinterestthereon.

(b)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolution,makesthissectionapplicableinthecounty.

(AddedbyStats.2007,Ch.355(SB14),Sec.28)(AmendedbyStats.2014,Ch.741(AB2474),Sec.6)

§31650. Deduction of past due contributions from returning service man not making required electionUnlessthereturningmemberreenterstheserviceasanewmemberorfilesanelection

pursuanttoSection31649,thecountyauditororotherofficerchargedwiththedutyofdrawingsalaryorwagewarrantsshalldeductpastduecontributionspursuanttotheregulationsoftheboard,oriftherearenosuchregulationspursuanttothischapter.Thefilingofanelectionshallapplyonlytosalaryorwagewarrantsdelivered30ormoredaysafterthefilingofanelection,andnodeductionlegallymadeshallberefundedbecauseofanelection.

(AddedbyStats.1947,Ch.424,Sec.1)

§31651. Deduction of current contributions from pay of returning memberIfthereturningmemberfilesanelectionpursuanttoSection31649,theauditoror

otherofficerchargedwiththedutyofdrawingsalaryorwagewarrantsshalldeductcurrentcontributionsonlyfromsalaryorwagewarrantsdelivered30ormoredaysafterthefilingoftheelection.Membercontributionsshallbecalculateduponthebasisoftheageofthememberuponhisorherfirstentryintotheretirementsystem.

(AmendedbyStats.1992,Ch.132(SB1508),Sec.1,EffectiveJanuary1,1993)

§31652. Eligibility for benefits on repayment of amounts withdrawn or fulfilling other conditions on re-entry into retirement system(a)Anymembermayredepositintheretirementfund,priortofilinganapplication

forretirement,bylumpsumpaymentorbyinstallmentpaymentsoveraperiodofoneyear

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orforalongertimeuponapprovaloftheboard,anamountequaltoalloftheaccumulatednormalcontributionswhichhehaswithdrawn,plusregularinterestthereonfromthedateofseparationfromtheretirementsystem,andhismembershipisthesameasifunbrokenbysuchtermination.Exceptasprovidedinthissectionhisrateofcontributionshallbebasedonageatthenearestbirthdayattimeofreentranceintothesystem.Ifhedoesnotredepositalloftheaccumulatednormalcontributionspreviouslywithdrawnheshallbeconsideredasanewmemberwithoutcreditforanypreviousservice.

“Regularinterest”asusedinthissectionshallmeanthatamountofinterestwhichwouldhavebeencreditedtotheaccountofthememberontheamounttobedepositedattheinterestratesestablishedforthesystemifthecontributionsrequiredbythissectionhadbeenondepositfromthedateofseparationfromtheretirementsystemuntiltheamountrequiredtobedepositedhasbeenpaid.

(b)AnymemberwholeftcountyserviceonorbeforeDecember31,1971,andthereafteragainbecameamemberofthecountysystemwhichheleftand(1)whodidnotwithdrawhisaccumulatednormalcontributionsor(2)whoelectedtoleavehisaccumulatednormalcontributionsondepositpursuanttoArticle9(commencingwithSection31700),or(3)whoredepositedorredepositswithdrawnaccumulatednormalcontributionsplusinterestasauthorizedinthissection,shallbeeligibleforallbenefitsgrantedamemberenteringareciprocalretirementsystemunderArticle15(commencingwithSection31830),includingthebenefitsgrantedtomemberswholefttheiraccumulatedcontributionsondepositorwhoredepositedtheiraccumulatedcontributionspursuanttoSection31831.1.ThisparagraphshallnotbeapplicabletoanymemberenteringserviceafterDecember31,1977.

(c)AnymemberwholeftcountyserviceonorafterJanuary1,1972,andwhowithin90daysthereafteragainbecameamemberofthecountysystemwhichheleftand(1)whodidnotwithdrawhisaccumulatednormalcontributions,or(2)whoelectedtoleavehisaccumulatednormalcontributionsondepositpursuanttoArticle9(commencingwithSection31700),or(3)whoredepositsorredepositedhiswithdrawnaccumulatednormalcontributionsplusinterestasauthorizedbySection31652within180daysafterleavingcountyservice,shallbeeligibleforallbenefitsgrantedamemberenteringareciprocalretirementsystemunderArticle15(commencingwithSection31830),exceptthatSection31831.1shallnotapplytosuchmembers.

(d)Thissectionshallnotapplytomemberswhoareretiredorwhoarenotinserviceofanemployermakinghimamemberofthissystem.

(AmendedbyStats.1978,Ch.141,Sec.1)

§31652.1. Redeposit of withdrawn normal contributions; regular interest; election not to withdraw or to leave contributions on deposit; applicability of section (Los Angeles)(a)Anymembermayredepositintheretirementfund,priortofilinganapplication

forretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodofoneyearorforalongertimeuponapprovaloftheboard,anamountequaltoalloftheaccumulatednormalcontributionswhichhehaswithdrawn,plusregularinterestthereonfromthedateofseparationfromtheretirementsystem,andhismembershipisthesameasifunbrokenbysuchtermination.Exceptasprovidedinthissectionhisrateofcontributionshallbebasedonageatthenearestbirthdayattimeofreentranceintothesystem.Ifhedoesnotredepositalloftheaccumulatednormalcontributionspreviouslywithdrawnheshallbeconsideredasanewmemberwithoutcreditforanypreviousservice.

“Regularinterest”asusedinthissectionshallmeanthatamountofinterestwhichwouldhavebeencreditedtotheaccountofthememberontheamounttobedepositedattheinterestratesestablishedforthesystemifthecontributionsrequiredbythissectionhadbeenondepositfromthedateofseparationfromtheretirementsystemuntiltheamountrequiredto

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bedepositedhasbeenpaid.(b)AnymemberwholeftcountyserviceonorbeforeDecember31,1974,andthereafter

againbecameamemberofthecountysystemwhichheleftand(1)whodidnotwithdrawhisaccumulatednormalcontributions,or(2)whoelectedtoleavehisaccumulatednormalcontributionsondepositpursuanttoArticle9(commencingwithSection31700),or(3)whoredepositedorredepositswithdrawnaccumulatednormalcontributionsplusinterestasauthorizedinthissection,shallbeeligibleforallbenefitsgrantedamemberenteringareciprocalretirementsystemunderArticle15(commencingwithSection31830),includingthebenefitsgrantedtomemberswholefttheiraccumulatedcontributionsondepositorwhoredepositedtheiraccumulatedcontributionspursuanttoSection31831.1.ThisparagraphshallnotbeapplicabletoanymemberenteringserviceafterDecember31,1979.

(c)AnymemberwholeftcountyserviceonorafterJanuary1,1975,andwhowithin90daysthereafteragainbecameamemberofthecountysystemwhichheleftand(1)whodidnotwithdrawhisaccumulatednormalcontributions,or(2)whoelectedtoleavehisaccumulatednormalcontributionsondepositpursuanttoarticle9(commencingwithSection31700),or(3)whoredepositsorredepositedhiswithdrawnaccumulatednormalcontributionsplusinterestasauthorizedbySection31652within180daysafterleavingcountyservice,shallbeeligibleforallbenefitsgrantedamemberenteringareciprocalretirementsystemunderArticle15(commencingwithSection31830),exceptthatSection31831.1shallnotapplytosuchmembers.

(d)Thissectionshallnotapplytomemberswhoareretiredorwhoarenotinserviceofanemployermakinghimamemberofthissystem.

(e)Thissectionshallapplyonlyinacountyofthefirstclass,asestablishedbySections28020and28022butshallnotbeoperativeinacountyuntiladoptedbyresolutionoftheboardofsupervisors.

(AddedbyStats.1982,Ch.991,Sec.1)

§31652.2. Credit for prior county retirement system service; reentry by employment with public agency contracting with public employees’ retirement system; redeposit of withdrawn contributions; applicability of section (Los Angeles)(a)Anymemberofaretirementsystemestablishedpursuanttothischapterwhowas

previouslyamemberofthesamecountyretirementsystemandwhothereafterbecameamemberofthePublicEmployees’RetirementSystemasaresultofemploymentbyapublicagencycontractingwiththePublicEmployees’RetirementSystem,shallreceivecreditinthecountyretirementsystemforservicerenderedasanofficeroremployeeofsuchpublicagencyprovidedthatheorshemakesthecontributionsspecifiedbySection31641.2,andprovidedfurtherthatheorsheisnotentitledtoreceiveanyotherpensionorretirementallowancefromanypublicagencyforsuchservice.

(b)Notwithstandinganyotherprovisionoflaw,anypersonwhowouldotherwisequalifyundersubdivision(a)whoelectedtoleavehisorhercontributionsondepositwiththePublicEmployees’RetirementSystemandreceivethebenefitsofreciprocity,mayrescindthatelectionandwithdrawhisorhercontributionsplusaccruedinterestfromthePublicEmployees’RetirementSystemanddepositthesameinthecountyretirementsystemofwhichheorsheisamemberaspaymentinfullorinpartfortheservicecreditdescribedinthissection.ThepersonshallnotthereafterhavetherighttoredepositthewithdrawncontributionsinthePublicEmployees’RetirementSystemortoreceiveanycreditforsuchserviceinthatsystem.Anymemberofacountyretirementsystemwhoiseligibletoreceivecreditforotherpublicservicepursuanttothissectionshallreceivethebenefitofanymotionorresolutionadoptedbytheboardofsupervisorspursuanttosubdivision(c)ofSection31641.2whichwasineffectduringthemember’scountyservice.

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(c)Thissectionshallapplyonlyinacountyofthefirstclass,asestablishedbySections28020and28022,butshallnotbeoperativeinacountyuntiladoptedbyresolutionoftheboardofsupervisors.

(AddedbyStats.1982,Ch.991,Sec.2)

§31653. Contributions by governing board for member reentering public service after absence in military service; credit for military service timeNotwithstandingtheprovisionsofthisarticle,thegoverningboardofthecountyor

districtmayelecttocontributeforanymemberofthissystemwhoisabsentfromandreenterstheserviceofthecountyordistrictpursuanttoSection31649ofthiscode,amountsequaltothecontributionsthatwouldhavebeenmadebythememberandthemember’semployertothesystemonthebasisofthemember’scompensationearnableatthecommencementoftheabsence,ifthememberhadnotbeensoabsent.Ifthegoverningboardelectstomakeanymember’scontributionspursuanttothissection:

(a)Anysuchmemberwhoexercisesordidexercisetherighttocontributetothesystemduringtheperiodofmilitaryserviceshallhavethosecontributionsrefundedorcreditedtothatmember’saccount.

(b)Anysuchmemberwhowithdrawsorhaswithdrawnaccumulatedcontributionsduringmilitaryserviceandwhodoesnotordidnotredeposittheamountwithdrawnuponreturntoemploymentwiththecountyordistrictisentitledtobecreditedwithanycontributionthegoverningboardelectstomake,andtoreceivecreditforserviceduringtheperiodofabsenceformilitaryservice,thesameasifthememberhadnotwithdrawnaccumulatedcontributions,andtherateforfuturecontributionsshallbebaseduponthemember’sageatthecommencementoftheabsenceformilitaryservice.

(c)Thecontributionsmadebythegoverningboardpursuanttothissectionshallbeavailableonlyforthepurposeofretirementforserviceorfordisability,andshallbemadeavailableonlyforthepurposeofretirement,andamemberresigningfromtheserviceofthecountyordistrictafterreinstatementfrommilitaryserviceshallbeentitledtowithdrawonlythatportionofaccumulatedcontributionspersonallymadebythemember.

(d)ThissectionshallberetroactivelyappliedtoextenditsbenefitstosuchmembersofthissystemasthegoverningboardmaydeterminewhoseabsencefromcountyserviceonmilitaryservicecommencedonorafterSeptember16,1940,andwhoreturnorhavereturnedtothisserviceupontheterminationoftheirmilitaryservice.

(e)ThissectionshallnotapplytoamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013(Article4(commencingSection7522)ofChapter21ofDivision7ofTitle1).

(AmendedbyStats.1969,Ch.978,Sec.2)(AmendedbyStats.2014,Ch.741(AB2474),Sec.7)

§31654. Persons reemployed by county after resumption of aid to needy and blind; credit for state serviceWhenever,asaresultoftheresumptionbythecountiespursuanttoArticleXXVIIofthe

Constitutionoffunctionsrelatingtotheadministrationofaidtotheagedandaidtotheneedyblindtheretoforeperformedbythestate,anypersonceasestobeemployedbythestateandisemployedbyacountyinwhichthischapterhasbecomeoperative,thepersonshallbecomeamemberoftheretirementassociationofthecountyimmediatelyuponisentranceintothecountyservice.

AnysuchmemberofacountyretirementsystemshallbeentitledtocreditinthecountyretirementsystemforserviceforwhichhewasentitledtocreditinthePublicEmployees’RetirementSystematthetimeofcessationofhisemploymentbythestate,withoutthe

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necessityofpaymentofanyadditionalcontributionsinrespecttothatservice,whenandif(a)theboardofretirementreceivescertificationfromtheBoardofAdministrationofthePublicEmployees’RetirementSystemofthestateservicewithwhichthepersonwasentitledtobecreditedbythePublicEmployees’RetirementSystematthetimeofcessationofhisstateemployment;and(b)thereispaidintotheemployees’retirementfundofthecountyanamountequaltothenormalcontributionsofthepersontothePublicEmployees’RetirementSystem,togetherwiththeinterestcreditedthereto,whichamountshallbecreditedtotheindividualaccountofthememberinthecountyemployee’sretirementsystem,andshallthereafterforallpurposesbedeemedtobethemember’scontributiontothecountyretirementsysteminrespecttotheservicesocertified;and(c)thereispaidintotheemployees’retirementfundofthecountyanadditionalamountequaltotheamountofsuchnormalcontributions,togetherwiththeinterestcreditedthereto,whichadditionalamountshallthereafterforallpurposesbedeemedtobethecontributionsoftheemployercountytothecountyretirementsysteminrespecttotheservicesocertified.

(AmendedbyStats.1968,Ch.1046,Sec.1)

§31655. War relocation absence; credit; election to make contributions and interest payments; adoption of section by resolutionAnymembermayreceivecreditforwarrelocationabsenceifthememberelectstopay

anddoespaypriortoretirementintotheretirementfundanamountequaltothecontributionsthememberwouldhavemadetothefundonthemember’scompensationearnableatthetimeoftheabsencetogetherwithregularinterestthereon.

“Warrelocationabsence”meanstheperiodofabsencefromcountyserviceoccasionedbytheevacuationandrelocationofamemberpursuanttoordersissuedbythecommandingofficeroftheWesternDefensecommandinMarch1942,fortheevacuationofpersonsofJapanesedescentfromsucharea,wherethememberwasincountyserviceonMarch5,1942,andlaterreturnedtocountyservicepriortoJuly1,1947.

Thisserviceshallnotbeoperativeinanycountyuntiladoptedbyresolutionoftheboardofsupervisors.

(AddedbyStats.1976,Ch.1027,Sec.3)

§31656. Extension of service credit to employee on authorized leave of absence to serve as official of recognized employee bargaining unit; application to county Nothinginthischaptershallbeconstruedtoprohibitanydistrictestablishedpursuant

toPart4(commencingwithSection40000)ofDivision10ofthePublicUtilitiesCode,fromextendingretirementservicecreditpursuanttoSection40127ofthePublicUtilitiesCodetoanyemployeeofthedistrictwhoisonanauthorizedleaveofabsencetoserveasanofficialofarecognizedemployeebargainingunit,underallofthefollowingconditions:

(a)Theemployeeagreestopaythetotalcontributionsthatwouldotherwisebepaidiftheemployeewerenotonleave,aswellasanyadditionalcostswhichmayaccruetothesystemasaresultofthisextensionofcoverage.

(b)Themaximumservicecreditaccumulatedunderthissectionshallnotexceed12years.

(c)Employeescoveredunderthissectionshallnotbeeligiblefordisabilitybenefitsunderanypublicemployees’retirementsysteminthisstatewhileonsuchleaveofabsence.Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthecounty.

(AmendedbyStats.1989,Ch.448,Sec.1)(AmendedbyStats.2014,Ch.740(AB2473),Sec.9)

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§31657. Assumption by county or district of safety functions; cessation of city employment; membership in county retirement associationSubjecttoSection20588,whenever,asaresultoftheassumptionbyacounty,fire

authority,ordistrictoffirefightingorlawenforcementfunctionsperformedbyapublicagencyorthestatesubjecttothePublicEmployees'RetirementLaw,anypersonceasestobeemployedbyapublicagencyorthestateandisemployedbyacounty,fireauthority,ordistrictinwhichthischapterhasbecomeoperative,thatpersonshallbecomeamemberoftheretirementsystemofacountyimmediatelyuponenteringcountyservice.ThatmemberofthecountyretirementsystemshallbeentitledtoservicecreditinthecountyretirementsystemfortheserviceforwhichheorshewasentitledtocreditinthePublicEmployees'RetirementSystematthetimeofcessationofemploymentbythepublicagencyorthestate,withoutnecessityofpaymentofanyadditionalcontributionsinrespecttothatservice,whenandifallofthefollowingoccur:

(a)TheboardofretirementreceivescertificationfromtheBoardofAdministrationofthePublicEmployees'RetirementSystemoftheservicewithwhichthepersonwasentitledtobecreditedbythePublicEmployees'RetirementSystematthetimeofcessationofhisorherpublicagencyorstateemployment.

(b)Thereispaidintothecountyretirementfundofthecounty,anamountequaltothenormalcontributionsofthepersontothePublicEmployees'RetirementSystem,togetherwithallinterestcreditedthereto,whichamountshallbecreditedtotheindividualaccountofthememberinthecountyretirementsystem,andshallthereafterforallpurposesbedeemedtobethemember'scontributiontothecountyretirementsystemwithrespecttotheservicesocertified.

(c)ThereispaidtotheretirementsystemofthecountyanamountequaltoallcontributionsofthepublicagencyorthestatemadetothePublicEmployees'RetirementSystemonaccountofservicerenderedbythepersontogetherwithinterestcreditedtothepublicagencyorthestatethereto.

(d)Theboardofretirementelectstoapplythissectionasaprudentmeansofmitigatingagainstpotentialadversefinancialimpactuponthecountyretirementsystemfromthecostofdisabilityretirementsthatmaybeappliedforinthefuturebypersonsinjuredwhilebeingemployedbythecounty,fireauthority,ordistrictafterceasingtobeemployedbyapublicagencyorthestateasaresultoftheassumptionbyacounty,fireauthority,ordistrictoffirefightingorlawenforcementfunctions.

Thissectionshallapplyinacountyofthefirst,thesecond,theseventh,orthefourteenthclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961,andSections28023,28028,and28035,asamendedbyChapter1204oftheStatutesof1971.

(AddedbyStats.1990,Ch.419(AB2819),Sec.6)(AmendedbyStats.1997,Ch.832(AB355),Sec.2)(AmendedbyStats.1998,Ch.116(AB2763,Sec.2)(AmendedbyStats.2000,Ch.966(AB2331),Sec.4)(AmendedbyStats.2001,Ch.793(AB1683),Sec.41)(AmendedbyStats.2015,Ch.86(AB868),Sec.2)

§31657.1. Assumption by county or district of safety functions performed by city; cessation of city employment; membership in county retirement association; service credits; applicability of section; duration of section (Santa Barbara)SubjecttoSection20569.4,whenever,asaresultoftheassumptionbyacountyor

districtoffirefightingorlawenforcementfunctionsperformedbyacitysubjecttothePublicEmployees’RetirementLaw(Part3(commencingwithSection20000)ofDivision5ofTitle2),

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anypersonwhoceasestobeemployedbyacityandwhoisemployedbyacountyordistrictinwhichthischapterhasbecomeoperative,thatpersonshallbecomeamemberoftheretirementassociationofacountyimmediatelyuponentrancetothecountyservice.ThatmemberofthecountyretirementsystemshallbeentitledtoservicecreditinthecountyretirementsystemfortheserviceforwhichheorshewasentitledtocreditinthePublicEmployees’RetirementSystematthetimeofcessationofemploymentbythecity,withoutnecessityofpaymentofanyadditionalcontributionsinrespecttothatservice,whenandifallofthefollowingoccur:

(a)TheboardofretirementreceivescertificationfromtheBoardofAdministrationofthePublicEmployees’RetirementSystemoftheservicewithwhichthepersonwasentitledtobecreditedbythePublicEmployees’RetirementSystematthetimeofcessationofhisorhercityemployment.

(b)Thereispaidintothecountyretirementfundofthecounty,anamountequaltothenormalcontributionsofthepersontothePublicEmployees’RetirementSystem,togetherwiththeinterestcreditedthereto,whichamountshallbecreditedtotheindividualaccountofthememberinthecountyretirementsystem,andshallthereafterforallpurposesbedeemedtobethemember’scontributiontothecountyretirementsystemwithrespecttotheservicesocertified.

(c)ThereispaidtotheretirementsystemofthecountyanamountequaltothecontributionsofthecitymadetothePublicEmployees’RetirementSystemonaccountofservicerenderedbythepersontogetherwithinterestcreditedtothecitythereto.

(d)Theboardofretirementperformsanactuarialanalysisofthetransactionsrequiredbythissectionandallrelatedcostsoftheactuarialanalysisshallbepaidforbythecity.AnyliabilityidentifiedbytheactuarialanalysisthatisnotcoveredbytherevenuesreceivedbythecountyretirementfundpursuanttothissectionfromthePublicEmployees’RetirementSystemshallbepaidbythecityinamanneracceptabletotheboardofretirement.

(e)Theboardofretirementapprovesalltransactionsrequiredbythissection.Thissectionshallapplyonlytoacountyofthe16thclass,asdefinedbySection20820,

asamendedbyChapter1204oftheStatutesof1971,andSection20837,asamendedbyChapter1204oftheStatutesof1971.

Thissectionshallnotbeoperativeinacountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthecounty.

ThissectionshallremainineffectonlyuntilJanuary1,1998,andasofthatdateisrepealed,unlessalaterenactedstatute,whichisenactedbeforeJanuary1,1998,deletesorextendsthatdate.

(AddedbyStats.1993,Ch.684(AB1192),Sec.3)(Repealedbyitsownterms,January1,1998)

§31658. Election to make contributions pursuant to this section; receipt of service credit for additional retirement credit; limitations(a)Anactivemembermayelect,bywrittennoticefiledwiththeboard,tomake

contributionspursuanttothissectionandtoreceiveuptofiveyearsofservicecreditintheretirementsystemforadditionalretirementcredit,ifthememberhascompletedatleastfiveyearsofcreditedservicewiththatretirementsystem.

(b)Asusedinthissection,“additionalretirementcredit”meanstimethatdoesnototherwisequalifyascountyservice,publicservice,militaryservice,medicalleaveofabsence,oranyothertimerecognizedforservicecreditbytheretirementsystem.

(c)Notwithstandinganyotherprovisionofthischapter,servicecreditforadditionalretirementcreditmaynotbecountedtomeettheminimumqualificationsforserviceordisabilityretirementorforpurposesofestablishingeligibilityforanybenefitsbasedon30

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yearsofservice,additionaladhoccost-of-livingbenefitsbasedonservicecredit,healthcarebenefits,oranyotherbenefitsbaseduponservicecredit.

(d)Anymemberwhoelectstomakecontributionsandreceiveservicecreditforadditionalretirementcreditshallcontributetotheretirementfund,priortotheeffectivedateofhisorherretirement,bylump-sumpaymentorbyinstallmentpaymentsoveraperiodnottoexceed10years,anamountthat,atthetimeofcommencementofpurchase,intheopinionoftheboardandtheactuary,issufficienttonotplaceanyadditionalfinancialburdenupontheretirementsystem.

(e)Nomembermayreceiveservicecreditunderthissectionforanyadditionalretirementcreditforwhichheorshehasnotcompletedpaymentpursuanttosubdivision(d)beforetheeffectivedateofhisorherretirement.SubjecttothelimitationsofUnitedStatesInternalRevenueServiceregulations,amemberwhohaselectedtomakepaymentininstallmentsmaycompletepaymentbylumpsumatanytimepriortotheeffectivedateofhisorherretirement.

(f)Anysumspaidbyamemberpursuanttothissectionshallbeconsideredtobeandadministeredascontributionsbythemember.

(g)Thissectionisnotoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionapplicableinthecounty.

(h)PursuanttoSection7522.46,thissectionshallapplyonlytoanapplicationtopurchaseadditionalretirementcreditthatwasreceivedbytheretirementsystempriortoJanuary1,2013,thatissubsequentlyapprovedbythesystem.

(AddedbyStats.2003,Ch.261(AB55),Sec.3,EffectiveSeptember4,2003)(AmendedbyStats.2013,Ch.247(AB1380),Sec.23)

Article 7.5Retirement of Safety Members for Service

(Article7.5addedbyStats.1951,Ch.1098,Sec.24)

§31662. ApplicationThisarticleshallapplyinacountysubjecttotheprovisionsofSections31676.1and

31695.1.(AmendedbyStats.1957,Ch.568,Sec.7)

§31662.2. Retirement of safety memberRetirementofasafetymemberinacountysubjecttotheprovisionsofSection31676.1,

orofSection31695.1,ifapplicable,whohasmettherequirementsforageandserviceshallbemadebytheboardpursuanttothisarticleorpursuanttotheCaliforniaPublicEmployees’PensionReformActof2013,whicheverisapplicable.

(AddedbyStats.1951,Ch.1098,Sec.24)(AmendedbyStats.2013,Ch.247(AB1380),Sec.24)

§31662.4. Age for retirement; exceptions; adoption of resolution by countyAttheexpirationoftwoyearsafteraretirementsystempursuanttothischapter

becomesoperative,oronJanuary1,1954,whicheverislater,everysafetymemberexceptanelectiveofficer,thesheriffandundersheriff,whohasattainedage60shallberetiredforthwith.Onthesaiddateasheriffwhoisasafetymember,isnotanelectiveofficer,andwhohas

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attainedage70andanundersheriffwhoisasafetymemberandwhohasattainedage70shallberetiredforthwith.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1986,Ch.840,Sec.6)

§31662.6. Time for retirement; exceptions; adoption of resolution by countyTwoyearsafteraretirementsystemestablishedbythischapterbecomesoperative,

asafetymemberexceptanelectiveofficer,thesheriffandundersheriff,andthemarshalappointedtoservethesuperiorcourtwithinthecounty,shallberetiredasofthefirstdayofthecalendarmonthnextsucceedingthatinwhichheorsheattainsage60.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1986,Ch.840,Sec.7)(AmendedbyStats.2002,Ch.784(SB1316),Sec.190)

§31662.8. Safety member holding elective office; time for retirement; adoption of resolution by countyEverysafetymemberholdinganelectiveofficeshallberetiredattheendofthefirst

termtowhichheorsheiselectedwhichexpiresonthedatefollowinghisorherseventiethbirthday,exceptthatifthetermexpireswithintwoyearsafterthedateonwhicharetirementsystembecomesoperativeorpriortoJanuary1,1954,whicheverislater,heorsheshallberetiredattheendofthenexttermtowhichheorsheiselected.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1986,Ch.840,Sec.8)

§31663. Time for retirement; sheriff, undersheriff, marshal, and inspectors; adoption of resolution by countyAfterJanuary1,1954,ortwoyearsafteraretirementsystemestablishedbythischapter

becomesoperative,whicheverislater,asheriffwhoisasafetymemberandnotelective,andanundersheriff,whoisasafetymembershallberetiredasofthefirstdayofthecalendarmonthnextsucceedingthatinwhichheorsheattainsage70.

Themarshalappointedtoservethesuperiorcourtwithinthecountywhoisasafetymembershallberetiredasofthefirstdayofthecalendarmonthnextsucceedingthatinwhichheorsheattainsage65.

InSanBernardinoCounty,asheriff’sinspector,achiefinspectorinasheriff’soffice,orachiefdeputyinasheriff’soffice,whoisasafetymemberandwhoseprimarydutiesareadministrative,shallberetiredasofthefirstdayofthecalendarmonthnextsucceedingthatinwhichthepersonattainsage70.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1986,Ch.840,Sec.9)(AmendedbyStats.2002,Ch.784(SB1316),Sec.190)

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§31663.1. Applicability of Sections 31662.6 and 31663 to assistant sheriff or chief in sheriff’s office; counties of the first class; operative effect (Los Angeles)(a)Sections31662.6and31663shallnotapplytoanassistantsherifforachiefina

sheriff’sofficewhoisasafetymemberandwhoseprimarydutiesareadministrative.(b)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,as

amendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(c)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionapplicableinthecounty.

(AddedbyStats.2001,Ch.33(SB304),Sec.1,EffectiveJuly3,2001,asanurgencystatute)

§31663.15. (Operation contingent) Active safety member, applicability of specified sections(a)Sections31662.4,31662.6,31662.8,and31663shallnotapplytoapersonwhois

anactivesafetymemberdescribedinSection31469.3or31470.4ifaphysicianemployedorapprovedbythecountycertifiesthatthesafetymemberiscapableofperforminghisorherassigneddutiespursuanttostandardssetforthbythemember’semployer.

(b)ThissectionshallalsoapplytoamemberwhoreinstatesfromretirementpursuanttoSection31680.8.

(c)Acountythatadoptsthissectionshallprovideasafetymemberwhoisonadisabilityleaveofabsencetheopportunitytoreceivethephysiciancertificationdescribedinsubdivision(a)uponreturnfromhisorherleave,andthatmembershallnotbesubjecttomandatoryretirementpursuanttoSection31662.4,31662.6,or31662.8priortoreceivingthatopportunity.

(d)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(e)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,makethissectionandSection31680.8applicableinthecounty.Theresolutionoftheboardofsupervisorsmaydesignateadate,whichmaybepriortothedateoftheresolutionortheeffectivedateofthissection,uponwhichtheresolutionandthissectionshallbeoperativeinthecounty,andmayfurtherprovidethatamember,describedinSection31470.4,whoretiredpursuanttoSection31662.4or31662.6,priortoApril1,2007,isnoteligibletoreinstatefromretirementpursuanttoSection31680.8.

(AddedbyStats.2007,Ch.290(SB134),Sec.1)(AmendedbyStats.2008,Ch.21(SB579),Sec.1,EffectiveJune2,2008)(AmendedbyStats.2009,Ch.190(SB538),Sec.1)

§31663.2. (Repealed January 1, 2010) Applicability of Sections 31662.4 and 31662.6 to certain fire chiefs (Los Angeles)(a)(1)Sections31662.4and31662.6shallnotapplytothefirechiefofafiredistrictwhois

asafetymemberandwhoseprimarydutiesareadministrative,ifthefirechiefwasemployedasfirechiefonMay1,2005.

(2)AfirechiefwhoisexemptedfromtherequirementsofSections31662.4and31662.6,pursuanttoparagraph(1),shallretirebeforeApril1,2009,and,subsequenttotheoperativedateofthissection,thatfirechiefshallnotreceiveasalaryincreasethatisdisproportionatetoanysalaryincreasegrantedtootherdepartmentheadsofthesamejurisdictionatthesametime.

(b)Thissectionappliesonlytoacountyofthefirstclass,asdefinedbySections28020

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and28022.(c)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,by

resolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.(d)ThissectionshallbecomeinoperativeonApril1,2009,and,asofJanuary1,2010,

isrepealed,unlessalaterenactedstatute,thatisenactedbeforeJanuary1,2010,deletesorextendsthedatesonwhichitbecomesinoperativeandisrepealed.

(FormerSection31663.2,relatingtoretirementofsafetymember,wasaddedbyStats.1951,Ch.1098,Sec.24,amendedbyStats.1953,Ch.844,Sec.1,andRepealedbyStats.1969,Ch.439,Sec.6)

(AddedbyStats.2005,Ch.134(AB1769),Sec.1,EffectiveJuly27,2005)(RepealedbyStats.2008,Ch.21(SB579),Sec.2,EffectiveJune2,2008)

§31663.25. Application for retirement(a)ExceptasprovidedinSection31663.26,asafetymemberwhohasreachedthe

applicablecompulsoryageofretirement,ifany,orasafetymemberwhohascompleted10yearsofcontinuousserviceandwhohasreachedtheageof50,orasafetymemberwhohascompleted20yearsofserviceregardlessofage,mayberetireduponfilingwiththeboardawrittenapplicationsettingforththedateuponwhichthememberdesireshisorherretirementtobecomeeffectivewhichshallbenotmorethan60daysafterthedateoffilingtheapplication.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013(Article4(commencingwithSection7522)ofChapter21ofDivision7ofTitle1)foralloranyportionofthatmember’smembershipinthecountyretirementsystem.

(AmendedbyStats.1986,Ch.840,Sec.10)(AmendedbyStats.2008,Ch.164(AB3044),Sec.7)(AmendedbyStats.2013,Ch.247(AB1380),Sec.25)

§31663.26. Age and service requisites; application; time of filing; application of section(a)NotwithstandingSection31663.25,asafetymemberwhohasreachedtheapplicable

compulsoryageofretirement,ifany,orasafetymemberwhoisafull-timeemployee,hascompleted10yearsofservice,hasreachedtheageof50,andhasnoservicebreakwhichexceeds12months,orasafetymemberwhohascompleted20yearsofserviceregardlessofage,mayberetireduponfilingwiththeboardawrittenapplicationsettingforththedateuponwhichthememberdesireshisorherretirementtobecomeeffectivewhichshallbenotmorethan60daysafterthedateoffilingtheapplication.

(b)Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinance,makethissectionapplicableinthecounty.

(c)ThissectionshallnotapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AmendedbyStats.1986,Ch.840,Sec.11)(AmendedbyStats.2008,Ch.164(AB3044),Sec.8)(AmendedbyStats.2013,Ch.247(AB1380),Sec.26)

§31663.3. Counties over 199,000, but less than 200,000; employment of sheriff from year to year after attaining the age 70 (Ventura)Notwithstandinganyotherprovisionoflaw,inanycountyhavingapopulationin

excessof199,000butlessthan200,000asdeterminedbySection28020asamendedin1961,an

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undersheriffuponattainingtheageof70shallthereafterbeemployedfromyeartoyearatthediscretionofthecounty.

(AddedbyStats.1971,Ch.437,Sec.1)

§31664. Current service and prior service pensions; additional pension to safety membersNotwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionor

thecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionforsafetymemberspurchasedbythecontributionsofthecountyordistrictsufficientwhenaddedtotheserviceretirementannuitytoequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositehisorherageatretirementtakentotheprecedingcompletedquarteryearinthefollowingtable,multipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthelimitationofthesafetymember’sfinalcompensationassetforthinSection31676.1asitnowreadsormayhereafterbeamendedtoread:

Age at retirement Fraction 41 0.6258 41 1/4 0.6350 41 1/2 0.6442 41 3/4 0.6533 42 0.6625 42 1/4 0.6720 42 1/2 0.6814 42 3/4 0.6909 43 0.7004 431/4 0.7102 431/2 0.7200 433/4 0.7299 44 0.7397 44 1/4 0.7499 44 1/2 0.7601 44 3/4 0.7703 45 0.7805 45 1/4 0.7910 45 1/2 0.8016 45 3/4 0.8121 46 0.8226 46 1/4 0.8339 46 1/2 0.8452 46 3/4 0.8566 47 0.8678 471/4 0.8780

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Age at retirement Fraction 471/2 0.8882 473/4 0.8983 48 0.9085 481/4 0.9194 481/2 0.9304 483/4 0.9413 49 0.9522 491/4 0.9641 491/2 0.9761 493/4 0.9880 50 1.0000 50 1/4 1.0130 50 1/2 1.0259 50 3/4 1.0387 51 1.0516 51 1/4 1.0656 51 1/2 1.0796 51 3/4 1.0937 52 1.1078 52 1/4 1.1231 52 1/2 1.1384 52 3/4 1.1538 53 1.1692 531/4 1.1859 531/2 1.2028 533/4 1.2195 54 1.2366 54 1/4 1.2547 54 1/2 1.2730 54 3/4 1.2915 55andover 1.3099

Thefractionhereinsetforthshallbeuseduntiladjustedbyeachboardforitsretirementsysteminaccordancewiththeinterestandmortalitytablesadoptedbythatboard.

Contributionsshallnotbemadebysafetymembershavingcreditfor30yearsofcontinuousservice.

(AmendedbyStats.1974,Ch.1452,Sec.2)(AmendedbyStats.2001,Ch.32(AB1682),Sec.1)

§31664.1. Additional service pension(a)Thissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

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(b)Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionforsafetymemberspurchasedbythecontributionsofthecountyordistrictsufficientwhenaddedtotheserviceretirementannuitytoequal3percentofthemember’sfinalcompensationsetforthoppositehisorherageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtable,multipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement.Innoeventshallthetotalretirementallowanceexceedthelimitationofthesafetymember’sfinalcompensationassetforthinSection31676.1,asitnowreadsormayhereafterbeamendedtoread.

Age at retirement Fraction 41 0.6258 41 1/4 0.6350 41 1/2 0.6442 41 3/4 0.6533 42 0.6625 42 1/4 0.6720 42 1/2 0.6814 42 3/4 0.6909 43 0.7004 431/4 0.7102 431/2 0.7200 433/4 0.7299 44 0.7397 44 1/4 0.7499 44 1/2 0.7601 44 3/4 0.7703 45 0.7805 45 1/4 0.7910 45 1/2 0.8016 45 3/4 0.8121 46 0.8226 46 1/4 0.8339 46 1/2 0.8452 46 3/4 0.8586 47 0.8678 471/4 0.8780 471/2 0.8882 473/4 0.8983 48 0.9085 481/4 0.9194 481/2 0.9304 483/4 0.9413

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Age at retirement Fraction 49 0.9522 491/4 0.9641 491/2 0.9761 493/4 0.9880 50andover 1.0000

(c)Contributionsshallnotbemadebysafetymembershavingcreditfor30yearsofcontinuousservice.

(AddedbyStats.2000,Ch.237(AB1937),Sec.2)

§31664.15. Half pay adjustmentNotwithstandinganyotherprovisionsofthischapter,asafetymemberwhoentersthe

systemwithcreditforpriorserviceandretiresuponcompletionof20yearsofcontinuousserviceandatotalof25yearsofserviceafterattainingage50whoseretirementallowanceislessthanone-halfofhisorherfinalcompensation,hisorherpriorservicepensionshallbeincreasedsoastocausehisorhertotalretirementallowancetoamounttoone-halfofthatfinalcompensation.

(AddedbyStats.1967,Ch.550,Sec.4)(AmendedbyStats.2008,Ch.164(AB3044),Sec.9)

§31664.2. Additional service pension(a)Thissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

(b)Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionforsafetymemberspurchasedbythecontributionsofthecountyordistrictsufficientwhenaddedtotheserviceretirementannuitytoequal3percentofthemember’sfinalcompensationsetforthoppositehisorherageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtable,multipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement.Innoeventshallthetotalretirementallowanceexceedthelimitationofthesafetymember’sfinalcompensationassetforthinSection31676.1,asitnowreadsormayhereafterbeamendedtoread.

Age at retirement Fraction 41 0.4777 41 1/4 0.4848 41 1/2 0.4918 41 3/4 0.4987 42 0.5058 42 1/4 0.5130 42 1/2 0.5202 42 3/4 0.5274 43 0.5347 431/4 0.5422 431/2 0.5497 433/4 0.5572

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Age at retirement Fraction 44 0.5647 44 1/4 0.5725 44 1/2 0.5803 44 3/4 0.5881 45 0.5958 45 1/4 0.6039 45 1/2 0.6120 45 3/4 0.6200 46 0.6280 46 1/4 0.6366 46 1/2 0.6452 46 3/4 0.6555 47 0.6625 471/4 0.6703 471/2 0.6781 473/4 0.6858 48 0.6936 481/4 0.7019 481/2 0.7103 483/4 0.7186 49 0.7269 491/4 0.7360 491/2 0.7452 493/4 0.7543 50 0.7634 50 1/4 0.7733 50 1/2 0.7832 50 3/4 0.7930 51 0.8028 51 1/4 0.8135 51 1/2 0.8242 51 3/4 0.8349 52 0.8457 52 1/4 0.8574 52 1/2 0.8691 52 3/4 0.8808 53 0.8926 531/4 0.9053 531/2 0.9182 533/4 0.9310

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Age at retirement Fraction 54 0.9418 54 1/4 0.9579 54 1/2 0.9718 54 3/4 0.9860 55andover 1.0000

(c)Contributionsshallnotbemadebysafetymembershavingcreditfor30yearsofcontinuousservice.

(AddedbyStats.2000,Ch.237(AB1937),Sec.3)

§31664.3. Prior service credit in computing benefits in counties exceeding 2,000,000; election of member; amount due (Los Angeles)Thissectionshallapplyinanycountyhavingapopulationinexcessof2,000,000.A

safetymembershallreceivenocreditforpriorservicesubsequenttoJune30,1921,andpriortoJanuary1,1938,incalculatingaretirementallowancepursuanttothisarticleunlesspriortoJanuary1,1952,hefileswiththeboardhiswrittenelectiontopayintotheretirementfundsixdollars($6)foreachmonthofpriorserviceforwhichheclaimscredit.IfasafetymemberfilesanelectionpursuanttothissectionandhasaccumulatedcontributionstohiscreditasofDecember31,1937,whichwithinteresttoDecember31,1951,arelessthanpaymentsdueforpriorservicecreditsubsequenttoJune30,1921,theamountdueorbalancethereofshallbepaidbyadditionalsalarydeductionsintheamountsspecifiedbythememberbutinnocaselessthansixdollars($6)permonth.Thetotalamountdueshallbepaidpriortotheeffectivedateofhisretirement.Iftheaccumulatedcontributionswithinterestexceedtheamountdueforpriorservicecreditthebalanceshallberefunded.

(AmendedbyStats.1953,Ch.955,Sec.4)

§31664.4. Contributions by former members of system; rate calculationAnypersonwhoelectstobecomeasafetymemberwhowasaformermemberofa

retirementsystemestablishedpursuanttoChapter3orChapter5shallhavehiscontributionstotheretirementassociationformembershipservicepriortoJanuary1,1952,calculatedbythesameratesandunderthesameconditionsasthoseapplicabletoamemberoftheretirementsystemestablishedpursuanttoChapter4.

(AmendedbyStats.1955,Ch.370,Sec.1)

§31664.5. Retirement upon completion of twenty-five years of service; option; minimum allowance(a)Notwithstandinganyotherprovisionsofthischapter,asafetymembermayexercise

theoptionofretiringuponcompletionof25yearsofservice,andifsuchoptionisexercised,thesafetymembershallreceivearetirementallowanceequaltonolessthan30percentofhisorherfinalcompensation.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.1965,Ch.738,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.27)

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§31664.65. Allowance of member having credit for time not safety member or member of established systemIfamemberretireswithcreditfortimeduringwhichheorshewasnotasafetymember

oramemberofasystemestablishedpursuanttoeitherChapter4(commencingwithSection31900)orChapter5(commencingwithSection32200),heorsheshallreceiveforthattime:

(a)AretirementallowancecalculatedpursuanttoSection31664fortimeduringwhichheorshewasemployedprincipallyinactivelawenforcementoractivefiresuppressionasdescribedinSection31470.2orSection31470.4byacounty,orbyadistrictorcourtorganizedorexistingwithinsuchcounty,orwasamemberofasystemestablishedpursuanttoeitherChapter4(commencingwithSection31900)orChapter5(commencingwithSection32200),plusaretirementallowancecalculatedundereithersubdivision(b)or(c),whicheverisapplicable.

(b)AretirementallowancecalculatedpursuanttoSection31664forallpriorcountyservicewithsuchcounty,andforanypublicservicecreditforwhichthememberhaselectedtoreceivepursuanttoSection31641.1or31641.5.

Thissubdivisionshallapplyonlytoamemberwho,whentheboardofsupervisorspursuanttoSection31695.1providesthatprovisionsofthischapterrelatingtosafetymembersshallapplytoallemployeesofthecountywhoseprincipaldutiesconsistofactivelawenforcementoractivefiresuppressionasdefinedinSection31470.2or31470.4,wasemployedbythecountyprincipallyinactivelawenforcementoractivefiresuppressionasdefinedbysuchsectionsandwhoelectedtobeincludedwithinsuchsafetymemberprovisionsatthetimeandinthemannerprescribedbySection31695.2.

(c)AretirementallowancecalculatedpursuanttoArticle8(commencingwithSection31670)fortimeduringwhichheorshewasnotengagedprincipallyinactivelawenforcementoractivefiresuppressionasdescribedinSection31470.2or31470.4,noramemberofasystemestablishedpursuanttoeitherChapter4(commencingwithSection31900)orChapter5(commencingwithSection32200).

Thissubdivisionshallapplytoanymembertowhomsubdivision(b)isnotapplicable.Theprovisionsofthissectionshallbeapplicableirrespectiveofwhetheramemberis,at

thetimeofretirement,asafetymemberorageneralmember.(AmendedbyStats.1974,Ch.481,Sec.1)(AmendedbyStats.2008,Ch.164(AB3044),Sec.10)

Article 8Retirement for Service

(Article8addedbyStats.1947,Ch.424,Sec.1)

§31670. Retirement for age and serviceRetirementofamemberwhohasmettherequirementsforageandserviceshallbe

madebytheboardpursuanttothisarticleorpursuanttotheCaliforniaPublicEmployees’PensionReformActof2013,whicheverisapplicable.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.28)

§31671. Benefits computation; amount of compensation considered in determination; limitations(a)Theamountofcompensationthatistakenintoaccountincomputingbenefits

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payabletoanypersonwhofirstbecomesamemberoftheretirementsystemonorafterJuly1,1996,orJanuary1,1996,forsystemsoperatingonacalendarbasis,shallnotexceedthelimitationsinSection401(a)(17)ofTitle26oftheUnitedStatesCodeuponpublicretirementsystems,asthatsectionmaybeamendedfromtimetotimeandasthatlimitmaybeadjustedbytheCommissionerofInternalRevenueforincreasesincostofliving.Thedeterminationofcompensationforeach12-monthperiodshallbesubjecttotheannualcompensationlimitineffectforthecalendaryearinwhichthe12-monthperiodbegins.Inadeterminationofaverageannualcompensationovermorethanone12-monthperiod,theamountofcompensationtakenintoaccountforeach12-monthperiodshallbesubjecttotheapplicableannualcompensationlimit.

(b)ThecompensationlimitationsspecifiedinSection7522.10shallalsoapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.1995,Ch.829(SB791),Sec.12)(AmendedbyStats.2013,Ch.247(AB1380),Sec.29)(AmendedbyStats.2014,Ch.740(AB2473),Sec.10)

§31671.05. Mandatory retirement age less than 70; effectAmemberwho,onDecember31,1978,wasamemberofaretirementsystemunderthis

chapterwhichimposedamandatoryretirementagelessthanage70applicabletothatmembermay,notwithstandingtherepealofSection31671bythesameactamendingthissectionduringthe1983portionofthe1983-84RegularSessionoftheLegislatureandtherepealofSections31671.01and31671.02byChapter385oftheStatutesof1978,retirefromthatsystemuponreachingthemandatoryretirementageineffectforthatsystemonDecember31,1978.

Thissectionshallnotbecomeoperativeinanycountyuntiltheboardofsupervisorsadoptsaresolutionmakingitoperativeinthecounty.

(AmendedbyStats.1983,Ch.666,Sec.20)

§31672. Voluntary retirement; application; conditions(a)Amemberwhohasreached70yearsofageoramemberwhohascompleted10

yearsofserviceandwhohasreached55yearsofage,oramemberwhohascompleted30yearsofserviceregardlessofage,mayberetireduponfilingwiththeboardawrittenapplication,settingforththedateuponwhichheorshedesireshisorherretirementtobecomeeffectivenotearlierthanthedatetheapplicationisfiledwiththeboardandnotmorethan60daysafterthedateoffilingtheapplication.Fifty-fiveyearsofageintheprecedingsentencemaybereducedto50yearsofageinacountybyresolutionoftheboardofsupervisors.

(b)ThissectionshallnotapplytoanymemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013(Article4(commencingwithSection7522)ofChapter21ofDivision7ofTitle1)foralloranyportionofthatmember’smembershipinthecountyretirementsystem.

(AmendedbyStats.1972,Ch.1126,Sec.3)(AmendedbyStats.2006,Ch.846(AB2863),Sec.3,EffectiveSeptember30,2006)(AmendedbyStats.2013,Ch.247(AB1380),Sec.30)

§31672.1. Voluntary retirement; application; age 55, 10 years of service, 5 full years of credit(a)Anemployeewhohasreachedtheageof55years,hasheldapositioninthecounty

servicefor10years,andonthedateofretirementisemployedinatemporary,seasonal,intermittent,orpart-timepositioninwhichtheemployeehasreceivedcreditforfivefullyearsofservice,mayberetireduponfilingwiththeboardawrittenapplication,settingforththedateuponwhichtheemployeedesireshisorherretirementtobecomeeffectivewhichshall

195

notbemorethan60daysafterthedateoffilingtheapplication.Theageof55intheprecedingsentencemaybereducedtoage50inanycountybyresolutionoftheboardofsupervisorsifsuchreductionhasalsobeenmadeunderSection31672.

(b)ThissectionshallnotapplytoamemberwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.1976,Ch.548,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.31)

§31672.2. Elective officers; voluntary retirement; application; conditions; operative effect and application of section (Santa Barbara)(a)Anelectiveofficerwhofiledadeclarationwiththeboardtobecomeamember,

pursuanttoSection31553,whohasservedtwocompleteconsecutivetermsinanelectiveoffice,andwhohasreachedtheminimumageforretirementprovidedinSection31672,mayberetireduponfilingwiththeboardawrittenapplicationsettingforththedateuponwhichheorshedesireshisorherretirementtobecomeeffectivewhichshallbenotmorethan60daysafterthedateoffilingtheapplication.

(b)Thissectionshallbecomeoperativeonlyinanycountyofthe16thclass,asdefinedbySection28020and28037,asamendedbyChapter1204oftheStatutesof1971,andonthefirstdayofthecalendarmonthaftertheboardofsupervisorsadoptsaresolutionmakingitoperativeinthecounty.

(c)ThissectionshallnotapplytoanelectiveofficerwhoissubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013foralloranyportionofhisorhermembershipinthecountyretirementsystem.

(AddedbyStats.1988,Ch.1235,Sec.5,Operativeondateprescribedbyitsownprovisions)

(AmendedbyStats.2013,Ch.247(AB1380),Sec.32)

§31672.3. Member of county retirement system; retirement criteriaAmemberofacountyretirementsystemwhoissubjecttotheCaliforniaPublic

Employees’PensionReformActof2013(Article4(commencingwithSection7522)ofChapter21ofDivision7ofTitle1)foralloraportionofthemember’smembershipinthecountyretirementsystemwhohascompletedfiveyearsofserviceandhasreachedtheminimumretirementageapplicabletothatmemberundertheact,orhasreached70yearsofage,mayberetireduponfilingwiththeboardawrittenapplication,settingforththedateuponwhichthememberdesireshisorherretirementtobecomeeffectivewhichshallbenotmorethan60daysafterthedateoffilingtheapplication.

(AddedbyStats.2013,Ch.247(AB1380),Sec.33)

§31672.5. Member of retirement system of other public agency becoming member of county retirement association; eligibility for retirementNotwithstandinganyotherprovisionofthischapter,whenanymemberofaretirement

systemofanyotherpublicagencybecomesamemberofacountyretirementassociation,establishedpursuanttothischapter,asaresultofthetransfertoandassumptionbythecountyofanyfunctionoftheotherpublicagency,andthememberretainsrightsintheretirementsystemoftheotherpublicagencyinrespecttoservicetheretoforerenderedtothatagency,suchmembershallbeeligibleforretirementunderthecountyretirementsystematanytimeatwhichhewouldhavebeeneligibleforsuchretirementiftheservicerenderedtotheotherpublicagencyhadbeenrenderedinsteadtothecounty.Acertificateofanyofficeroftheotherpublicagencyauthorizedtodetermineservicerenderedtothatagencythatcertainservicewas

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renderedtosuchagencyshallbeacceptedbytheretirementboardofthecountyretirementassociationasprimafacieevidenceofservicesorendered.

Thissectionshallbeappliedonlytoenablesuchmembersofcountyretirementsystemstoqualifyforretirement.Nothinginthissectionentitlesanymemberofacountyretirementsystemtoanypensionorotherbenefitbaseduponservicerenderedtoanyotherpublicagency,butsuchamemberuponhisretirementshallbeentitledtoaretirementallowanceunderthecountyretirementsystem,calculatedaccordingtotheformulaapplicableundersuchsystem,andonthebasisofhiscountyserviceeventhoughsuchservicebelessthantheminimumcountyservicerequiredforretirementundersuchsystem.

Theprovisionsinthischapterforminimumretirementallowances,shallnotapplytoanyretiredpersonwhowouldnothavequalifiedforretirementwithoutincludingunderthissectionservicerenderedtosuchpublicagency,norshallsuchprovisionsapplyunlessthesumoftheretirementallowancestowhichsuchpersonisentitledunderthecountyretirementsystemandtheretirementsystemoftheotherpublicagency,islessthantheotherwiseapplicableminimumallowanceundersuchprovisions.

Thissectionshallbecomeoperativeinanycountyonthefirstdayofthecalendarmonthaftertheboardofsupervisorsadoptsbyfour-fifthsvotearesolutionmakingitoperativeinthecounty.

(AddedbyStats.1957,Ch.3,Sec.1)

§31673. Retirement allowancesUponretirementforserviceamemberisentitledtoreceivearetirementallowance

which shall consist of:(a)Hisserviceretirementannuity.(b)Hiscurrentservicepension.(c)Hispriorservicepension.(AddedbyStats.1947,Ch.424,Sec.1)

§31674. Service retirement annuityTheserviceretirementannuityisanannuitywhichistheactuarialequivalentofhis

accumulatedcontributionsatthetimeofhisretirement.(AddedbyStats.1947,Ch.424,Sec.1)

§31675. Current service pensionThecurrentservicepensionisapension,purchasedbythecontributionsofthe

countyordistrict,equaltothatportionoftheannuitypurchasedbytheaccumulatednormalcontributionsofthemember.

(AddedbyStats.1947,Ch.424,Sec.1)

§31676. Prior service pensionThepriorservicepensionisanadditionalpensionformemberspurchasedbythe

contributionsofthecountyordistrict,equaltoone-sixtiethoftheaverageannualcompensationearnablebyhimduringthelastthreeyearspriortotheestablishmentofthesystemandthelastthreeyearsofservice,multipliedbythenumberofyearsofpriorservicecreditedtohim.

(AmendedbyStats.1947,Ch.348,Sec.6)

§31676.01. Operation of section; coverage under federal system; current and prior service pensions as additional pensionThissectionshallbeoperativeinacountyatsuchtimeortimesasmaybemutually

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agreedtoinmemorandaofunderstandingexecutedbytheemployerandemployeerepresentativesiftheboardofsupervisorsadopts,bymajorityvote,aresolutiondeclaringthatthesectionshallbeoperativeinthecounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepension,orthecurrentservicepensioncombinedwiththepriorservicepension,isanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-ninetiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.7091 50 1/4 0.7183 50 1/2 0.7274 50 3/4 0.7366 51 0.7457 51 1/4 0.7547 51 1/2 0.7637 51 3/4 0.7726 52 0.7816 52 1/4 0.7907 52 1/2 0.7999 52 3/4 0.8090 53 0.8181 531/4 0.8275 531/2 0.8369 533/4 0.8462 54 0.8556 54 1/4 0.8656 54 1/2 0.8755 54 3/4 0.8855 55 0.8954 55 1/4 0.9061 55 1/2 0.9168 55 3/4 0.9275 56 0.9382 56 1/4 0.9498 56 1/2 0.9614 56 3/4 0.9730 57 0.9846 571/4 0.9972

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571/2 1.0098 573/4 1.0224 58 1.0350 581/4 1.0487 581/2 1.0625 583/4 1.0762 59 1.0899 591/4 1.1049 591/2 1.1199 593/4 1.1349 60 1.1500 60 1/4 1.1611 60 1/2 1.1723 60 3/4 1.1835 61 1.1947 61 1/4 1.2097 61 1/2 1.2247 61 3/4 1.2398 62 1.2548 62 1/4 1.2707 62 1/2 1.2867 62 3/4 1.3026 63 1.3186 631/4 1.3355 631/2 1.3525 633/4 1.3695 64 1.3865 64 1/4 1.4047 64 1/2 1.4229 64 3/4 1.4411 65andover 1.4593

Thefractionshereinsetforthshallbeuseduntiladjustedbyeachboardforitsretirementsysteminaccordancewiththeinterestandmortalitytablesadoptedbyeachsuchboardwithrespecttoitsretirementsystem.

Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

(AddedbyStats.1993,Ch.61(AB2031),Sec.3,AmendedbyStats.1993(AB2379),Sec.1)

§31676.1. Application of section to counties; computation of total retirement allowanceThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

Age at retirement Fraction

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theboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcounty.

Notwithstandinganyotherprovisionsofthischapterthecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-sixtiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.7091 50 1/4 0.7183 50 1/2 0.7274 50 3/4 0.7366 51 0.7457 51 1/4 0.7547 51 1/2 0.7637 51 3/4 0.7726 52 0.7816 52 1/4 0.7907 52 1/2 0.7999 52 3/4 0.8090 53 0.8181 531/4 0.8275 531/2 0.8369 533/4 0.8462 54 0.8556 54 1/4 0.8656 54 1/2 0.8755 54 3/4 0.8855 55 0.8954 55 1/4 0.9061 55 1/2 0.9168 55 3/4 0.9275 56 0.9382 56 1/4 0.9498 56 1/2 0.9614 56 3/4 0.9730 57 0.9846 571/4 0.9972

200

571/2 1.0098 573/4 1.0224 58 1.0350 581/4 1.0487 581/2 1.0625 583/4 1.0762 59 1.0899 591/4 1.1049 591/2 1.1199 593/4 1.1349 60 1.1500 60 1/4 1.1611 60 1/2 1.1723 60 3/4 1.1835 61 1.1947 61 1/4 1.2097 61 1/2 1.2247 61 3/4 1.2398 62 1.2548 62 1/4 1.2707 62 1/2 1.2867 62 3/4 1.3026 63 1.3186 631/4 1.3355 631/2 1.3525 633/4 1.3695 64 1.3865 64 1/4 1.4047 64 1/2 1.4229 64 3/4 1.4411 65andover 1.4593

Thefractionshereinsetforthshallbeuseduntiladjustedbyeachboardforitsretirementsysteminaccordancewiththeinterestandmortalitytablesadoptedbyeachsuchboardwithrespecttoitsretirementsystem.

Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

(AmendedbyStats.1976,Ch.1436,Sec.20)

§31676.11. Adoption of section by resolution; computation of benefitsThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

Age at retirement Fraction

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theboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcounty.

Notwithstandinganyotherprovisionsofthischapterthecurrentservicepensionorthecurrentservicepensioncombinedwithpriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-sixtiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.7454 50 1/4 0.7561 50 1/2 0.7668 50 3/4 0.7775 51 0.7882 51 1/4 0.7998 51 1/2 0.8114 51 3/4 0.8230 52 0.8346 52 1/4 0.8472 52 1/2 0.8598 52 3/4 0.8724 53 0.8850 531/4 0.8987 531/2 0.9125 533/4 0.9262 54 0.9399 54 1/4 0.9549 54 1/2 0.9699 54 3/4 0.9849 55 1.0000 55 1/4 1.0111 55 1/2 1.0223 55 3/4 1.0335 56 1.0447 56 1/4 1.0597 56 1/2 1.0747 56 3/4 1.0898

57 1.1048 571/4 1.1207 571/2 1.1367

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573/4 1.1526 58 1.1686 581/4 1.1855 581/2 1.2025 583/4 1.2195 59 1.2365 591/4 1.2547 591/2 1.2729 593/4 1.2911 60 1.3093 60 1/4 1.3221 60 1/2 1.3350 60 3/4 1.3479 61 1.3608 61 1/4 1.3736 61 1/2 1.3865 61 3/4 1.3994 62 1.4123 62 1/4 1.4251 62 1/2 1.4380 62 3/4 1.4509 63 1.4638 631/4 1.4766 631/2 1.4895 633/4 1.5024 64 1.5153 64 1/4 1.5281 64 1/2 1.5410 64 3/4 1.5539 65 1.5668

Inanycountyoperatingunderthissectionanylimitationsinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

(AmendedbyStats.1976,Ch.1436,Sec.21)

§31676.12. Adoption of section by resolution; additional benefits; limitation; computationThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofsuchcountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionor

Age at retirement Fraction

203

thecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.6681 50 1/4 0.6775 50 1/2 0.6869 50 3/4 0.6962 51 0.7056 51 1/4 0.7156 51 1/2 0.7255 51 3/4 0.7355 52 0.7454 52 1/4 0.7561 52 1/2 0.7668 52 3/4 0.7775 53 0.7882 531/4 0.7998 531/2 0.8114 533/4 0.8230 54 0.8346 54 1/4 0.8472 54 1/2 0.8598 54 3/4 0.8724 55 0.8850 55 1/4 0.8987 55 1/2 0.9125 55 3/4 0.9262 56 0.9399 56 1/4 0.9549 56 1/2 0.9699 56 3/4 0.9849 57 1.0000 571/4 1.0111 571/2 1.0223 573/4 1.0335 58 1.0447

204

581/4 1.0597 581/2 1.0747 583/4 1.0898 59 1.1048 591/4 1.1207 591/2 1.1367 593/4 1.1526 60 1.1686 60 1/4 1.1855 60 1/2 1.2025 60 3/4 1.2195 61 1.2365 61 1/4 1.2547 61 1/2 1.2729 61 3/4 1.2911 62andover 1.3093

Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WheneverinthischapterreferenceismadetosurvivorshipandotherbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

(AmendedbyStats.1976,Ch.1436,Sec.22)

§31676.13. Increase in service retirement allowances; computation; limitation; adoption by resolutionNotwithstandinganyotherprovisionsofthischapterthecurrentservicepensionor

thecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbycontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-sixtiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.8181 50 1/4 0.8275 50 1/2 0.8369 50 3/4 0.8462 51 0.8556 51 1/4 0.8656 51 1/2 0.8755 51 3/4 0.8855

Age at retirement Fraction

205

Age at retirement Fraction 52 0.8954 52 1/4 0.9061 52 1/2 0.9168 52 3/4 0.9275 53 0.9382 531/4 0.9498 531/2 0.9614 533/4 0.9730 54 0.9846 54 1/4 0.9972 54 1/2 1.0098 54 3/4 1.0224 55 1.0350 55 1/4 1.0487 55 1/2 1.0625 55 3/4 1.0762 56 1.0899 56 1/4 1.1049 56 1/2 1.1199 56 3/4 1.1349 57 1.1500 571/4 1.1611 571/2 1.1723 573/4 1.1835 58 1.1947 581/4 1.2097 581/2 1.2247 583/4 1.2398 59 1.2548 591/4 1.2707 591/2 1.2867 593/4 1.3026 60 1.3186 60 1/4 1.3355 60 1/2 1.3525 60 3/4 1.3695 61 1.3865 61 1/4 1.4047 61 1/2 1.4229 61 3/4 1.4411 62andover 1.4593

206

Thefractionshereinsetforthshallbeuseduntiladjustedbyeachboardforitsretirementsysteminaccordancewiththeinterestandmortalitytablesadoptedbyeachsuchboardwithrespecttoitsretirementsystem.

Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

Thissectionshallnotbeoperativeinanycountyuntiladoptedbyaresolutionoftheboardofsupervisors.

WheneverinthischapterreferenceismadetothesurvivorshipandotherbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

(AmendedbyStats.1976,Ch.1436,Sec.23)

§31676.14. Increase in service retirement allowances; limitation; survivorship benefits and rights; adoption by resolutionNotwithstandinganyotherprovisionsofthischapterthecurrentservicepensionor

thecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-sixtiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.8850 50 1/4 0.8987 50 1/2 0.9125 50 3/4 0.9262 51 0.9399 51 1/4 0.9549 51 1/2 0.9699 51 3/4 0.9849 52 1.0000 52 1/4 1.0111 52 1/2 1.0223 52 3/4 1.0335 53 1.0447 531/4 1.0597 531/2 1.0747 533/4 1.0898 54 1.1048 54 1/4 1.1207 54 1/2 1.1367 54 3/4 1.1526 55 1.1686

207

Age at retirement Fraction 55 1/4 1.1855 55 1/2 1.2025 55 3/4 1.2195 56 1.2365 56 1/4 1.2547 56 1/2 1.2729 56 3/4 1.2911 57 1.3093 571/4 1.3221 571/2 1.3350 573/4 1.3479 58 1.3608 581/4 1.3736 581/2 1.3865 583/4 1.3994 59 1.4123 591/4 1.4251 591/2 1.4380 593/4 1.4509 60 1.4638 60 1/4 1.4766 60 1/2 1.4895 60 3/4 1.5024 61 1.5153 61 1/4 1.5281 61 1/2 1.5410 61 3/4 1.5539 62andover 1.5668

Inanycountyoperatingunderthissectionanylimitationsinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

Thissectionshallnotbeoperativeinanycountyuntiladoptedbyaresolutionoftheboardofsupervisors.

(AmendedbyStats.1976,Ch.1436,Sec.24)

§31676.15. Additional pension; Determining amount of allowances; Applicabilty to certain members(a)Exceptasprovidedinsubdivision(d),thissectionmaybemadeapplicableinany

countywhichhasimplementedtheprovisionsofArticle15.6(commencingwithSection31855).Thissectionshallbeapplicableifamajorityofallthemembersoftheboardofsupervisorsvotetoadoptaresolutionsotodoandamajorityofthemembersoftheaffectedclassorclasses

208

votingatanelectionheldduring1974,withmorethan50percentofthemembersparticipating,favortheterminationofretirementbenefitsundersocialsecurity.Theresolutionmayspecifyadatesubsequenttothedateofadoptionoftheresolutionastheoperativedateforthissection.

(b)(1)Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositetheageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.7454 50 1/4 0.7561 50 1/2 0.7668 50 3/4 0.7775 51 0.7882 51 1/4 0.7998 51 1/2 0.8114 51 3/4 0.8230 52 0.8346 52 1/4 0.8472 52 1/2 0.8598 52 3/4 0.8724 53 0.8850 531/4 0.8987 531/2 0.9125 533/4 0.9262 54 0.9399 54 1/4 0.9549 54 1/2 0.9699 54 3/4 0.9849 55 1.0000 55 1/4 1.0111 55 1/2 1.0223 55 3/4 1.0335 56 1.0447 56 1/4 1.0597 56 1/2 1.0747 56 3/4 1.0898 57 1.1048 571/4 1.1207

209

571/2 1.1367 573/4 1.1526 58 1.1686 581/4 1.1855 581/2 1.2025 583/4 1.2195 59 1.2365 591/4 1.2547 591/2 1.2729 593/4 1.2911 60 1.3093 60 1/4 1.3221 60 1/2 1.3350 60 3/4 1.3479 61 1.3608 61 1/4 1.3736 61 1/2 1.3865 61 3/4 1.3994 62 1.4123 62 1/4 1.4251 62 1/2 1.4380 62 3/4 1.4509 63 1.4638 631/4 1.4766 631/2 1.4895 633/4 1.5024 64 1.5153 64 1/4 1.5281 64 1/2 1.5410 64 3/4 1.5539 65 1.5668

(2)Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

(c)WheneverinthischapterreferenceismadetosurvivorshipandotherbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

(d)Notwithstandingtherequirementsofsubdivision(a),theprovisionsofthissectionshallbeapplicableinacountyofthe12thClass,asdescribedinSections28020and28033,aftertheboardofsupervisorsofthecountyadoptsaresolutiontodoso.TheprovisionsadoptedpursuanttothissubdivisionmaybemadeapplicablewithoutregardtotherequirementofimplementingArticle15.6(commencingwithSection31855)ortherequirementofterminatingbenefitsundersocialsecurity.Theprovisionsadoptedpursuanttothissubdivisionshallapply

Age at retirement Fraction

210

onlytoeitherofthefollowing:(1)Membersfirsthiredbythecountyonandafterthedatethissectionbecomes

operativeinthecounty.(2)MembersrepresentedbyServiceEmployeesInternationalUnionLocal521whose

retirementbenefitswereestablishedpursuanttoSection31676.16priortothedatethissectionbecomesoperativeinthecounty.

(AmendedbyStats.1976,Ch.1436,Sec.25)(AmendedbyStats.2007,Ch.86(AB1255),Sec.2.–UrgencyStatute,EffectiveJuly17,

2007)

§31676.16. Additional pension; application; calculationThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 0.713 50 1/4 0.725 50 1/2 0.737 50 3/4 0.749 51 0.761 51 1/4 0.775 51 1/2 0.788 51 3/4 0.801 52 0.814 52 1/4 0.828 52 1/2 0.843 52 3/4 0.857 53 0.871 531/4 0.886 531/2 0.902 533/4 0.917 54 0.933 54 1/4 0.950 54 1/2 0.966 54 3/4 0.983 55 1.000

211

Age at retirement Fraction 55 1/4 1.007 55 1/2 1.013 55 3/4 1.020 56 1.026 56 1/4 1.033 56 1/2 1.039 56 3/4 1.046 57 1.052 571/4 1.059 571/2 1.065 573/4 1.072 58 1.078 581/4 1.085 581/2 1.091 583/4 1.098 59 1.105 591/4 1.111 591/2 1.118 593/4 1.124 60 1.131 60 1/4 1.137 60 1/2 1.144 60 3/4 1.150 61 1.157 61 1/4 1.163 61 1/2 1.170 61 3/4 1.176 62 1.183 62 1/4 1.189 62 1/2 1.196 62 3/4 1.202 63andover 1.209

Thefractionshereinsetforthshallbeuseduntiladjustedbyeachboardforitsretirementsysteminaccordancewiththeinterestandmortalitytablesadoptedbyeachboardwithrespecttoitsretirementsystem.

Inanycountyoperatingunderthissectionanylimitationinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

(AddedbyStats.2000,Ch.882(AB448),Sec.3)

212

§31676.17. Additional pension; application; calculationThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 1.0000 50 1/4 1.0125 50 1/2 1.0250 50 3/4 1.0375 51 1.0500 51 1/4 1.0625 51 1/2 1.0750 51 3/4 1.0875 52 1.1000 52 1/4 1.1125 52 1/2 1.1250 52 3/4 1.1375 53 1.1500 531/4 1.1625 531/2 1.1750 533/4 1.1875 54 1.2000 54 1/4 1.2125 54 1/2 1.2250 54 3/4 1.2375 55 1.2500 55 1/4 1.2625 55 1/2 1.2750 55 3/4 1.2875 56 1.3000 56 1/4 1.3125 56 1/2 1.3250 56 3/4 1.3375 57 1.3500 571/4 1.3625

213

Age at retirement Fraction 571/2 1.3750 573/4 1.3875 58 1.4000 581/4 1.4125 581/2 1.4250 583/4 1.4375 59 1.4500 591/4 1.4625 591/2 1.4750 593/4 1.4875 60andover 1.5000

Inanycountyoperatingunderthissection,anylimitationsinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

Thissectionshallapplytomembersemployedbythecountyonorafterthedatethissectionbecomesoperativeinthecounty.

(AddedbyStats.2001,Ch.782(AB616),Sec.7)(AmendedbyStats.2002,Ch.1152(AB3034),Sec.116)

§31676.18. Additional pension; application; calculationThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 1.0000 50 1/4 1.0125 50 1/2 1.0250 50 3/4 1.0375 51 1.0500 51 1/4 1.0625 51 1/2 1.0750 51 3/4 1.0875 52 1.1000 52 1/4 1.1125

214

Age at retirement Fraction 52 1/2 1.1250 52 3/4 1.1375 53 1.1500 531/4 1.1625 531/2 1.1750 533/4 1.1875 54 1.2000 54 1/4 1.2125 54 1/2 1.2250 54 3/4 1.2375 55andover 1.2500

Inanycountyoperatingunderthissection,anylimitationsinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

Thissectionshallapplytomembersemployedbythecountyonorafterthedatethissectionbecomesoperativeinthecounty.

(AddedbyStats.2001,Ch.782(AB616),Sec.8)

§31676.19. Additional pension; application; calculationThissectionmaybemadeapplicableinanycountyonthefirstdayofthemonthafter

theboardofsupervisorsofthecountyadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinthecounty.

Notwithstandinganyotherprovisionsofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequalthefractionofone-fiftiethofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,inthefollowingtablemultipliedbythenumberofyearsofcurrentserviceoryearsofcurrentandpriorservicewithwhichthememberisentitledtobecreditedatretirement,butinnoeventshallthetotalretirementallowanceexceedthemember’sfinalcompensation.

Age at retirement Fraction 50 1.0000 50 1/4 1.0175 50 1/2 1.0350 50 3/4 1.0525 51 1.0700 51 1/4 1.0875 51 1/2 1.1050 51 3/4 1.1225 52 1.1400 52 1/4 1.1575

215

Age at retirement Fraction 52 1/2 1.1750 52 3/4 1.1925 53 1.2100 531/4 1.2275 531/2 1.2450 533/4 1.2625 54 1.2800 54 1/4 1.2975 54 1/2 1.3150 54 3/4 1.3325 55andover 1.3500

Inanycountyoperatingunderthissectionanylimitationsinanyprovisionsofthischapterupontheamountofcompensationusedforcomputingratesofcontributionsshallbedisregarded.

WhereverinthischapterreferenceismadetosurvivorshipbenefitsandrightsunderSection31676.1,thesameshallapplytothissection.

Thissectionshallapplytomembersemployedbythecountyonorafterthedatethissectionbecomesoperativeinthecounty.

(AddedbyStats.2001,Ch.782(AB616),Sec.9)

§31676.3. Application to certain counties; prior service credit; election of memberThissectionshallapplyonlytocountiescomingundertheprovisionsofSection31676.1

priortoJanuary1,1953.AmembershallreceivenocreditforpriorservicesubsequenttoJune30,1921,incalculatingaretirementallowancepursuanttoSection31676.1unless,within90daysaftertheeffectivedateofthissection,hefileswiththeboardhiswrittenelectiontopayintotheretirementfundsixdollars($6)foreachmonthofpriorservicesubsequenttoJune30,1921,forwhichheclaimscredit,andunlesshemakessuchpaymentsasprovidedinthisarticle.

(AmendedbyStats.1953,Ch.992,Sec.4)

§31676.56. Members with 30 years’ serviceInanycountycomingundertheprovisionsofSection31676.1subsequenttoJanuary1,

1953,anymemberhavinginexcessof30yearsofservicemaywithin90daysfromtheeffectivedateofthisamendmentelectinwritingnottocomeundertheprovisionsofSection31676.1.

(AddedbyStats.1953,Ch.992,Sec.8)

§31676.6. Additional salary deductions; election of memberThissectionshallapplyonlytocountiescomingundertheprovisionsofSection31676.1

priortoJanuary1,1953.IfamemberfilesanelectionpursuanttoSection31676.3anddoesnotfileanelectionpursuanttoSection31676.4,andeitherhehasnoaccumulatedadditionalcontributionstohiscreditortheaccumulatedcontributionstohiscreditarelessthanpaymentsdueforcreditforpriorservicesubsequenttoJune30,1921,theamountdueorbalancethereofshallbepaidbyadditionalsalarydeductionsintheamountsspecifiedbythememberbutinnocaselessthansixdollars($6)permonth.Thetotalamountdueshallbepaidpriortotheeffectivedateofhisretirement.

(AmendedbyStats.1953,Ch.992,Sec.9)

216

§31676.9. Prior service pension in calculating benefits; election of memberIneverycountyinwhicharetirementsystemwasestablishedpriortoJanuary1,1952,

thepriorservicepensionisanadditionalpensionformemberspurchasedbythecountyordistrict,equaltoone-sixtiethoftheaverageannualcompensationearnablebyhimduringanythreeyearsofserviceelectedbythememberatorbeforethetimehefilesanapplicationforretirement,or,ifhefailstoelect,duringthethreeyearsimmediatelyprecedinghisretirement,multipliedbythenumberofyearsofpriorservicecreditedtohim.

(AmendedbyStats.1953,Ch.929,Sec.5)

§31676.95. Pension increases and decreases; pension calculation; application of sectionIneverycountycomingundertheprovisionsofSection31676.1subsequenttoJanuary1,

1953,everycurrentservicepensionandpriorservicepensionpayablefortimecommencingontheeffectivedateofthissectiontoanymemberwhowasretiredpriortosaideffectivedatebyreasonofhavingattainedtheageofcompulsoryretirement,isherebyincreasedtotheamountitwouldbeiftheprovisionsofthischapter,includingSections31676.1and31760.1,astheyexistedonthedatethatSection31676.1becameapplicabletothemembers’retirementsystem,hadbeenineffectonthedateoftheactualretirementofthemember;butthissectiondoesnotauthorizeanydecreaseinanysuchpension,nordoesthissectiongiveanysuchretiredmember,orhissuccessorsininterest,anyclaimagainstthecountyordistrictforanyincreaseinanypensionpaidorpayablefortimepriortoitseffectivedate.Calculationsofpensionsunderthissectionshallbemadeonthebasisofcurrentinterestrateandmortalitytables.

Thissectionshallnotapplytoanyretirementsystemestablishedundertheprovisionsofthischapter,nortothemembersorretiredmembersofanysuchsystemunlessanduntilthegoverningboardofthecountyordistrictcoveredbysuchretirementsystemelectstobesubjecttotheprovisionsofthissectioninthemannerprovidedbyArticle2ofthischapterwithrespecttotheestablishmentofaretirementsystemhereunder;exceptthatanelectionamongtheemployeesisnotrequired.

(AddedbyStats.1955,Ch.1900,Sec.1)

§31676.96. Previously retired members; increase in pensionsIneverycountycomingundertheprovisionsofSection31676.1,everycurrentservice

pensionandpriorservicepensionpayableforthetimecommencingonthefirstdayofthemonthaftertheeffectivedateofthissectiontoanymemberwhowasretiredpriortosucheffectivedateisherebyincreasedtotheamountitwouldbeiftheprovisionsofthischapter,includingSection31676.1,astheyexistontheeffectivedateofthissectionhadbeenineffectonthedateoftheactualretirementofthemember,butthissectiondoesnotauthorizeanydecreaseinanysuchpension,nordoesthissectiongiveanysuchretiredmember,orhissuccessorsininterest,anyclaimagainstthecountyordistrictforanyincreaseinanypensionpaidorpayablefortimepriortoitseffectivedate.Calculationsofpensionsunderthissectionshallbemadeonthebasisofcurrentinterestrateandmortalitytables.

Thissectionshallnotapplytoanyretirementsystemestablishedundertheprovisionsofthischapter,nortothemembersorretiredmembersofanysuchsystemunlessanduntilthegoverningboardofthecountyordistrictcoveredbysuchretirementsystemelectstobesubjecttotheprovisionsofthissectioninthemannerprovidedbyArticle2(commencingwithSection31500)ofthischapterwithrespecttotheestablishmentofaretirementsystemhereunder,exceptthatanelectionamongtheemployeesisnotrequired.

(AddedbyStats.1967,Ch.959,Sec.1)

217

§31676.97. Pension increases; calculationIneverycountycomingundertheprovisionsofSection31676.1subsequenttoJanuary

1,1964,andpriortoOctober1,1964,everycurrentservicepensionandpriorservicepensionpayablefortimecommencingOctober1,1965,isherebyincreasedtotheamountitwouldbeiftheprovisionsofthischapter,includingSections31676.1and31760.1,astheyexistedonthedatethatSection31676.1becameapplicabletothemembers’retirementsystem,hadbeenineffectonthedateoftheactualretirementofthemember;butthissectiondoesnotauthorizeanydecreaseinanysuchpension,nordoesthissectiongiveanysuchretiredmember,orhissuccessorsininterest,anyclaimagainstthecountyordistrictforanyincreaseinanypensionpaidorpayablefortimepriortoOctober1,1965.Calculationsofpensionsunderthissectionshallbemadeonthebasisofcurrentinterestrateandmortalitytables.

(AddedbyStats.1965,Ch.557,Sec.1)

§31676.98. Retirees under former system, inclusion in new system; adjustment of contribution ratesAnycountyundertheprovisionsofSection31676.1,ontheeffectivedateofthissection,

whoseretiredemployeeswerenotincludedinthebenefitsofSection31676.1onthedatethecountyordistrictadoptedtheprovisionsofSection31676.1,maynowincludeunderSection31676.1allretireeswhoretiredduringtheperiodoftimefromtheestablishmentofsuchretirementsystemandthedatesuchcountyordistrictpassedaresolutionbringingthecountyordistrictundertheprovisionsofSection31676.1,subjecttothefollowingconditions:

(a)Thebenefitsofthissectionshallnotapplytoanybeneficiaryorsuccessorininterestofanydeceasedmemberandshallapplyonlytothelivingretiredmembersonthedatesuchsectionisadoptedbyresolutionofthecountyordistrict.

(b)Noincreases,costoflivingadjustmentsorgrantstosuchretiredmembersshallbeconsideredinthecalculationsoftheretirementallowance,andonlysuchpensionsreceivedbytheretiredmembers,computedatthedateoftheoriginalretirementofthemembersshallbeusedinthecomputationofanysuchbenefits.Alllivingretiredmembersshallhavetheirbenefitscomputedasgeneralmembers.Calculationsshallbemadeonthebasisofcurrentinterestratesandmortalitytables.

(c)Thissectionshallnotdecreaseanysuchpensionorretirementallowance,norshallthissectiongiveanysuchretiredmembersortheirbeneficiaryorsuccessorininterest,anyclaimagainstthecountyordistrictforanyincreasesinpensionorretirementallowancepaidorpayableforthetimepriortotheeffectivedateofthissection.

(d)Thissectionshallnotapplytoanyretirementsystemestablishedundertheprovisionsofthischapter,nortothemembersorretiredmembersofsuchsystemunlessanduntilthegoverningboardofthecountyordistrictadopts,bymajorityvote,aresolutionprovidingthatthissectionshallbecomeapplicableinsuchcountyordistrict.Uponadoptiontheeffectivedateshallbethefirstofthemonthfollowingsuchdateofadoption.

Acountyordistrictupontheadoptionofthebenefitsprescribedbythissectionshalldetermineandshallprescribeincreasesinemployerormemberratesofcontributionormakesuchotheradjustmentsasitdeemsappropriatetofullyfundsuchbenefitsonasoundactuarialbasis.

(AddedbyStats.1977,Ch.583,Sec.1,EffectiveSeptember5,1977)

§31677. Reduction of benefits on retirement before age 60Ifamemberretiresforservicebeforeattainingage60,thepriorservicepensionshallbe

reducedtothatamountwhichthevalueofthepensionsasdeferredtoage60willpurchaseattheactualageofretirement.

(AmendedbyStats.1947,Ch.348,Sec.7)

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§31678. Retirement association members; calculation of retirement allowances under Sections 31676.12 to 31676.15Notwithstandinganyotherprovisionofthischapter,anymemberofaretirement

associationestablishedinanycountypursuanttothischapter,whouponretirementreceivesaretirementallowancecalculatedinaccordancewithSections31676.1,31676.11,31676.12,31676.13,31676.14,and31676.15,shallhavehisorherretirementallowancecalculatedundersuchsectiononlyfortheperiodoftimethatthesectionwaseffectiveinthecounty.

TheLegislaturerecognizesthatcountiessubjecttothischaptermayadopttwoormoreoftheenumeratedretirementallowancecalculationsectionswhenchangingfromasectionprovidingalesserallowancetoasectionprovidingalargerallowanceandtherebycreatesawindfallforapersonwhoretiresimmediatelyaftertheadoptionofasectionprovidingthelargerallowancebecausetheretirementallowanceiscalculatedasifthesectionhadbeenineffectduringtheentirecareerofthemember.Thepurposeofthissectionistopreventthispractice.ThissectionshallapplyonlytopersonswhobecomemembersoftheretirementsystemafterJanuary1,1981.

(AddedbyStats.1980,Ch.720,Sec.4)

§31678.1. Counties of the 14th class: application of Section 31678; conditions (Kern)(a)Inacountyofthe14thclass,asdefinedbySection28020,asamendedbyChapter

1204oftheStatutesof1971,andSection28035,asamendedbyChapter1204oftheStatutesof1971,Section31678shallonlybeapplicabletopersonswhofirstbecamemembersoftheretirementsystemonandafterJanuary1,1994.

(b)Thissectionshallnotbeoperativeinthatcountyuntiltheboardofsupervisors,byresolution,adoptedbyamajorityvote,makesthissectionapplicableinthatcounty.

(c)Notwithstandinganyotherprovisionoflaw,thissectionshallonlyapplytomemberswhoretireonorafterJanuary1,1994.

(AddedbyStats.1997,Ch.64(AB1365),Sec.1)(AmendedbyStats.1999,Ch.42(AB455),Sec.1)

§31678.2. Application of retirement benefits; service credits; date specified in resolution(a)NotwithstandingSection31678oranyotherprovisionofthischapter,aboardof

supervisorsoragoverningbodyofadistrictmay,byresolutionadoptedbymajorityvote,makeanysectionofthischapterprescribingaformulaforcalculationofretirementbenefitsapplicabletoservicecreditearnedonandafterthedatespecifiedintheresolution,whichdatemaybeearlierthanthedatetheresolutionisadopted.

(b)Aresolutionadoptedpursuanttothissectionmay,ifapprovedinamemorandumofunderstandingexecutedbytheboardofsupervisorsandtheemployeerepresentatives,requirememberstopayallorpartofthecontributionsbyamemberoremployer,orboth,thatwouldhavebeenrequiredifthesectionorsectionsspecifiedinsubdivision(a),asadoptedbytheboardorgoverningbody,hadbeenineffectduringtheperiodoftimedesignatedintheresolution.Thepaymentbyamembershallbecomepartoftheaccumulatedcontributionsofthemember.

(c)Thissectionshallonlybeapplicabletomemberswhoretireonoraftertheeffectivedateoftheresolutiondescribedinsubdivision(a).

(d)OnorafterJanuary1,2013,thissectionisinoperativepursuanttoSection7522.44.(AddedbyStats.2000,Ch.495(SB1696),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.34)

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§31678.3. Orange County; formula for calculation of retirement benefits; authority to adopt formula; application to employees of a county and to employees of any district within a county(a)Notwithstandinganyotherprovisionofthischapter,aresolutionadoptedbya

boardofsupervisorstomakeanyformulaforcalculationofretirementbenefitsdescribedinthissectionapplicabletotheemployeesofthecountydoesnotapplytomakethatformulaapplicabletotheemployeesofanydistrictwithinthecounty.Thegoverningbodyofadistrictmayelect,byresolutionadoptedbymajorityvote,tomakeanyformulaforcalculationofretirementbenefitsdescribedinthissectionapplicabletotheemployeesofthedistrictirrespectiveofwhethertheboardofsupervisorshasmadethatelectionwithrespecttoemployeesofthecounty.

(b)Notwithstandinganyotherprovisionofthischapter,theboardofsupervisorsorthegoverningbodyofadistrictmay,byresolutionadoptedbymajorityvote,pursuanttoamemorandumofunderstandingmadeundertheMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle2),doanyorallofthefollowing:

(1)ApplySection31621.8,31676.17,31676.18,or31676.19forthecalculationofretirementbenefitsforgeneralmemberstotheemployeesinabargainingunitcomprisedofgeneralmembers.

(2)ApplySection31664.1forthecalculationofretirementbenefitsforsafetymemberstotheemployeesinabargainingunitcomprisedofsafetymembers.

(3)ApplySection31664forthecalculationofretirementbenefitsforsafetymemberstotheemployeesoftheProbationServicesUnitandtheProbationSupervisoryManagementUnit.

(c)Anynonrepresentedemployeeswithinsimilarjobclassificationsasemployees inabargainingunitdescribedinsubdivision(b)orsupervisorsandmanagersthereofshallbesubjecttothesameformulaforthecalculationofretirementbenefitsapplicabletotheemployeesinthatbargainingunit.

(d)Aresolutionadoptedpursuanttosubdivision(b)mayrequirememberstopayaportionofthecontributionsattributabletopastserviceliability,thatwouldhavebeenrequiredifthebenefitsspecifiedintheresolution,asadoptedbytheboardofsupervisorsorthegoverningbodyofthedistrict,hadbeenineffectduringtheperiodoftimedesignatedintheresolution.AnypaymentsrequiredofrepresentedemployeesshallfirstbeapprovedinamemorandumofunderstandingmadeundertheMeyers-Milias-BrownActandexecutedbytheboardofsupervisorsorthegoverningbodyofthedistrictandtheemployeerepresentatives.Thecontributionspaidbyamemberpursuanttothissubdivisionshallbecomepartoftheaccumulatedcontributionsofthemember.

(e)Thissectionshallonlybeapplicabletomemberswhoretireonoraftertheeffectivedateoftheresolutiondescribedinsubdivision(b).

(f)Theboardofsupervisorsorthegoverningbodyofadistrictmaynotunilaterallyimplementaretirementformulaforanyofitsbargainingunits.

(g)ThissectionshallapplyonlyinOrangeCounty.(h)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththe

CaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AddedbyStats.2002,Ch.74(AB1992),Sec.6,EffectiveJune27,2002,asanurgencystatute)

(AmendedbyStats.2013,Ch.247(AB1380),Sec.35)

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§31678.31. Orange County; authority to require written election of pension calculations(a)Notwithstandinganyotherprovisionofthischapter,theboardofsupervisorsorthe

governingbodyofadistrictwithinthecountymay,byresolutionadoptedbymajorityvote,dothe following:

(1)Requireanemployeehiredafterapprovaloftheresolution,toelectinwriting,eitherthepensioncalculationstatedinSection31676.19orthepensioncalculationstatedinSection31676.01.Theelectionshallbemadewithin45calendardaysofbeginningemploymentwiththecountyorthedistrict.IfanemployeedoesnotelectthepensioncalculationstatedinSection31676.19within45daysofbeginningemployment,theemployeeshallbedeemedtohaveelectedthepensioncalculationstatedinSection31676.01.Anemployeeshallnotbepermittedtorescindhisorherelectionunlesstheboardofsupervisorsorthegoverningbodyofadistrict,throughtheadoptionofasubsequentordinanceorresolutionbymajorityvote,makesaprovisionpermittingtheemployeetorescindtheelectionapplicabletothecountyordistrict.

(2)RequireacurrentemployeeofthecountyordistrictcoveredbythepensioncalculationstatedinSection31676.19,hiredbeforeapprovaloftheresolution,within180calendardaysofapprovaloftheresolutiontomake,attheemployee’soption,aone-timewrittenelectiontoterminatetheapplicationofthepensioncalculationstatedinSection31676.19forfutureserviceandelectinsteadthepensioncalculationstatedinSection31676.01forfutureservice.Thiselectionshallbesignedbytheemployee.Priortosigninganelection,acurrentemployeewhochoosestoterminatethepensioncalculationstatedinSection31676.19andelectsinsteadthepensioncalculationstatedinSection31676.01,shallbeprovidedbythecountyordistrictgoverningbodywithawrittenexplanationoftheeffectandimpactofthetermination.AcurrentemployeewhochoosestoterminatethepensioncalculationstatedinSection31676.19shallberequiredtosignanaffidavitstatingthattheemployeehasbeenfullyinformedregardingtheeffectoftheterminationandunderstandsthattheterminationisirrevocable.Theaffidavitshallalsostatethattheemployeehaschosenterminationofhisorherownfreewillandwasnotcoercedintoterminationbytheemployeroranyotherperson.Anemployeeshallnotbepermittedtorescindhisorherelectionunlesstheboardofsupervisorsorthegoverningbodyofadistrict,throughtheadoptionofasubsequentordinanceorresolutionbymajorityvote,makesaprovisionpermittingtheemployeetorescindtheelectionapplicabletothecountyordistrict.

(3)Requireacurrentemployeeofthecountyordistrict,hiredbeforeapprovaloftheresolution,butnotcoveredbythepensioncalculationstatedinSection31676.19,whoafterapprovaloftheresolutionbecomeseligibleforthepensioncalculationstatedinSection31676.19,tomakeaone-timewrittenelectionbetweenthepensioncalculationstatedinSection31676.19forfutureserviceandthepensioncalculationstatedinSection31676.01forfutureservice.Theelectionshallbemadewithin45calendardaysofbecomingeligibleforthepensioncalculationstatedinSection31676.19.Theelectionshallbesignedbytheemployee.Priortosigningtheelection,anemployeewhodoesnotelectthepensioncalculationstatedinSection31676.19andelectsinsteadthepensioncalculationstatedinSection31676.01shallbeprovidedbythecountyorthedistrictgoverningbodywithawrittenexplanationoftheeffectandimpactoftheelection.AnemployeewhodoesnotchoosethepensioncalculationstatedinSection31676.19shallberequiredtosignanaffidavitstatingthattheemployeehasbeenfullyinformedregardingtheeffectoftheelectionandunderstandsthattheelectionisirrevocable.Theaffidavitshallalsostatethattheemployeehaschosentheelectionofhisorherownfreewillandwasnotcoercedintotheelectionbytheemployeroranyotherperson.Anemployeeshallnotbepermittedtorescindhisorherelectionunlesstheboardofsupervisorsorthe

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governingbodyofadistrict,throughtheadoptionofasubsequentordinanceorresolutionbymajorityvote,makesaprovisionpermittingtheemployeetorescindtheelectionapplicabletothecountyordistrict.Failuretomakeanelectionwithin45calendardaysshallbeconsideredcauseforterminationofemploymentuntiltheemployeedescribedinthisparagraphhasmadetherequiredelection.

(b)Theretirementallowanceforservicerenderedpriortotheeffectivedateoftheelectionunderparagraph(2)or(3)ofsubdivision(a)foranemployeecoveredbyanyotherpensioncalculationshallbecalculatedundertheemployee’spriorpensioncalculation.Anyemployeewhohasmadeanelectionshallnotbeeligibleforretirementunlesstheemployeemeetstheminimumrequirementsoftheprovisionorprovisionspursuanttotheelectionapplicableatthedateofretirement.

(c)(1)AnelectionforthepensioncalculationstatedinSection31676.01byanyemployeehiredbeforeapprovaloftheresolutionshallincludethesignatureofthedesignatedbeneficiaryoftheemployee’spensionacknowledgingtheelection,orshallincludeawrittendeclarationofoneormoreofthefollowingasmaybeapplicable:

(A)Thebeneficiaryhasnoidentifiablecommunitypropertyinterestinthebenefit.

(B)Theemployeedoesnotknow,andhastakenallreasonablestepstodetermine,thewhereaboutsofthebeneficiary.

(C)Thebeneficiaryhasbeenadvisedoftheelectionandhasrefusedtosignthewrittenacknowledgment.

(D)Thebeneficiaryisincapableofexecutingtheacknowledgmentbecauseofanincapacitatingmentalorphysicalcondition.

(2)Thepurposeofthissubdivisionistonotifythebeneficiary,includingtheemployee’sspouseordomesticpartner,ofanelectionmadebytheemployeethatmayaffecttheentitlementofthebeneficiary.Inadditiontotheforegoing,ifthedesignatedbeneficiaryofanemployee’spensionisaspouseordomesticpartneroftheemployee,theelectionshallalsoevidenceagreementtotheelectionbythespouseordomesticpartner.

(3)Apersonwhoknowinglyprovidesfalseinformationinthewrittendeclarationsubmittedpursuanttoparagraph(1)shallbesubjecttoacivilpenaltyofnotlessthanonethousanddollars($1,000)andnotmorethantwenty-fivethousanddollars($25,000),inadditiontoanycivilremediesavailabletotheboard.Anactiontoimposeacivilpenaltypursuanttothisparagraphmaybebroughtbyanypublicprosecutorinthenameofthepeopleofthestate.

(d)IntheeventtheemployeeelectsthepensioncalculationstatedinSection31676.01,theemployeeshallbeeligibletoreceiveacontributionfromthecountyordistrictbasedontheemployee’scontributiontoadefinedcontributionprogram.

(e)Inadditiontoemployeesrepresentedbybargainingunits,anyotheremployeesnotrepresentedbyabargainingunit,aswellassupervisors,managers,andexecutives,maybesubjecttosubdivision(a)pursuanttotheresolutiondescribedinsubdivision(a).

(f)Thissectionshallapplyonlytomemberswhoretireonoraftertheeffectivedateoftheresolutiondescribedinsubdivision(a).

(g)Thissectionshallnotapplytosafetymembers.(h)Aresolutionadoptedbytheboardofsupervisorsundersubdivision(a)shallnot

applytotheemployeesofanydistrictwithinthecounty.Thegoverningbodyofadistrictmayelect,byresolutionadoptedbymajorityvote,tomakethissectionapplicabletotheemployeesofthedistrictirrespectiveofwhethertheboardofsupervisorshasmadethatelectionapplicabletoemployeesinthecounty.

(i)AresolutionadoptedpursuanttothissectionmayrequireanymemberthatelectsorisdeemedtohaveelectedthepensioncalculationstatedinSection31676.01topay

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additionalmembercontributionsbeyondthosemembercontributionsrequiredunderSection31621.Theseadditionalcontributionsshallnotresultinanadditionalbenefittothemember.However,theadditionalcontributionspaidbyamemberpursuanttotheauthoritygrantedbythissubdivisionshallbecomepartoftheaccumulatedcontributionsofthememberforthefollowingpurposesonly:

(1)Fundingtheannuityportionofthemember’sretirementallowance.(2)Withdrawalofcontributionsbythememberuponthemember’swithdrawalfrom,

andterminationofmembershipin,theretirementsystem.(j)Anypersonemployedsubsequenttotheeffectivedateofaresolutionadoptedunder

subdivision(a)whowouldotherwisequalifyasamembershallnotbecomeamemberuntilheorshecertifieshisorherelection,orotherwiseasdescribedabovehasbeendeemedtohaveelected,tobecoveredbythepensioncalculationstatedinSection31676.01orthepensioncalculationstatedinSection31676.19.Oncetheelectionismadeorisdeemedtohavebeenmade,theemployeewillbecomeamemberretroactivetothedateofhire.AnyemployeewhosubsequentlyotherwisebecomeseligibleforthepensioncalculationstatedinSection31676.19subsequenttotheeffectivedateofaresolutionadoptedundersubdivision(a)shallcontinuetobecoveredbyanyimmediatelyprecedingretirementplantowhichheorshewasentitledfromthecountyordistrictuntilheorshecertifieshisorherelectiontobecoveredbythepensioncalculationstatedinSection31676.01orthepensioncalculationstatedinSection31676.19.

(k)Intheeventthatthefinaldaytomakeanelectionorperformanactdescribedinthissectionfallsonaweekendoronacountyordistrictholiday,asubsequentelectionoractshallbetimelyifmadeorperformedontheimmediatelyfollowingregularbusinessdayofthecountyordistrict.

(l)ThissectionshallapplyonlyinOrangeCounty.(m)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththe

CaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AddedbyStats.2009,Ch.362(SB752),Sec.1–UrgencyStatute,EffectiveOctober11,2009)

(AmendedbyStats.2013,Ch.247(AB1380),Sec.36)

§31678.4. Applicability of formula for the calculation of retirement benefits Thegoverningbodyofadistrictasdefinedinsubdivision(l)ofSection31468shallnot

electtomakeaformulaforthecalculationofretirementbenefitsapplicabletothepersonnelofthedistrictappointedpursuanttoSection31522.5whoareemployeesoftheretirementsystemunlesstheboardofsupervisorshasmadethatformulaapplicabletopersonnelofthatretirementsystemwhoareemployeesofthecounty.

(AddedbyStats.2006,Ch.369(SB777),Sec.6)

§31679. Minimum retirement benefitsIneverycountyinwhicharetirementsystemwasestablishedpriortoJanuary1,

1953,ifamemberentersorhasheretoforeenteredtheretirementsystemwithcreditforpriorservice,andhasheretoforeretiredorshallhereafterberetiredafterattainingthecompulsoryretirementage,oratage65with20yearsservice,andhisretirementallowanceislessthanonethousandtwohundreddollars($1,200)ayear,exclusiveofanyannuitybasedonadditionalcontributions,anadditionalamountpurchasedbycontributionsofthecountyordistrictshallbeaddedtohiscombinedannuityandpensionswhichwillcausehistotalretirementallowancetoamounttoonethousandtwohundreddollars($1,200)ayear,exclusiveofanyannuitybasedonadditionalcontributions.

(AmendedbyStats.1953,Ch.929,Sec.6)

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§31680. Payment for service after retirement prohibited; exceptions; independent contractors(a)Amemberretiredforserviceordisabilityshallnotbepaidforanyservicerendered

byhimorhertothecountyordistrictafterthedateofhisorherretirement,except:(1)Asspecificallyprovidedinthischapter.(2)PursuanttoSection31733.(3)Thecountyordistrictmaypayandtheretiredmembermayreceive:

(A)Rewardsforideasorsuggestionsmadebytheretiredmemberfortheimprovementofcountyordistrictactivities.

(B)Compensationforhisorherservicesontheboard.(4)Ifthememberissubsequentlyelectedtocountyofficeafterretirement.

(b)Ashereinusedtheterm“servicesrendered”shallrefertoservicerenderedasanofficeroremployeeofthecountyordistrictandshallnotrefertoservicesperformedbyaretiredofficeroremployeeasanindependentcontractorengagedbyacountyordistrictunderabonafidecontractforserviceswithinthepurviewofSection31000ofthiscode.

(c)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AmendedbyStats.1971,Ch.1322,Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.37)

§31680.01. Service as member of governing board of joint agencyAsusedinSection31680servicerenderedasamemberofagoverningboardofajoint

agencycreatedbytwoormorecounties,undertheauthorityofChapter5(commencingwithSection6500)ofDivision7,Title1ofthiscode,shallnotbedeemedservicerenderedacountyordistrict,providedthatthecountyfromwhoseservicetheemployeewasretiredisapartytotheagreementcreatingthejointagency.

(AddedbyStats.1963,Ch.1023,Sec.1)

§31680.1. Post-retirement service(a)Anypersonwhohasretiredunderthischaptermay,withoutreinstatementfrom

retirementorlossorinterruptionofbenefitsunderthischapter,serveasajuror,electionofficer,fielddeputyforregistrationofvoters,memberoftheboardoftheassociationortemporarilyasajudgewhenassignedbytheChairmanoftheJudicialCouncilandreceiveanyfeespayableforthatservice.

(b)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AmendedbyStats.1974,Ch.554,Sec.2,EffectiveAugust27,1974)(AmendedbyStats.2013,Ch.247(AB1380),Sec.38)

§31680.2. Post-retirement service in positions requiring special skills or knowledge; retired persons who have received unemployment compensation in prior 12-month period(a)Anypersonwhohasretiredmaybeemployedinapositionrequiringspecial

skillsorknowledge,asdeterminedbythecountyordistrictemployinghimorher,fornottoexceed90workingdaysor720hours,whicheverisgreater,inanyonefiscalyearoranyother12-monthperioddesignatedbytheboardofsupervisorsandmaybepaidforthatemployment.Thatemploymentshallnotoperatetoreinstatethepersonasamemberofthissystemortoterminateorsuspendhisorherretirementallowance,andnodeductionsshallbemadefromhisorhersalaryascontributionstothissystem.

(b)(1)Thissectionshallnotapplytoanyretiredpersonwhoisotherwiseeligible

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foremploymentunderthissectionif,duringthe12-monthperiodpriortoanappointmentdescribedinthissection,thatretiredpersonreceivesunemploymentinsurancecompensationarisingoutofprioremploymentsubjecttothissectionwiththesameemployer.

(2)Aretiredpersonwhoacceptsanappointmentafterreceivingunemploymentinsurancecompensationasdescribedinthissubdivisionshallterminatethatemploymentonthelastdayofthecurrentpayperiodandshallnotbeeligibleforreappointmentsubjecttothissectionforaperiodof12monthsfollowingthelastdayofemployment.

(3)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail,exceptthatthelimitonpostretirementemploymentprovidedinsubdivision(a)tothegreaterof90workingdaysor720hoursshallremaineffective.

(AmendedbyStats.1989,Ch.298,Sec.1)(AmendedbyStats.2007,Ch.57(AB775),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.39)

§31680.3. Post-retirement service in positions requiring special skills or knowledge; retired persons who have received unemployment compensation in prior 12-month period(a)NotwithstandingSection31680.2,anymemberwhohasbeencoveredunderthe

provisionsofSection31751andhasretiredmaybereemployedinapositionrequiringspecial skillsorknowledge,asdeterminedbythecountyordistrictemployingthemember,fornottoexceed120workingdaysor960hours,whicheverisgreater,inanyonefiscalyearandmaybepaidforthatemployment.Thatemploymentshallnotoperatetoreinstatethepersonasamemberofthissystemortoterminateorsuspendtheperson’sretirementallowance,andnodeductionsshallbemadefromtheperson’ssalaryascontributionstothissystem.

(b)(1)Thissectionshallnotapplytoanyretiredmemberwhoisotherwiseeligibleforreemploymentunderthissectionif,duringthe12-monthperiodpriortoanappointmentdescribedinthissection,thatretiredpersonreceivesunemploymentinsurancecompensationarisingoutofprioremploymentsubjecttothissectionwiththesameemployer.

(2)Aretiredpersonwhoacceptsanappointmentafterreceivingunemploymentinsurancecompensationasdescribedinthissubdivisionshallterminatethatemploymentonthelastdayofthecurrentpayperiodandshallnotbeeligibleforreappointmentsubjecttothissectionforaperiodof12monthsfollowingthelastdayofemployment.

(c)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AmendedbyStats.1991,Ch.153,Sec.1,EffectiveJuly23,1991)(AmendedbyStats.2007,Ch.57(AB775),Sec.2)(AmendedbyStats.2013,Ch.247(AB1380),Sec.40)

§31680.4. Reemployment; reinstatement to active membership; contingent operationNotwithstandinganyotherprovisionoflaw,amemberretiredforserviceand

reemployedinacountyordistrictunderthischaptershallbecomeagainanactivememberoftheretirementassociationupon(a)hisorherapplicationtotheboardforreinstatement,(b)thedeterminationoftheboard,baseduponmedicalexamination,thatheorsheisnotincapacitatedforthedutiesassignedtohimorher;and(c)meetingtheconditionsformembershipinArticle4(commencingwithSection31550)aremet.

Forthepurposesofthissection,theeffectivedateofthemember’sreinstatementtoactivemembershipshallbethefirstdayofthemonthfollowingthedateofreemployment.

ExceptaspermittedinSection31680.2or31680.3,theretirementallowanceofthe

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membershallbecanceledontheeffectivedateofthemember’sreemploymentandshallberesumedonlyuponthesubsequentterminationofthememberfromemployment.

Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionandSection31680.5operativeinthatcounty.

(AddedbyStats.1990,Ch.651,Sec.1)

§31680.5. Reinstatement; contributions and allowances; contingent operation(a)Uponreinstatement,pursuanttoSection31680.4,themember’srateofcontributions

andretirementallowanceuponsubsequentretirementshallbedeterminedasifthememberwerefirstenteringthesystem.

Solelyforthepurposeofdeterminingthemember’seligibilityforserviceretirementunderthissection,serviceshallincludethemember’screditedservicepriortoreinstatement.

(b)Themember’sallowanceuponhisorherserviceordisabilityretirementorotherterminationsubsequenttothereinstatementshallbethesumof(1)hisorherretirementallowancecalculatedonthebasisofcreditedservicerenderedafterreinstatementinaccordancewiththeformulaapplicabletohimorherplus(2)hisorherretirementallowanceasitwaspriortoreinstatement,adjustedbyanychangeafterreinstatementintheprovisionsgoverning thecalculationofhisorherallowancewhichwouldhaveappliedtohimorherhadheorshecontinuedinretirement.

TheretirementallowanceotherwisepayableunderthissectiontoamemberwhoseallowancepriortoreinstatementwaspaidpursuanttohisorherelectionunderSection31810shallbereducedasprovidedinSection31810.However,foramemberreinstatedpursuanttoSection31680.4priortoattainingage62,thereductionrequiredbySection31810shallbetheamountwhichistheactuarialvalueoftheincreaseintheallowancefromdateofretirementtodateofreinstatement.

Notwithstandinganyotherprovisionofthischapter,theretirementallowancepayabletoanymembersubjecttothissectionforanycreditedserviceforwhicharetirementallowancewaspaidpriortoreinstatementshallnotbelessthantheretirementallowancewhichwouldhavebeenpayableonthedateofthesubsequentretirementhadthemembernotbeenreinstated,adjusted,however,byanyreductionunderthissectionbecauseofanelectionunderSection31810.

(c)NotwithstandingArticle10(commencingwithSection31720),uponretirementfordisabilitysubsequenttoreinstatement,amembershallreceiveadisabilityretirementallowanceas follows:

(1)Aservice-connecteddisabilityallowanceshallbeequaltoone-halfofhisorherfinalcompensationoranallowancecomputedasprescribedbysubdivision(b),whicheverisgreater.

(2)Anonservice-connecteddisabilityallowanceshallbecomputedusingthemethodprescribedbysubdivision(b).

(d)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionandSection31680.4operativeinthatcounty.

(AmendedbyStats.1992,Ch.75,Sec.1)

§31680.6. Extension of time for which retired persons may be employed in special skill or knowledge positions; retired persons who have received unemployment compensation in prior 12-month period(a)NotwithstandingSection31680.2,anycountysubjecttoSection31680.2may,upon

adoptionofaresolutionbyamajorityvotebytheboardofsupervisors,extendtheperiodof

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timeprovidedforinSection31680.2forwhichapersonwhohasretiredmaybeemployedinapositionrequiringspecialskillsorknowledge,asdeterminedbythecountyordistrictemployinghimorher,nottoexceed120workingdaysor960hours,whicheverisgreater,inanyonefiscalyearoranyother12-monthperioddesignatedbytheboardofsupervisorsandmaybepaidforthatemployment.Thatemploymentshallnotoperatetoreinstatethepersonasamemberofthissystemortoterminateorsuspendhisorherretirementallowance,andnodeductionsshallbemadefromhisorhersalaryascontributionstothissystem.

(b)(1)Thissectionshallnotapplytoanyretiredpersonwhoisotherwiseeligibleforemploymentunderthissectionif,duringthe12-monthperiodpriortoanappointmentdescribedinthissection,thatretiredpersonreceivesunemploymentinsurancecompensationarisingoutofprioremploymentsubjecttothissectionwiththesameemployer.

(2)Aretiredpersonwhoacceptsanappointmentafterreceivingunemploymentinsurancecompensationasdescribedinthissubdivisionshallterminatethatemploymentonthelastdayofthecurrentpayperiodandshallnotbeeligibleforreappointmentsubjecttothissectionforaperiodof12monthsfollowingthelastdayofemployment.

(c)BeginningJanuary1,2013,ifanyprovisionofthissectionconflictswiththeCaliforniaPublicEmployees’PensionReformActof2013,theprovisionsofthatactshallprevail.

(AmendedbyStats.1992,Ch.427,Sec.62)(AmendedbyStats.2007,Ch.57(AB775),Sec.3)(AmendedbyStats.2013,Ch.247(AB1380),Sec.41)

§31680.7. Reemployment after retirement; discontinuance of allowance; reinstatement; determination of benefits; survivor’s allowance; inapplicability to early retiree; operative on adoption by county(a)Notwithstandinganyotherprovisionoflaw,anypersonwhohasbeenretiredfor

servicemaybereemployedbythecountyordistrictfromwhichheorshehasbeenretired.Uponreemployment,themember’sretirementallowanceshallbediscontinued.Theretirementallowancemaybereinstateduponthediscontinuanceofreemployment,asspecifiedinthissection.

(b)(1)Forpurposesofthissection,“originalperiodofemployment’’meanstheperiodofservicewiththecountyordistrictuponwhichthemember’soriginalretirementallowancewasbased.

(2)Forpurposesofthissection,“periodofreemployment”meanstheservicesubsequentlyrenderedbythememberafterheorshehasbeenreemployedbythecountyordistrict.

(c)Duringtheperiodofreemployment,themembershallaccrueretirementservicecreditatthesametierorbenefitlevelwhichwasapplicabletothememberduringhisorheroriginalperiodofemployment.Themember’scontributionrateshallbebasedonthesameageatentry,andthesamestatutoryformula,whichwasusedincalculatingthemember’scontributionrateduringhisorheroriginalperiodofemployment.

(d)Uponterminationofthemember’speriodofreemploymentforotherthandeathordisability,themembershallbeginreceivingamonthlyserviceretirementallowancewhichisthesumofallofthefollowing:

(1)Themonthlyretirementallowancethememberhadbeenreceivingimmediatelypriortothetimethememberwasreemployedbythecountyordistrict.

(2)Anycost-of-livingincreasesthatwouldhavebeenaddedtothemonthlyretirementallowanceifthemember’sallowancehadnotbeendiscontinuedbyreasonofreemployment.

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(A)Aretirementallowancebasedontheamountofservicecreditthememberaccruedduringtheperiodofreemployment.Thisadditionalretirementallowanceshallbecalculatedusingthesamebenefitformulaandtieruponwhichthemember’soriginalretirementallowancewascalculated,butshallbebasedonthemember’sageuponterminationoftheperiodofreemploymentandthemember’sfinalcompensationduringthatperiod.

(B)TheretirementallowanceotherwisepayableunderthissectiontoamemberwhoseallowancepriortoreinstatementwaspaidpursuanttoanelectionunderSection31810shallbereducedasprovidedinthatsection.However,foramemberreinstatedpursuanttoSection31680.4priortoattainingage62,thereductionrequiredbySection31810shallbetheamountthatistheactuarialvalueoftheincreaseintheallowancefromthedateofretirementtothedateofreinstatement.

(e)If,afterreemploymentpursuanttothissection,thememberbecomesdisabledandisgrantedaservice-connectedornon-service-connecteddisabilityretirementbytheboard,themember’sdisabilityretirementallowanceshallbethegreaterofeitherofthefollowing:

(1)Thedisabilityretirementallowancethememberwouldhavebeenentitledtoreceiveifallofthemember’sserviceduringhisorheroriginalperiodofemploymentandsubsequentperiodofreemploymenthadbeencontinuous.

(2)Theserviceretirementallowancethememberwouldhavebeenentitledtoreceiveifthememberhadnotbecomedisabledandhadvoluntarilyterminatedhisorherperiodofreemployment.

(f)(1)Ifthememberdiesduringhisorherperiodofreemployment,andleavesaneligiblesurvivororsurvivorsentitledtoreceiveasurvivor’sallowance,theallowanceshallbethesameamountthatitwouldhavebeenifallofthemember’sserviceduringhisorheroriginalperiodofemploymentandsubsequentperiodofreemploymenthadbeencontinuous.Ifalumpsumdeathbenefitispayabletothemember’sdesignatedbeneficiaryinsteadofasurvivor’sallowance,themember’saccumulatedretirementcontributionsforpurposesofcomputingthedeathbenefitshallbethesumofthecontributionsmadebythememberduringtheperiodofreemployment,plusinterestcreditedthereon,andtheexcess,ifany,ofthemember’stotalcontributionsduringtheoriginalperiodofemployment,includinginterestcreditedthereon,overthetotalamountofretirementbenefitspaidtothememberbetweenthemember’soriginalretirementfromthecountyordistrictandthemember’sreemploymentpursuanttothissection.

(2)Uponorafterserviceretirement,thecontinuanceshallbepaiduponthemember’sdeathtotherespectiveelectedbeneficiariesfromeachoftheseparateretirementperiodelections.

(g)Thissectionshallnotapplytoanemployeewhoreceivesanadditionalretirementbenefitasaninducementtoretireearly.

(h)Thissectionshallnotbeoperativeinanycountyuntiltheboardofsupervisorsofthatcounty,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthatcounty.

(AddedbyStats.1993,Ch.291(AB2069),Sec.1)

§31680.8. (Operative date contingent) Reemployment and reinstatement; Additional Retirement benefit; Applicability (Los Angeles)(a)Notwithstandinganyotherprovisionoflaw,asafetymemberwhowasrequired

toretireforservicebecauseofageduringtheoperativedatesof,andasdescribedin,Section31662.4,31662.6,31662.8,or31663,maybereemployedbythecountyinthesamepositionthatheorsheretiredfromandbereinstatedtoactivemembershipuponallofthefollowing:

(1)Hisorherapplicationtotheboardforreinstatementtoactivemembership.

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(2)Thedeterminationoftheboard,basedonmedicaladvice,thatthememberisnotincapacitatedforthedutiesofthepositionassignedtohimorher.

(b)Themembershallbereinstatedtoactivemembershipintheplanortierthatheorsheretiredfrom,effectivethefirstdayofthemonthfollowingthedateofreemployment,andhisorhermembershipshallbethesameasifunbrokenbyretirement.Notwithstandinganyotherprovisionoflaw,thecreditedserviceofthememberrenderedbothbeforeandafterreinstatementshallbeincludedforthepurposeofdeterminingtheeligibilityofthememberforbenefitsunderthischapter.

(c)Uponreemploymentpursuanttothissection,theretirementallowanceofthemembershallbecancelled.Uponthesubsequentterminationofthememberfromemployment,theretirementallowanceofthemembershallberecalculatedonthebasisofthecreditedservicerenderedbothbeforeandafterreinstatementpursuanttotheformulaapplicabletothememberpriortoreinstatement.Notwithstandinganyotherprovisionoflaw,thereinstatementrightsconferredbythissectionshallnotentitleapersontoaretirementrightorbenefitthatexceedsthelimitationsintheInternalRevenueCodethatapplytopublicretirementsystems.

(d)Uponreinstatementpursuanttothissection,therateofcontributionofthemembershallbebasedonthesameageatentrythatwasusedincalculatingthecontributionrateofthememberduringhisorheroriginalperiodofemployment.

(e)ThissectionshallapplyonlytoacountyofthefirstclassasdescribedinSection28020andshallnotbecomeoperativeinthatcountyuntiltheboardofsupervisors,byresolutionadoptedbymajorityvote,makesthissectionoperativeinthatcounty.

(AddedbyStats.2006,Ch.120(AB2366),Sec.1)

§31680.9. Application of §31680.8 (Los Angeles)(a)TheapplicationofSection31680.8shallbelimitedbythissection.Section31680.8

shallnotapplytoeitherofthefollowing:(1)AsafetymemberwhowasrequiredtoretireasdescribedinSection31663.2.(2)AmemberwhoretiredasasafetymemberdescribedinSection31470.4or31470.6.

(b)ThissectionshallapplyonlytoacountyofthefirstclassasdescribedinSection28020.

(AddedbyStats.2006,Ch.846(AB2863),Sec.4,EffectiveSeptember30,2006)(RepealedbyStats.2008,Ch.21(SB579),Sec.3,EffectiveJune2,2008)

§31681. Minimum retirement benefits in counties exceeding 2,000,000; retroactive operation of sectionIneverycountyhavingapopulationinexcessof2,000,000,theminimumretirement

allowanceforeverymemberwhohasheretoforeorwhoshallbehereafterretiredatcompulsoryretirementageandwhoiscreditedwith15ormoreyearsofservice,includingpriorservice,oratage65with20yearsofservice,shallreceiveatotalretirementallowanceofnotlessthanonethousandtwohundreddollars($1,200)peryear,exclusiveofanyannuitybasedonadditionalcontributions.ThissectionshallberetroactivelyoperativeasofSeptember22,1951.

(AmendedbyStats.1953,Ch.843,Sec.2)

§31681.1. Increase in benefits of previously retired members; minimum benefits; claim against county; calculation of benefits(a)Notwithstandinganyotherprovisionsofthischapter,everyretirementallowance

payablefortimecommencingontheeffectivedateofthissectiontoanypreviouslyretiredmemberofasupersededsystemnotestablishedpursuanttoeitherChapter4orChapter5is

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herebyincreased,byincreaseofthepensionportionthereof,totheamountitwouldbeifthepreviouslyretiredmemberofsuchsupersededsystemhadbeenretiredundertheprovisionsofthischapter,andtheprovisionsofthischapter,astheyareineffectontheeffectivedateofthissection,hadbeenineffectatthetimeoftheretirementofthepreviouslyretiredmember,assumingthatalloftheservicewithwhichhewascreditedatthetimeofhisactualretirementconstitutedpriorserviceunderthischapter.

(b)However,ifsuchretirementallowancepayablefortimeaftertheeffectivedateofthissection,asincreasedbysubdivision(a)ofthissection,islessthanonethousandtwohundreddollars($1,200)ayear,andifthepreviouslyretiredmemberofthesupersededsystem(notestablishedpursuanttoeitherChapter4orChapter5)wascreditedatthetimeofhisretirementwith20ormoreyearsofservice,orwasretiredafterattainingthecompulsoryageofretirement,anadditionalamountprovidedbycontributionsofthecountyshallbeaddedtohisretirementallowancewhichwillcausehistotalretirementallowancetoamounttoonethousandtwohundreddollars($1,200)ayear.

(c)Thissectiondoesnotauthorizeanydecreaseinanysuchretirementallowance,nordoesthissectiongiveanysuchpreviouslyretiredmemberofsuchsupersededretirementsystem,orhissuccessorsininterest,anyclaimagainstthecountyforanyincreaseinanyretirementallowancepaidorpayablefortimepriortoitseffectivedate.Calculationsofretirementallowancesunderthissectionshallbemadeonthebasisofcurrentinterestrateandmortalitytables.

(AddedbyStats.1953,Ch.929,Sec.7)

§31681.2. Increase of benefits of members retired prior to January 1, 1948; adoption of section by county boardsEveryretirementallowancepaymentfortimecommencingontheeffectivedateofthis

sectiontooronaccountofanymemberofthissystemorofasupersededsystem,whowasretiredpriortoJanuary1,1948,isherebyincreasedbytwenty-fivedollars($25)permonthiftheretiredmemberisentitledtobecreditedwith20yearsormoreofservice,or,iftheretiredmemberisentitledtobecreditedwithlessthan20yearsofservice,byanamountwhichbearsthesameratiototwenty-fivedollars($25)asthemember’scompletedyearsofservicewithwhichthememberisentitledtobecreditedbearsto20years.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1963,Ch.818,Sec.1)

§31681.4. Increase of benefits of members retired after January 1, 1948, but prior to February 1, 1955; adoption of section by county boardsEveryretirementallowancefortimecommencingontheeffectivedateofthissectionto

oronaccountofanymemberofthissystemorofasupersededsystem,whowasretiredordiedonorafterJanuary1,1948,butpriortoFebruary1,1955,orsuchotherdatepriortoFebruary1,1955,astheboardofsupervisorsinanycountyshallspecifybyresolution,isherebyincreasedbytwenty-fivedollars($25)permonthiftheretiredmemberisentitledtobecreditedwith20yearsormoreofservice,or,iftheretiredmemberisentitledtobecreditedwithlessthan20yearsofservice,byanamountwhichbearsthesameratiototwenty-fivedollars($25)asthemember’scompletedyearsofservicewithwhichthememberisentitledtobecreditedbearsto20years.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1963,Ch.818,Sec.2)230

§31681.5. Increase of benefits payable to retired members for time commencing on September 15, 1961Everyretirementallowancepayablefortimecommencingontheeffectivedateofthis

sectionto,oronaccountofanymemberofthissystemorofasupersededsystem,whohasbeenretiredforservice,isherebyincreasedasfollows:

Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1956 10% TwelvemonthsendedJune30,1957 8% TwelvemonthsendedJune30,1958 6% TwelvemonthsendedJune30,1959 4% TwelvemonthsendedJune30,1960 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanfiftydollars($50)amonthnorlessthantendollars($10)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinanceadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1961,Ch.1120,Sec.1)

§31681.51. Increase in retirement and optional death allowances; adoption of section by ordinanceEveryretirementallowanceoroptionaldeathallowance(includinganallowance

payabletoasurvivorofamember)payabletooronaccountofanymemberofthissystemorofasupersededsystemwhohasbeenorwasretiredforserviceisherebyincreasedasfollows:

Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1962 10% TwelvemonthsendedJune30,1963 8% TwelvemonthsendedJune30,1964 6% TwelvemonthsendedJune30,1965 4% TwelvemonthsendedJune30,1966 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanfiftydollars($50)amonthnorlessthantendollars($10)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinanceadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1968,Ch.449,Sec.56)

§31681.52. Increase in retirement and optional death allowances; adoption of section by ordinanceEveryretirementallowanceoroptionaldeathallowance,includinganallowance

payabletoasurvivorofamember,payabletooronaccountofanymemberofthissystemorofasupersededsystemwhohasbeenorwasretiredforserviceisherebyincreasedasfollows:

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Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1967 10% TwelvemonthsendedJune30,1968 8% TwelvemonthsendedJune30,1969 6% TwelvemonthsendedJune30,1970 4% TwelvemonthsendedJune30,1971 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanseventy-fivedollars($75)amonth.Amemberwithcreditfor10ormoreyearsofserviceinthesystemshallreceivenotlessthantwenty-fivedollars($25)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinanceadoptedbyamajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1973,Ch.298,Sec.1)

§31681.53. Increase in retirement and optional death allowances under $500; adoption by county(a)Exceptasprovidedinsubdivision(b),aretirementallowanceoroptionaldeath

allowance,includinganallowancepayabletoasurvivorofamember,payabletooronaccountofanymemberofthissystemorofasupersededsystemwhohasbeenorwasretiredforservicewhichdidnotonJuly1,1976exceedfivehundreddollars($500)permonthisherebyincreased as follows:

Number of years of Percentage of increase county or district in monthly retirement service allowance 25ormoreyears 10% 20-25years 8% 15-20years 6%

(b)Noallowanceshallbeincreasedtomorethanfivehundreddollars($500)permonthpursuanttosubdivision(a).

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1976,Ch.627,Sec.1)

§31681.54. Retirement or optional death allowance; increase; limitation; adoption by board of supervisors(a)Exceptasprovidedinsubdivision(b)ofthissection,aretirementallowanceor

optionaldeathallowance,includinganallowancepayabletoasurvivorofamember,payabletooronaccountofanymemberofthissystem,orofasupersededsystem,whoretiredforserviceonorbeforeDecember31,1971,isherebyincreasedasfollows:

Number of years of Percentage of increase county or district in monthly retirement service allowance 25ormoreyears 10% 20-25years 8% 15-20years 6% 10-15years 4%

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(b)Noallowanceshallbeincreasedtomorethanfivehundreddollars($500)permonthpursuanttosubdivision(a)ofthissection.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1980,Ch.442,Sec.2)

§31681.55. Allowance increases for members who retired or died prior to January 1, 2001Effectivethefirstdayofthefirstmonthafteradoptionofthissectionbytheboardof

supervisors,theallowancepaidwithrespecttoanymemberofthissystemwhoretiredordiedpriortoJanuary1,2001,shallbeincreasedbythepercentagesetforthoppositetheyearofretirementordeathinthefollowingschedule:

Period during which retirement or death occurred: Percentage January1,1998,orlater 0.0% 12monthsendingDec.31,1997 1.0%

Period during which retirement or death occurred: Percentage 24monthsendingDec.31,1996 2.0% 60monthsendingDec.31,1994 3.0% 60monthsendingDec.31,1989 4.0% 120monthsendingDec.31,1984 5.0% 12monthsendingDec.31,1974,orearlier 6.0%

Thepercentageshallbeappliedtotheallowancepayableontheeffectivedate,andtheallowanceassoincreasedshallbepaidfortimeonandafterthatdateandshallbesubjecttoannualcost-of-livingadjustments.

(b)Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthatcounty.

(AddedbyStats.2000,Ch.237(AB1937),Sec.4)(AmendedbyStats.2001,Ch.159(SB662),Sec.117)

§31681.6. Increase of benefits to retired employees in certain countiesInanycountywhichmadeSection31676.1oftheGovernmentCodeapplicable

effectiveJuly1,1962,theboardofsupervisorsmaybyresolutionmakethebenefitsprovidedbySection31676.1applicabletoemployeeswhoretiredpriortoJuly1,1962,andaftertheboardofsupervisorsfirstadoptedaresolutionprovidingthatsection31676.1wouldbecomeapplicableprovidedthatsuchemployees’retirementwasbyreasonofhavingreachedtheageofcompulsoryretirementpriortoJuly1,1962.InsuchinstancetheemployeesshallbeentitledtothebenefitsprovidedbySection31676.1asofJuly1,1962.

(AddedbyStats.1963,Ch.767,Sec.1)

§31681.7. Temporary increase of benefits; finding by board of supervisorsEveryretirementallowancepayableduringthetimethissectionisoperativeinany

countyto,oronaccountofanymemberofthissystemorofasupersededsystem,whohasbeenretiredforserviceshallbeincreasedbyanamountequaltotheproductonedollar($1)timesyearsofservice,nottoexceed20years,timesthenumberinthefollowingtable:

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Period during which retirement became effective Multiply by OnorpriortoJune30,1957 2.0 TwelvemonthsendedJune30,1958 1.5 TwelvemonthsendedJune30,1959 1.0 TwelvemonthsendedJune30,1960 0.5

Thissectionshallnotbeoperativeinanycountyexceptasfollows:Theboardofsupervisorsofacountyatanytimeandfromtimetotimemayfindthateconomicconditionsaresuchastorequireeitherthatthisentiresection,orthissectionasappliedtooneormorecategoriesofmembersintheabovetablebeapplicableinsuchcounty.Theboardofsupervisorsofsuchcountyfromtimetotimemayeitherrescindormodifysuchfindingandeitherfindthateconomicconditionsdonotrequirethatthissectionbeapplicableatallinsuchcountyorbeapplicabletoagreater,lesser,ordifferentextentthanpreviouslyfound.Thissectionorthissectionasappliedtooneormorecategoriesofmembersintheabovetable,asthecasemaybe,shallbeapplicableinsuchcountywhenandonlyduringthetimewhensuchfindingisineffect.ThegivingofadditionalretirementbenefitspursuanttothissectionshallcreatenoadditionalcontractualrightsandshallnotprecludethewithdrawalofsuchbenefitseitherbyactionoftheboardofsupervisorsoroftheLegislature.

(AddedbyStats.1963,Ch.634,Sec.1)

§31681.8. Service retirement formula; service credited to nonmember(a)TheboardofsupervisorsinanycountyundertheCountyEmployeesRetirement

Lawof1937mayprovide,effectiveonadatedeterminedbytheboard,forcost-of-livingpayments,inadditiontothosepayableunderarticles16.5and16.6,tomembersofthissystemorasupersededsystemwhoretiredandtotheirsurvivingbeneficiarieswhoarereceivingallowancesunderthissystem,providedthefollowingconditionsaremet:

(1)OnJanuary1oftheyearofadoptionorreadoptionofthissection,theaccumulationsestablishedbySection31870,31870.1,or31870.2,asapplicable,shall,foranymember,equalorexceed25percentinorderforthatmembertobeeligibleforsuchcost-of-livingpayment.

(2)Thepaymentsshallbemadeeitherquarterlyormonthlytothosemembersandsurvivorseligibleforthefirstpayment.

(3)Theamountofeachpaymentisequaltotheproductofasumdeterminedbytheboardofsupervisors,butnottoexceedfifteendollars($15)timesthemember’sfullyearsofcountyservicenotexceeding30years.

(b)ThepaymentsmadepursuanttothissectionandSection31739.5shallbemadeonlyduringthelifetimesofthemembersortheirsurvivorsreceivingallowancesandtonootherperson.

(c)ThepaymentsmadepursuanttothissectionandSection31739.5shallnotbeconsideredasapartofthemonthlyretirementallowance,optionaldeathallowance,orannualdeathallowance,norshallanysuchpaymentsbeconstruedasguaranteeinganysimilarpaymentsinanysubsequentyear.

(d)Notwithstandingsubdivision(a),thepaymentstobeneficiariesofmemberspursuanttoSection31760.1,31765.1,31781.1,or31785ortobeneficiarieswhoelectedacombinedbenefitpursuanttoSection31781.3shallbe60percentofthepaymentswhichotherwisewouldhavebeenpayableundersubdivision(a)tothemembers.

(e)Notwithstandingsubdivision(a),thepaymentstobeneficiariesofmemberswhoelectedoptionalsettlement3pursuanttoSection31763shallbe50percentofthepaymentswhichotherwisewouldhavebeenpayableundersubdivision(a)tothemember.

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(f)Thissectionshallnotbeoperativeinanycountyinanyyear,unlessitisadoptedorreadoptedinanyyearbytheboardofsupervisors.Anysuchadoptionorreadoptioninanyparticularyearshallnotbeconstruedtorequireanyadoptionorreadoptioninanysubsequentyear.

Beforeadoptionbytheboardofsupervisorsinanyyear,thecostofthepaymentsauthorizedbythissectionandSection31739.5shallbedeterminedbyaqualifiedactuaryandtheboardofsupervisorsshall,withadviceoftheactuary,provideforthepaymentofsuchcostinsuchmannerastofullyfundthebenefitsonasoundactuarialbasis,includinguseofavailablefundsinthereservesprovidedinSection31592.2withtheapprovaloftheretirementboard,oranincreaseintheemployerratesofcontributions,oracombinationofthesesourcesofpayments.Thisactuarialdeterminationshallbemadeonlyuponauthorizationbytheboardofsupervisors.

Uponadoptionbyanycountyprovidingbenefitspursuanttothissection,ofArticle5.5(commencingwithSection315101)ofthischapter,theboardofretirementshall,instead,paythosebenefitsfromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31510.8.2

(AmendedbyStats.1988,Ch.76,Sec.1)1Renumbered:see,now,Section31610.2Renumbered:see,now,Section31618.

§31682. County of thirteenth class; supplemental benefits; cost of funding; contingent operation (Ventura)Theboardofretirementofacountyofthe13thclass,asdefinedbySections28020and

28034,asamendedbyChapter1204oftheStatutesof1971,mayelecttoprovide,byresolution,avestedsupplementalretirementbenefitofonehundredeightdollarsandforty-fourcents($108.44)permonthtoallcurrentandfutureretiredmembersandtheirsurvivorseligibleforanoptionalsettlementorasurvivorsallowanceunderthischapter.

Priortotheadoptionofaresolutionbytheboardofretirementtoprovidethesupplementalretirementbenefitprovidedforinthissection,thecostoffundingthissupplementalretirementbenefitintoperpetuityshallbedeterminedbyaqualifiedactuary.

Thissectionshallnotbeoperativeuntilsuchtimeastheboardofsupervisorsshall,bymajorityvote,adoptaresolutionmakingtheprovisionsofthissectionapplicable.

(AddedbyStats.1990,Ch.914,Sec.1,Operativeondateprescribedbyitsownprovisions)

§31682.2. Supplemental retirement benefit eligibility requirements for specified employees (Ventura)Iftheboardofretirementofacountyofthe13thclassadopts,orhasadopted,a

resolutionpursuanttoSection31682,thenforthosepersonswhoarefirstemployedbyanemployerofthesystemonorafterJanuary1,2006,thevestedsupplementalbenefitshallbepaidonlytoaretireewhohasaccruedaminimumoffiveyears’servicecreditinthesystemasaresultofemploymentwiththeemployer,exceptthatamemberwhoreceivesadisabilityretirementthatisserviceconnectedisnotsubjecttothefive-yearservicerequirement.

(AddedbyStats.2005,Ch.85(AB1008),Sec.1)

§31683. County of ninth class; additional benefits (Contra Costa)(a)Theboardofsupervisorsinacountyoftheninthclass,asdefinedinSections28020

and28030,mayelecttoprovideanadditionalbenefittomemberswhoretiredandtotheirsurvivingbeneficiarieswhoarereceivingallowancesunderthissystem,ifthefollowingconditionsaresatisfied:

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(1)Aqualifiedactuarydeterminesthecostofthepaymentsauthorizedbythissection.

(2)TheboardofretirementfullyfundsthecostsofthepaymentsbythissectionthroughatransferoffundsfromthereservesasprovidedinSection31592.2.

(b)Thepaymentsshallbemademonthlyonlytothosemembersandtheirsurvivingbeneficiarieswhoarereceivingallowancesunderthissystemonadateestablishedbytheboardofretirement.

(c)Thefirstpaymentshallbeeffectiveonthefirstdayofthefirstfullmonththatoccursafteradoptionofthissectionbytheboardofsupervisors.

(d)Theamountofeachadditionalmonthlybenefittoaretiredmembershallbetwohundreddollars($200).

(e)Notwithstandingsubdivision(d),themonthlypaymentstobeneficiariesofmemberspursuanttoSection31760.1,31765.1,31781.1,or31785,ortobeneficiarieswhoelectacombinedbenefitpursuanttoSection31781.3shallbeonehundredtwentydollars($120).

(f)Notwithstandingsubdivision(d),themonthlypaymentstobeneficiariesofmemberswhoelectedoptionalsettlementthreepursuanttoSection31763shallbeonehundreddollars($100).

(g)Thepaymentsmadepursuanttothissectionshallbeconsideredapartofthemonthlyallowanceandshallbeincreasedbyanysubsequentcost-of-livingallowanceunderArticle16.5(commencingwithSection31870).

(AddedbyStats.2001,Ch.67(SB795),Sec.1)

Article 8.4Community Property

(Article8.4addedbyStats.1994,Ch.670(SB1500),Sec.2)

§31685. Legal separation or marriage dissolution; date of separation; separation of member and nonmember accounts; nonmember’s rights(a)Uponthelegalseparationordissolutionofmarriageofamember,afterjoining

theretirementsystemasapartytotheproceedingpursuanttoChapter6(commencingwithSection2060)ofPart1ofDivision6oftheFamilyCode,thecourtshallincludeinthejudgmentoracourtorderthedateonwhichthepartiesseparated.

(b)IfthecourtordersthedivisionofthecommunitypropertyinterestinthesystempursuanttoSection2610oftheFamilyCode,theaccumulatedcontributionsandservicecreditattributabletoperiodsofserviceduringthemarriageshallbedividedintotwoseparateanddistinctaccountsinthenameofthememberandnonmember,respectively.Anyservicecreditoraccumulatedcontributionsthatarenotexplicitlyawardedbythejudgmentorcourtordershallbedeemedtheexclusivepropertyofthemember.

(c)Uponreceiptofthecourtorderseparatingtheaccountofthememberandthenonmemberpursuanttothissection,theboardshalldeterminetherightsofthenonmember,takingintoconsiderationthecourtorderandtheaccountofthemember.Theserightsmayincludethefollowing:

(1)Therighttoaretirementallowance.(2)Therighttoarefundofaccumulatedretirementcontributions.(3)Therighttoredepositaccumulatedcontributionsthatareeligibleforredepositby

themember.(4)Therighttopurchaseservicecreditthatiseligibleforpurchasebythemember.

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(5)Therighttodesignateabeneficiarytoreceivehisorheraccumulatedcontributionspayablewheredeathoccurspriortoretirement.

(6)Therighttodesignateabeneficiaryforanyunpaidallowancepayableatthetimeofthenonmember’sdeath.

(d)Inthecapacityofnonmember,thenonmembershallnotbeentitledtoanydisabilityretirementallowance.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.01. Benefit determinationBenefitsenumeratedinthisarticleshallbedeterminedinaccordancewiththe

provisionsofthischapterortheCaliforniaPublicEmployees’PensionReformActof2013,whicheverisapplicable.

(AddedbyStats.2013,Ch.247(AB1380),Sec.42)

§31685.1. Nonmember“Nonmember,”asusedinthisarticle,meansthespouseorformerspouse,orchildor

otherdependentasorderedbythecourt,ofamember,whoasaresultofpetitioningthecourtforthedivisionofcommunityproperty,hasbeenawardedadistinctandseparateaccountreflectingspecificcreditedserviceandaccumulatedcontributions.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.2. Nonmember awarded separate account; right to refund; application; effective date; waiver(a)Thenonmemberwhoisawardedaseparateaccountshallhavetherighttoa

refundoftheaccumulatedcontributionsandinterestcreditedintheseparateaccountofthenonmember.

(b)Thenonmembershallfileanapplicationonaformprovidedbythesystemtoobtaintherefund.

(c)TherefundshallbeeffectivewhenthesystemdepositsintheUnitedStatesmailaninitialwarrantdrawninfavorofthenonmemberandaddressedtothelatestaddressforthenonmemberonfilewiththesystem.

(d)Thenonmemberisdeemedtohavepermanentlywaivedallrightsinthesystemandallrightstoanyfutureretirementbenefitspertainingtotheservicecreditaccumulatedcontributions,orboth,whentherefundbecomeseffective.

(e)Thenonmembermaynotcancelarefundonceithasbecomeeffective.(f)Thenonmembershallhavenorighttoelecttoredeposittherefundedaccumulated

contributionsfromthenonmember’saccountaftertherefundiseffective,andshallhavenorighttoredepositortopurchaseservicecreditaftertherefundbecomeseffective.

(g)Ifatthetimeofthemarriagedissolutionorlegalseparation,thememberdoesnothavethenecessaryminimumcreditedservicetoelectdeferredretirement,thenonmembershallreceivearefundoftheaccumulatedcontributionsandcreditedinterestplacedinthenonmember’saccount.

(h)Ifthenonmemberreceivesarefundunderthissection,themembermayelecttoredepositaccumulatedcontributionsandinterestrefundedtothenonmemberandtoreceivecreditfortheservicetimethathadbeenforfeitedbythenonmember.Theelectionshallbemadewithinfiveyearsofreceiptofnoticefromtheboardofeligibilitytoredepositthecontributions.Theboardshallestablishthemannerofpaymentandthetimeperiodwithinwhichtheredepositofcontributionsmaybemade.Theinterestrateestablishedbytheboardshallbethesameasthatchargedtomembersonallotherredeposits.

(AddedbyStats.1994,Ch.670,Sec.2)

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§31685.3. Nonmember’s redeposit of accumulated contributions and interest previously refunded to member; court determination; member’s rights(a)Thenonmemberwhoisawardedaseparateaccountmayredepositaccumulated

contributionsandinterestpreviouslyrefundedtothememberinaccordancewiththedeterminationofthecourtrequiredbySection31685.

(b)Thenonmembermayredepositonlythoseaccumulatedcontributionsandinterestthatwerepreviouslyrefundedtothememberandthatthecourthasdeterminedtobethecommunitypropertyinterestofthenonmemberintheaccumulatedcontributions.

(c)Ifthenonmemberelectstoredeposit,heorsheshallrepaytheaccumulatedcontributionsandinterest.

(d)Anelectiontoredepositshallbeconsideredanelectiontorepayallaccumulatedcontributionsandinterestpreviouslyrefundedthatthenonmemberisentitledtoredeposit.

(e)Therightofthenonmembertoredepositissubjecttotheregulationsoftheboard.(f)Thememberhasnorighttothecourt-determinednonmembershareofany

previouslyrefundedaccumulatedcontributionsandinterestwhetherornotthenonmemberelectstoredeposituntiltheeffectivedateofanyrefundrequestedbythenonmemberpursuanttoSection31685.2,orthenonmemberdiesbeforeredepositiscompleted.However,anyrighttoredepositpreviouslyrefundedaccumulatedcontributionsandinterestnotexplicitlyawardedtothenonmemberbythejudgmentorcourtordershallbedeemedtheexclusivepropertyofthemember.

(g)Anyredepositbythenonmembershallbemadebylumpsumbeforeretirement.(AddedbyStats.1994,Ch.670,Sec.2)

§31685.4. Service credit; nonmember’s right to purchase community property share; court determination; member’s rights(a)Thenonmembershallhavetherighttopurchaseservicecreditpursuanttothe

determinationofthecourtrequiredbySection31685.(b)Thenonmembermaypurchaseonlythatservicecreditthatthecourthasdetermined

tobethecommunitypropertyshareofthenonmemberspouse.(c)Ifthenonmemberelectstopurchaseservicecredit,heorsheshallpay,priorto

retirement,thecontributionsandinterestpursuanttotheregulationsoftheboard.(d)Thenonmembershallhavenorighttopurchasetheservicecreditaftertheeffective

dateofarefundoftheaccumulatedcontributionsintheseparateaccountofthenonmember.(e)Thememberhasnorighttothecourt-determinednonmembershareofthe

servicecreditwhetherornotthenonmemberelectstopurchasetheservicecredituntiltheeffectivedateofanyrefundrequestedbythenonmemberpursuanttoSection31685.2,orthenonmemberdiesbeforetheservicecreditispurchased.However,anyservicecrediteligibleforpurchasethatisnotexplicitlyawardedtothenonmemberbythejudgmentorcourtordershallbedeemedtheexclusivepropertyofthemember.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.5. Nonmember’s retirement; conditionsAnonmembershallberetireduponhisorherwrittenapplicationtotheboardifallof

the following conditions are met:(a)Thememberornonmemberhasattainedtheminimumageprescribedbythe

applicableserviceretirementformulaofthemember.(b)Onthedateofretirement,thememberhadsufficientcreditedservicetoretirefor

service,notwithstandinganyservicecreditawardedtothenonmember.(AddedbyStats.1994,Ch.670,Sec.2)(AmendedbyStats.1997,Ch.223(AB1598),Sec.4)

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§31685.6. Effective date of retirement; accrual of retirement allowanceRetirementshallbeeffectiveandtheretirementallowanceshallbegintoaccrueasof

thedatedesignatedinthenonmember’sapplicationastheeffectivedateofretirement,orthedayfollowingthedateofcourtorderdividingthecommunitypropertyofthememberandnonmember,iflater.Innoeventshalltheretirementbecomeeffectiveortheretirementallowancebegintoaccrueearlierthanthefirstdayofthemonthinwhichthenonmember’sapplicationisreceivedatanofficeoftheboardorbyanemployeeofthesystemdesignatedbytheboard.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.7. Final compensation; retirement dates of nonmember and member(a)Ifthenonmemberretiresbeforethememberretires,“finalcompensation”meansthe

highestaverageannualcompensationearnablebythememberduringthethreeconsecutiveyears,oroneyearwhereapplicable,priortothedatethenonmemberretires.Thenonmembermaydesignateanearlierperiodtobeusedwherethetimeperiodofthenonmember’smarriagetothememberandmembershipcorrespond.

(b)Ifthememberhasretiredbeforethenonmember,the“finalcompensation”forthenonmembershallbethefinalcompensationusedincalculatingthemember’sretirement.

(c)Uponreceiptofanapplicationforretirementbythemember,theboardshallnotifythenonmemberthathisorherfinalcompensationwillnotincreaseanyfurtherandshallidentifywhichoptionsareavailabletothenonmemberandtheimpactthereof.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.8. Service retirement formula; service credited to nonmemberAnonmemberentitledtoreceivearetirementallowanceshallreceivearetirement

allowancebasedontheserviceretirementformulaapplicabletotheservicecreditedtothenonmember.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.9. Disability of memberIfamemberbecomesdisabled,thecombinedbenefitpaymentstoboththememberand

nonmembershallnotexceedtheamountthatwouldotherwisebepaidtothememberalone.(AddedbyStats.1994,Ch.670,Sec.2)

§31685.95. Retirement plan payments resulting in increased benefits; actuarial economic and demographic assumptions and valuations(a)Undernocircumstancesshallaretirementplanberequiredtomakepaymentsinany

mannerthatwillresultinanincreaseintheamountofbenefitsprovidedundertheplan.(b)AllbenefitsdeterminedpursuanttoPart5(commencingwithSection2610)of

Division7oftheFamilyCodeandthisarticleshallbedeterminedonthebasisoftheactuarialeconomicanddemographicassumptionsandvaluesprescribedbytheboardoftheaffectedretirementplan.

(AddedbyStats.1994,Ch.670,Sec.2)

§31685.96. Age factors(a)Theagefactorapplicabletothenonmembershallbebasedontheageofthe

nonmemberatthetimeofhisorherretirement.(b)Theboardshalladoptagefactorsasrecommendedbytheactuary.(AddedbyStats.1994,Ch.670,Sec.2)(Thefollowingsectionhasthesamenumberasthesectionimmediatelyprecedingit)

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§31685.96. Operation of article; resolution by countyThisarticleshallnotbeoperativeinanycountyuntiltheboardofsupervisorsshall,by

resolutionadoptedbyamajorityvote,makethisarticleapplicableinthecounty.(AddedbyStats.1994,Ch.670,Sec.2)

Article 8.5Group Insurance

(Article8.5addedbyStats.1961,Ch.1876,Sec.1)

§31691. Ordinance or resolution for contribution toward premiums(a)Theboardofsupervisorsofanycountybyordinance,orthegoverningbodyof

anydistrictundertheCountyEmployeesRetirementLaw,byordinanceorresolution,mayprovideforthecontributionbythecountyordistrictfromitsfundsandnotfromtheretirementfund,towardthepaymentofalloraportionofthepremiumsonapolicyorcertificateoflifeinsuranceordisabilityinsuranceissuedbyanadmittedinsurer,ortowardthepaymentofallorpartoftheconsiderationforanyhospitalserviceormedicalservicecorporation,includinganycorporationlawfullyoperatingunderSection9201oftheCorporationsCode,contract,orforanycombinationthereof,forthebenefitofanymemberheretoforeorhereafterretiredorhisorherdependents.Atleastoneoftheseplansshallincludefreechoiceofphysicianandsurgeon.

(b)Thebenefitsprovidedbythissectionareinadditiontoanyotherbenefitsprovidedbythischapter.

(c)Theboardofretirementmayprovideonbehalfofamemberwhohasretired,oraneligiblesurvivingspousewhowasmarriedtothememberforoneyearpriortothedateofretirementofthemember,or,ifthereisnosuchspouse,thesurvivingunmarriedchildrenofthememberwhoareunder18yearsofage,orunder22yearsofageandfull-timestudents,forthehospitalandmedicalbenefitsenumeratedinsubdivision(a)fromtheearningsoftheretirementfundthatareinexcessofthetotalinterestcreditedtocontributionsandreservesplus1percentofthetotalassetsoftheretirementfund.Theboardmayprovideforthebenefitsenumeratedfromlikesourceswhentheboardofsupervisorsorthegoverningbodyofadistricthaselectedtoprovidethesebenefitstoitsactiveemployees,eventhoughthebenefitsarenotprovidedtothosewhohaveretiredfromtheserviceofthecountyordistrict.HospitalandmedicalbenefitsprovidedunderthissectionshallbeprovidedincompliancewithSection401(h)ofTitle26oftheUnitedStatesCode.TheymayalsobeprovidedincompliancewithSection31592.2.

(d)Exceptinacountyofthefirstclass,uponadoptionbyanycountyprovidingbenefitspursuanttothissection,thathasadoptedArticle5.5(commencingwithSection31610),theSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31618shallbesubstitutedfortheexcessearningsdescribedinsubdivision(c).

(AmendedbyStats.1983,Ch.886,Sec.6)(AmendedbyStats.2006,Ch.538(SB1852),Sec.308)(AmendedbyStats.2014,Ch.740(AB2473),Sec.11)

§31691.1. Increase in allowance from excess earnings in lieu of contributions for premiums(a)InlieuofthebenefitsprescribedbySection31691,theboardofretirementmay

provideonbehalfofamemberwhohasretired,oraneligiblesurvivingspousewhowasmarriedtothememberpriortothedateofretirementofthemember,or,ifthereisnosuchspouse,thesurvivingunmarriedchildrenofthememberwhoareunder18yearsofage,orunder22yearsofageandfull-timestudents,foranequivalentincreaseinallowancefromthe

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earningsoftheretirementfundthatareinexcessofthetotalinterestcreditedtocontributionsandreservesplus1percentofthetotalassetsoftheretirementfund.AnybenefitprovidedbythissectionshallbesubjecttoSection31692.

(b)Exceptinacountyofthefirstclass,uponadoptionbyanycountyprovidingbenefitspursuanttothissectionthathasadoptedArticle5.5(commencingwithSection31610),theboardofretirementshall,instead,paythosebenefitsfromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31618.

(AmendedbyStats.1983,Ch.886,Sec.7)(AmendedbyStats.2006,Ch.538(SB1852),Sec.309)(AmendedbyStats.2014,Ch.740(AB2473),Sec.12)

§31691.2. Enrollment in authorized plans; board of retirement; control; administrative costs (Los Angeles)Theboardofretirementinacountyofthefirstclassmaypermitactivemembersand

theirdependentstoenrollinanyplanauthorizedinSection31691.Theboardshallhaveexclusivecontrolovertheplanbenefitsandadministrationtothesamedegreeandtothesameextentitotherwisehascontroloverplanbenefitsandadministrationforretiredmembers,andmayrecoverreasonableadministrativecostsfromthecountyorplanparticipants.

Thissectionshallnotbeoperativeuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.

(AddedbyStats.1998,Ch.996(AB2764),Sec.5)

§31692. Amendment or repeal of ordinance or resolutionTheadoptionofanordinanceorresolutionpursuanttoSection31691shallgiveno

vestedrighttoanymemberorretiredmember,andtheboardofsupervisorsorthegoverningbodyofthedistrictmayamendorrepealtheordinanceorresolutionatanytimeexceptthatastoanymemberwhoisretiredatthetimeofsuchanamendmentorrepeal,theamendmentorrepealshallnotbeoperativeuntilninety(90)daysaftertheboardorgoverningbodynotifiesthememberinwritingoftheamendmentorrepeal.Incountieswithapopulationof5,000,000ormore,theadoptionofanordinanceorresolutionpursuanttoSection31691shallremainineffectforanymemberheretoforeorhereafterretiredforaslongastheboardofsupervisorsorgoverningbodyprovidessimilartypesofbenefitstoanyactivememberincurrentcountyservice.

(AmendedbyStats.1982,Ch.961,Sec.1)

§31693. Proposed changes to employee health care benefits affecting retired employees; notice and commentInanycounty,district,orcountyretirementsystemprovidingbenefitsunderthis

article,thecounty,district,orcountyretirementsystemshallprovideanyrecognizedretireeorganization,asdefinedinSection31471.5,thatisrecognizedbytheretirementsystemofthecountyordistrictasrepresentingtheretiredemployeesofthatcountyordistrictreasonableadvancenoticeofanyproposedchangesinemployeehealthcarebenefitsaffectingthoseretiredemployeesandtheorganizationshallhaveareasonableopportunitytocommentpriortoanyformalactionbythecounty,district,orcountyretirementsystemontheproposedchanges.Asusedinthissection,“proposedchanges”meanssignificantchangesaffectinghealthcarebenefits,including,butnotlimitedto,changesinhealthcarecarriers,plandesign,andpremiums.

(AmendedbyStats.2012,Ch.178(SB1382),Sec.6)

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Article 8.6Post-Employment Benefits

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)(FormerArticle8.6entitled“AlternativeGroupInsurance”wasaddedbyStats.1991,Ch.1149,Sec.3;ArticleapplicableincountiesadoptingitasprescribedbySection31694.Repealedby

Stats.2006,Ch.846(AB2863),Sec.5,EffectiveSeptember30,2006)

§31694. Post-Employment Benefits Trust Account; establishment; purpose; contributions; use of funds(a)Theboardofsupervisorsofacountyorthegoverningbodyofadistrictorother

publicentitymay,byordinanceorresolutionandwiththeagreementoftheboardofretirement,provideforthecontributionoffundsbythecounty,adistrict,orotherpublicentityintoaPost-EmploymentBenefitsTrustAccount.TheretirementsystemmayestablishthePost-EmploymentBenefitsTrustAccountasapartoftheretirementfund.ThePost-EmploymentBenefitsTrustAccountshallbeestablishedforthesolepurposeoffundingthebenefitsprovidedunderapost-employmentgrouphealth,life,welfare,orothersupplementalbenefitsplanorplansestablishedandmaintainedbythecountyordistrict,whichplanorplansmayprovideforself-insuredcoverageorthepaymentofalloraportionofthepremiumsononeormoreinsurancecontractsorhealthcareserviceplancontractsforretiredemployeesoftheparticipatingcounty,district,orotherpublicentity,andtheirqualifiedspouses,dependentsandbeneficiaries.

(b)ContributionstothePost-EmploymentBenefitsTrustAccountmayincludetheproceedsofdebtissuedbythecounty,adistrict,orotherpublicentitysolelyforthepurposeoffundingpost-employmenthealth,life,welfare,orothersupplementalbenefits.

(c)Thepost-employmentbenefitsprovidedwiththefundscontributedtothePost-EmploymentBenefitsTrustAccountareinadditiontoanyotherbenefitsprovidedunderthischapter.

(d)(1)Exceptasdescribedinsubdivision(b)ofSection31694.1,theassetsoftheretirementfundmaynotbeused,directlyorindirectly,topaythecostofanybenefitsprovidedthroughthePost-EmploymentBenefitsTrustAccountor,excepttotheextentallowedbyfederaltaxlaw,topayanydirectorindirectcostofadministeringthePost-EmploymentBenefitsTrustFund.

(2)Exceptasdescribedinsubdivision(c)ofSection31694.1,fundsinthePost-EmploymentBenefitsTrustAccountmaynotbeused,directlyorindirectly,topaythecostofanyotherbenefitsprovidedunderthischapter.

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)(AmendedbyStats.2007,Ch.327(AB1124),Sec.4)

§31694.1. Funds accounted for separately in Post-employment Benefits Trust Account; Investment and administration of funds(a)Theretirementsystemshallseparatelyaccountforthefundscontributedtothe

Post-EmploymentBenefitsTrustAccountbyeachparticipatingemployerandtheearningsandexpensesrelatedtotheinvestmentandadministrationofthosefunds.

(b)Theboardofretirement,oraboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,shallhavesole,exclusive,andplenaryauthorityandfiduciaryresponsibilityovertheinvestmentofthefundsinthePost-EmploymentBenefitsTrustAccount,consistentwithSections31594and31595,andasprovidedforinSection17ofArticleXVIoftheCaliforniaConstitution.Theboardofretirementorboard

242

ofinvestmentsmayinvestfundsinthePost-EmploymentBenefitsTrustAccountwiththoseoftheretirementsystem,totheextentallowedbyfederaltaxlaws.TheinvestmentearningsandinvestmentexpensesattributabletotheinvestmentactivityofthePost-EmploymentBenefitsTrustAccountshallbeaccountedforseparatelyfromtheinvestmentearningsandexpensesoftheretirementfund.

(c)ThefundsinandinvestmentearningsofthePost-EmploymentBenefitsTrustAccountshallbeusedtopaythereasonablecostsrelatedtoinvestmentexpensesandadministrationofthePost-EmploymentBenefitsTrustAccounttotheextentallowedbyfederaltaxlaw.Thoseexpensesshallnotbedeemedtobeaninvestmentoradministrativeexpenseofaretirementsystemunderthischapter.

(d)Theboardofretirement,oraboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,mayestablishrulesandproceduresgoverningtheinvestmentsandadministrationofthePost-EmploymentBenefitsTrustAccount.TheboardofretirementortheboardofinvestmentsshalldeterminetherateofinteresttocreditthefundsinthePost-EmploymentBenefitsTrustAccount.

(e)Theboardofretirement,oraboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,isauthorizedtotakeanyandallactionsnecessarytoestablishandadministerthePost-EmploymentBenefitsTrustAccountincompliancewithapplicablefederaltaxlawsorotherlegalrequirements.

(f)Theboardofretirement,ortheboardofretirementactingjointlywithaboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,andaparticipatingemployerinthePost-EmploymentBenefitsTrustAccountshallestablish,bywrittenagreement,therespectiverolesandresponsibilitiesoftheretirementsystemandtheparticipatingemployerwithrespecttotheadministrationandinvestmentofthePost-EmploymentBenefitsTrustAccount,consistentwithSection17ofArticleXVIoftheCaliforniaConstitution.Thatagreementshallinclude,butisnotlimitedto,funding,distribution,expenditure,actuarial,accounting,andreportingconsiderations,andanyapplicableinvestmentparameters.Theboardmay,initsdiscretion,authorizeanemployertotransferassetsintooroutofthePost-EmploymentRetirementAccount,however,anytransferofassetsshallcomplywiththetermsofthecontractbetweentheemployerandtheboard,satisfyrequirementsunderapplicablerulesoftheGovernmentalAccountingStandardsBoard,andsatisfytherequirementsoffederaltaxlaw.Oncetheinvestmentparametersareestablished,theboardofretirement,oraboardofinvestmentsinacountyinwhichaboardofinvestmentshasbeenestablishedpursuanttoSection31520.2,shallhavesolecontrolovertheinvestmentactivityofthePost-EmploymentBenefitsTrustAccountasdescribedinsubdivision(b).Uponagreementandauthorizationoftheboardofretirementandthegoverningbodyofaparticipatingemployer,theretirementsystemmayadministerapost-employmenthealth,life,welfare,orothersupplementalbenefitplansponsoredbytheparticipatingemployerandfundedthroughthePost-EmploymentBenefitsTrustAccount.

(g)Inaccordancewithproceduresestablishedinthewrittenagreementdescribedinsubdivision(f),theparticipatingemployermayelecttoterminateparticipationinthePost-EmploymentBenefitsTrustandinstructtheretirementsystemtoeither(1)transferthefundsheldinthePost-EmploymentBenefitsTrustAccounttoasuccessortrusteenamedbytheemployer,or(2)disbursethetrustassetsinaccordancewithsubdivision(i).Inaddition,theboardofretirementmayterminatetheparticipationofaparticipatingemployerinthePost-EmploymentBenefitsTrustAccountifeither:

(1)Theboardofretirementfindsthattheparticipatingemployerisunabletosatisfy

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thetermsandconditionsrequiredbythisarticle,therulesandproceduresestablishedbytheboard,ortheparticipationagreementbetweentheparticipatingemployerandtheboardofretirement.

(2)TheboardofretirementelectstoterminatethePost-EmploymentBenefitsTrustAccount.

(h)IftheboardofretirementterminatestheparticipationofanemployerinthePost-EmploymentBenefitsTrustAccount,asdescribedinparagraph(1)or(2)ofsubdivision(g),thefundsattributabletothatemployershallremaininthePost-EmploymentBenefitsTrustAccount,forthecontinuedpaymentofpost-employmentbenefitsforcurrentandfutureparticipantsandthecostsofadministrationandinvestment.

(i)IftheboardofretirementelectstoterminatethePost-EmploymentBenefitsTrustAccount,theretirementsystemshalldisbursethefundsinPost-EmploymentBenefitsTrustAccountinthefollowingorderandmanner:

(1)Theretirementsystemshallretainanamountsufficienttopayforthepost-employmentbenefitsforparticipantsinthepost-employmentbenefitsplanorplansprovidedbytheformerparticipatingemployer.

(2)Theretirementsystemshallretainanamountsufficienttopayreasonableadministrativeandinvestmentcostsdescribedinthissection.

(3)Aftertheamountsinparagraphs(1)and(2)havebeenretainedordisbursed,theretirementsystemshallpayanyremainingfundstotheformerparticipatingemployeroremployers.

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)(AmendedbyStats.2007,Ch.327(AB1124),Sec.5)

§31694.2. Responsibilities of employer participating in accountAnemployerwhoelectstoparticipateinthePost-EmploymentBenefitsTrustAccount

shallberequiredtoestablish,fund,andapplydistributionsfromthePost-EmploymentBenefitsTrustAccount,andadministerapost-employmenthealth,life,welfare,orothersupplementalbenefitplanorplansfundedthroughthePost-EmploymentBenefitsTrustAccount,pursuanttoapplicablefederaltaxrequirementsorotherlegalprovisions.Anemployermayexpresslydelegateitsresponsibilitiesunderthissectiontotheretirementsystemasdescribedinsubdivision(f)ofSection31694.1,totheextentallowedbyfederaltaxlaws.

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)(AmendedbyStats.2007,Ch.327(AB1124),Sec.6)

§31694.3. County or district may establish its own trust for funding post-employment benefits(a)Theboardofsupervisorsofacounty,orthegoverningbodyofadistrict,may

establish,byresolutionorordinance,itsowntrustforthesolepurposeoffundinganypost-employmentbenefitsprovidedunderagrouphealth,life,orotherwelfarebenefitsplanorplansestablishedandmaintainedbythatcountyordistrict.

(b)Theboardofretirementand,ifapplicable,theboardofinvestments,may,withtheagreementofthecountyordistrict,actasoneormoreofthefollowingforthatemployer-establishedtrust:trustee,third-partyadministrator,orinvestmentmanager.Theboardofretirementand,ifapplicable,theboardofinvestments,mayenteratrustagreement,third-partyadministrativeservicesagreement,investmentmanageragreement,orotherappropriateagreementwiththecountyordistrict,whichshallestablishtherespectiverolesandresponsibilitiesofthepartieswithrespecttotheadministrationandinvestmentofthe

244

employer-establishedtrust.Thatagreementshallprovideforthemannerandmethodofpaymentforthereasonablecostsrelatedtoinvestmentexpensesfor,andadministrationof,theemployer-establishedtrust.Thoseexpensesshallnotbedeemedtobeaninvestmentoradministrativeexpenseofaretirementsystemunderthischapter.

(c)Thecountyordistrictmaycontractwithanentityotherthantheboardofretirementorboardofinvestmentstoactastrustee,third-partyadministrator,orinvestmentmanagerforthetrust.

(d)Contributionstotheemployer-establishedtrustmayincludetheproceedsofdebtissuedbythecountyordistrictsolelyforthepurposeoffundingpost-employmenthealth,life,orotherwelfarebenefits.

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)

§31694.4. Application of articleThisarticleshallnotapplytoacounty,district,orotherpublicentityinacountyofthe

firstclassasdefinedbySection28020untiltheprovisionsofthisarticlearefundedpursuanttotheprovisionsofaratifiedcollectivebargainingagreementbythatcounty,district,orotherpublicentity.

(AddedbyStats.2006,Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)

§31694.5. Effect of contract between public employer and board upon obligations of parties to provide benefitsAcontractenteredintobetweenapublicemployerandaboardofretirementorboard

ofinvestmentsasdescribedinSection31694.1shallnotchangetheobligationsofapublicemployer,boardofretirement,orboardofinvestmentsthatarecreatedunderothercontracts,laws,ordinances,regulations,orsimilaractionstoprovidebenefitsforemployeesorretiredemployeesofaparticipatingcounty,district,orotherpublicentity,ortheirqualifiedspouses,dependents,andbeneficiaries.

(AddedbyStats.2006Ch.846(AB2863),Sec.6,EffectiveSeptember30,2006)

§31694.6. Establishment of Post-Employment Benefits Trust Account as part of retirement fund; purpose; compliance with federal and state income tax laws (a)Notwithstandinganyprovisiontothecontraryinthisarticle,ifthePost-Employment

BenefitsTrustAccountestablishedunderSection31694isestablishedasapartoftheretirementfund,thenthataccountshallbeestablishedforthesolepurposeofprovidinghealthbenefitsforretiredmembers,theirspouses,anddependents,andshallcomplywithallrequirements,includingthelimitationsoncontributions,ofSection401(h)ofTitle26oftheUnitedStatesCode,asapplicable.

(b)Theboardofsupervisorsortheboardofretirementshalltakeanyactionsnecessaryorappropriatetoensurethattheprogramprovidedbythissectioncomplieswithallapplicablefederalandstateincometaxlaws,including,butnotlimitedto,establishingrulesandproceduresforestablishingandmaintaininganaccountunderSection401(h)ofTitle26oftheUnitedStatesCode.

(c)IfthePost-EmploymentBenefitsTrustAccountisestablishedunderSection31694,assetsshallnotbetransferredorotherwisepaidfromthefundsheldbytheretirementsystemforretirementbenefitstoamedicalbenefitsaccount.Assetsshallnotbetransferredorotherwisepaidfromamedicalbenefitsaccounttothefundsheldbytheretirementsystemforretirementbenefits.

(AddedbyStats.2014,Ch.740(AB2473),Sec.13)

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Article 8.7Extension of Safety Member Provisions

(Article8.7addedbyStats.1957,Ch.568,Sec.1)

§31695.1. Applicability of chapter to certain counties; approval by boardAnyprovisionsofthischaptertothecontrarynotwithstanding,theboardofsupervisors

inanycountynotsubjecttotheprovisionsofSection31676.1may,bymajorityvote,providethatalltheprovisionsofthischapterrelatingtosafetymembers,whichapplytocountiescomingundertheprovisionsofSections31676.1priortoJanuary1,1953,shallapplyinsuchcountytoallemployeesofsuchcountywhoseprincipaldutiesconsistofactivelawenforcementoractivefiresuppressionasdefinedinSection31470.2or31470.4,andtheboardinsuchcountyshallinitsregulationsprovideforthetimeofelectionandtermsofofficeofadditionalmembersoftheboard.

(AddedbyStats.1957,Ch.568,Sec.1)

§31695.2. Election by employees; filing noticeAlleligibleemployeesmayelecttobeincludedwithinthesafetymemberprovisions

ofthischapterbywrittennoticefiledwiththeboardnotlaterthan60daysfromandaftertheeffectivedateoftheapprovaloftheboardofsupervisorsoftheprovisionsofthisarticle,orwithin60daysfromandaftertheeffectivedateofaselectionofbenefitsbytheboardofsupervisorsunderSection31808.6,whicheverislater.

(AmendedbyStats.1969,Ch.767,Sec.1)

§31695.3. Effect of approval by boardFromandaftertheeffectivedateoftheapprovaloftheboardofsupervisorsunder

Section31695.1,alloftheprovisionsofthischapterrelatingtosafetymemberswhichapplytocountiescomingundertheprovisionsofSection31676.1,priortoJanuary1,1953,exceptasprovidedinSection31695.2,shallapplyinsuchcounty.

(AddedbyStats.1957,Ch.568,Sec.1)

Article 8.8Long-Term Care Group Insurance

(Article8.8addedbyStats.1997,Ch.491(SB1020),Sec.2)

§31696.1. Program offered by board of retirement; persons who may be covered; enrollment; award of contracts; coverage; eligibility criteria(a)Theboardofretirementmayprovidealong-termcareinsuranceprogramforretired

membersandtheirspouses,theirparents,andtheirspouses’parents.(b)SubjecttoSection31696.5,theboardmaypermitactivemembersandtheirspouses,

theirparents,andtheirspouses’parentstoenrollinthelong-termcareinsuranceprogram.(c)Thelong-termcareinsuranceplanshallbemadeavailableperiodicallyduringopen

enrollmentperiodsdeterminedbytheboard.(d)Theboardshallawardcontractstocarrierswhoarequalifiedtoprovidelong-term

carebenefits.(e)Thelong-termcareinsuranceplanshallincludehome,community,andinstitutional

careandshallprovidesubstantiallyequivalentcoveragetothatrequiredunderChapter2.6

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(commencingwithSection10230)ofPart2ofDivision2oftheInsuranceCodeandshallmeetthoserequirementssetforthintheKnox-KeeneHealthCareServicePlanActof1975(Chapter2.2[commencingwithSection1340]ofDivision2oftheHealthandSafetyCode).

However,theDepartmentofManagedHealthCareshallhavenojurisdictionovertheinsuranceplanauthorizedbythisarticle.

(f)Notwithstandingsubdivision(a),nopersonshallbeenrolledunlessheorshemeetstheeligibilityandunderwritingcriteriaapprovedbytheboard.

(g)Theboardshallapproveeligibilitycriteriaforenrollment,approveappropriateunderwritingcriteriaforpotentialenrollees,approvethescopeofcoveredbenefits,approvethecriteriatoreceivebenefits,andapproveanyotherstandardsasneeded.

(AddedbyStats.1997,Ch.491(SB1020),Sec.2)(AmendedbyStats.1999,Ch.525(AB78),Sec.17)(AmendedbyStats.2000,Ch.857(AB2903),Sec.15)

§31696.2. Payment of cost by enrollees; separation from retirement or health benefits programs administered by system(a)Thefullcostofenrollmentinalong-termcareinsuranceplanshallbepaidbythe

enrollees.(b)Thelong-termcareinsuranceplanshallnotbecomepartof,orsubjectto,the

retirementorhealthbenefitsprogramsadministeredbythesystem.(AddedbyStats.1997,Ch.491(SB1020),Sec.2)

§31696.3. Long-Term Care Fund; administration and investment; disposition of income(a)TheboardshallestablishatrustfunddesignatedastheLong-TermCareFundforthe

purposeofthepaymentofthecostsandadministrationofthelong-termcareplan.TheLong-TermCareFundshallbeheldfortheexclusivebenefitofenrolleesandthepaymentofthecostsandadministrationoftheprogram.

(b)TheboardshallhaveexclusivecontroloftheadministrationandinvestmentoftheLong-TermCareFund,exceptthatinacountyhavingaboardofinvestments,theboardofinvestmentsshallhaveexclusivecontroloftheinvestmentofthefund.FundsintheLong-TermCareFundshallbeinvestedpursuanttothelawgoverningtheinvestmentoftheretirementfund.

(c)Income,ofwhatevernature,earnedontheLong-TermCareFundshallbecreditedtothefund.

(d)IftheLong-TermCareFundisintendedtobeapartoftheretirementsystemtrustfund,thentheoperationoftheLong-TermCareFund,including,butnotlimitedto,itsfunding,governance,investmentofassets,allocationofincome,andpaymentofbenefits,shallcomplywiththerequirementsofSection401(h)ofTitle26oftheUnitedStatesCode,totheextentrequiredbythattitleandrelatedfederalregulations.IftheLong-TermCareFundisintendedtobeseparatefromandnotapartoftheretirementsystem,thennoassetsattributabletothatfundshallbecommingledforinvestmentoranyotherpurpose,withtheassetsoftheretirementsystemandshallconstituteaseparatefundwithatrustthatisseparatefromthefundsandtrustoftheretirementsystemtotheextentcomminglingofassetsforinvestmentpurposessatisfiestherequirementsofthefederaltaxlaws.Theboardshallindicate,asapartofestablishmentoftheLong-TermCareFund,whethertheseparatefundisintendedtobeapartof,orseparatefrom,theretirementsystem.

(AddedbyStats.1997,Ch.491(SB1020),Sec.2)(AmendedbyStats.2014,Ch.740(AB2473),Sec.14)

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§31696.4. Recovery of administrative costsTheBoardisauthorizedtorecovertheadministrativecostsofthelong-termcare

insuranceprogramfrominsurancecarriersandpremiumspaidbyenrollees.(AddedbyStats.1997,Ch.491(SB1020),Sec.2)

§31696.5. Application of subdivision (b) of Section 31696.1.Subdivision(b)ofSection31696.1shallnotbeoperativeinanycountyuntiltheboardof

supervisorsshall,byresolutionadoptedbyamajorityvote,makethatsubdivisionapplicableinthecounty.

(AddedbyStats.1997,Ch.491(SB1020),Sec.2)

Article 8.9Vision Care

(Article8.9addedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698. Citation of article ThisarticleshallbeknownandmaybecitedastheCountyRetirementSystemVision

CareProgram.(AddedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698.1. Retired members; EnrollmentAmemberwhoretiresfromacountyretirementsystemcoveredbythischaptermay

enrollinavisioncareprogramofferedpursuanttothisarticlesubjecttomeetingtheeligibilityrequirementsestablishedfortheprogram.

(AddedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698.2. Payment of premiumsEachretiredmemberthatelectstoparticipateintheprogramshallbesolelyresponsible

forthepaymentofpremiums.(AddedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698.3. Benefits in addition to any other benefits under chapterThebenefitsinthisarticleareinadditiontoanyotherbenefitsprovidedinthischapter.(AddedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698.4. Contract with a third-party administrator regarding vision care to retired member, survivors, and eligible dependentsThesponsorofthevisioncareprogrammaycontractwithathird-partyadministrator

toprovidevisioncaretotheretiredmember,hisorhersurvivors,andhisorhereligibledependents.

(AddedbyStats.2007,Ch.331(AB1288),Sec.2)

§31698.5. Vision care program intended as part of retirement system trust fund; compliance with federal law Ifthevisioncareprogramisintendedtobepartoftheretirementsystemtrustfund,then

theoperationofthevisioncareprogram,including,butnotlimitedto,itsfunding,governance,

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investmentofassets,allocationofincome,andpaymentofbenefits,shallcomplywiththerequirementsofSection401(h)ofTitle26oftheUnitedStatesCode,totheextentrequiredbythattitle,andrelatedfederalregulations.Ifthevisioncareprogramisintendedtobeseparatefromandnotapartoftheretirementsystem,thennoassetsattributabletothatprogramshallbecommingledforinvestment,oranyotherpurpose,withtheassetsoftheretirementsystem.Assetsattributabletotheprogramshallconstituteaseparatefundwithatrustthatisseparatefromthefundsandtrustoftheretirementsystemexcepttotheextentthatthecomminglingofassetsforinvestmentpurposessatisfiestherequirementsofthefederaltaxlaws.Thesponsorofthevisioncareprogramshallindicateaspartoftheestablishmentoftheprogramwhetherthatseparatefundisintendedtobeapartof,orseparatefrom,theretirementsystem.

(AddedbyStats.2014,Ch.740(AB2473),Sec.15)

Article 8.10Postemployment Health Benefits: San Bernardino County Alternative Fund

(Article8.10addedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.1. Applicability (San Bernardino)Thisarticleshallapplytoaboardofretirementestablishedinacountyoftheseventh

class.(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.2. Definitions (San Bernardino)Unlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle.(a)“Boardmembers”meanstheretirementsystemboardandtheindividualmembers

ofthatboardortheindividualmembersofapostemploymenthealthbenefitsfundboard,asapplicable.

(b)“Employee,”exceptasusedinsubdivision(g),meansaformerorretiredemployeeofalocalpublicagencyandhisorherspouseanddependentswhoareeligibleforretireehealthbenefitsprovidedbythatpublicagency.

(c)“Postemploymenthealthbenefitsfund”meansthefundestablishedbytheretirementsystemboardasalegalentityseparatefromtheretirementsystemthatisusedforthecollectiveinvestmentofassetsheldsolelyforprovidinghealthbenefitstoemployeesofalocalpublicagency.

(d)“Postemploymenthealthbenefitsfundboard”meansthegoverningboardofthepostemploymenthealthbenefitsfund.

(e)“Publicagency”meansanylocalpublicagency,asdefinedinSection53630.(f)“Retirementsystemboard”meansthegoverningboardoftheretirementsystem.(g)“Staff”meanstheofficersandemployeesoftheretirementsystemorofthe

postemploymenthealthbenefitsfund,asapplicable.(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.3. Purpose (San Bernardino)Thepurposeofthisarticleistoallowtheretirementsystemboardtoestablisha

postemploymenthealthbenefitsfundforpublicagenciesthatwouldenabletheagenciestodoall of the following:

(a)Combineforinvestmenttheassetsthattheagenciessetasidetoprovideforretireehealthbenefits.

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(b)Takeadvantageofeconomiesofscale.(c)Useexistinginvestmentexpertisetoreducethecostoffundingforretireehealth

benefitsandincreasethesecurityofpublicretireesandtheirdependentsinthosebenefits.(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.4. Authority to establish postemployment health benefits fund for collective investment of assets (San Bernardino)(a)(1)Theretirementsystemboardmayestablish,byresolution,apostemployment

healthbenefitsfundforthecollectiveinvestmentofassetsheldintrustsolelyfortheexclusivebenefitofprovidinghealthbenefitstoemployeesofanylocalpublicagency.

(2)Thepostemploymenthealthbenefitsfundboardshallbecomposedofthesamemembersthatcomposetheretirementsystemboard.Thepostemploymenthealthbenefitsfundboardshallhavethesoleandexclusiveresponsibilityanddiscretionforadministrationofthepostemploymenthealthbenefitsfund.However,theretirementsystemboardmayterminatethefundinitsdiscretionatanytime.

(b)ThepostemploymenthealthbenefitsfundshallbeestablishedandadministeredtocomplywiththerequirementsofGovernmentalAccountingStandardsBoardStatementsNo.43andNo.45(GASB43and45)forassetsheldbythepostemploymenthealthbenefitsfundtobetreatedasplanassets,totheextentreasonablypracticable.

(c)Theassetsinthepostemploymenthealthbenefitsfundshallbeirrevocablyheldfortheexclusivepurposesofprovidinghealthbenefitstoemployeesoftheparticipatingpublicagencies,andtodefraythereasonableexpensesofadministeringthefund.ThepostemploymenthealthbenefitsfundboardmayrequirethatallassetstransferredtoitonbehalfofaparticipatingpublicagencybetransferredfromatrustfundthatmeetstherequirementsofGASB43and45forassetstobetreatedasplanassets,includingthattheassetsofthetrustfundbeheldfortheexclusivepurposeofprovidinghealthbenefitstoemployeesofalocalpublicagency.

(d)Theretirementsystemboardshalldetermine,atitssolediscretion,theformofthepostemploymenthealthbenefitsfund,whichmaybeoneormoretruststhatareestablishedunderSection115oftheInternalRevenueCodeoranyotherformorformschosen.Theretirementsystemboardmaytakeanyandallactionsnecessaryorappropriatetoimplementthepostemploymenthealthbenefitsfund,including,butnotlimitedto,establishingoneormorejointpowersauthorities,partnerships,commontrustfunds,orothermechanismsinordertocombineorcommingletheassetsheldbythefundforinvestmentpurposes.

(e)Apublicagency,orthetrusteesofatrustfundthathastransferredassetstothepostemploymenthealthbenefitsfund,may,inaccordancewithrulesestablishedbythepostemploymenthealthbenefitsfundboard,directthatallorpartoftheassetsallocatedtotheaccountofthatagencyortrustbetransferredtoanotherfundthatismaintainedbytheagencythatholdsthoseassetssolelyfortheexclusivepurposeofprovidinghealthbenefitstoemployeesoftheagency.Uponterminationofthepostemploymenthealthbenefitsfundbytheretirementsystemboard,thepostemploymenthealthbenefitsfundboardshallretainanamountsufficienttopayreasonablecostsandexpensesofoperatingandterminatingthepostemploymenthealthbenefitsfund,andthereaftershalltransferanyremainingassetsallocatedtotheaccountofeachparticipatingpublicagencyonlytoanotherfundmaintainedbytheagencythatholdsthoseassetssolelyfortheexclusivepurposeofprovidinghealthbenefitstoemployeesoftheagency.Ifaparticipatingagencydoesnotmaintainafundforthatexclusivepurpose,thepostemploymenthealthbenefitsfundboardshalltransfertheassetsallocatedtothepublicagency’saccounttoatrustaccountmaintainedbyabankfortheexclusivepurposeofprovidinghealthbenefitstoemployeesoftheagency.Thebankshallhavenetassetsofatleastfivehundredmilliondollars($500,000,000).Thepostemployment

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healthbenefitsfundboardshallbereimbursedfromtheassetsofthepostemploymenthealthbenefitsfundallocatedtothepublicagencyforalldirectandindirectcostsofestablishingandtransferringfundassetstoabanktrustaccount.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.5. Fiduciary standards (San Bernardino)Theinvestmentoftheassetsinthepostemploymenthealthbenefitsfundshallbe

subjecttothefiduciarystandardsgoverninginvestmentsunderSection17ofArticleXVIoftheCaliforniaConstitution,asthosestandardsapplytothemanagementofinvestmentsoftheretirementsystemgovernedbytheboard,notwithstandingthatassetsinthepostemploymenthealthbenefitsfundwillbeusedtoprovideretireehealthbenefitsandnotretirementallowances.Eachpublicagencyandtrustfund,andeachgoverningbodyandmemberthereof,thatparticipatesinthepostemploymenthealthbenefitsfundshallbeconclusivelydeterminedtohaveacceptedandapprovedtheapplicabilityoftheinvestmentstandardssetforthinthisarticle.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.6. Investment authority; delegation of authority; investment pools (San Bernardino)(a)Thepostemploymenthealthbenefitsfundboardshalldeterminetheinvestments

ofthepostemploymenthealthbenefitsfundandmaydelegatethisfunctiontotheextentconsistentwithitsfiduciaryresponsibilities,includingdelegatingthisfunctiontotheretirementsystemboard.

(b)Thepostemploymenthealthbenefitsfundboardmayofferdifferentinvestmentpoolstobechosenbythepublicagenciesandtheirtrustfundsthatparticipateinthepostemploymenthealthbenefitsfund.

(c)TotheextentallowedbyCalifornialawandfederallaw,including,butnotlimitedto,federaltaxandsecuritieslaw,thepostemploymenthealthbenefitsfundboardmayinvesttheassetsthatitholds,andtheretirementsystemboardmayinvesttheassetsthatitholds,ininvestmentpoolsestablishedunderthisarticle,andeachofthoseboardsmaycombineorcommingle,forinvestmentpurposesonly,theassetsthatitholdswiththeassetsheldbytheotherboard.Thepostemploymenthealthbenefitsfundboardandtheretirementsystemboardmaytakeanyandallactionsnecessaryorappropriatetoimplementthatcombinationorcommingling,including,butnotlimitedto,unitizingtheinvestmentsheldforretirementpurposes.

(d)Theretirementsystemboardmayinvesttheassetsthatitholdsforretirementpurposes,andthepostemploymenthealthbenefitsfundboardmayinvesttheassetsheldinthepostemploymenthealthbenefitsfundinthesameorsimilarinvestmentsbyparallelinvestingratherthancomminglingtheassetsforinvestment.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.7. Terms and conditions for participating public agencies; separate accounting; authority over governance of fund (San Bernardino)(a)Thepostemploymenthealthbenefitsfundboardshallestablishthetermsand

conditionsforapublicagencyanditstrustfundtoparticipateinthepostemploymenthealthbenefitsfund,including,butnotlimitedto,eligibilitytoparticipate,amountofassetstransferredtothefund,investments,withdrawal,transferofassetstoorfromthefund,terminationofparticipation,andreportingtothepublicagency.

(b)Thepostemploymenthealthbenefitsfundboardshallaccountseparatelyforeachpublicagencyanditstrustfundwithrespecttocontributions,withdrawals,earnings,losses,feespaidtothird-partyvendors,expenses,andallotherrelevantitems.Anyexpensescharged

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tothepostemploymenthealthbenefitsfundbytheretirementsystemshallbereportedatleastmonthlybythepostemploymenthealthbenefitsboardinitspublicrecordsandshallbereportedatleastannuallytoeachagencyortrustthatparticipatesinthepostemploymenthealthbenefitsfund.Theportionofthepostemploymenthealthbenefitsfundthatisattributabletoeachpublicagencyanditstrustfundaftertheaccounting,includingeachagency’sandtrustfund’sallocatedshareofexpensesasprovidedinthissection,shallbeusedonlyfortheexclusivebenefitoftheemployeesofthatagency.

(c)Thepostemploymenthealthbenefitsfundboardshall,byresolution,establishallrules,regulations,orbylawsfortheadministrationofthepostemploymenthealthbenefitsfund,includinganyrevisionthatitdeemsappropriate,andshallhavesolediscretiontointerpretthoserules,regulations,orbylaws.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.8. Limitation of liability; obligations not changed or created; status as separate legal entity (San Bernardino)(a)Thesolefunctionofthepostemploymenthealthbenefitsfundshallbetoinvestassets

ofparticipatingpublicagenciesandtheirtrustfundsthatareheldfortheexclusivebenefitofagencyemployees.Thepostemploymenthealthbenefitsfundshallnothaveanyliabilityforbenefitsthatareprovidedbyanyagencyortrustthattransfersassetstothepostemploymenthealthbenefitsfundforinvestment.Additionally,theretirementsystemshallnothaveanyliabilityforthosebenefits.

(b)Thetransferofassetstoorfromthepostemploymenthealthbenefitsfund,andtheinvestmentofassetsbythatfund,shallnotchangetheobligationofanyagencyforretireehealthbenefits,shallnotcreateanyobligationsonthepartoftheretirementsystemsforretireehealthbenefits,andshallnotcreateanyobligationonthepartofapostemploymenthealthbenefitsfundforanypensionorannuitybenefits.

(c)Theretirementsystemandthepostemploymenthealthbenefitsfundareseparatelegalentities,andtheyandtheirboards,boardmembers,andstaffs,areliableonlyfortheirownactionsorfailurestoact.AnyliabilityshallbedeterminedinaccordancewithChapter1(commencingwithSection900)andChapter2(commencingwithSection910)ofPart3ofDivision3.6ofTitle1.AnyofthoseclaimsorcausesofactionshallaccrueinaccordancewithDivision3.6(commencingwithSection810)ofTitle1.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

§31699.9. Expenses of administration (San Bernardino)(a)Expensesofadministrationofthisarticleshallbeallocatedbytheretirementsystem

board,initsdiscretionandonareasonablebasis,amongthepostemploymenthealthbenefitsfund,theretirementsystem,andtheaccountsofthepublicagenciesandtrustfundsthatparticipateinthepostemploymenthealthbenefitsfund.

(b)Theestablishmentofthepostemploymenthealthbenefitsfundwillenablethesharingofexpensesofadministrationandinvestment,bringingeconomiesofscaleandbetteruseofinvestmentexpertisetotheretirementsystem.Consequently,theretirementsystemboardmaypaythestartupandinitialadministrativeexpensesforthefundiftheretirementsystemboarddeterminesthatthisexpenditureisinthelong-termbestinterestsofthemembersandbeneficiariesoftheretirementsystem,andtheemployersthatparticipateinthatsystem.Theboardmayalsoassessparticipatingagenciesandtrustsforalloraportionofthoseexpenses.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

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§31699.10. Separate governance from retirement system; power and authority, fiduciary insurance (San Bernardino)Thepostemploymenthealthbenefitsfundboardshallactasaseparategoverningboard

ofthepostemploymenthealthbenefitsfund,withseparaterules,regulations,andbylaws,andshallmeetseparatelyfromthemeetingsoftheretirementsystem.Thepostemploymenthealthbenefitsfundboardshallhaveallofthepower,authority,andabilitytoactonbehalfofthepostemploymenthealthbenefitsfundthattheretirementsystemboardhaswithrespecttotheretirementsystem,including,butnotlimitedto,thepowertoobtainfiduciaryinsurance.

(AddedbyStats.2009,Ch.326(SB11),Sec.1)

Article 8.11 Dental Care

(Article8.11addedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.20. Short titleThisarticleshallbeknownandmaybecitedastheCountyRetirementSystemDental

CareProgram.(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.21. Enrollment in dental care programAretiredmemberofacountyretirementsystemcoveredbythischaptermayenroll

inadentalcareprogramofferedpursuanttothisarticle,subjecttomeetingtheeligibilityrequirementsestablishedfortheprogram.

(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.22. Payment of premiumsAretiredmemberwhoelectstoparticipateintheprogramshallbesolelyresponsiblefor

thepaymentofpremiums.(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.23. Dental benefitsThebenefitsinthisarticleareinadditiontoanyotherbenefitsprovidedinthischapter.(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.24. Contracts to provideTheboardofretirementmaycontractwithathird-partyadministratortoprovidedental

caretotheretiredmember,hisorhersurvivors,andhisorhereligibledependents.(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

§31699.25. Revision or discontinuation of dental benefitsTheprovisionofdentalbenefitsinaccordancewiththisarticlemayberevisedor

discontinuedatanytime.(AddedbyStats.2012,Ch.59(AB2664),Sec.4)

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Article 9Deferred Retirement

(Article9addedbyStats.1947,Ch.424,Sec.1)

§31700. Election of member leaving service to leave contributions in fund; deferred retirement; allowances; date when payable; interest(a)Anymember,whetheroverorundertheminimumageofvoluntaryservice

retirement,wholeavescountyserviceaftercompletingfiveyearsofserviceorwholeavescountyserviceandwithin90days,orsixmonthsifSection31840.4applies,becomesamemberofthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,mayelectinwriting,within90daysafterestablishingeligibilityforreciprocity,toleavehisorheraccumulatedcontributionsintheretirementfundandbegrantedadeferredretirementallowancetobecomeeffectiveeither:

(1)Upontheoptionofthemember,atanytimeatwhichheorshecouldhaveretiredhadheorsheremainedincountyserviceinafull-timeposition.

(2)Notlaterthanthefirstdayofthemonthfollowingthatinwhichheorsheattainstheapplicablecompulsoryretirementage,ifany.

(b)Anymemberwhoiseligibletobegrantedadeferredretirementallowanceundersubdivision(a)becauseheorshehascompletedfiveyearsofservicebutwhofailstosoelect,shallbedeemedtohaveelectedadeferredretirement.

(c)Anymember,regardlessofservice,whoseretirementsystemcoverageceasesbutwhodoesnotterminateemploymentshallleavehisorheraccumulatedcontributionsintheretirementfund,andinterestshallcontinuetobecreditedpursuanttoSection31591,untilthememberretiresorterminatesemployment.

(AmendedbyStats.1995,Ch.457(AB847),Sec.4)(AmendedbyStats.2000,Ch.966(AB2331),Sec.5)

§31700.5. Deferred retirement to accept appointment by court of record or judge in reciprocal countyNotwithstandinganyotherprovisionsofthischapter,anymemberwithmorethan10

yearsservicewhoresignshispositionandisgrantedadeferredretirementunderthischapter,toacceptanappointmentbyanycourtofrecordorjudgethereofinareciprocalcounty,shallnotbeconsideredasbreakinghiscontinuityofserviceandsuchmembershallbeeligibleforreinstatementwithinfiveyearstothepositionfromwhichheresignedoroneinalowerclassinthesameorrelatedseriesrequiringsimilarqualifications,knowledgesandabilities.TheintentprovisionofArticle15ofthischaptershallapplytothissection.

(AddedbyStats.1970,Ch.821,Sec.1)

§31701. Withdrawal of accumulated contributionsAnymembermayelecttorescindinwritinghiselectionandwithdrawhisaccumulated

contributionspursuanttoSection31628atanytimebeforetheeffectivedateofhisretirementexceptthatifwithin90daysafterdiscontinuingserviceunderthissystem,hebecameamemberoftheStateEmployees’RetirementSystemorasystemestablishedinanothercountyunderthischapter,hemaynotrescindorwithdrawanyofhisaccumulatedcontributionswhileinserviceassuchamember.

(AmendedbyStats.1959,Ch.1078,Sec.7)

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§31702. Disposal of contributions on death of memberUponthedeathofanymemberbeforetheeffectivedateofhisdeferredretirement

allowance,hisaccumulatedcontributionsshallbepaidtohisestateortosuchpersonashenominatesbywrittendesignationdulyexecutedandfiledwiththeboard.

(AddedbyStats.1947,Ch.424,Sec.1)

§31703. Deferred retirement allowanceAnymemberupontheeffectivedateofthemember’sdeferredretirementallowance

shallbeentitledtoreceivearetirementallowanceasprovidedinSections31662to31664.65,inclusive,Section31673to31677,inclusive,orSection31751,orSection31808.5,orSection31808.6,whicheverisapplicable.

AnymemberwhohaselecteddeferredretirementwhilesubjecttoSection31751shallhavearetirementallowancecomputedinaccordancewithSections31676.11and31808forservicewhichoccurredpriortothedateSection31751wasapplicabletothemember.

(AmendedbyStats.1980,Ch.58,Sec.5,EffectiveApril4,1980)

§31704. Election for deferred retirement allowance; time for presentationIfanymemberelectstohavehisorherdeferredretirementallowancecalculatedin

accordancewithSection31762,31763,31764,or31764.5,heorsheshallpresenthisorherelectioninwritingtotheboardatleastsixmonthspriortotheeffectivedateofhisorherdeferredretirementallowance.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2004,Ch.441(AB979),Sec.3)

§31705. Calculation of benefitTheretirementallowanceshallbecalculatedaccordingtotheprovisionsofthischapter,

ortheCaliforniaPublicEmployees’PensionReformActof2013,whicheverisapplicable,astheyexistatthetimeofthecommencementoftheretirementallowance.

(AddedbyStats.1947,Ch.388,Sec.19)(AmendedbyStats.2013,Ch.247(AB1380),Sec.43)

§31706. Failure to apply for deferred retirement; member who has left county service, has elected to leave contributions in fund and who has attained age 70; deposit of contributions and interest into reserve fundAnymemberwhohasleftcountyserviceandhaselectedtoleaveaccumulated

contributionsintheretirementfundorwhoisdeemedtohaveelectedadeferredretirementpursuanttosubdivision(b)ofSection31700andhasattainedage70buthasnotyetappliedforadeferredretirementallowanceandwhoisnotareciprocalmemberofaretirementsystemestablishedpursuanttothischapterorthePublicEmployees’RetirementLawshallbenotifiedinwritingbythetreasurer,orotherentityauthorizedbytheboard,thatthememberiseligibletoapplyforandshallbeginreceivingadeferredretirementallowancebyApril1oftheyearfollowingtheyearinwhichthememberattainsage70½.Thenotificationshallbemadeatthetimethedeferredmemberattainsage70andshallbesentbycertifiedmailtothemember’slastknownaddress,ortothemember’slastknownemployer,asshownbytherecordsoftheretirementsystem.IfthemembercanbelocatedbutdoesnotmakeproperapplicationforadeferredretirementallowancewithretirementtobeeffectivebyApril1oftheyearinwhichthememberattainsage70½,theretirementsystemshallcommencepayinganunmodifiedallowancetothemember.IfthemembercannotbelocatedbyApril1oftheyearfollowingtheyearinwhichthememberattainsage70½,allofthemember’saccumulatedcontributionsand

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interestthereonshallbedepositedin,andbecomeapartof,thecurrentpensionreservefundoftheretirementsystem.Theboardmayatanytimeaftertransferofproceedstothereservefunduponreceiptofproperinformationsatisfactorytoit,redeposittheproceedstothecreditoftheclaimant,tobeadministeredinthemannerprovidedunderthislaw.ThissectionshallnotapplytoamemberwhilethememberisactivelyemployedpastmandatoryretirementageinaretirementsystemestablishedundertheprovisionsofthischapterorthePublicEmployees’RetirementLaw.

(AddedbyStats.1979,Ch.265,Sec.1)(AmendedbyStats.1995,Ch.457(AB847),Sec.5)(AmendedbyStats.1997,Ch.4(SB419),Sec.2)

Article 10Disability Retirement

(Article10addedbyStats.1947,Ch.424,Sec.1)

§31720. Permanent incapacityAnymemberpermanentlyincapacitatedfortheperformanceofdutyshallberetiredfor

disabilityregardlessofageif,andonlyif:(a)Themember’sincapacityisaresultofinjuryordiseasearisingoutofandinthe

courseofthemember’semployment,andsuchemploymentcontributessubstantiallytosuchincapacity,or

(b)Thememberhascompletedfiveyearsofservice,and(c)Thememberhasnotwaivedretirementinrespecttotheparticularincapacityor

aggravationthereofasprovidedbySection31009.Theamendmentstothissectionenactedduringthe1979-80RegularSessionofthe

Legislatureshallbeapplicabletoallapplicantsfordisabilityretirementonoraftertheeffectivedateofsuchamendments.

(AmendedbyStats.1980,Ch.240,Sec.1)

§31720.1. Permanent incapacity; Contra Costa County (Contra Costa)NotwithstandingSection31720,anymembercoveredunderSection31751whois

permanentlyincapacitatedshallberetiredfordisabilityregardlessofageif,andonlyif:(a)Themember’sincapacityissubstantiallycausedbyinjuryordiseasearisingoutof

andinthecourseofthemember’semployment,or(b)Thememberhascompletedatotalof10yearsofservice.“Permanently

incapacitated,”forthepurposeofthissection,meansthatthememberisunablepermanentlytoengageinanysubstantialgainfulemployment.

(AddedbyStats.1980,Ch.58,Sec.6,EffectiveApril4,1980)

§31720.3. Request of competent medical opinion; prohibition against use of substitute for disciplinary processIndeterminingwhetheramemberiseligibletoretirefordisability,theboardshallnot

considermedicalopinionunlessitisdeemedcompetentandshallnotusedisabilityretirementasasubstitutefortheemployer’sdisciplinaryprocess.

(AddedbyStats.2008,Ch.370(AB2023),Sec.4)

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§31720.4. Los Angeles County; members incapacitated as a result of active military service; retirement for nonservice-connected disability; benefit to spouse of member who dies as a result of active military service (Los Angeles)(a)Notwithstandingsubdivision(b)ofSection31720,amemberwhobecomes

permanentlyincapacitatedfortheperformanceofdutywithhisorheremployingcountyordistrictasadirectconsequenceandresultofinjuryordiseasearisingoutof,andinthecourseof,activemilitaryservicewhileonmiliaryleavefromthecountyordistrict,shallberetiredfornonservice-connecteddisabilityregardlessofageoryearsofservice.

(b)NotwithstandinganyprovisiontothecontraryinSection31781.3,thesurvivingspouseofamemberwhodiesasadirectconsequenceandresultofinjuryordiseasearisingoutof,andinthecourseof,activemilitaryservicewhileonmilitaryleavefromhisorheremployingcountyordistrict,shallbeentitledtothecombinedbenefitunderSection31781.3regardlessofthemember’syearsofserviceatthetimeofdeath.

(c)Forthepurposesofthissection:(1)“Activemilitaryservice”meansfull-timedutywithinabranchoftheArmed

ForcesoftheUnitedStates.(2)“Militaryleave”meansanauthorizedleaveofabsencetakenfromamember’s

employingcountyordistrictasaresultofamemberbeingcalledtoactivemilitaryservicebecauseofhisorherpositionasareservistormemberoftheNationalGuard.

(d)ThissectionshallapplyonlytotheCountyofLosAngelesandshallnotbeoperativewithregardtothecounty,oradistrictwithinthecounty,untiltheboardofsupervisorsofthecounty,orthegoverningbodyofthedistrict,elects,byresolutionadoptedbyamajorityvote,tomakethissectionoperative.Theadoptionofaresolutionmakingthissectionoperativeshallnotcreateavestedrightwithrespecttoanymemberpriortothemember’sretirementordeath.Theboardofsupervisorsorthegoverningbodyofthedistrictmayrepealoramendtheresolutionatanytime,excepttotheextentthatitwouldaffectamemberwhoisretiredorisdeceasedatthetimeoftherepealoramendment.

(AddedbyStats.2010,Ch.83(AB1739),Sec.1)

§31720.5. Heart trouble; presumption; conditions(a)Ifasafetymember,afiremanmember,oramemberinactivelawenforcementwho

hascompletedfiveyearsormoreofserviceunderapensionsystemestablishedpursuanttoChapter4(commencingwithSection31900)orunderapensionsystemestablishedpursuanttoChapter5(commencingwithSection32200)orbothorunderthisretirementsystemorundertheStateEmployees’RetirementSystemorunderaretirementsystemestablishedunderthischapterinanothercounty,anddevelopshearttrouble,thathearttroubledevelopingormanifestingitselfinthosecasesshallbepresumedtoariseoutofandinthecourseofemployment.Thathearttroubledevelopingormanifestingitselfinthosecasesshallinnocasebeattributedtoanydiseaseexistingpriortosuchdevelopmentormanifestation.

(b)Thepresumptiondescribedinsubdivision(a)isrebuttablebyotherevidence.Unlesssorebutted,theboardisboundtofindinaccordancewiththepresumption.

(c)Asusedinthissection,“firemanmember”includesamemberengagedinactivefiresuppressionwhoisnotclassifiedasasafetymember.

(d)Asusedinthissection,“memberinactivelawenforcement”includesamemberengagedinactivelawenforcementwhoisnotclassifiedasasafetymember.

(AmendedbyStats.2012,Ch.792(SB996),Sec.2)(AmendedbyStats.1974,Ch.9,Sec.1)

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§31720.6. Cancer; presumption that disease arose out of and in the course of employment(a)Ifasafetymember,afirefighter,oramemberinactivelawenforcementwhohas

completedfiveyearsormoreofserviceunderapensionsystemestablishedpursuanttoChapter4(commencingwithSection31900)orunderapensionsystemestablishedpursuanttoChapter5(commencingwithSection32200)orbothorunderthisretirementsystemorunderthePublicEmployees’RetirementSystemorunderaretirementsystemestablishedunderthischapterinanothercounty,anddevelopscancer,thecancersodevelopingormanifestingitselfinthosecasesshallbepresumedtoariseoutofandinthecourseofemployment.Thecancersodevelopingormanifestingitselfinthosecasesshallinnocasebeattributedtoanydiseaseexistingpriortothatdevelopmentormanifestation.

(b)Notwithstandingtheexistenceofnonindustrialpredisposingorcontributingfactors,anysafetymember,firefightermember,ormemberactiveinlawenforcementdescribedinsubdivision(a)permanentlyincapacitatedfortheperformanceofdutyasaresultofcancershallreceiveaservice-connecteddisabilityretirementifthememberdemonstratesthatheorshewasexposedtoaknowncarcinogenasaresultofperformanceofjobduties.“Knowncarcinogen”forpurposesofthissectionmeansthosecarcinogenicagentsrecognizedbytheInternationalAgencyforResearchonCancer,ortheDirectoroftheDepartmentofIndustrialRelations.

(c)Thepresumptionisdisputableandmaybecontrovertedbyevidence,thatthecarcinogentowhichthememberhasdemonstratedexposureisnotreasonablylinkedtothedisablingcancer,providedthattheprimarysiteofthecancerhasbeenestablished.Unlesssocontroverted,theboardisboundtofindinaccordancewiththepresumption.Thispresumptionshallbeextendedtoamemberfollowingterminationofserviceforaperiodofthreecalendarmonthsforeachfullyearoftherequisiteservice,butnottoexceed60monthsinanycircumstance,commencingwiththelastdateactuallyworkedinthespecifiedcapacity.

(d)“Firefighter,”forpurposesofthissection,includesamemberengagedinactivefiresuppressionwhoisnotclassifiedasasafetymember.

(e)“Memberinactivelawenforcement,”forpurposesofthissection,includesamemberengagedinactivelawenforcementwhoisnotclassifiedasasafetymember.

(AddedbyStats.1999,Ch.160(SB558),Sec.1)(AmendedbyStats.2000,Ch.317(AB2176),Sec.2)

§31720.7. Blood-borne infectious disease; presumption that disease arose out of, and in the course of, employment(a)Ifasafetymember,afirefighter,acountyprobationofficer,oramemberinactivelaw

enforcementdevelopsablood-borneinfectiousdiseaseoramethicillin-resistantStaphylococcusaureusskininfection,thediseaseorskininfectionsodevelopingormanifestingitselfinthosecasesshallbepresumedtoariseoutof,andinthecourseof,employment.Theblood-borneinfectiousdiseaseormethicillin-resistantStaphylococcusaureusskininfectionsodevelopingormanifestingitselfinthosecasesshallinnocasebeattributedtoanydiseaseorskininfectionexistingpriortothatdevelopmentormanifestation.

(b)Anysafetymember,firefighter,countyprobationofficer,ormemberactiveinlawenforcementdescribedinsubdivision(a)permanentlyincapacitatedfortheperformanceofdutyasaresultofablood-borneinfectiousdiseaseormethicillin-resistantStaphylococcusaureusskininfectionshallreceiveaservice-connecteddisabilityretirement.

(c)(1)Thepresumptiondescribedinsubdivision(a)isrebuttablebyotherevidence.Unlesssorebutted,theboardisboundtofindinaccordancewiththepresumption.

(2)Theblood-borneinfectiousdiseasepresumptionshallbeextendedtoamemberfollowingterminationofserviceforaperiodofthreecalendarmonthsforeachfullyearoftherequisiteservice,butnottoexceed60monthsinanycircumstance,commencingwiththelast

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dateactuallyworkedinthespecifiedcapacity.(3)Notwithstandingparagraph(2),themethicillin-resistantStaphylococcusaureus

skininfectionpresumptionshallbeextendedtoamemberfollowingterminationofserviceforaperiodof90dayscommencingwiththelastdayactuallyworkedinthespecifiedcapacity.

(d)“Blood-borneinfectiousdisease,”forpurposesofthissection,meansadiseasecausedbyexposuretopathogenicmicroorganismsthatarepresentinhumanbloodthatcancausediseaseinhumans,including,butnotlimitedto,thosepathogenicmicroorganismsdefinedasblood-bornepathogensbytheDepartmentofIndustrialRelations.

(e)“Memberinactivelawenforcement,”forpurposesofthissection,meansmembersemployedbyasheriff’soffice,byapoliceorfiredepartmentofacity,county,cityandcounty,district,orbyanotherpublicormunicipalcorporationorpoliticalsubdivisionorwhoaredescribedinChapter4.5(commencingwithSection830)ofTitle3ofPart2ofthePenalCodeorwhoareemployedbyanycountyforestryorfirefightingdepartmentorunit,exceptanyofthosememberswhoseprincipaldutiesareclericalorotherwisedonotclearlyfallwithinthescopeofactivelawenforcementservicesoractivefirefightingservices,suchasstenographers,telephoneoperators,andotherofficeworkers,andincludesamemberengagedinactivelawenforcementwhoisnotclassifiedasasafetymember.

(AddedbyStats.2000,Ch.138(AB1817),Sec.1)(AmendedbyStats.2001,Ch.833(AB196),Sec.1)(AmendedbyStats.2008,Ch.684(AB2754),Sec.1)

§31720.9. Exposure to biochemical substances; rebuttable presumption that death or illness arose out of, and in course of, employment; definitions(a)Ifapeaceofficermember,asdefinedinSections830.1to830.5,inclusive,ofthePenal

Code,orfirefightermember,withserviceunderapensionsystemestablishedpursuanttoChapter4(commencingwithSection31900)orunderapensionsystemestablishedpursuanttoChapter5(commencingwithSection32200),orboth,orunderthisretirementsystem,underthePublicEmployees’RetirementSystem,orunderaretirementsystemestablishedunderthischapterinanothercounty,becomesillordiesduetoexposuretoabiochemicalsubstance,theillnessthatdevelopsormanifestsitselfinthosecasesshallbepresumedtoariseoutof,andinthecourseof,employment.Theillnessthatdevelopsormanifestsitselfinthosecasesshallinnocasebeattributedtoanyillnessexistingpriortothatdevelopmentormanifestation.

(b)Anypeaceofficermemberorfirefightermember,asdescribedinsubdivision(a),whobecomespermanentlyincapacitatedasaresultofexposuretoabiochemicalsubstanceshallreceiveaservice-connecteddisabilityretirement.

(c)Thepresumptiondescribedinsubdivision(a)isrebuttablebyotherevidence.Unlessrebutted,theboardisboundtofindinaccordancewiththepresumption.Thispresumptionshallbeextendedtoamemberfollowingterminationofserviceforaperiodofthreecalendarmonthsforeachfullyearoftherequisiteservice,butnottoexceed60monthsinanycircumstance,commencingwiththelastdateactuallyworkedinthespecifiedcapacity.

(d)Forpurposesofthissection,apeaceofficermemberorfirefightermember,asdescribedinsubdivision(a),doesnotincludeamemberwhoseprincipaldutiesareclericalorotherwisedonotclearlyfallwithinthescopeofactivelawenforcementservicesoractivefirefightingservices,suchasstenographers,telephoneoperators,andotherofficeworkers.

(e)“Biochemicalsubstance”meansanybiologicalorchemicalagentthatmaybeusedasaweaponofmassdestruction,including,butnotlimitedto,anychemicalwarfareagent,weaponizedbiologicalagent,ornuclearorradiologicalagent,asthesetermsaredefinedinSection11417ofthePenalCode.

(AddedbyStats.2002,Ch.870(AB1847),Sec.1)

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§31721. Persons entitled to make application; transfer of appeals to retirement board(a)Amembermayberetiredfordisabilityupontheapplicationofthemember,thehead

oftheofficeordepartmentinwhichheisorwaslastemployed,theboardoritsagents,oranyotherpersononhisbehalf,exceptthatanemployermaynotseparatebecauseofdisabilityamemberotherwiseeligibletoretirefordisabilitybutshallapplyfordisabilityretirementofanyeligiblememberbelievedtobedisabled,unlessthememberwaivestherighttoretirefordisabilityandelectstowithdrawcontributionsortopermitcontributionstoremaininthefundwithrightstoserviceretirementasprovidedinArticle9(commencingwithSection31700).

(b)Whenamemberappealsfromaseparationfordisability,disputingtheemployer’sassertionorassumptionthatheisnoteligiblefordisabilityretirement,theofficial,entityotherthantheboard,orcourttowhomappealedshalltransfertheproceedingstotheboardfordeterminationoftheeligibilityandofdisabilityifsoeligible.

Theappointingauthorityshallhavetheburdenofprovingdisability.Thereafter,theappellantshallhavetheburdenofprovingjobcausation.

Thissubdivisionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,maketheprovisionsapplicableinthatcounty.

(AmendedbyStats.1981,Ch.1158,Sec.1)

§31722. Time for applicationTheapplicationshallbemadewhilethememberisinservice,withinfourmonthsafter

hisorherdiscontinuanceofservice,withinfourmonthsaftertheexpirationofanyperiodduringwhichapresumptionisextendedbeyondhisorherdiscontinuanceofservice,orwhile,fromthedateofdiscontinuanceofservicetothetimeoftheapplication,heorsheiscontinuouslyphysicallyormentallyincapacitatedtoperformhisorherduties.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2000,Ch.317(AB2176),Sec.3)

§31723. Necessity of proof; medical examinationTheboardmayrequiresuchproof,includingamedicalexaminationattheexpense

ofthemember,asitdeemsnecessaryortheboarduponitsownmotionmayorderamedicalexaminationtodeterminetheexistenceofthedisability.

(AddedbyStats.1947,Ch.424,Sec.1)

§31724. Action of board on proof of incapacity; time allowances become effectiveIftheproofreceived,includinganymedicalexamination,showstothesatisfaction

oftheboardthatthememberispermanentlyincapacitatedphysicallyormentallyfortheperformanceofhisdutiesintheservice,itshallretirehimeffectiveontheexpirationdateofanyleaveofabsencewithcompensationtowhichheshallbecomeentitledundertheprovisionsofDivision4(commencingwithSection3201)oftheLaborCodeoreffectiveontheoccasionofthemember’sconsenttoretirementpriortotheexpirationofsuchleaveofabsencewithcompensation.Hisdisabilityretirementallowanceshallbeeffectiveasofthedatesuchapplicationisfiledwiththeboard,butnotearlierthanthedayfollowingthelastdayforwhichhereceivedregularcompensation.Notwithstandinganyotherprovisionofthisarticle,theretirementofamemberwhohasbeengrantedorisentitledtosickleaveshallnotbecomeeffectiveuntiltheexpirationofsuchsickleavewithcompensationunlessthememberconsentstohisretirementatanearlierdate.

Whenithasbeendemonstratedtothesatisfactionoftheboardthatthefilingofthemember’sapplicationwasdelayedbyadministrativeoversightorbyinabilitytoascertain

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thepermanencyofthemember’sincapacityuntilafterthedatefollowingthedayforwhichthememberlastreceivedregularcompensation,suchdatewillbedeemedtobethedatetheapplicationwasfiled.

(AmendedbyStats.1974,Ch.9,Sec.2)

§31725. Determination of incapacity; notice of denial; judicial review or intervention by employer; reinstatement of dismissed employeePermanentincapacityfortheperformanceofdutyshallinallcasesbedeterminedbythe

board.Ifthemedicalexaminationandotheravailableinformationdonotshowtothe

satisfactionoftheboardthatthememberisincapacitatedphysicallyormentallyfortheperformanceofhisdutiesintheserviceandthemember’sapplicationisdeniedonthisgroundtheboardshallgivenoticeofsuchdenialtotheemployer.TheemployermayobtainjudicialreviewofsuchactionoftheboardbyfilingapetitionforwritofmandateinaccordancewiththeCodeofCivilProcedureorbyjoiningorinterveninginsuchactionfiledbythememberwithin30daysofthemailingofsuchnotice.Ifsuchpetitionisnotfiledorthecourtentersjudgmentdenyingthewrit,whetheronthepetitionoftheemployerorthemember,andtheemployerhasdismissedthememberfordisabilitytheemployershallreinstatethemembertohisemploymenteffectiveasofthedayfollowingtheeffectivedateofthedismissal.

(AmendedbyStats.1970,Ch.1016,Sec.1)

§31725.5. Change of position in lieu of disability retirement allowance members eligible to retire for nonservice-connected disabilityIftheboardfinds,onmedicaladvice,thatamemberincountyemployment,although

incapacitatedfortheperformanceofhisduties,iscapableofperformingotherdutiesintheserviceofthecounty,themembershallnotbeentitledtoadisabilityretirementallowanceifanycompetentauthorityinaccordancewithanyapplicablecivilserviceormeritsystemproceduresoffersandheacceptsatransfer,reassignment,orotherchangetoapositionwithdutieswithinhiscapacitytoperformwithhisdisability.Ifthisnewpositionreturnstothemembercompensationlessthanthatofthepositionfromwhichhewasdisabled,theboard,inlieuofadisabilityretirementallowance,shallpayhimthedifferenceinsuchcompensationuntilthecompensationofthenewpositionequalsorexceedsthecompensation(includinglaterchanges)oftheformerposition,butsuchamountshallnotexceedtheamounttowhichhewouldotherwisebeentitledasadisabilityretirementallowance.Suchpaymentsinlieuofdisabilityretirementallowanceshallbeconsideredasachargeagainstcountyadvancereserveforcurrentservice.

Ifanewpositioncannotbearrangedatthetimeofeligibilityfordisabilityretirementallowance,suchdisabilityretirementallowancetowhichthememberisentitledunderthisarticleshallbepaiduntilsuchtimeasanewpositionisavailableandaccepted.

Ifadisabilityretirementallowanceispaidandthememberlateracceptssuchanewposition,theperiodwhileondisabilityretirementshallnotbeconsideredasbreakingthecontinuityofserviceandhisrateofcontributionsshallbebasedonthesameageasitwasatthedateofdisability.Themember’saccumulatedcontributionsshallbethesameasatthedatehisdisabilityretirementbeganlesstheamountchargedtohisaccumulatednormalcontributions.

Nothinginthissectionshallbeconstruedtorequireamembertoacceptreassignmentortransferinlieuofadisabilityretirementallowance.

Theprovisionsofthissectionbecomeeffectiveinanycountyonlywhentheboardofsupervisorsadoptsanordinanceprovidingfortheirimplementationbytheboardofretirementwhichmayincludeapplicationtopersonsretiredfordisabilitybeforesucheffectivedate.

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Theprovisionsofthissectionshallonlyapplytomemberseligibletoretirefornonservice-connecteddisability.

(AmendedbyStats.1980,Ch.720,Sec.5)

§31725.6. Member rehabilitation program; vocational evaluation; plan; disability retirement allowance and supplemental allowance(a)Whentheboardfinds,basedonmedicaladvice,thatamemberincountyserviceis

incapacitatedfortheperformanceofthemember’sduties,theboardshalldetermine,baseduponthatmedicaladvice,whetherthememberiscapableofperformingotherduties.Iftheboarddeterminesthatamember,althoughincapacitatedfortheperformanceofthemember’sduties,iscapableofperformingotherduties,theboardshallinformtheappropriateagencyincountyserviceofitsfindingsandrequestthattheagencyimmediatelyinitiateasuitablerehabilitationprogramforthememberpursuanttoSection139.5oftheLaborCode,wherebythemembercouldbecomequalifiedforassignmenttoapositionincountyserviceconsistentwiththerehabilitationprogram.

(b)Whentheappropriateagencyincountyservicereceivessucharequestfromtheboard,theagencyshallimmediatelyreferthemembertoaqualifiedrehabilitationrepresentativeforvocationalevaluation.Duringthecourseoftheevaluation,therehabilitationrepresentativeshallconsultwiththeappropriateagencyincountyservicetodeterminewhatposition,ifany,incountyservicewouldbecompatiblewiththemember’saptitudes,interests,andabilitiesandwhetherrehabilitationserviceswillenablethemembertobecomequalifiedtoperformthedutiesoftheposition.

(c)Uponcompletionofthevocationalevaluationofthemember,therehabilitationrepresentativeshalldevelopasuitablerehabilitationplanandsubmittheplanforconcurrencebythememberandtheappropriateagencyincountyserviceand,thereafter,theagencyshallforwardtheplantotheDivisionofIndustrialAccidentsforapprovalpursuanttoSection139.5oftheLaborCode.

(d)Uponreceiptofapprovaloftherehabilitationplan,theappropriateagencyincountyserviceshallnotifytheboardthattheagencyiseitherproceedingtoimplementanapprovedrehabilitationplanthatwillqualifythememberforapositionincountyservicespecifiedintheplanorisunabletoprovideapositionincountyservicecompatiblewiththeapprovedrehabilitationplan.

(e)Uponcommencementofservicebythememberinthepositionspecifiedintheapprovedrehabilitationplan,themembershallnotbepaidthedisabilityretirementallowancetowhichthememberwouldotherwisebeentitledduringtheentireperiodthatthememberremainsincountyservice.However,ifthecompensationrateofthepositionspecifiedintheapprovedrehabilitationplanislessthanthecompensationrateofthepositionforwhichthememberwasincapacitated,theboardshall,inlieuofthedisabilityretirementallowance,paytothememberasupplementaldisabilityallowanceinanamountequaltothedifferencebetweenthecompensationrateofthepositionforwhichthememberwasincapacitated,applicableonthedateofthecommencementofservicebythememberinthepositionspecifiedintheapprovedrehabilitationplan,andthecompensationrateofthepositionspecifiedintheplan,applicableonthesamedate.Thesupplementaldisabilityallowanceshallbeadjustedannuallytoequalthedifferencebetweenthecurrentcompensationrateofthepositionforwhichthememberwasincapacitatedandthecurrentcompensationofthepositionspecifiedintheapprovedrehabilitationplan.Thesupplementaldisabilityallowancepaymentsshallcommenceuponsuspensionofthedisabilityretirementallowanceandtheamountofthepaymentsshallnotbegreaterthanthedisabilityretirementallowancetowhichthememberwouldotherwisebeentitled.Supplementaldisabilityallowancepaymentsmadepursuanttothissectionshallbe

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consideredasachargeagainstthecountyadvancereserveforcurrentservice,andallofthesepaymentsreceivedbyamembershallbeconsideredasapartofthemember’scompensationwithinthemeaningofSection31460.

(f)Fromthetimethatthememberiseligibletoreceiveadisabilityretirementallowanceuntiltheappropriateagencyisabletoprovidethepositionincountyservicespecifiedintheapprovedrehabilitationplan,andthememberhascommencedserviceinthatposition,thedisabilityretirementallowancetowhichthememberisentitledunderthisarticleshallbepaid.Uponcommencementofservicebythememberinthepositionspecifiedintheapprovedrehabilitationplan,theperiodduringwhichthememberwasreceivingdisabilityretirementpaymentsshallnotbeconsideredasbreakingthecontinuityofthemember’sservice,andtherateofthemember’scontributionsshallcontinuetobebasedonthesameageatentranceintotheretirementsystemasthemember’srateswerebasedonpriortothedateofthemember’sdisability.Themember’saccumulatedcontributionsshallnotbereducedasaresultofthememberreceivingthedisabilityretirementpayments,butshallbeincreasedbytheamountofinterestthatwouldhaveaccruedhadthemembernotbeenretired.

(g)NotwithstandingSection31560,amemberwhoseprincipaldutieswhileservinginthepositionforwhichthememberwasincapacitated,consistedofactivitiesdefinedinSection31469.3shall,uponcommencementofservicebythememberinthepositionspecifiedintheapprovedrehabilitationplan,continuetobeconsideredassatisfyingtherequirementsofSection31560,notwithstandingtheactualdutiesperformedduringtheentireperiodthatthememberremainsincountyservice.

(h)If,withinoneyearfromthedatethatthememberhasbeeneligibleforadisabilityretirementallowance,theappropriateagencyincountyservicehasofferedtothemember,in writing,thepositionspecifiedintherehabilitationplanwhichhadpreviouslybeenconcurred,inwriting,bythememberandapprovedbytheDivisionofIndustrialAccidentspursuanttoSection139.5oftheLaborCode,themembershall,within30daysofreceiptofthenotice,reportfordutyatthelocationspecifiedinthenotice.Ifthememberrefusestoreportfordutywithinthetimespecified,theappropriateagencyincountyservicemayapplytotheboardtohavethemember’sallowancediscontinued.

Theboardshallbeauthorizedtodiscontinuethemember’sdisabilityretirementallowanceifbaseduponsubstantialevidenceoftherefusalofthemembertoreporttoworkwithoutreasonablecause.However,theboardshallnotbeauthorizedtoimpairanyotheroftherightsorretirementbenefitstowhichthememberwouldotherwisebeentitled.

(i)Thissectionshallapplyonlytomemberswhowereincapacitatedfortheperformanceofthemember’sdutiespriortoJanuary1,2004,andwhoareeligibletoretireforservice-connecteddisability.

(AmendedbyStats.1992,Ch.132,Sec.2)(AmendedbyStats.2004,Ch.379(AB2982),Sec.1,EffectiveAugust30,2004)

§31725.65. Reemployment plan for incapacitated members; Application to incapacitation on or after January 1, 2004.(a)Whentheboardfinds,basedonmedicaladvice,thatamemberincountyserviceis

incapacitatedfortheperformanceofthemember’sduties,theboardshalldetermine,baseduponthatmedicaladvice,whetherthemembermaybecapableofperformingotherduties.Iftheboarddeterminesthatamember,althoughincapacitatedfortheperformanceofthemember’sduties,iscapableofperformingotherduties,theboardshallnotifytheappropriateagencyincountyserviceofitsfindings.

(b)Whentheappropriateagencyincountyservicereceivesthatnotificationfromtheboard,theagencyshallimmediatelyinformthememberofanyvacantcountypositionsthat

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maybesuitableforthemember,consistentwithhisorherdisability,andshallconsultwiththememberinanefforttodevelopareemploymentplanthatshallidentifywhatposition,ifany,incountyservicewouldbecompatiblewiththemember’saptitudes,interests,andabilities.

(c)Uponapprovalbythememberofthereemploymentplan,theappropriateagencyincountyserviceshallnotifytheboardthattheagencyisproceedingtoimplementtheapprovedreemploymentplan.

(d)Uponcommencementofservicebythememberinthepositionspecifiedintheapprovedreemploymentplan,themembershallnotbepaidthedisabilityretirementallowancetowhichthememberwouldotherwisebeentitledduringtheentireperiodthatthememberremainsincountyservice.

However,ifthecompensationrateofthepositionspecifiedintheapprovedreemploymentplanislessthanthecompensationrateofthepositionforwhichthememberwasincapacitated,theboardshall,inlieuofthedisabilityretirementallowance,paytothememberasupplementaldisabilityallowanceinanamountequaltothedifferencebetweenthecompensationrateofthepositionforwhichthememberwasincapacitated,applicableonthedateofthecommencementofservicebythememberinthepositionspecifiedintheapprovedreemploymentplan,andthecompensationrateofthepositionspecifiedintheplan,applicableonthesamedate.Thesupplementaldisabilityallowanceshallbeadjustedannuallytoequalthedifferencebetweenthecurrentcompensationrateofthepositionforwhichthememberwasincapacitatedandthecurrentcompensationofthepositionspecifiedintheapprovedreemploymentplan.Thesupplementaldisabilityallowancepaymentsshallcommenceuponsuspensionofthedisabilityretirementallowanceandtheamountofthepaymentsshallnotbegreaterthanthedisabilityretirementallowancetowhichthememberwouldotherwisebeentitled.Supplementaldisabilityallowancepaymentsmadepursuanttothissectionshallbeconsideredasachargeagainstthecountyadvancereserveforcurrentservice,andallofthesepaymentsreceivedbyamembershallbeconsideredasapartofthemember’scompensationwithinthemeaningofSection31460.

(e)Fromthetimethatthememberiseligibletoreceiveadisabilityretirementallowanceuntiltheappropriateagencyisabletoprovidethepositionincountyservicespecifiedintheapprovedreemploymentplan,andthememberhascommencedserviceinthatposition,thedisabilityretirementallowancetowhichthememberisentitledunderthisarticleshallbepaid.Uponcommencementofservicebythememberinthepositionspecifiedintheapprovedreemploymentplan,theperiodduringwhichthememberwasreceivingdisabilityretirementpaymentsshallnotbeconsideredasbreakingthecontinuityofthemember’sservice,andtherateofthemember’scontributionsshallcontinuetobebasedonthesameageatentranceintotheretirementsystemonwhichthemember’srateswerebasedpriortothedateofthemember’sdisability.Themember’saccumulatedcontributionsshallnotbereducedasaresultofthememberreceivingthedisabilityretirementpayments,butshallbeincreasedbytheamountofinterestthatwouldhaveaccruedhadthemembernotbeenretired.

(f)NotwithstandingSection31560,amemberwhoseprincipalduties,whileservinginthepositionforwhichthememberwasincapacitated,consistedofactivitiesdefinedinSection31469.3shall,uponcommencementofservicebythememberinthepositionspecifiedintheapprovedreemploymentplan,continuetobeconsideredassatisfyingtherequirementsofSection31560,notwithstandingtheactualdutiesperformedduringtheentireperiodthatthememberremainsincountyservice.

(g)Thissectionshallapplyonlytomemberswhoareincapacitatedfortheperformanceofthemember’sdutiesonorafterJanuary1,2004,andwhoareeligibletoretireforservice-connecteddisability.

(AddedbyStats.2004,Ch.379(AB2982),Sec.2,EffectiveAugust30,2004)(AmendedbyStats.2005,Ch.22(SB1108),Sec.90)

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§31725.7. Service retirement allowance pending determination of entitlement(a)Atanytimeafterfilinganapplicationfordisabilityretirementwiththeboard,

themembermay,ifeligible,applyfor,andtheboardinitsdiscretionmaygrant,aserviceretirementallowancependingthedeterminationofhisorherentitlementtodisabilityretirement.Ifheorsheisfoundtobeeligiblefordisabilityretirement,appropriateadjustmentsshallbemadeinhisorherretirementallowanceretroactivetotheeffectivedateofhisorherdisabilityretirementasprovidedinSection31724.

(b)Thissectionshallnotbeconstruedtoauthorizeamembertoreceivemorethanonetypeofretirementallowanceforthesameperiodoftimenortoentitleanybeneficiarytoreceivebenefitswhichthebeneficiarywouldnototherwisehavebeenentitledtoreceiveunderthetypeofretirementwhichthememberisfinallydeterminedtohavebeenentitled.IntheeventamemberretiredforserviceisfoundnottobeentitledtodisabilityretirementheorsheshallnotbeentitledtoreturntohisorherjobasprovidedinSection31725.

(c)Iftheretiredmembershoulddiebeforeafinaldeterminationismadeconcerningentitlementtodisabilityretirement,therightsofthebeneficiaryshallbeasselectedbythememberatthetimeofretirementforservice.Theoptionalorunmodifiedtypeofallowanceselectedbythememberatthetimeofretirementforserviceshallalsobebindingastothetypeofallowancethememberreceivesifthememberisawardedadisabilityretirement.

(d)Notwithstandingsubdivision(c),iftheretiredmembershoulddiebeforeafinaldeterminationismadeconcerningentitlementtodisabilityretirement,therightsofthebeneficiarymaybeasselectedbythememberatthetimeofretirementforservice,orasifthememberhadselectedanunmodifiedallowance.Theoptionalorunmodifiedtypeofallowanceselectedbythememberatthetimeofretirementforserviceshallnotbebindingastothetypeofallowancethememberreceivesifthememberisawardedadisabilityretirement.Achangetotheoptionalorunmodifiedtypeofallowanceshallbemadeonlyatthetimeamemberisawardedadisabilityretirementandthechangeshallberetroactivetotheserviceretirementdateandbenefitspreviouslypaidshallbeadjusted.Ifachangetotheoptionalorunmodifiedtypeofallowanceisnotmade,thebenefitshallbeadjustedtoreflectthedifferencesinretirementbenefitspreviouslyreceived.ThisparagraphshallonlyapplytomemberswhoretireonorafterJanuary1,1999.

(AddedbyStats.1977,Ch.25,Sec.1)(AmendedbyStats.1996,Ch.493(SB792),Sec.6)(AmendedbyStats.1998,Ch.132(SB2137),Sec.2)

§31725.8. Nonservice-connected disability retirement allowance to members applying for rehearing on service-connected disability claims; intervening death of memberIfanyapplicantforservice-connecteddisabilityretirementisfoundbytheboardtobe

permanentlyphysicallyormentallyincapacitatedfortheperformanceofhisdutiesbutnotbecauseofinjuryordiseasearisingoutofandinthecourseofhisemployment,hemayapplyfor,andtheboardinitsdiscretionmaygrant,anonservice-connecteddisabilityretirementallowancewhileheispursuinganyrehearingbeforetheboardorjudicialreviewconcerninghisrighttoservice-connecteddisabilityretirement.Ifhisdisabilityisfinallydeterminedtohavebeenservice-connected,appropriateadjustmentsshallbemadeinhisretirementallowanceretroactivetotheeffectivedateofhisdisabilityretirement.

Ifanymemberdiesafterelectingtoreceivenonservice-connecteddisabilityretirementandbeforethequestionofhisentitlementtoservice-connecteddisabilityretirementisfinallyresolved,therightsofhisbeneficiaryshallbethoseselectedbythememberatthetimeheelectedtoreceivenonservice-connecteddisabilityretirement.

(AddedbyStats.1976,Ch.1209,Sec.1)

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§31726. Nonservice-connected disability; benefits at and under age 65Uponretirementfornonservice-connecteddisabilityamemberwhohasattainedage65

shallreceivehisorherserviceretirementallowance.Everymemberunderage65whoisretiredfornonservice-connecteddisabilityand

whoisnotsimultaneouslyretiredasamemberondeferredretirementoftheStateEmployees’RetirementSystemoraretirementsystemestablishedunderthischapterinanothercountyshallreceiveadisabilityretirementallowancewhichshallbethegreaterofthefollowing:

(a)Thesumtowhichheorshewouldbeentitledasserviceretirement.(b)Asumwhichshallconsistofanyofthefollowing:

(1)Anannuitywhichistheactuarialequivalentofhisorheraccumulatedcontributionsatthetimeofhisorherretirement.

(2)If,intheopinionoftheboard,hisorherdisabilityisnotduetointemperateuseofalcoholicliquorordrugs,willfulmisconduct,orviolationoflawonhisorherpart,adisabilityretirementpensionpurchasedbycontributionsofthecountyordistrict.

(3)If,intheopinionoftheboard,hisorherdisabilityisnotduetoconvictionofafelonyorcriminalactivitywhichcausedorresultedinthemember’sdisability,adisabilityretirementpensionpurchasedbycontributionsofthecountyordistrict.ThisparagraphshallonlyapplytoapersonwhobecomesamemberofthesystemonorafterJanuary1,1988.

(AmendedbyStats.1988,Ch.160,Sec.66)

§31726.5. Safety member; nonservice-connected disability; benefits at age 55; benefits under age 55Uponretirementfornonservice-connecteddisabilityasafetymemberwhohasattained

age55shallreceivehisorherserviceretirementallowance.Everysafetymemberunderage55whoisretiredfornonservice-connecteddisabilityandwhoisnotsimultaneouslyretiredasamemberondeferredretirementofthePublicEmployees’RetirementSystemoraretirementsystemestablishedunderthischapterinanothercountyshallreceiveadisabilityretirementallowancewhichshallbethegreaterof:

(a)Thesumtowhichheorshewouldbeentitledtoasserviceretirement;or(b)Asumwhichshallconsistof:

(1)Anannuitywhichistheactuarialequivalentofhisorheraccumulatedcontributionsatthetimeofhisorherretirement.

(2)If,intheopinionoftheboard,hisorherdisabilityisnotduetointemperateuseofalcoholicliquorordrugs,willfulmisconduct,orviolationoflawonhisorherpart,adisabilityretirementpensionpurchasedbycontributionsofthecountyordistrict.

(3)If,intheopinionoftheboard,hisorherdisabilityisnotduetoconvictionofafelonyorcriminalactivitywhichcausedorresultedinthemember’sdisability,adisabilityretirementpensionpurchasedbycontributionsofthecountyordistrict.

Paragraph(3)shallonlyapplytoapersonwhobecomesamemberoftheassociationonorafterJanuary1,1988.

(AmendedbyStats.1987,Ch.842,Sec.2)

§31727. Nonservice-connected disability retirement pension; amountThenonservice-connecteddisabilityretirementpensionshallbesuchanamountas

withthatportionofhisannuityprovidedbyhisaccumulatednormalcontributionswillmakehisdisabilityretirementallowance,exclusiveoftheannuityprovidedbyhisaccumulatedadditionalcontributions,equal:

(a)Ninetypercentofone-sixtiethofhisfinalcompensationmultipliedbythenumberofyearsofservicecreditedtohim,if(1)themembermustrelyuponserviceinanotherretirementsysteminordertobeeligibletoretireor(2)suchdisabilityretirementallowanceexceedsone-

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thirdofhisfinalcompensation.(b)Ifthememberiseligibletoretirewithoutrelyinguponserviceinanotherretirement

system,andthedisabilityretirementallowancecomputedunder(a)doesnotexceedone-thirdofhisfinalcompensation,90percentofone-sixtiethofhisfinalcompensationmultipliedbythenumberofyearsofservicewhichwouldbecreditabletohimwerehisservicetocontinueuntilattainmentbyhimofage65,butinsuchcasetheretirementallowanceshallnotexceedone-thirdofhisfinalcompensation.

(AmendedbyStats.1961,Ch.1695,Sec.3)

§31727.01. Contra Costa County disability retirement pension; amount (Contra Costa)NotwithstandingSections31727and31727.4,ifthememberiseligibletoretirewithout

relyinguponserviceinanotherretirementsystem,thedisabilityretirementpensionofamembercoveredunderSection31751shallbesuchanamountaswiththatportionofthemember’sannuityprovidedbythemember’saccumulatednormalcontributionswillmakethemember’sdisabilityretirementallowance,exclusiveoftheannuityprovidedbythemember’saccumulatedadditionalcontributions,equal40percentofthemember’sfinalcompensationasdefinedinSection31462.

Inadditiontotheabovedisabilityallowance,10percentofthemember’sfinalcompensationshallbepaidonbehalfofeachofthemember’schildrenuptoamaximumofthreechildren.

Asusedinthissection,“child”meansamember’schildwhoisdependentuponsuchmemberatthetimeofthemember’sdisabilityandwhilesuchchildisunmarriedand:

(a)Under18yearsofage,or(b)Whetherunderorover18yearsofage,totallydisabledandsuchdisabilityoccurred

priortosuchchildattainingtheageof18years,or(c)Eighteenyearsofageorover,buthasnotattainedtheageof22years,andisenrolled

asafull-timestudentinanaccreditedschool,asdeterminedbytheboard.Ifthememberisrequiredtorelyuponserviceinanotherretirementsystemtobeeligible

toretire,theabovedisabilityretirementpensionandchildren’sallowanceshallbemultipliedbyone-tenthtimestheyearsofservice.

Disabilitybenefitsshallbeoffsetbytheamountsofdisabilitypaymentsfromotherplansofthecountyandothergovernmentalplans,exceptworkers’compensationandfederalsocialsecuritypayments.

(AddedbyStats.1980,Ch.58,Sec.7,EffectiveApril4,1980)

§31727.1. Service retirement allowance in counties adopting Section 31676.12; amount; applicationIncountiesadoptingSection31676.12,amemberuponretirementfornonservice-

connecteddisability,whohasattainedage62,shallreceivehisserviceretirementallowance.Thenonservice-connecteddisabilityretirementpensionforamemberunderage62shall

besuchanamountaswiththatportionofamember’sannuityprovidedbyhisaccumulatednormalcontributionswillmakehisdisabilityretirementallowanceequal:

(a)Ninetypercentofone-fiftiethofhisfinalcompensationmultipliedbythenumberofyearsofservicecreditedtohim,if(1)themembermustrelyuponserviceinanotherretirementsysteminordertobeeligibletoretireor(2)suchdisabilityretirementallowanceexceedsone-thirdofhisfinalcompensation.

(b)Ifthememberiseligibletoretirewithoutrelyinguponserviceinanotherretirementsystemandthedisabilityretirementallowancecomputedundersubdivision(a)doesnotexceedone-thirdofhisfinalcompensation,90percentofone-fiftiethofhisfinalcompensation

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multipliedbythenumberofyearsofservicewhichwouldbecreditabletohimwerehisservicetocontinueuntilattainmentbyhimofage62,butinsuchcasetheretirementallowanceshallnotexceedone-thirdofhisfinalcompensation.

Theamendmentstothissectionduringthe1975-76RegularSessionoftheLegislatureshallnotapplyinanycountyuntiladoptedbymajorityvoteofthecountysupervisorsofthatcounty.

(AmendedbyStats.1976,Ch.36,Sec.1)

§31727.2. Safety member; nonservice-connected disability retirement pension; amountThenonservice-connecteddisabilityretirementpensionforasafetymembershall

besuchanamountaswiththatportionofhisannuityprovidedbyhisaccumulatednormalcontributions,willmakehisdisabilityretirementallowanceequal:

(a)Ninetypercentofone-fiftiethofhisfinalcompensationmultipliedbythenumberofyearsofservicecreditedtohim,if(1)themembermustrelyuponserviceinanotherretirementsysteminordertobeeligibletoretireor(2)suchdisabilityretirementallowanceexceedsone-thirdofhisfinalcompensation.

(b)Ifthememberiseligibletoretirewithoutrelyinguponserviceinanotherretirementsystem,andthedisabilityretirementallowancecomputedunder(a)doesnotexceedone-thirdofhisfinalcompensation,90percentofone-fiftiethofhisfinalcompensationmultipliedbythenumberofyearsofservicewhichwouldbecreditabletohimwerehisservicetocontinueuntilattainmentbyhimofage55,butinsuchcasetheretirementallowanceshallnotexceedone-thirdofhisfinalcompensation.

(AmendedbyStats.1961,Ch.1695,Sec.4)

§31727.3. Nonservice-connected disability retirement pension in counties adopting Section 31676.15; amountIncountiesadoptingSection31676.15,thenonservice-connecteddisabilityretirement

pensionshallbesuchanamountaswiththatportionofamember’sannuityprovidedbyhisaccumulatednormalcontributionswillmakehisdisabilityretirementallowance,exclusiveoftheannuityprovidedbyhisaccumulatedadditionalcontributions,equal:

(a)Ninetypercentofone-fiftiethofhisfinalcompensationmultipliedbythenumberofyearsofservicecreditedtohim,if(1)themembermustrelyuponserviceinanotherretirementsysteminordertobeeligibletoretire,or(2)suchdisabilityretirementallowanceexceedsone-thirdofhisfinalcompensation.

(b)Ifthememberiseligibletoretirewithoutrelyinguponserviceinanotherretirementsystemandthedisabilityretirementallowancecomputedundersubdivision(a)doesnotexceedone-thirdofhisfinalcompensation,90percentofone-fiftiethofhisfinalcompensationmultipliedbythenumberofyearsofservicewhichwouldbecreditabletohimwerehisservicetocontinueuntilattainmentbyhimofage65,butinsuchcasetheretirementallowanceshallnotexceedone-thirdofhisfinalcompensation.

(AddedbyStats.1975,Ch.899,Sec.3)

§31727.4. Service-connected disability pension; amount; application of sectionUponretirementofanymemberforservice-connecteddisability,heshallreceivean

annualretirementallowancepayableinmonthlyinstallments,equaltoone-halfofhisfinalcompensation.Notwithstandinganyotherprovisionsofthischapter,anymemberuponretirementforservice-connecteddisabilityshallreceiveacurrentservicepensionoracurrentservicepensioncombinedwithapriorservicepensionpurchasedbythecontributionsofthecountyordistrictsufficientwhichwhenaddedtotheserviceretirementannuitywillequal

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one-halfofhisfinalcompensation,or,ifqualifiedforaserviceretirement,heshallreceivehisserviceretirementallowanceifsuchallowanceisgreaterbutinnoeventshallitexceedthelimitationassetforthinSection31676.1asitnowreadsormayhereafterbeamendedtoread.Theprovisionsofthissectionshallalsoapplytoanyemployeewhobecomesdisabledforservice-connectedcausespriortothefirstdayofthecalendarmonthwhenhewouldnormallybecomeamember.

(AmendedbyStats.1959,Ch.1190,Sec.1)

§31727.5. Increase in service-connected disability pensionTheboardofsupervisorsinanycounty,byamajorityvote,mayenactanordinance

providingthatthemaximumannualallowancepayabletoamemberpursuanttoSection31727.4whoistotallydisabledshallbeincreasedto60,70,80,or90percentofthemember’sfinalcompensation,asdeterminedbytheboard,ontheoperativedateofsuchordinance.

Forpurposesofthissection,“totallydisabled”meansinabilitytoperformsubstantialemploymentandthepresumptionscontainedinSection4662oftheLaborCodeshallalsobeappliedtothedeterminationoftotaldisability.

(AddedbyStats.1974,Ch.1394,Sec.1)

§31727.6. Retirement for service-connected disability prior to September 11, 1957; calculation of retirement allowanceEveryretirementallowancepayablefortimecommencingontheeffectivedateofthis

sectiontooronaccountofanymemberofthissystemwhowasretiredforservice-connecteddisabilitypriortoSeptember11,1957,shallbecalculatedpursuanttotheprovisionsofSection31727.4.

(AddedbyStats.1959,Ch.1183,Sec.3)

§31727.7. Nonservice-connected disability pension; amount based on years of credited service; application of sectionUponretirementfornonservice-connecteddisability,inlieuofanyotherallowance,a

memberwhohasfiveyearsormorecreditedserviceshallreceiveadisabilityallowanceequaltothepercentageoffinalcompensationsetforthoppositethemember’snumberofyearsofcreditedserviceinthefollowingtable:

Percentage of Years of credited service: final compensation: Fiveyears,butlessthansixyears 20.0 Sixyears,butlessthansevenyears 22.0 Sevenyears,butlessthaneightyears 24.0 Eightyears,butlessthannineyears 26.0 Nineyears,butlessthantenyears 28.0 Tenyears,butlessthanelevenyears 30.0 Elevenyears,butlessthantwelveyears 32.0 Twelveyears,butlessthanthirteenyears 34.0 Thirteenyears,butlessthanfourteenyears 36.0 Fourteenyears,butlessthanfifteenyears 38.0 Fifteenormoreyears 40.0

Thissectionshallonlyapplytothefollowingpersons:(a)Personswhobecomemembersoftheretirementsystemaftertheoperativedateof

thissectioninthecounty.(b)Thosepersonswhowerememberspriortosuchoperativedatewho,pursuanttoa

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memorandumofunderstandingwiththeirbargainingunit,electtobesubjecttothissectiononoraftersuchoperativedate.

(c)Managementandconfidentialemployeesandemployeesnotapartofabargainingunitwhowerememberspriortosuchoperativedateandelecttobesubjecttothissectiononoraftersuchoperativedate.Theboardofsupervisorsshallprescribethetimeperiodandconditionsgoverningtheelection.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsbymajorityvotemakestheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1981,Ch.704,Sec.1)

§31728. Lump sum payment due to member’s misconductIf,intheopinionoftheboard,thedisabilityisduetointemperateuseofalcoholic

liquorordrugs,willfulmisconduct,orviolationoflawonthepartofthemember,andhisannuityislessthantwohundredfortydollars($240)ayear,theboardmaypaythememberhisaccumulatedcontributionsinonelumpsuminlieuofhisannuity.

(AddedbyStats.1947,Ch.424,Sec.1)

§31728.1. Contra Costa County; Lump sum payment; willful misconduct or violation of law (Contra Costa)NotwithstandingSection31728,if,intheopinionoftheboard,thedisabilityisdueto

willfulmisconductorviolationoflawonthepartofthemembercoveredunderSection31751,andthemember’sannuityislessthantwohundredfortydollars($240)ayear,theboardmaypaythemember’saccumulatedcontributionsinonelumpsuminlieuofthemember’sannuity.

(AddedbyStats.1980,Ch.58,Sec.8,EffectiveApril4,1980)

§31728.2. Lump sum payment; disability due to conviction or criminal activityNotwithstandingSections31728and31728.1,if,intheopinionoftheboard,the

disabilityisduetoorresultsfromtheconvictionofthememberofafelonyunderstateorfederallaworiftheboarddeterminesthatthecriminalactivitycausedorresultedinthemember’sdisability,theboardmaypaythememberalumpsumwhichisequaltothesumofhisorheraccumulatedcontributionsinlieuofthebenefitstowhichthememberwouldotherwisebeentitledassetforthinthisarticleandprovidedthatnothinginthissectionshallbeconstruedtodivestamemberofanyvestedrighttoaserviceretirementallowance.

ThissectionshallapplyonlytoapersonwhobecomesamemberofthesystemonorafterJanuary1,1988.

(AddedbyStats.1987,Ch.842,Sec.3)

§31729. Medical examination of beneficiary; determination of boardTheboardmayrequireanydisabilitybeneficiaryunderage55toundergomedical

examination.Theexaminationshallbemadebyaphysicianorsurgeonappointedbytheboardattheplaceofresidenceofthebeneficiaryorotherplacemutuallyagreedupon.Uponthebasisoftheexaminationtheboardshalldeterminewhetherthedisabilitybeneficiaryisstillphysicallyormentallyincapacitatedforserviceintheofficeordepartmentofthecountyordistrictwherehewasemployedandinthepositionheldbyhimwhenretiredfordisability.

(AmendedbyStats.1953,Ch.789,Sec.10)

§31730. Cancellation of benefits after medical examination; reinstatement in employmentIftheboarddeterminesthatthebeneficiaryisnotincapacitated,andhisorheremployer

offerstoreinstatethatbeneficiary,hisorherretirementallowanceshallbecanceledforthwith,

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andheorsheshallbereinstatedinthecountyservicepursuanttotheregulationsofthecountyordistrictforreemploymentofpersonnel.

(AmendedbyStats.1982,Ch.1533,Sec.2)

§31731. Refusal to submit to examination; effectIfanydisabilitybeneficiaryunderage55refusestosubmittomedicalexamination,his

pensionshallbediscontinueduntilhiswithdrawalofsuchrefusal,andifhisrefusalcontinuesforoneyear,hisretirementallowanceshallbecanceled.

(AmendedbyStats.1951,Ch.1098,Sec.31)

§31732. Medical, investigatory and other services; legal services; paymentTheboardshallsecuresuchmedical,investigatoryandotherserviceandadviceasis

necessarytocarryoutthepurposesofthisarticle.NotwithstandingSection31529,theboardmaycontractwithanattorneyinprivatepracticeforthelegalservicesandadvicenecessarytocarryoutthepurposeofthisarticle.

Itshallpayforsuchservicesandadvicesuchcompensationasitdeemsreasonable.(AmendedbyStats.1976,Ch.1318,Sec.1)

§31733. Reentry into county service; contributions; prior service creditIfadisabilitybeneficiaryisdeterminedbytheboardtobenolongerincapacitated

andre-enterstheserviceofapublicagencycoveredbytheretirementsystemunderwhichheretired,hisdisabilityretirementallowanceshallceaseimmediatelyuponsuchre-entry.Ifsuchdisabilitybeneficiaryagainbecomesamemberoftheretirementsystem,hisrateofcontributionforfutureyearsisthatestablishedforhisageatthetimeofhisre-entryintothesystem.

Hisindividualaccountshallbecreditedwithanamountwhichistheactuarialequivalentofhisannuityatthattime,asbaseduponthemortalitytableadoptedbytheboardofsupervisorsfordisabledlives,lessanyamountthathasbeenrefundedtohimunderSection31737.Theamountshallnotexceedtheamountofhisaccumulatedcontributionsatthetimeofhisretirementfordisability.Heshallalsoreceivecreditforhisserviceasitexistedatthetimeofhisdisabilityretirement.

(AmendedbyStats.1961,Ch.1852,Sec.4)

§31737. Effect of cancellation of retirement allowanceIftheretirementallowanceofanydisabilitybeneficiaryiscanceledforanycauseother

thanunderSection31733,heshallbepaidhisaccumulatedcontributions,lesstheannuitypaymentsmadetohim.

(AmendedbyStats.1961,Ch.1852,Sec.5)

§31738. Calculation of retirement allowance paymentsEachpaymentofaretirementallowance,aftertheeffectivedateofthissection,to

abeneficiarywhoretiredpriortoSeptember20,1947,shallbecalculatedaccordingtotheprovisionsofthischapterastheyexistedonSeptember20,1947.

(AddedbyStats.1949,Ch.448,Sec.2)

§31739. Increase of benefits of members retired for disability prior to January 1, 1948; adoption of section by county boardsEveryretirementallowancepayablefortimecommencingontheeffectivedateofthis

sectiontooronaccountofanymemberofthissystemorofasupersededsystem,whowasretiredfordisabilitypriortoJanuary1,1948,isherebyincreasedbytwenty-fivedollars($25)permonthiftheretiredmemberisentitledtobecreditedwith20yearsormoreofservice,or,

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iftheretiredmemberisentitledtobecreditedwithlessthan20yearsofservice,byanamountwhichbearsthesameratiototwenty-fivedollars($25)asthemember’scompletedyearsofservicewithwhichthememberisentitledtobecreditedbearsto20years.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1963,Ch.818,Sec.3)

§31739.2. Increase of benefits of members retired after January 1, 1948, but prior to February 1, 1955; adoption of section by county boardsEveryretirementallowancefortimecommencingontheeffectivedateofthissection

tooronaccountofanymemberofthissystemorofasupersededsystem,whowasretiredfordisabilityonorafterJanuary1,1948,butpriortoFebruary1,1955,orsuchotherdatepriortoFebruary1,1955,astheboardofsupervisorsinanycountyshallspecifybyresolution,isherebyincreasedbytwenty-fivedollars($25)permonthiftheretiredmemberisentitledtobecreditedwith20yearsormoreofservice,or,iftheretiredmemberisentitledtobecreditedwithlessthan20yearsofservice,byanamountwhichbearsthesameratiototwenty-fivedollars($25)asthemember’scompletedyearsofservicewithwhichthememberisentitledtobecreditedbearsto20years.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1963,Ch.818,Sec.4)

§31739.3. Increase of benefits payable to retired members for time commencing on September 15, 1961Everyretirementallowancepayablefortimecommencingontheeffectivedateofthis

sectiontooronaccountofanymemberofthissystem,orofasupersededsystem,whohasbeenretiredfordisability,isincreasedasfollows:

Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1956 10% TwelvemonthsendedJune30,1957 8% TwelvemonthsendedJune30,1958 6% TwelvemonthsendedJune30,1959 4% TwelvemonthsendedJune30,1960 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanfiftydollars($50)amonthnorlessthantendollars($10)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshallbyordinanceadoptedbymajorityvotemaketheprovisionsofthissectionapplicableinsuchcounty,providingfurtherthatanactuarialsurveyofthesystemhasbeenmadebytheadoptingcounty’ssystempriortothepassageofsaidordinance.

(AddedbyStats.1961,Ch.1120,Sec.2)

§31739.31. Increase in retirement, optional death and annual death allowances; adoption of section by ordinanceEveryretirementallowance,optionaldeathallowance,orannualdeathallowance

(includinganallowancepayabletoasurvivorofamember)payabletooronaccountofany

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memberofthissystemorofasupersededsystemwhohasbeenorwasretiredfordisabilityisincreased as follows:

Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1962 10% TwelvemonthsendedJune30,1963 8% TwelvemonthsendedJune30,1964 6% TwelvemonthsendedJune30,1965 4% TwelvemonthsendedJune30,1966 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanfiftydollars($50)amonthorlessthantendollars($10)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinanceadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1967,Ch.892,Sec.2)

§31739.32. Increase in retirement, optional death and annual death allowances; adoption of section by ordinanceEveryretirementallowance,optionaldeathallowance,orannualdeathallowance,

includinganallowancepayabletoasurvivorofamember,payabletooronaccountofanymemberofthissystemorofasupersededsystemwhohasbeenorwasretiredfordisabilityisincreased as follows:

Period during which Percentage of increase retirement became in monthly retirement effective allowance OnorpriortoJune30,1967 10% TwelvemonthsendedJune30,1968 8% TwelvemonthsendedJune30,1969 6% TwelvemonthsendedJune30,1970 4% TwelvemonthsendedJune30,1971 2%

Innoeventshallanyallowancebeincreasedbyanamountgreaterthanseventy-five($75)amonthorlessthantwenty-fivedollars($25)amonth.Amemberwithcreditfor10ormoreyearsofserviceinthesystemshallreceivenotlessthantwenty-fivedollars($25)amonth.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byordinanceadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1973,Ch.298,Sec.2)

§31739.33. Increase in retirement, optional death or annual death allowances under $500; adoption by county(a)Exceptasprovidedinsubdivision(b),aretirementallowance,optionaldeath

allowanceorannualdeathallowance,includinganallowancepayabletoasurvivorofamember,payabletooronaccountofanymemberofthissystemorofasupersededsystemwhohasbeenorwasretiredfordisabilitywhichdidnotonJuly1,1976,exceedfivehundreddollars($500)permonthisherebyincreasedasfollows:

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Number of years of Percentage of increase county or district in monthly retirement service allowance 25ormoreyears 10% 20-25years 8% 15-20years 6%

(b)Noallowanceshallbeincreasedtomorethanfivehundreddollars($500)permonthpursuanttosubdivision(a).

Thissectionshallnotbeoperativeinacountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthatcounty.

(AddedbyStats.1976,Ch.627,Sec.2)(AmendedbyStats.2008,Ch.179(SB1498),Sec.104)

§31739.34. Increase in retirement, optional death or annual death allowances under $500; adoption by county(a)Exceptasprovidedinsubdivision(b)ofthissection,aretirementallowance,optional

deathallowanceorannualdeathallowance,includinganallowancepayabletoasurvivorofamember,payabletooronaccountofanymemberofthissystem,orofasupersededsystem,whoretiredfordisabilityonorbeforeDecember31,1971,isherebyincreasedasfollows:

Number of years of Percentage of increase county or district in monthly retirement service allowance 25ormoreyears 10% 20-25years 8% 15-20years 6% 10-15years 4%

(b)Noallowanceshallbeincreasedtomorethanfivehundreddollars($500)permonthpursuanttosubdivision(a)ofthissection.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1980,Ch.442,Sec.3)

§31739.4. Temporary increase of benefits; finding by board of supervisorsEveryretirementallowancepayableduringthetimethissectionisoperativeinany

countyto,oronaccountofanymemberofthissystemorofasupersededsystem,whohasbeenretiredfordisabilityshallbeincreasedbyanamountequaltotheproductonedollar($1)timesyearsofservice,nottoexceed20years,timesthenumberinthefollowingtable:

Period during which retirement became effective Multiply by OnorpriortoJune30,1957 2.0 TwelvemonthsendedJune30,1958 1.5 TwelvemonthsendedJune30,1959 1.0 TwelvemonthsendedJune30,1960 0.5

Thissectionshallnotbeoperativeinanycountyexceptasfollows:Theboardofsupervisorsofacountyatanytimeandfromtimetotimemayfindthateconomicconditions

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aresuchastorequireeitherthatthisentiresection,orthissectionasappliedtooneormorecategoriesofmembersintheabovetablebeapplicableinsuchcounty.Theboardofsupervisorsofsuchcountyfromtimetotimemayeitherrescindormodifysuchfindingandeitherfindthateconomicconditionsdonotrequirethatthissectionbeapplicableatallinsuchcountyorbeapplicabletoagreater,lesser,ordifferentextentthanpreviouslyfound.Thissectionorthissectionasappliedtooneormorecategoriesofmembersintheabovetable,asthecasemaybe,shallbeapplicableinsuchcountywhenandonlyduringthetimewhensuchfindingisineffect.ThegivingofadditionalretirementbenefitspursuanttothissectionshallcreatenoadditionalcontractualrightsandshallnotprecludethewithdrawalofsuchbenefitseitherbyactionoftheboardofsupervisorsoroftheLegislature.

(AddedbyStats.1963,Ch.634,Sec.2)

§31739.5. Cost-of-living payments; applicability of provisionsTheprovisioninSection31681.8,whenadoptedorreadopted,shallapplytomembers

ofthissystemorasupersededsystemwhoretiredfordisability,exceptthatpaymentstoamemberofthissystemorasupersededsystemwhoretiredforservice-connecteddisabilityortothesurvivingbeneficiaryofsuchmembershallbecomputedonthebasisthatthemember’sservicehadcontinuedtoage60,ifasafetymember,orage70,ifanyothercategoryofmember,provided,thatthisadditionalservicecreditshallnotexceed30years.

(AmendedbyStats.1988,Ch.76,Sec.2)

§31740. Supplemental disability retirement allowanceInanycountywhichhasimplementedtheprovisionsofArticle15.6(commencingwith

Section31855),anymemberwhoisthereafterretiredfordisabilityshallreceiveasupplementaldisabilityretirementallowanceinthesumofthreehundreddollars($300)permonthinadditiontoanyotherbenefitsdueunderthischapter,providedthemember’sdisabilityissuchthatthememberisincapableofgainfulemployment.Theboardmayadoptregulations,includingarequirementforperiodicdeclarationsofnonemployment,toadministerthissupplementalallowance.

(AddedbyStats.1974,Ch.415,Sec.2)

§31751. Tier Two, applicability to officers and employees of Contra Costa County; resolution; applicability to districts; coverage; regulations allowing coverage to individual employees; disability allowances; retroactive application (Contra Costa)Notwithstandinganyotherprovisionoflaw:(a)(1)TheBoardofSupervisorsofContraCostaCountymaymakethissection,Tier

Two,applicabletoofficersandemployeesofthecounty,byadoptingaresolutionspecifyingthefutureoperativedateofitsapplication.

(2)Aftertheboardofsupervisorshasadoptedthatresolution,thegoverningbodyofadistrictmaymakethissectionapplicableasTierTwotoitsofficersandemployeesonandafterthefutureoperativedateitspecifies.

(b)Exceptasotherwiseprovidedinthissection,TierTwoshallcoverallofficersandemployeeswhobecomemembersorreturntomembershipinthecountyonorafterApril4,1980,andinadistrictonorafterthedateofitsapplicabilitythereto.

(c)(1)Thissectionmaynotcoveranyemployeewhoisin,oreligiblefor,safetymembershipunderthischapter.

(2)Thissectionmaynotcoveranypersonwhoisamemberoftheretirementsysteminthecountyordistrictontheoperativedateofitsapplicationtheretounlessanduntilthe

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personvoluntarilyinwritingirrevocablyrequestscoverage.(3)Thissectionmaynotcoveranymemberwhodoesnotrequestcoverage,isthenlaidoff,and

laterreturnstomembership.(4)Thissectionmaynotcoveranymemberwhodoesnotrequestcoverage,thenbecomesa

deferredmember,andlaterreturnstoactivemembership(5)Thissectionmaynotcoveranypersonreferredtoinsubparagraph(C)ofparagraph(2)of

subdivision(d)whodoesnotrequestcoverage.(d)(1)Theboardofsupervisorsshalladoptregulationsallowingindividualcountyanddistrict

employeestoirrevocablyrequestcoverageunderTierTwo.(2)Theregulationsshallspecifytheperiodduringwhicheachpersonmayrequestcoverage.

(A)Forpersonswhoareemployeesontheapplicabilitydateofthissection,TierTwo,tothecountyordistrict,thisperiodmaynotexceedoneyearafterthatdate.

(B)Forpersonsnotsubjecttosubparagraph(A),whobeforetheTierTwoapplicabilitydatechosedeferredretirementunderArticle9(commencingwithSection31700)fromthecounty’sTierOneretirementsystem,andwhothereafterwhilestillindeferredstatusreturnedtoactivemembership,thisperiodmaynotexceed90daysafterthatreturn.

(C)Forpersonsnotsubjecttosubparagraph(A)whoenterorreenteremploymentinthecountyorthedistrict,forthefirsttimeafterTierTwoisapplicablethereto,withreciprocalrightsunderArticle15(commencingwithSection31830),thisperiodmaynotexceed90daysafterthatentryorreentry.

(e)Anyonerequestingcoverageasprovidedforinthissection,whobecomespermanentlyincapacitatedasdefinedinSection31720.1,shallbegrantedadisabilityallowanceunderSection31727.01ifthememberhascompletedfiveyearsofservice.

(f)Thissectionisintendedto,andshall,applyretroactively,fromtheeffectivedateoftheoriginalenactmentofSection31751,April4,1980,forwardsothatitsbeneficialeffectsandthoseoftheoriginalenactmentareavailabletoallpersonscoveredbythissectionasthoughithadbeenoriginallyenactedinitspresentform.

(g)Notwithstandinganyotherprovisionoflaw,ifacountyadoptsaresolutionpursuanttosubdivision(a)ofSection31755.1,thissectionmay,pursuanttoamemorandumofunderstandinginaccordancewiththeMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1),bemadeinapplicabletothoseofficersandemployeesofthecountyspecifiedintheresolutionforserviceperformedonandaftertheoperativedatespecifiedinthememorandumofunderstanding.Inthatevent,thissectionshallalsobeinapplicabletononrepresentedemployeeswithinsimilarjobclassificationsasemployeesinapplicablebargainingunitsandtothesupervisorsandmanagersofthoseemployees.Ifadistrictadoptsaresolutionpursuanttosubdivision(a)ofSection31755.1,thissectionshallbeinapplicabletotheofficersandemployeesofthedistrictonandaftertheoperativedateoftheresolution.

(h)Nodistrictmaymakethissectionapplicabletoanyofitsofficersoremployeesonoraftertheeffectivedateoftheactaddingthissubdivision.

(RepealedandaddedbyStats.1984,Ch.591,Sec.4,EffectiveJuly19,1984)(AddedbyStats.2002,Ch.695(SB2100),Sec.2,EffectiveSeptember18,2002,asanurgency

statute)

§31752. Contra Costa County; retirement allowance (Contra Costa)ThissectionshallapplytomemberssubjecttoSection31751.Notwithstandinganyotherprovision

ofthischapter,thecurrentservicepensionorthecurrentservicepensioncombinedwiththepriorservicepensionisanadditionalpensionformemberspurchasedbythecontributionsofthecountyordistrictsufficient,whenaddedtotheserviceretirementannuity,toequal,asfollows:

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(a)Thepercentageofthemember’sfinalcompensation,asdefinedinSection31462,inthefollowingtablesetforthinColumn(A)oppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,multipliedbythenumberofyearsofserviceunderSection31751withwhichthememberisentitledtobecreditedatretirement,less

(b)Thepercentageofthemember’sPrimaryInsuranceAmounttowhichthemembershallbeentitledunderfederalsocialsecurity,projectedtoage62,ifthememberislessthanage62,ortowhichthememberisnowentitled,ifthememberisatleastage62,setforthinthefollowingtableinColumn(B)oppositethemember’sageatretirement,takentotheprecedingcompletedquarteryear,multipliedbythenumberofyearsofservicesubjecttoSection31751duringwhichthememberwascoveredbysocialsecuritywhileamemberofthecountyretirementassociation.Themaximumnumberofyearsusedinthiscalculationshallnotexceed30. Age at Percentages retirement (A) (B) 50 .830 .573 50 1/4 .845 .585 50 1/2 .860 .597 50 3/4 .875 .609 51 .890 .622 51 1/4 .905 .635 51 1/2 .920 .648 51 3/4 .935 .661 52 .950 .675 52 1/4 .965 .689 52 1/2 .980 .704 52 3/4 .995 .719 53 1.010 .734 531/4 1.025 .750 531/2 1.040 .766 533/4 1.055 .782 54 1.070 .799 54 1/4 1.085 .816 54 1/2 1.100 .834 54 3/4 1.115 .853 55 1.130 .872 55 1/4 1.145 .891 55 1/2 1.160 .911 55 3/4 1.175 .931 56 1.190 .952 56 1/4 1.205 .973 56 1/2 1.220 .995 56 3/4 1.235 1.017 57 1.250 1.040

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Age at Percentages retirement (A) (B) 571/4 1.265 1.064 571/2 1.280 1.088 573/4 1.295 1.113 58 1.310 1.139 581/4 1.325 1.165 581/2 1.340 1.192 583/4 1.355 1.220 59 1.370 1.249 591/4 1.385 1.279 591/2 1.400 1.309 593/4 1.415 1.340 60 1.430 1.372 60 1/4 1.445 1.405 60 1/2 1.460 1.440 60 3/4 1.475 1.475 61 1.490 1.511 61 1/4 1.505 1.548 61 1/2 1.520 1.587 61 3/4 1.535 1.626 62 1.550 1.667 62 1/4 1.565 1.667 62 1/2 1.580 1.667 62 3/4 1.595 1.667 63 1.610 1.667 631/4 1.625 1.667 631/2 1.640 1.667 633/4 1.655 1.667 64 1.670 1.667 64 1/4 1.685 1.667 64 1/2 1.700 1.667 64 3/4 1.715 1.667 65andover 1.730 1.667

(AddedbyStats.1980,Ch.58,Sec.10,EffectiveApril4,1980)

§31755. Tier Three, applicability; coverage; disability retirement allowances; service retirements; cost-of-living adjustments; adoption of regulations(a)(1)TheboardofsupervisorsofContraCostaCountymaymakethissection,Tier

Three,applicabletoofficersandemployeesforwhomitisthegoverningbody,byadoptingaordinancespecifyingthefutureoperativedateofitsapplication.

(2)Asusedinthissection,“TierOne”referstotheretirementplancoveringgeneralmembersnotcoveredbySection31751.

(3)Aftertheboardofsupervisorshasadoptedanordinance,thegoverningbodyofadistrictnotgovernedbytheboardofsupervisorsmaymakethissectionapplicableasTier

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Threetoitsofficersandemployeesonandafterthefutureoperativedateitspecifies.(b)Exceptasotherwiseprovidedinthissection,thissectionshallcoverallofficersand

employeeswhoaremembersorreturntomembershipinthecounty’sTierTworetirementsystemestablishedbySection31751onoraftertheoperativedatespecifiedintheordinanceadoptedpursuanttosubdivision(a),andinadistrictonorafterthedateofitsapplicabilitythereto.

(c)(1)Thissectionshallnotcoveranyemployeewhoisin,oreligiblefor,TierOneorsafetymembershipunderthischapter.

(2)Thissectionshallnotcoveranypersonwhoisamemberoftheretirementsysteminthecountyordistrictonoraftertheoperativedateofitsapplicationtheretounlessanduntilthepersonvoluntarilyinwritingirrevocablyelectscoverage.

(3)Thissectionshallnotbeapplicabletoanyeligiblememberwhodoesnotelectcoverage,isthenlaidofforterminatesemployment,regardlessofwhethervoluntarilyorinvoluntarily,andlaterreturnstomembershipemployment.

(4)Thissectionshallnotbeapplicabletoanyeligiblememberwhodoesnotelectcoverage,thenretiresorbecomesadeferredmember,andlaterreturnstoactivemembership.

(5)Thissectionshallnotbeapplicabletoanypersonreferredtoinsubparagraph(D)ofparagraph(2)ofsubdivision(d)whodoesnotelectcoverage.

(d)Uponadoptionofthissectionbytheboardofsupervisors,thefollowingprovisionsshallbecomeapplicable:

(1)Subjecttotheprovisionsofparagraph(2)ofsubdivision(d),anyqualifiedindividualcountyordistrictemployeemayirrevocablyelectcoverageunderTierThree.

(2)(A)Countyordistrictemployeeswhoaremembersofthecounty’sTierTworetirementsystemandwhohaveattainedfiveyearscreditedservicewiththecountyordistrictontheapplicabledateofthissection,mustelectTierThreecoverageinwritingwithinsixmonthsafterthatdate.

(B)Personsnotundersubparagraph(A),whothereafterattainfiveyearscreditedserviceinthecounty’sTierTworetirementsystem,mustelectTierThreecoverageinwritingwithin90daysafterattainingthefiveyearsretirementcreditedservice.

(C)Personsnotundersubparagraph(A)or(B),who,beforetheTierThreeapplicabilitydate,electeddeferredretirementunderArticle9(commencingwithSection31700)fromthecounty’sTierTworetirementsystem,andwhohadatleastfiveyearscreditedTierTwoservice,andwhothereafterwhilestillindeferredstatusreturntoactivemembership,mustelectcoverageinwritingwithin90daysafterthatreturn.

(D)Personsnotsubjecttosubparagraphs(A),(B),or(C),whoenterorreenteremploymentinthecountyorthedistrictforthefirsttimeafterTierThreeisapplicablethereto,andwhohavereciprocalrightsunderArticle15(commencingwithSection31830),andwhoareotherwiseeligibletoelectTierThreebyvirtueoftheirTierTwostatusandyearsofretirementcreditedservicemustelectTierThreecoverageinwritingwithin90daysafterthatentryorreentry.

(e)TheboardmaynotgrantadisabilityretirementallowancetoapersonwhohasbecomeaTierThreememberexceptasprovidedinSection31720.1.TheamountofdisabilityretirementallowancesunderTierThreeshallbeassetforthinSection31727.01.

(f)Notwithstandinganyotherprovisionofthischapter,serviceretirementsunderTierThreeshallbegovernedbythesameprovisionswhichgovernTierOneretirementsinContraCostaCounty.

(g)Notwithstandinganyotherprovisionofthischapter,TierThreeretiredmemberswhohaveretiredforserviceshallonlybeentitledtocost-of-livingadjustmentsasprovidedbytheboardofsupervisorsforTierOneretiredmemberspursuanttoArticle16.5(commencingwithSection31830).

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(h)Notwithstandinganyotherprovisionofthischapter,TierThreeretiredmemberswhohavebeenretiredfordisabilityshallonlybeentitledtocost-of-livingadjustmentsasprovidedbytheboardofsupervisorsforTierTworetiredmemberspursuanttoArticle16.5(commencingwithSection31830).

(i)Theboardofsupervisorsmayadoptregulationstoimplementtheprovisionsofthissection.

(AddedbyStats.1997,Ch.254(AB180),Sec.1)(AmendedbyStats.2004,Ch.183(AB3082),Sec.169)(AmendedbyStats.2005,Ch.22(SB1108),Sec.91)

§31755.1. Applicability of Tier Three to officers and employees of Contra Costa County who become members or return to membership in the county or district; applicability or benefit formula to Tier Two service (Contra Costa)Notwithstandinganyotherprovisionoflaw:(a)(1)TheBoardofSupervisorsofContraCostaCountymay,pursuanttoa

memorandumofunderstandinginaccordancewiththeMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1),adoptaresolutionmakingthissectionapplicabletotheofficersandemployeesofthecountyspecifiedintheresolutionandspecifyingthefutureoperativedateofitsapplication.

(2)Aftertheboardofsupervisorshasadoptedthatresolution,thegoverningbodyofadistrictmaymakethissectionapplicabletoitsofficersandemployeesbyadoptingaresolutionspecifyingthefutureoperativedateofitsapplication,whichdatemaynotbeearlierthantheoperativedateoftheresolutiondescribedinparagraph(1).

(b)(1)Exceptasotherwiseprovidedinthissection,TierThree,asdescribedinSection31755,shallapplytoallofficersandemployeeswhobecomemembersorreturntomembershipinthecountyordistrict,andwithrespecttoserviceperformed,onorafterthedatethissectionbecomesapplicableinthecountyordistrict.

(2)Onthedatethissectionbecomesapplicableinthecountyordistrict,thoseofficersandemployeesspecifiedintheresolutiondescribedinsubdivision(a)andthen-subjecttoTierTwoshallthereafterbecoveredbyTierThree,asdescribedinSection31755,forserviceperformedonandafterthatdate.

(c)ThissectionmaynotapplytoanemployeeforanyserviceperformedwhileheorsheisasafetymemberunderthischapterorissubjecttoTierOne,asdescribedinSection31755.

(d)ThebenefitformulasetforthinSection31752shallapplytotheTierTwoservicewithwhichamemberisentitledtobecreditedatretirement.

(e)Ifthecountyadoptsaresolutionpursuanttosubdivision(a),thissectionshallapplyequallytoanynonrepresentedemployeesinsimilarjobclassificationsasemployeeswithinapplicablebargainingunitsandtothesupervisorsandmanagersofthoseemployees.

(AddedbyStats.2002,Ch.695(SB2100),Sec.3,EffectiveSeptember18,2002,asanurgencystatute)

§31755.2. Applicability of benefit formula to Tier Three officers and employees of Contra Costa County (Contra Costa)Notwithstandinganyotherprovisionoflaw:(a)(1)TheBoardofSupervisorsofContraCostaCountymay,pursuanttoa

memorandumofunderstandinginaccordancewiththeMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1),adoptaresolutionmakingthissectionapplicabletotheofficersandemployeesofthecountyspecifiedintheresolutionandspecifyingthefutureoperativedateofitsapplication.

(2)Aftertheboardofsupervisorshasadoptedthatresolution,thegoverningbody

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ofadistrictmaymakethissectionapplicabletoitsofficersandemployeesbyadoptingaresolutionspecifyingthefutureoperativedateofitsapplication,whichdatemaynotbeearlierthantheoperativedateoftheresolutiondescribedinparagraph(1).

(b)Notwithstandinganyotherprovisionoflaw,thebenefitformulasetforthinSection31676.16shallapplytotheTierThreeservicewithwhichamember,whoretiresonorafterthedatethissectionbecomesapplicableinthecountyordistrict,isentitledtobecreditedandforwhichthememberhaspaidTierThreemembercontributions.

(c)Notwithstandinganyotherprovisionoflaw,Section31676.16doesnotapplytoanyperiodsofserviceperformedasTierTwoserviceunderSection31751,excepttotheextentthatTierThreeservicecreditispurchasedbyoronbehalfofthememberforthoseperiods.

(d)Ifthecountyadoptsaresolutionpursuanttosubdivision(a),thissectionshallapplyequallytoanynonrepresentedemployeesinsimilarjobclassificationsasemployeeswithinapplicablebargainingunitsandtothesupervisorsandmanagersofthoseemployees.

(AddedbyStats.2002,Ch.695(SB2100),Sec.4,EffectiveSeptember18,2002,asanurgencystatute)

§31755.3. Applicability of benefit formula to Tier One officers and employees of Contra Costa County (Contra Costa)Notwithstandinganyotherprovisionoflaw:(a)(1)TheBoardofSupervisorsofContraCostaCountymay,pursuanttoa

memorandumofunderstandinginaccordancewiththeMeyers-Milias-BrownAct(Chapter10(commencingwithSection3500)ofDivision4ofTitle1),adoptaresolutionmakingthissectionapplicabletotheofficersandemployeesofthecountyspecifiedintheresolutionandspecifyingthefutureoperativedateofitsapplication.

(2)Aftertheboardofsupervisorshasadoptedthatresolution,thegoverningbodyofadistrictmaymakethissectionapplicabletoitsofficersandemployeesbyadoptingaresolutionspecifyingthefutureoperativedateofitsapplication,whichdatemaynotbeearlierthantheoperativedateoftheresolutiondescribedinparagraph(1).

(b)ThebenefitformulasetforthinSection31676.16shallapplytotheTierOneservicewithwhichamemberisentitledtobecreditedatretirement.Asusedinthissection,“TierOne”shallhavethemeaningsetforthinSection31755.

(c)Ifthecountyadoptsaresolutionpursuanttosubdivision(a),thissectionshallapplyequallytoanynonrepresentedemployeesinsimilarjobclassificationsasemployeeswithinapplicablebargainingunitsandtothesupervisorsandmanagersofthoseemployees.

(AddedbyStats.2002,Ch.695(SB2100),Sec.5,EffectiveSeptember18,2002,asanurgencystatute)

Article 11Optional Retirement Allowances

(Article11addedbyStats.1947,Ch.424,Sec.1)

§31760. Election of actuarial equivalent of retirement allowance; change of allowance type pending determination of disability entitlement(a)Exceptasprovidedinsubdivision(b),untilthefirstpaymentofanyretirement

allowanceismade,amemberorretiredmember,inlieuoftheretirementallowanceforthemember'slifealone,mayelecttohavetheactuarialequivalentofhisorherretirementallowanceasofthedateofretirementappliedtoalesserretirementallowancepayablethroughoutlifeinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle.

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(b)Notwithstandingsubdivision(a),amemberwhoappliesfordisabilityandissubsequentlygrantedaserviceretirementpendingadeterminationofentitlementtodisabilitymaychangethetypeofoptionalorunmodifiedallowancethatheorsheelectedatthetimetheserviceretirementwasgranted,subjecttotheprovisionsofSection31725.7.

(AddedbyStats.1947,Ch.424,p.1282,Sec.1)(AmendedbyStats.1955,Ch.372,p.883,Sec.10)(AmendedbyStats.2015,Ch.40(AB992),Sec.1)

§31760.1. Continuance of allowance to family of deceased member; minor children; designated beneficiaryUponthedeathofanymemberafterretirementforserviceornonservice-connected

disabilityfromaretirementsystemestablishedinacountysubjecttotheprovisionsofSection31676.1,60percentofhisorherretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,shallbecontinuedthroughoutlifetohisorhersurvivingspouse.Ifthereisnosurvivingspouseentitledtoanallowancehereunderorifsheorhediesbeforeeverynaturaloradoptedchildofthedeceasedmemberattainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtohisorhernaturaloradoptedchildorchildrenunderthatagecollectively,tocontinueuntileverychilddiesorattainsthatage;provided,thatnochildshallreceiveanyallowanceaftermarryingorattainingtheageof18years.Noallowance,however,shallbepaidunderthissectiontoasurvivingspouseunlesssheorhewasmarriedtothememberatleastoneyearpriortothedateofhisorherretirement.Therightofachildorchildrenofadeceasedmembertoreceiveanallowanceunderthissection,intheabsenceofaneligiblesurvivingspouse,shallnotbedependentonwhetherthechildorchildrenwerenominatedbythedeceasedmemberasthebeneficiaryofanybenefitspayableuponorbyreasonofthemember’sdeath,andshallbesuperiortoandshallsupersedetherightsandclaimsofanyotherbeneficiarysonominated.

Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothosechildrenthroughtheageof21ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

Ifatthedeathofanyretiredmemberthereisnosurvivingspouseorminorchildreneligibleforthe60-percentcontinuanceprovidedinthissection,andthetotalretirementallowanceincomereceivedbyhimorherduringhisorherlifetimedidnotequalorexceedhisorheraccumulatednormalcontributions,hisorherdesignatedbeneficiaryshallbepaidanamountequaltotheexcessofhisorheraccumulatednormalcontributionsoverhisorhertotalretirementallowanceincome.

ThesupersedingrightspursuanttothissectionshallnotaffectbenefitspayabletoanamedbeneficiaryasprovidedunderSection31789,31789.01,31789.1,31789.12,31789.13,31789.2,31789.3,31789.5,or31790.

(AmendedbyStats.1995,Ch.847(AB847),Sec.6)(AmendedbyStats.1998,Ch.132(SB2137),Sec.3)

§31760.11. Contra Costa County; continuance of allowance to family of deceased member; minor children; designated beneficiary (Contra Costa)NotwithstandingSection31760.1,uponthedeathafterretirementofanymember

coveredunderSection31751,60percentofthemember’sretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,shallbecontinuedthroughoutlifetothemember’sspouseifthespouseisdesignatedasthebeneficiary.No

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allowance,however,shallbepaidunderthissectiontoasurvivingspouseunlesssheorhewasmarriedtothememberatleastoneyearpriortothedateofthemember’sretirement.

Ifthereisaneligiblespouse,inadditiontotheabove,20percentofthemember’sunmodifiedretirementallowanceshallbepaidtoeachofthemember’schildren.Themaximumfamilybenefitunderthissectionshallbe100percentofthemember’sretirementallowance.

If,onthedeathafterretirementofanymembercoveredunderSection31751,thereisnospouseeligibleforthe60percentcontinuancebutthereisatleastoneeligiblechild,oriftherewasaneligiblespouseandthespousedieswhilethereisatleastoneeligiblechild,thechild,orchildrencollectively,shallbeentitledtothe60percentcontinuanceofthemember’sunmodifiedallowance.

Asusedinthissection,“child”meansamember’schildwhoisdependentuponsuchmemberatthetimeofhisorherretirementandwhilesuchchildisunmarriedand:

(a)Under18yearsofage,or(b)Whetherorover18yearsofage,totallydisabledandsuchdisabilityoccurredprior

tosuchchildattainingtheageof18years,or(c)Eighteenyearsofageorover,buthasnotattainedtheageof22years,andisenrolled

asafull-timestudentinanaccreditedschool,asdeterminedbytheboard.If,atthedeathofanyretiredmember,thereisnosurvivingspouseorchildreneligible

forthecontinuanceoftheallowanceprovidedinthissection,andthetotalretirementallowanceincomereceivedbythememberduringthemember’slifetimedidnotexceedthemember’saccumulatednormalcontributionsandcost-of-livingcontributions,themember’sdesignatedbeneficiaryshallbepaidanamountequaltotheexcessofsuchcontributionsatretirementdateoverthetotalamountoftheretirementallowanceincomereceivedbythemember.

(AddedbyStats.1980,Ch.58,Sec.11,EffectiveApril4,1980)

§31760.12. Survivor allowance paid pursuant to Section 31760.1 on account of member who retires on or after operative date of section; amount equal to 65 percent of member’s monthly retirement allowance; application and operative effect (Los Angeles)NotwithstandingSection31760.1,eachsurvivorallowancepaidpursuanttoSection

31760.1onaccountofamemberwhoretiresonoraftertheoperativedateofthissectionshallbeequalto65percentofthemember’smonthlyretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle.

ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.9,EffectiveOctober13,2001,asanurgencystatute)

§31760.13. Amount of survivor allowance paid on or after operative date of this section pursuant to Section 31760.1 on account of member who retires before operative date of this section; application and operative effect (Los Angeles)(a)NotwithstandingSection31760.1,eachsurvivorallowancepaidonorafterthe

operativedateofthissectionpursuanttoSection31760.1onaccountofamemberwhoretiresbeforetheoperativedateofthissectionshallbeequalto65percentofthemember’smonthlyretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,asadjustedforthenetcost-of-livingpercentageincrease,ifany,awardedtothatsurvivorpriortotheoperativedateofthissection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecome

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operativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.10,EffectiveOctober13,2001,asanurgencystatute)

§31760.2. Continuance of retirement allowance to surviving spouse or children of deceased member; conditions(a)NotwithstandingSection31481or31760.1,uponthedeathofanymemberafter

retirementforserviceornonservice-connecteddisabilityfromaretirementsystemestablishedinacountypursuanttothischapter,60percentofhisorherretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,shallbecontinuedtohisorhersurvivingspouseforlife.Ifthereisnosurvivingspouseentitledtoanallowanceunderthissectionorifsheorhediesbeforeeverychildofthedeceasedmemberattainstheageof18years,thentheallowancethatthesurvivingspousewouldhavereceivedhadheorshelived,shallbepaidtohisorherchildorchildrenunderthatagecollectively,tocontinueuntileachchilddiesorattainsthatage.However,nochildmayreceiveanyallowanceaftermarryingorattainingtheageof18years.

(b)Noallowancemaybepaidunderthissectiontoasurvivingspouseunlessheorshewasmarriedtothememberatleasttwoyearspriortothedateofdeathandhasattainedtheageof55yearsonorpriortothedateofdeath.

(c)Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothechildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschool,asdeterminedbytheboard.

(d)Ifatthedeathofanyretiredmemberthereisnosurvivingspouseorminorchildreneligibleforthe60-percentcontinuanceprovidedinthissectionandthetotalretirementallowanceincomereceivedbytheretiredmemberduringhisorherlifetimedidnotequalorexceedhisorheraccumulatednormalcontributions,theretiredmember’sdesignatedbeneficiaryshallbepaidanamountequaltotheexcessofhisorheraccumulatednormalcontributionsoverhisorhertotalretirementallowanceincome.

(e)NoallowancemaybepaidpursuanttothissectiontoanypersonwhoisentitledtoanallowancepursuanttoSection31760.1.

(f)ThesupersedingrightspursuanttothissectiondonotaffectbenefitspayabletoanamedbeneficiaryasprovidedunderSection31789,31789.01,31789.1,31789.12,31789.13,31789.2,31789.3,31789.5,or31790.

(g)Thissectionisnotapplicableinanycountyuntiltheboardofretirement,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.Theboard’sresolutionmaydesignateadate,whichmaybepriororsubsequenttothedateoftheresolution,asofwhichtheresolutionandthissectionshallbeoperativeinthecounty.

(AddedbyStats.1986,Ch.849,Sec.1)(AmendedbyStats.1999,Ch.161(SB670),Sec.1)(AmendedbyStats.2002,Ch.875(AB2060),Sec.1)

§31760.3. Notice to spouse of member’s selection of benefits or change of beneficiary; spouse’s applications for refund, etc.; exceptions; adoption by countyThesolepurposeofthissectionistonotifythecurrentspouseoftheselectionofbenefits

orchangeofbeneficiarymadebyamember.Nothinginthissectionisintendedtoconflictwithcommunitypropertylaw.Anapplicationforarefundofthemember’saccumulatedcontributions,anelectionofoptionalsettlement,orachangeinbeneficiarydesignationshall

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containthesignatureofthecurrentspouseofthemember,unlessthememberdeclares,inwritingunderpenaltyofperjury,anyofthefollowing:

(a)Thememberisnotmarried.(b)Thecurrentspousehasnoidentifiablecommunitypropertyinterestinthebenefit.(c)Thememberdoesnotknow,andhastakenallreasonablestepstodetermine,the

whereaboutsofthecurrentspouse.(d)Thecurrentspousehasbeenadvisedoftheapplicationandhasrefusedtosignthe

writtenacknowledgment.(e)Thecurrentspouseisincapableofexecutingtheacknowledgmentbecauseof

incapacitatingmentalorphysicalcondition.(f)Thememberandthecurrentspousehaveexecutedamarriagesettlementagreement

pursuanttoPart5(commencingwithSection1500)ofDivision4ofthefamilyCodewhichmakesthecommunitypropertylawinapplicabletothemarriage.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,makethissectionapplicableinthecounty.

(AmendedbyStats.1992,Ch.163,Sec.87,EffectiveJanuary1,1993.OperativeJanuary1,1994,bySec.161ofCh.163)

§31760.5. (Operative date contingent) Election of lesser pension amount and increased survivor allowance; Applicability(a)NotwithstandingSection31760andinlieuoftheretirementallowanceandthe

continuingorsurvivorallowance,ifany,otherwisepayabletoaretiredmemberandhisorhersurvivingspousepursuanttothisarticle,amembermayelectinwritingtohavetheactuarialequivalentofthesebenefits,asofthedateofretirement,appliedtoalesseramountpayablethroughouttheretiredmember’slife,andtoanincreasedsurvivorallowanceasapprovedbytheboard,upontheadviceoftheactuary,that,uponthedeathoftheretiredmember,shallbecontinuedthroughoutthelifeofandpaidtohisorhersurvivingspouse.Toqualifyforbenefitsunderthissection,thesurvivingspousemustbemarriedtothememberatleastoneyearpriortothedateofretirement.Ifthereisnosurvivingspouseentitledtothisallowance,orifthesurvivingspousediesbeforeeverychildofthedeceasedretiredmember,includingeverystepchildandadoptedchild,attainstheageof18years,thentheincreasedsurvivorallowancethatthespousewouldhavereceivedhadheorshesurvivedshallbepaidtothedeceasedretiredmember’schildorchildrenundertheageof18years.Iftheincreasedsurvivorallowanceistobepaidtosurvivingchildren,itshallbedividedamongthechildreninequalshares.However,therightofanychildtoshareintheallowanceshallceaseuponhisorherdeath,marriage,orattainingtheageof18years.

(b)Notwithstandinganyotherprovisionsofthissection,theallowanceotherwisepayabletothechildrenofthedeceasedretiredmembershallbepaidthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanyaccreditedschoolasdeterminedbytheboard.

(c)Theelectionunderthissectionmaynot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.Ifamemberelectstobesubjecttothissection,theretirementallowancethatwouldotherwisebepayabletothemembershallbereducedbytheadditionalcosttothesystemresultingfromtheincreasedsurvivorallowance.Theactuarialcostofthesurvivorallowancepayableunderthissectionshallbecalculatedtakingintoaccountthelifeexpectancyofthemember’ssurvivingspouse.

(d)ThissectionisonlyapplicabletoLosAngelesCountyandisnotoperativeunlessanduntiltheboardofsupervisorsofthecountyelects,byresolutionadoptedbyamajorityvote,

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tomakethissectionoperativeinthecounty.Thissectionappliesonlytothosememberswhoretireaftertheoperativedateofthissection.

(AddedbyStats.2004,Ch.152(SB1260),Sec.3)

§31760.7. Retired member entitled to elect or change optional retirement allowance if specified criteria met(a)Aretiredmember,inordertoprovideforhisorherdomesticpartner,shallbe

entitledtoelectorchangeanyoptionalretirementallowancepursuanttothisarticle,ifallofthefollowingcriteriaaresatisfied:

(1)ThememberretiredonorbeforeJanuary1,2006.(2)Atretirement,thememberelectedanunmodifiedretirementallowanceorone

oftheoptionalsettlementsspecifiedinthisarticlenaminghisorherdomesticpartnerasbeneficiary.

(3)Atthetimeofelectionunderthissection,theretiredmemberanddomesticpartnerareregisteredasdomesticpartnerswiththeSecretaryofState,andprovideacopyoftheirCertificateofRegisteredDomesticPartnershiptotheretirementsystem.

(4)Theretiredmemberanddomesticpartnersignanaffidavitunderpenaltyofperjurystatingthatatleastoneyearpriortothemember’sserviceretirementeffectivedateoratthedisabilityretirementdatethememberandpartnerwouldhavequalifiedtoberegisteredasdomesticpartnerspursuanttoSection297oftheFamilyCode.

(b)Theretirementsystemhasnoobligationtolocateorotherwisecontactretiredmemberswhomayqualifyforallowancesunderthetermsofthissection.

(c)Notwithstandinganyotherprovisionofthischapter,ifaretiredmemberelectstochangehisorherretirementelectionpursuanttothissection,themember’sallowanceshallbeadjustedprospectivelyonly.Theadjustedretirementallowanceshallbeeffectiveonthefirstdayofthemonthfollowingreceiptofthemember’ssignedelection.Themembershallnotbeeligibletorecoverpaymentretroactivelyforanyperiodbetweenhisorherretirementeffectivedateandthedateofelectionunderthissection.

(d)Thissectiondoesnotapplytomemberswhoarerequiredtoprovideacontinuingbenefittoaformerspousepursuanttocourtorder.

(e)TherightofamembertomakeanelectionpursuanttothissectionshallexpireonJanuary1,2007.

(AddedbyStats.2005,Ch.418(SB973),Sec.25)

§31760.8. Revision of designated beneficiary of an optional settlement; conditions (a)NotwithstandingSection31782,aretiredmember,inordertoprovideforhisorher

spouse,shallbeentitledtorevisethedesignatedbeneficiaryofanoptionalsettlementelectedpursuanttoSection31762,31763,or31764atthetimeofretirement,ifallofthefollowingcriteriaaresatisfied:

(1)ThememberretiredonorbeforethedatetheboardmadeSection31760.2,31785.1,or31786.1applicableinthecounty.

(2)Atretirement,thememberwasunmarriedorhadbeenmarriedlessthanoneyear.(3)Themember’sspouseisatleast55yearsofageandisolderthantheoriginally

designatedbeneficiary.(4)Themember’sapplicationsatisfiestherequirementsdescribedinsubdivisions(b)

and(c).(b)(1)Anapplicationforarevisionofanoptionalsettlementpursuanttothis

sectionshallincludethesignatureofthedesignatedbeneficiaryoftheoptionalsettlementacknowledgingtherevisionorshallincludeawrittendeclarationofoneormoreofthe

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followingasmaybeapplicabletothemember:(A)Thebeneficiaryhasnoidentifiablecommunitypropertyinterestinthe

benefit.(B)Thememberdoesnotknow,andhastakenallreasonablestepstodetermine,

thewhereaboutsofthebeneficiary.(C)Thebeneficiaryhasbeenadvisedoftheapplicationandhasrefusedtosign

thewrittenacknowledgment.(D)Thebeneficiaryisincapableofexecutingtheacknowledgmentbecauseofan

incapacitatingmentalorphysicalcondition.(2)Thepurposeofthissubdivisionistonotifythebeneficiaryoftherevisionofan

optionalsettlementmadebyamemberthatmayaffecttheentitlementofthebeneficiary.(3)Apersonwhoknowinglyprovidesfalseinformationinthewrittendeclaration

submittedpursuanttoparagraph(1)shallbesubjecttoacivilpenaltyofnotlessthanonethousanddollars($1,000)andnotmorethantwenty-fivethousanddollars($25,000),inadditiontoanycivilremediesavailabletotheboard.Anactiontoimposeacivilpenaltypursuanttothisparagraphmaybebroughtbyanypublicprosecutorinthenameofthepeopleofthestate.

(c)Inadditiontotherequirementsofsubdivision(b),iftheoriginallydesignatedbeneficiaryoftheoptionalsettlementisaformerspouseordomesticpartnerofthemember,theapplicationforrevisionofanoptionalsettlementshallalsoevidenceagreementtotherevisionbytheformerspouseordomesticpartner.

(d)Afterrevision,themember’sretirementallowanceshallremainthesameasprovidedbytheoptionalsettlement,adjustedbyanycost-of-livingincreasesthathavebeenaddedtotheretirementallowance.

(e)Theretirementsystemhasnoobligationtolocateorotherwisecontactretiredmemberswhomayqualifyforarevisionunderthissection.

(f)Noactionstakenpursuanttothissectionexcusetheobligationofamembertoprovideacontinuingbenefittoaformerspouseorotherpersonpursuanttocourtorder.

(g)Thissectionisnotapplicableinanycountyuntiltheboardofretirement,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.Theboard’sresolutionmaydesignateadate,whichmaybepriororsubsequenttothedateoftheresolution,asofwhichtheresolutionandthissectionshallbeoperativeinthecounty.

(AddedbyStats.2014,Ch.726(AB1824),Sec.1)

§31761. Optional settlement 1Optionalsettlement1consistsoftherighttoelectinwritingtohavearetirement

allowancepaidhimorheruntilhisorherdeathand,ifheorshediesbeforeheorshereceivesinannuitypaymentstheamountofhisorheraccumulatedcontributionsatretirement,tohavethebalanceatdeathpaidtohisorherestateortotheperson,havinganinsurableinterestinhisorherlife,asheorshenominatesbywrittendesignationdulyexecutedandfiledwiththeboard.

(AmendedbyStats.1991,Ch.982,Sec.2)

§31762. Optional settlement 2Optionalsettlement2consistsoftherighttoelectinwritingtohavearetirement

allowancepaidtohimorheruntilhisorherdeath,andthereaftertotheperson,havinganinsurableinterestinhisorherlife,asheorshenominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofhisorherretirement.

(AmendedbyStats.1991,Ch.982,Sec.3)(AmendedbyStats.2004,Ch.183(AB3082),Sec.170)

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§31763. Optional settlement 3Optionalsettlement3consistsoftherighttoelectinwritingtohavearetirement

allowancepaidhimorheruntilhisorherdeath,andthereaftertohaveone-halfofhisorherretirementallowancepaidtotheperson,havinganinsurableinterestinhisorherlife,asheorshenominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofhisorherretirement.

(AmendedbyStats.1991,Ch.982,Sec.4)

§31764. Optional settlement 4Optionalsettlement4consistsoftherighttoelectinwritingtohavearetirement

allowancepaidhimorheruntilhisorherdeathandthereaftertohaveotherbenefitsasareapprovedbytheboard,upontheadviceoftheactuary,continuedthroughoutthelifeofandpaidtothepersons,havinganinsurableinterestinhisorherlife,asheorshenominatesbywrittendesignationdulyexecutedandfiledwiththeboardatthetimeofhisorherretirement.Thedesignationshallnot,intheopinionoftheboardandtheactuary,placeanyadditionalburdenupontheretirementsystem.

(AmendedbyStats.1991,Ch.982,Sec.5)

§31764.5. (Operative date contingent) Adjustment after election to reduce allowance with optional settlement(a)Atretirement,amemberwhoelectsanoptionalsettlementpursuanttoSection

31762,31763,or31764mayelecttoreducehisorherallowancetoprovidethatifthenamedbeneficiarypredeceasesthemember,themember’sallowanceshallbeadjustedtotheamountheorshewouldhavebeenentitledtoreceiveatretirementifhisorherbenefithadnotbeenmodifiedbyanoptionalsettlement,adjustedbyanycost-of-livingincreasesthatwouldhavebeenaddedtothemonthlyallowance.Theadjustedallowanceshallbeeffectiveonthefirstdayofthemonthfollowingthemonthinwhichnotificationofthebeneficiary’sdeathisreceivedbytheboard.

(b)Thissectionmaynotbecomeoperativeif,intheopinionoftheretirementboardandtheactuary,theallowancespayableunderthissectionwouldplaceanadditionalfinancialburdenontheretirementsystem.

(c)Thissectionmaynotbecomeoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2004,Ch.441(AB979),Sec.4)

§31764.6. (Operative date contingent) Right to elect reduction and designate spouse for surviving allowance(a)NotwithstandingSections31481and31760,optionalsettlement5consistsofaretired

member’srighttoelectinwritingtohavehisorherretirementallowancereducedandtodesignatehisorherspousewhoisnototherwiseeligibletoreceiveasurvivorallowance.Thesurvivorallowanceshallbedeterminedonanactuarialbasisbythereductioninthemember’sallowanceandmaynot,intheopinionoftheboardandtheactuary,placeanyadditionalfinancialburdenontheretirementsystem.

(b)AmemberwhoelectedtoreceiveanoptionalsettlementunderSection31762,31763,or31764,involvingalifecontingencyofabeneficiary,mayelectoptionalsettlement5ifthebeneficiarypredeceasesthememberor,ifaformerspousewasnamed,intheeventofadissolutionorannulmentofthemarriageoralegalseparationinwhichthejudgmentdividingthecommunitypropertyawardsthetotalinterestintheretirementsystemtotheretiredmember.

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(c)Amemberwhomarriedatleast12monthspriortothedatethissectionbecomesoperativemayfileanelectionwiththeboardofretirementwithin60daysaftertheoperativedate.Theelectionshallbecomeeffectivethefirstdayofthemonthfollowingreceiptoftheelectionbytheboard.Amemberwhofailstoelectwithinthat60-dayperiodshallretaintherighttomakeanelectionunderthissectionsubjecttothewaitingperiodprovidedinsubdivision(d).

(d)Exceptasprovidedinsubdivision(c),theelectionunderthissectionshallbecomeeffective12monthsafterthedateitisfiledwiththeboard,providedthatneitherthemembernorhisorherspousediespriortotheeffectivedateoftheelection.

(e)Anelectionunderthissectionisirrevocable.(f)Thissectionmaynotbecomeoperativeuntiltheboardofsupervisorselects,by

resolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.(AddedbyStats.2004,Ch.441(AB979),Sec.5)

§31764.7. (Operative date contingent) Adjustment if spouse predeceases member after electing reduction to provide spousal benefit(a)Notwithstandinganyotherprovisionofthischapter,ifaretiredmemberelectsto

havehisorherretirementallowancereducedpursuanttoSection31764.6andif,thereafter,themember’sspousepredeceasesthemember,themember’sallowanceshallbeadjustedtotheamountheorshereceivedatretirement,adjustedbyanycost-of-livingincreasesthatwereorwouldhavebeenaddedtothemonthlyallowance.Theadjustedallowanceshallbeeffectiveonthefirstdayofthemonthfollowingthemonthinwhichnotificationofthespouse’sorbeneficiary’sdeathisreceivedbytheboard.

(b)Thissectionmaynotbecomeoperativeif,intheopinionoftheretirementboardandtheactuary,theallowancespayableunderthissectionwouldplaceanadditionalfinancialburdenontheretirementsystem.

(c)Thissectionmaynotbecomeoperativeuntiltheboardofsupervisorselects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2004,Ch.441(AB979),Sec.6)

§31765. Election of retirement allowance by surviving spouse of member eligible to retire; rights of surviving children; minor childrenUponthedeathofamemberwhowaseligibletoretire,incircumstancesinwhicha

deathbenefitispayableunderArticle12,ifthedeceasedmemberhasdesignatedasbeneficiaryhisspousewhosurviveshimbynotlessthan30days,suchsurvivingspousemayelect,atanytimebeforeacceptanceofanybenefitsfromtheretirementsystem,toreceive,inlieuofthedeathbenefitotherwisepayableunderArticle12,thesameretirementallowanceasthattowhichsuchspousewouldhavebeenentitledhadsuchmemberretiredonthedateofhisdeathandselectedOptionalSettlement3.Suchsurvivingspousemayelectinwriting,beforethefirstpaymentofanyallowanceismade,toreceiveinalumpsumpaymentalloranypartofthemember’saccumulatedadditionalcontributions.Thesumsopaidshallnotbeincludedinthecalculationoftheannuityofthesurvivingspouse.

If,atthedeathofsuchspouse,sheorheissurvivedbyoneormoreunmarriedchildrenofsuchmember,undertheageof18,suchretirementallowanceshallcontinuetosuchchildorchildren,collectively,untileverychilddies,marries,orattainsage18.Ifsuchspousedies,eitherbeforeorafterthedeathofsuchmemberwithouteithermakingsuchelectionofreceivinganyportionofthedeathbenefit,andnopartofthedeathbenefithasbeenpaidtoanyperson,priortothepaymentofanybenefits,thelegallyappointedguardianofsuchchildrenshallmaketheelectionhereinprovidedforonbehalfofsuchsurvivingchildrenasinhisjudgmentmayappeartobeintheirinterestandadvantageandtheelectionsomadeshallbe

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bindingandconclusiveuponallpartiesininterest.Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayableto

thechildrenofthemembershallbepaidtosuchchildrenthroughtheageof21ifsuchchildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(AmendedbyStats.1967,Ch.1622,Sec.2)

§31765.1. Election of retirement allowance by surviving spouse of member of system in certain counties; rights of surviving children; minor childrenUponthedeathofanymemberofaretirementsystemestablishedinacountysubjectto

theprovisionsofSection31676.1orSection31695.1,eligibleforretirementpursuanttoArticle7.5,8,or8.7wholeavesaspousedesignatedasbeneficiary,suchsurvivingspousemay,inlieuofthedeathbenefitprovidedforinArticle12,electtoreceivearetirementallowanceequalto60percentoftheamounttowhichthememberwouldhavebeenentitledhadthememberretiredonthedateofhisdeathwitharetirementallowancenotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11.Suchsurvivingspousemayelectinwriting,beforethefirstpaymentofallowanceismade,toreceiveinalumpsumpaymentalloranypartofthemember’saccumulatedadditionalcontributions.Thesumsopaidshallnotbeincludedinthecalculationsoftheannuityofthesurvivingspouse.

If,atthedeathofsuchspouse,sheorheissurvivedbyoneormoreunmarriedchildrenofsuchmember,undertheageof18,suchretirementallowanceshallcontinuetosuchchildorchildren,collectively,untileverychilddies,marries,orattainsage18.Ifsuchspousedies,eitherbeforeorafterthedeathofsuchmemberwithouteithermakingsuchelectionorreceivinganyportionofthedeathbenefit,andnopartofthedeathbenefithasbeenpaidtoanyperson,priortothepaymentofanybenefits,thelegallyappointedguardianofsuchchildrenshallmaketheelectionhereinprovidedforonbehalfofsuchsurvivingchildrenasinhisjudgmentmayappeartobeintheirinterestandadvantageandtheelectionsomadeshallbebindingandconclusiveuponallpartiesininterest.

Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtosuchchildrenthroughtheageof21ifsuchchildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(AmendedbyStats.1967,Ch.1622,Sec.3)

§31765.11. Contra Costa County; election of retirement allowance by spouse; rights of children (Contra Costa)NotwithstandingSections31765and31765.1,uponthedeathofanymembercovered

underSection31751whowaseithereligibleforretirementorwouldhavebeenentitledtodisabilityretirementbutdiedpriortosuchretirementandwholeavesaspouse,suchsurvivingspousemay,inlieuofthedeathbenefitprovidedforinArticle12(commencingwithSection31780),electtoreceivearetirementallowanceequalto60percentoftheamounttowhichthememberwouldhavebeenentitledhadthememberretiredonthedateofdeathwitharetirementallowancenotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle.

Ifthereisaneligiblespouse,inadditiontotheabove,20percentoftheallowancetowhichthememberwouldhavebeenentitledshallbepaidtoeachofthemember’schildren.Themaximumfamilybenefitunderthissectionshallbe100percentoftheamounttowhichthememberwouldhavebeenentitledhadthememberretiredonthedateofdeathwitharetirementallowancenotmodifiedinaccordancewithoneoftheoptionalsettlementsspecified

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inthisarticle.Ifthereisnospouseeligibleforthe60percentallowance,butthereisatleastoneeligible

child,orifthespouseofthememberdieseitherbeforeorafterthedeathofsuchmemberwithouteithermakingsuchelectionorreceivinganyportionofthedeathbenefit,andnopartofthedeathbenefithasbeenpaidtoanyperson,priortothepaymentofanybenefits,thelegallyappointedguardianofsuchchildorchildrenshallmaketheelectionhereinprovidedforonbehalfofsuchsurvivingchildorchildrenastheguardian’sjudgmentmayappearintheirinterestandadvantageandtheelectionsomadeshallbebindingandconclusiveuponallpartiesininterest.Ifanelectionismadetoreceivethe60percentallowance,thechild,orchildrencollectively,shallbeentitledto60percentoftheretirementallowancethememberwouldhavereceived.

Asusedinthissection,“child”shallbeasdefinedinSection31760.11.Theprovisionsofthissectionalsoshallapplytothesurvivingspouseandchildrenof

anyemployeewhodiesastheresultofinjuryordiseasearisingoutofandinthecourseofemploymentpriortothefirstdayofthecalendarmonthwhentheemployeenormallywouldbecomeamember.

Therightsandprivilegesconferredbythissectionuponthesurvivingspouseandchildrenofsuchdeceasedmemberoremployeeshallnotbedependentuponwhetherthey,oranyofthem,havebeennominatedbythedeceasedmemberoremployeeasthebeneficiaryofanybenefitspayableuponorbyreasonofdeath,buttheyshallbesuperiorto,andshallsupersede,therightsandclaimsofanyotherbeneficiarysonominated.

(AddedbyStats.1980,Ch.58,Sec.12,EffectiveApril4,1980)

§31765.2. Amount of each survivor allowance paid pursuant to Section 31765.1 on account of member who dies on or after operative date of this section; application and operative effect (Los Angeles)NotwithstandingSection31765.1,eachsurvivorallowancepaidpursuanttoSection

31765.1onaccountofamemberwhodiesonoraftertheoperativedateofthissectionshallbeequalto65percentofthemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitledifheorshehadretiredonthedateofdeathwitharetirementallowancenotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle.

ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.11,EffectiveOctober13,2001,asanurgencystatute)

§31765.3. Amount of survivor allowance paid on or after operative date of this section pursuant to Section 31765.1 on account of member who dies before operative date of this section; application and operative effect (Los Angeles)(a)NotwithstandingSection31765.1,eachsurvivorallowancepaidonorafterthe

operativedateofthissectionpursuanttoSection31765.1onaccountofamemberwhodiesbeforetheoperativedateofthissectionshallbeequalto65percentofthemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitledifheorshehadretiredonthedateofdeathwitharetirementallowancenotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,asadjustedforthenetcost-of-livingpercentageincrease,ifany,awardedtothatsurvivorpriortotheoperativedateofthissection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbya

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majorityvote,tomakethissectionoperativeinthecounty.(AddedbyStats.2001,Ch.778(AB399),Sec.12,EffectiveOctober13,2001,asan

urgencystatute)

§31768. Increase of amounts payable under Sections 31760.1, 31760.2, and 31765.1; authority of board; application to counties of the first class (Los Angeles)Notwithstandinganyotherprovisionofthischaptertothecontrary,theboardmay,by

aresolutionadopted,pursuanttoboththissectionandSection31792,byamajorityvoteandwithrespectonlytopersonswhofirstbecomemembersonoraftertheeffectivedateoftheresolution,electtoincrease,by33percent,theamountspayablepursuanttoanyoneormoreofSections31760.1,31760.2,and31765.1.

Thissectionshallapplyonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1993,Ch.286,Sec.1)

Article 11.5Deferred Retirement Option Program

(Article11.5addedbyStats.2003,Ch.897(SB274),Sec.1)

§31770. Short titleThisarticleshallbeknownandmaybecitedasthe“DeferredRetirementOption

Program.”(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.1. Creation of program; conformance with federal law; severability(a)TheDeferredRetirementOptionProgramisherebycreatedtoprovideeligible

memberswhoelecttoparticipateintheprogramaccesstoalumpsum,orinsomecases,additionalmonthlypaymentsforaspecifiedperiodinadditiontoamonthlyretirementallowance.

(b)ThedesignandadministrationoftheDeferredRetirementOptionProgramshallconformtotheapplicableprovisionsofTitle26oftheUnitedStatesCodeandtheRevenueandTaxationCode.

(c)Ifanyprovisionofthisarticleorapplicationthereoftoanypersonorcircumstanceisheldinvalid,thatinvaliditywillnotaffectotherprovisionsorapplicationsofthisarticlethatcanbegiveneffectwithouttheinvalidprovisionsorapplication,andtothisendtheprovisionsofthisarticleareseverable.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.2. DefinitionsUnlessthecontextotherwiserequires,thedefinitionscontainedinthissectiongovern

theconstructionofthisarticle:(a)“DROP”or“program”meanstheDeferredRetirementOptionProgramestablished

bythisarticle,asadoptedbyacountyordistrict.(b)“Electiondate”meansthedatethememberelectstoparticipateintheprogram.(c)“Deferredretirementcalculationdate”meansthedatepriortothemember’sactual

retirementdate,asofwhichbenefitsundertheprogramshallbecalculatedasprovidedinSection31778.1.

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(d)“Implementingordinance”meanstheordinanceorresolutionadoptedbythecountyboardofsupervisorsorgoverningboardofthedistrict,pursuanttoSection31770.3,providingfortheimplementationoftheprograminthecountyordistrictandspecifyingtheapplicableprogramoptionsasprovidedinthisarticle.

(e)“Participant”meansanyeligiblesafetymemberofthesystemdescribedinSection31469.4,31470.2,or31470.4whohasvalidlyelectedtoparticipateintheprogram.

(f)“Programaccount”meanstheaccountestablishedbythesystemforeachparticipantoftheprogrampursuanttoSection31772.

(g)“Programperiod”meanstheperiodoftimecommencingontheelectiondateandendingonthemember’sretirementdate,whichperiodmaynotexceed60monthsofelapsedtime.

(h)“Retirementdate”meansthedatethememberterminatesemploymentandretiresfromthesystem.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.3. Implementing ordinance required(a)Thisarticle,orselectedprovisionsofthisarticle,shallbecomeeffectiveinanycounty

ordistrictonlywhenthecountyboardofsupervisorsorgoverningboardofthedistrictadoptsanordinanceorresolutionprovidingforthatimplementation.Theboardofsupervisorsorgoverningboardmaynotadoptthatordinanceorresolution,andthisarticle,orselectedportionsofthisarticle,maynotbecomeeffectiveinthecountyordistrictunlessanduntiltheactuarialanalysisdescribedinSection31770.4hasbeencompletedandhasdeterminedthattheprogram,asproposedtobeadoptedbythecountyordistrict,willbecostneutralandagreedtoinacollectivebargainingagreement.

(b)Basedontheactuarialanalysis,therequirementofcostneutrality,andthecollectivebargainingagreement,thecountyordistrictshall,intheimplementingordinance,electoneofthefollowingforeachbargainingunitotherthanabargainingunitwhosemembersaredescribedinSection31470.4:

(1)Tobesubjecttotheprovisionsofthisarticle,includingtheforwardDROPprovisionscontainedinSections31771to31776.5,inclusive,butexcludingtheactuarialequivalentDROPprovisionscontainedinSection31777andexcludingthebackwardDROPprovisionscontainedinSections31778to31778.2,inclusive.

(2)Tobesubjecttotheprovisionsofthisarticle,includingtheactuarialequivalentDROPprovisionscontainedinSection31777,butexcludingtheforwardDROPprovisionscontainedinSections31771to31776.5,inclusive,andexcludingthebackwardDROPprovisionscontainedinSections31778to31778.2,inclusive.

(3)Tobesubjecttotheprovisionsofthisarticle,includingthebackwardDROPoptionscontainedinSections31778to31778.2,inclusive,butexcludingtheforwardDROPprovisionscontainedinSections31771to31776.5,inclusive,andexcludingtheactuarialequivalentDROPprovisionscontainedinSection31777.

(c)WithrespecttoabargainingunitwhosemembersaredescribedinSection31470.4,thecountyordistrictmay,intheimplementingordinance,besubjectonlytotheprovisionsofthisarticleasprovidedinparagraph(3)ofsubdivision(b).

(d)Theprogramshallbecomeoperativewithrespecttoallsafetymembersofthesystemonthedatespecifiedintheimplementingordinance.

(e)Theimplementingordinanceshallspecifyaperiodoftime,whichshallbeatleastfouryearsandnotmorethan10yearsfromthedateofimplementation,afterwhichaninitialreviewoftheprogramshallbeconductedpursuanttoSection31779.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

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§31770.4. Actuarial analysis of cost neutrality(a)Theboardshall,upontherequestof,andbeforeadoptionof,theimplementing

ordinancebythecountyboardofsupervisorsorgoverningboardofthedistrict,causeanactuarialanalysistobeconductedtodeterminewhethertheprogram,asproposedtobeadopted,willbecostneutral.Aproposedprogramshallbedeemedtobecostneutralif,basedontheapplicableactuarialassumptions,itwillnothaveasignificantnegativefinancialimpactonthemembers,employer,ortheretirementsystem,asspecifiedinsubdivision(b).

(b)Theactuarialanalysisshalltakeintoaccounttheimpactoftheproposedprogramonspecificmeasures,including,butnotlimitedto,employercontributions,thesystem’sactuarialaccruedliability,andthepresentvalueofbenefits.Aproposedprogramwillnotbedeemedtobecostneutralifthereisanyanticipatedincreaseinanyofthesemeasuresattributabletotheimplementationoftheprogramorifthereisadecreaseinthepresentvalueofbenefitsofmorethan3percentattributabletotheimplementationoftheprogram.

(c)Theactuarialanalysisshallidentifyallcostelementsexpectedtochangeduetotheimplementationoftheprogramandshallincludetheimpactofthosechanges.Thesemayinclude,butarenotlimitedto,costelementssuchasbenefitpayments,expectedretirementage,andthelikelihoodofterminationordisabilitybythosenearretirementage.Theanalysismaynottakeintoaccountitemsunrelatedtotheproposedprograms,includingtheinvestmentreturnonfundassetsorthelifeexpectancyofcurrentlyretiredmembers.

(d)Asusedinthissection:(1)“Actuarialaccruedliability”meanstheportionofthepresentvalueofbenefits

attributabletoservicebeforethevaluationdate.(2)“Presentvalueofbenefits”meansthevalue,asofthevaluationdate,ofallbenefits

expectedtobepaidtocurrentmembersofthesystem.(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.5. Implementing ordinance; establishment of eligibility requirements(a)Theimplementingordinanceshallestablishtheeligibilityrequirementsfor

participationintheprogram,subjecttothissectionandthecollectivebargainingagreement.Theordinanceshallspecifytheminimumageandtheminimumandmaximum,ifany,yearsofservicecreditrequiredtobeeligibletoparticipateintheprogram,whichminimumandmaximum,ifany,maynotbelessthantheminimumageandservicecreditrequirementsforserviceretirement.

(b)Membersshallbeeligibletoelecttoparticipateintheprogramatanytimeaftertheattainmentoftheminimumageandyearsofcreditedserviceinthesystemspecifiedintheimplementingordinance.Memberswhosatisfytheeligibilityrequirementsontheimplementationdateoftheprogram,assetforthintheimplementingordinance,shallbeeligibletoelecttoparticipateintheprogramasoftheoperativedateoftheprogram.

(c)PriorservicepurchasedpursuanttothischapterandserviceperformedbythememberunderanotherpublicretirementsystemshallbeincludedforpurposesofdeterminingeligibilityfortheprogramtotheextentprovidedinSection31836.

(d)MemberswhohaveleftcountyordistrictserviceandwhohaveelecteddeferredretirementpursuanttoArticle9(commencingwithSection31700)willnotbeeligibletoparticipateintheforwardDROPprovisionsunlesstheyreturntocountyserviceduringtheoperativeperiodoftheprogram.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.6. Establishment of procedures; providing written information to members(a)Uponadoptionoftheimplementingordinance,theretirementsystemshallestablish

proceduresfornotifyingmembersoftheirrightsundertheprogram.

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(b)Eachmember,beforeelectingtoparticipateintheprogram,shallbegivenwritteninformationregardinghowbenefitsundertheprogramwouldbecalculatedandacomparisonofthemember’santicipatedbenefitsatretirementwithandwithoutparticipationintheprogram.Allmemberswillbeadvisedtoseekadvicefromprofessionaltaxandinvestmentadvisorsbeforeelectingtoparticipateintheprogram.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.7. Right to benefits exempt from executionTherightofaparticipanttobenefitsundertheprogramisnotsubjecttoexecution

oranyotherprocess,excepttotheextentpermittedbySection704.110oftheCodeofCivilProcedure,andisunassignableexceptasspecificallyprovidedunderthischapter.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31770.8. Rights of participants subject to laws or court orders relating to dissolution of marriage, child support, etc.Therightsofaparticipantorhisorherspouseundertheprogramshallbesubjectto

anyapplicableprovisionsoflaworcourtordersrelatingtodissolutionofmarriage,divisionofcommunityproperty,andchildorspousalsupport.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31771. Forward DROP provisionsTheprovisionsofthissectiontoSection31776.5,inclusive,shallbereferredto

collectivelyasthe“forwardDROPprovisions.”(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31771.1. Election to participate in forward DROP provisions; form; spousal consent(a)AnymemberwhoelectstoparticipateintheforwardDROPprovisionsofthe

programshallmaketheelectiononaformprescribedandretainedbytheboard.Onthatformthemembershalldoallofthefollowing:

(1)Designateaprogramperiodthatwillnotexceed60monthsofelapsedtime,agreetoterminatecoveredemploymentunderthesystemnolaterthantheendofthatdesignatedperiod,andacknowledgethatparticipationintheprogramisnotaguaranteeofcontinuedemploymentforanyperiod.

(2)Waiveanyclaimswithrespecttoageandotherdiscriminationinemploymentlawsrelativetotheprogramasarerequiredbytheemployerorthesystem.

(3)Waivetherighttodisabilityretirementbenefitsbasedonaconditionrelatingtoanillnessorinjurythatoccurredpriortotheprogramperiod.ThiswaiverdoesnotapplytoanyrightsthemembermayhaveunderSection31720.5,31720.6,or31720.7,whichrightsshallremainineffectuntilthememberreceivesadistributionofsomeorallofthebalanceinhisorherprogramaccount.

(b)Ifthememberismarried,themember’sspouseshallexecuteastatement,onaformprescribedbytheboard,acknowledgingthespouse’sunderstandingof,andagreementwith,themember’selectiontoparticipateintheprogram,togetherwithanexpressstatementofthespouse’sunderstandingandagreementthatbenefitspayabletothespouseuponthedeathofthememberwillbereducedasaresultofthatparticipation.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31771.2. Accrual of benefits under this article; irrevocability of election; exceptions; rights and privileges; eligibility of spouse(a)Onandaftertheelectiondate,theparticipantshallceasetoaccrueretirementbenefits

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underthischapter,andinsteadshallbegintoaccruebenefitsundertheprogrampursuanttothetermsofthisarticle,whichbenefitsshallbecreditedtotheparticipant’sprogramaccountpursuanttoSection31772.

(b)Amember’selectiontoparticipateintheprogramshallbeirrevocableexceptinthefollowingcircumstances:

(1)Ifthememberismarriedontheelectiondateandifthatspousediesduringtheprogramperiod,themembermay,within90daysafterthespouse’sdeath,electtorevokehisorherelectiontoparticipateintheprogram.Inthatcase,themember’sbenefitsshallbecalculatedonretirementasifthememberhadneverenteredtheprogram.

(2)IfthememberelectstoretirefordisabilityunderthecircumstancesdescribedinSection31774,themember’sparticipationintheprogramshallceaseandthemembermayapplyforconversionofthedeferredretirementallowancetoadisabilityallowancecalculatedatdateofentryintotheprogram,andtheemployeeshallretainallproceedsintheprogramaccount.

(c)(1)Aparticipantintheprogramshallhavealloftherights,privileges,andbenefits,andissubjecttoalltermsandconditionsofactiveemploymentincluding,butnotlimitedto,eligibilityforotherbenefitprogramsnotrelatedtoretirementbenefits,seniority,accrualanduseofvacationandsickleave,andpayincreases.

(2)Aparticipantshallcontinuetomakenormalmembercontributionsunderthischapterduringtheprogramperiod.

(d)ExceptasotherwiseprovidedinSection31773,eligibilityofaspouseforanybenefits,includingsurvivor’sbenefitsshallbebasedontheparticipant’smaritalstatusandthedurationofthemarriageasoftheretirementdate.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31771.3. Implementing ordinance; statement regarding employer contributionsTheimplementingordinanceshallspecify,basedontheresultsoftheactuarialanalysis

andtherequirementthattheprogrambecostneutral,asdescribedinSection31770.4,whethertheemployershallberequiredtocontinuetomakecontributionstothesystemwithrespecttothecompensationofparticipantsintheprogramandwhetherthatcompensationshallbeincludedinthedeterminationofemployercontributionrates.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31772. Program account restrictions; amount credited to account(a)Aprogramaccountshallbeestablishedwithinthesystemforeachparticipant.No

systemassetsshallbeseparatelysegregatedforanyprogramaccount.Aparticipantmaynothaveaclaimonanyspecificassetsofthesystem.

(b)Aparticipant’sprogramaccountshallbecreditedwithanamountequaltotheserviceretirementallowancethememberwouldhavereceivedifthememberhadretiredforserviceontheelectiondateandhadselectedanunmodifiedallowance,subjecttothefollowing:

(1)Sickleaveandvacationtimeaccruedbythememberasoftheelectiondatemaynotbeincludedinthecalculationofservicecreditorfinalcompensationfortheretirementtimewherethememberenterstheprogram,exceptasotherwiseprovidedinacollectivebargainingagreement.

(2)TheprovisionsofArticle15(commencingwithSection31830)maynotapplyinthecalculationoftheparticipant’sfinalcompensation.

(c)Subjecttotheresultsoftheactuarialanalysisandtherequirementthattheprogrambecostneutral,theimplementingordinancemayprovidethatsomeorallofthefollowingamountsshallalsobecreditedmonthlytotheparticipant’sprogramaccount:

(1)Someorallofthenormalmembercontributionsunderthischaptermadeby,oron

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behalfof,theparticipantduringtheprogramperiod.(2)Someoralloftheemployercontributionstothesystemmadeonaccountofthe

participantduringtheprogramperiod.(3)Someoralloftheannualcost-of-livingadjustmentsthememberwouldhave

receivedifthememberhadretiredforserviceontheelectiondateandselectedanunmodifiedallowance.

(4)Interest.Iftheimplementingordinanceprovidesforthecreditingofinterest,itshallbecreditedsemiannuallyataratethatisequalto:(A)theinterestrate,ifany,applicabletoemployeecontributionstothesystem,or(B)afixedratespecifiedintheimplementingordinance,or(C)aratedeterminedsemiannuallybytheretirementboard.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31772.1. Statement of accountTheboardshallprovideastatementtotheparticipantthatdisplaysthevalueorbalance

oftheparticipant’sprogramaccountandsummarizesanycreditstotheaccountorothertransactionsthatoccurredaftertheimmediatelyprecedingvaluationdate.Thestatementofaccountshallbeprovidedatleastonceannuallytoeachparticipant,andmaybeprovidedmoreoften.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31773. Participant dying during program period; procedure(a)Ifaparticipantdiesduringtheprogramperiod,heorsheshallbedeemedtohave

diedwhileeligibleforretirementandhisorherbenefitsshallbecalculatedasifinactiveservice,exceptasprovidedinsubdivisions(b)and(c).

(b)BenefitsunderArticle12(commencingwithSection31780)or,ifapplicable,Section31765,31765.1,or31765.11shallbecalculatedasiftheparticipanthaddiedontheelectiondate.Notwithstandingtheforegoing,eligibilityofaspouseforanybenefitsshallbebasedontheparticipant’smaritalstatusandthedurationofthemarriageasoftheactualdateofdeath.

(c)Thebalanceintheparticipant’sprogramaccountshallbedistributedpursuanttoSection31776.4.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31774. Participant becoming eligible for disability retirement during program period; procedureIfaparticipantbecomeseligiblefordisabilityretirementduetoaninjuryorillness

occurringduringtheprogramperiodorpursuanttoSection31720.5,31720.6,or31720.7,theparticipantshallelecttoeither:

(a)Retirefordisability,inwhichcasetheparticipantmayapplyforconversionofthedeferredretirementallowancetoadisabilityallowancecalculatedattheelectiondateandtheemployeeshallretainalloftheproceedsintheprogramaccount.

(b)Retireforservice,inwhichcasetheparticipantshallwaiveanyrightsheorshemayhavetodisabilityretirementbenefits,exceptasprovidedinSection31720.5,31720.6,or31720.7,andshallbeentitledtoadistributionofthebalanceinhisorherprogramaccountandamonthlyretirementallowance,asprovidedinSection31776.1.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31775. Termination of participant in programParticipationintheprogramshallbeterminated,andthememberwillnothavearight

orclaimtoanycontinuingbenefitsundertheprogramuponthefirstoccurrenceofanyofthe

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followingevents:(a)Revocationofparticipation,asprovidedinsubdivision(b)ofSection31771.2.(b)Involuntaryterminationofemployment.Ifaterminationforcauseisreversed,a

member’sparticipationintheprogramshallbereinstatedandthemembershallbemadewholeforthedurationoftheoriginalprogramperiod,asdesignatedbythememberuponentryintotheprogram.

(c)Commencementofdisabilityretirementbenefits,asprovidedinsubdivision(a)ofSection31774.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31776. Completion of participation and entitlement to benefitsParticipationintheprogramshallbecompletedandtheparticipantshallbeentitled

tobenefitsundertheprogramuponthefirstoccurrenceofeitherofthefollowingduringtheprogramperiod:

(a)Retirementoftheparticipantforservice.(b)Deathoftheparticipant.(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31776.1. Termination of employment and retirement from service; procedureUponterminationofemploymentandretirementforserviceunderthesystem,a

participantshall:(a)Receiveadistribution,inthemannerprescribedinSection31776.3,ofthebalancein

theparticipant’sprogramaccount.(b)Beginreceivingamonthlyretirementallowanceinanamountcalculatedpursuantto

Section31776.2.(c)Waivetherighttoanydisabilityretirementbenefitsfromthesystem,exceptfor

postretirementdisabilityrights.ThiswaiverdoesnotincludeanyrightsthemembermayhavepursuanttoSections31720.5,31720.6,and31720.7.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31776.2. Monthly allowance; amountTheparticipant’smonthlyallowanceshallbeanamountequaltothemonthlyallowance

theparticipantwouldhavereceivedifheorshehadretiredforserviceontheelectiondate,subjecttothefollowing:

(a)Anyunusedsickleaveorvacationleavethataccruedasoftheelectiondateandwasnotusedbytheparticipantduringtheprogramperiodmaybeincludedinthecalculationoftheparticipant’sallowanceinaccordancewithacollectivebargainingagreement,subjecttootherretirementrulesformembersnotparticipatingintheprogram.

(b)Theparticipant’sallowancemaybeadjustedinaccordancewiththeimplementingordinanceforsomeorallofthecost-of-livingadjustmentsthattheparticipantwouldhavereceivedduringtheprogramperiodasiftheparticipanthadretiredontheelectiondate.

(c)Theparticipant’sallowanceshallbeadjustedbasedonanyelectionbytheparticipantofanyoptionalretirementallowancepursuanttoArticle11(commencingwithSection31760).Theadjustmentshallbebasedontheagesoftheparticipantand,ifapplicable,theparticipant’sspouseorbeneficiaryasoftheretirementdate.

(d)TheprovisionsofArticle15(commencingwithSection31830)shallapplyforpurposesofcalculatingtheparticipant’sallowance.Theparticipantshallbedeemedtohaveretiredontheretirementdateforpurposesofdeterminingwhetherthememberretiredconcurrentlyunderbothsystemsasrequiredunderthisarticle.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

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§31776.3. Methods of distribution(a)Unlesstheimplementingordinanceotherwiseprovides,thebalanceinthe

participant’sprogramaccountshallbedistributedtotheparticipantinasinglelump-sumpaymentatthetimeofretirement.Ifrequestedbytheparticipant,thepaymentmaybeimmediatelydepositedintoaqualifiedtax-deferredaccountestablishedbytheparticipant.

(b)Theimplementingordinancemayprovideoneormoreofthefollowingoptionalformsofdistributionforaparticipant’saccount:

(1)Substantiallylevelinstallmentpaymentsover240monthsstartingwiththedatethatthememberleavesDROP.Thebalanceintheparticipant’saccountduringtheinstallmentpayoutperiodshallbecreditedwithinterestatthesamerate,ifany,asisbeingcreditedtoprogramaccountsforcurrentlyactivemembers.Acost-of-livingadjustmentmaynotbemadetothemonthlyamountbeingpaidpursuanttothisparagraph.

(2)AnannuityinaformestablishedbytheboardandsubjecttotheapplicableprovisionsoftheInternalRevenueCodethatshallbetheactuarialequivalentofthebalanceintheparticipant’sprogramaccountontheretirementdate.The“actuarialequivalent”underthisparagraphshallbedeterminedonthesamebasisasisusedfordeterminingoptionalsettlementsatretirementforamember’smonthlyretirementallowance.

(c)Notwithstandinganyotherprovisionofthisarticle,aparticipant,nonparticipantspouse,orbeneficiarymaynotbepermittedtoelectadistributionunderthisarticlethatdoesnotsatisfytherequirementsofSection401(a)(9)ofTitle26oftheUnitedStatesCode,includingtheincidentaldeathbenefitrequirementsofSection401(a)(9)(G)andtheregulationsthereunder.

(d)Therequiredbeginningdateofdistributionsthatreflecttheentireinterestoftheparticipantshallbeasfollows:

(1)Inthecaseofalump-sumdistributiontotheparticipant,thelump-sumpaymentshallbemade,attheparticipant’soption,notlaterthanApril1ofthecalendaryearfollowingthelaterofthecalendaryearinwhichtheparticipantattainstheageof70andone-halfyears(oragedeterminedbytheInternalRevenueService)orthecalendaryearinwhichtheparticipantterminatesallemploymentfortheemployer.

(2)Inthecaseofadistributiontotheparticipantintheformofinstallmentpaymentsoranannuity,paymentshallbegin,attheparticipant’soption,notlaterthanApril1ofthecalendaryearfollowingthelaterofthecalendaryearinwhichtheparticipantattainsage70andone-halfyears(oragedeterminedbytheInternalRevenueService)orthecalendaryearinwhichtheparticipantterminatesallemploymentsubjecttocoveragebytheplan.

(3)Inthecaseofabenefitpayableonaccountoftheparticipant’sdeath,distributionshallbepaidattheoptionofthebeneficiary,nolaterthanDecember31ofthecalendaryearinwhichthefirstanniversaryoftheparticipant’sdateofdeathoccursunlessthebeneficiaryistheparticipant’sspouseinwhichcasedistributionsshallcommenceonorbeforethelaterofeitherof the following:

(A)December31ofthecalendaryearimmediatelyfollowingthecalendaryearinwhichtheparticipantdies.

(B)December31ofthecalendaryearinwhichtheparticipantwouldhaveattainedtheageof70andone-halfyears(oragedeterminedbytheInternalRevenueService).

(AddedbyStats.2003,Ch.897(SB274),Sec.1)(AmendedbyStats.2004,Ch.183(AB3082),Sec.171)

§31776.4. Designation of beneficiaries(a)Aparticipantmaydesignateapersonorpersonsasbeneficiariesofthebalancein

theparticipant’sprogramaccountatanytimeduringtheprogramperiod.Anybeneficiaryorbeneficiariesshallbedesignatedonaformprescribedbytheboard,signedbytheparticipant,

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andfiledwiththeboard.(b)Theparticipant’sbeneficiarydesignationmaynotbegiveneffectandshallbe

overriddentotheextentthatdesignationwouldimpairtherightsofanysurvivingspouseorsurvivingminorsunderapplicablefederalorstatelaw.

(c)Unlessotherwiseprovidedinthebeneficiarydesignationform,eachdesignatedbeneficiaryshallbeentitledtoequalsharesofthelump-sumdistributionthatshallbepayablefromtheparticipant’sprogramaccountuponthedeathoftheparticipant.

(d)Thenominationofabeneficiaryorbeneficiariesunderthissectionmayberevokedatthepleasureofthepersonwhomadethenominationandadifferentbeneficiaryorbeneficiariesmaybenominatedbyawrittendesignationdulyexecutedandfiledwiththeboard.

(e)Iftheparticipantdieswithoutavalidbeneficiarydesignationonfile,orifnodesignatedbeneficiarysurvivestheparticipant,anybalanceremainingintheparticipant’saccountshallbepayabletotheparticipant’sestate.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31776.5. Final compensationThefinalcompensationcalculatedunderSection31776.2shallbethemember’sfinal

compensationforpurposesofcalculatinganyreciprocalbenefitsduethememberfromanotherretirementsystempursuanttoArticle15(commencingwithSection31830).

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31777. Actuarial equivalent DROP provisions(a)Theprovisionsofthissectionshallbereferredtoasthe“actuarialequivalentDROP

provisions.”(b)Amemberwhoretiresforserviceonoraftertheoperativedateoftheprogrammay

elect,onaformprescribedbytheboard,toreceivealump-sumpaymentandanactuariallyreducedmonthlyallowancepursuanttothissectioninlieuofthemonthlyallowancethatwouldotherwisebepayabletothememberpursuanttothischapter.

(c)AmemberwhohaselectedtoparticipateintheforwardDROPprovisionsoftheprogram,pursuanttoSections31771to31776.5,inclusive,orthebackwardDROPprovisionsoftheprogram,pursuanttoSections31778to31778.2,inclusive,isnoteligibletomaketheelectionprovidedunderthissection.

(d)(1)Amemberwhomakestheelectiondescribedinthissectionshallreceiveaone-timelump-sumpaymentatthetimeofretirementinanamountchosenbythememberthatmaynotexceedthemaximumamountspecifiedintheimplementingordinance,asprovidedinsubdivision(e).

(2)Theamountofthelump-sumpaymentshallbecalculatedinaccordancewiththeimplementingordinance.

(e)Theimplementingordinanceshallprescribeoneofthefollowingamountsasthemaximumamountofthelump-sumpaymentunderthissection:

(1)Theaggregateamountofthemember’scontributionstothesystem,plusinterestifapplicable.

(2)Theactuarialpresentvalueof20percentofthemonthlyallowanceotherwisepayabletothememberunderthischapter.

(3)Anamountthatwouldcausethemember’smonthlyallowanceunderthischaptertobeactuariallyreducedtoanamountequalto50percentofthemember’sfinalcompensation.

(f)Notwithstandinganyotherprovisionofthischapter,amemberwhomakestheelectiondescribedinthissectionshallreceiveamonthlyallowancepursuanttothischapterthatshallbeactuariallyreducedtoreflectthelump-sumamountpaidundersubdivision(d).

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

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§31778. Backward DROP provisions; electionTheprovisionsofthissectionthroughthoseofSection31778.2,inclusive,shallbe

referredtocollectivelyasthe“backwardDROPprovisions.”Amemberwhoretiresonoraftertheeffectivedateoftheprogrammayelectuponapplicationforserviceordisabilityretirement,onaformprescribedbytheboard,toreceive:

(a)AbackwardDROPpaymentcalculatedunderSection3l778.1.(b)Amonthlyretirementallowancecalculatedasifthememberhadretiredonthe

deferredretirementcalculationdate,exceptthattheretirementformulaapplicabletothemember’sserviceasoftheelectiondateshallbeusedtocalculatetheamountofthemember’smonthlyretirementallowance.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31778.1. One-time lump-sum paymentAmemberwhomakestheelectiondescribedinSection31778shallreceiveaone-time

lump-sumpaymentuponretirementinanamountascalculatedbelow.(a)Aparticipant’sprogramaccountshallbecreditedwithanamountequaltothe

retirementallowancethememberwouldhavereceivedifthememberhadretiredonthedeferredretirementcalculationdateandhadselectedanunmodifiedallowance.

(b)Thecost-of-livingadjustmentsthatwouldhavebeenapplicableduringthatperiodshallbeincluded,applyingthedeferredretirementcalculationdateasthebaseyearfortheadjustment.

(c)Allofthenormalcontributionsthatthemembermadeunderthischapter,plusinterestapplicableduringtheperiodfromthedeferredretirementcalculationdatetotheelectiondate.

(d)Someoralloftheemployercontributionsmadeonaccountoftheparticipantunderthischapter,asagreedtoinacollectivebargainingagreement,plusinterestapplicablefortheperiodfromthedeferredretirementcalculationdatetotheelectiondate.

(e)Themember’sprogrampaymentshallbetheamountcalculatedundersubdivision(a)multipliedbythenumberofmonthsinthedeferredretirementperiod,plusthecost-of-livingadjustmentcalculatedundersubdivision(b),themembercontributionscalculatedundersubdivision(c),andtheemployercontributionscalculatedundersubdivision(d).Theamountshallalsoincludeinterestatarateagreeduponinthecollectivebargainingagreementandadoptedbytheboardofretirement,applicabletotheamountsderivedfromsubdivisions(a)and(b),fortheperiodfromthedeferredretirementcalculationdatetotheelectiondate.Theprogrampaymentshallalsobecreditedwithinterestatarateestablishedbytheboardfortheperiodfromtheelectiondateuntilthepaymentismade.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31778.2. Participant dying between deferred calculation date and election date; procedure(a)Ifaparticipantdiesduringtheperiodfromthedeferredcalculationdatetothe

electiondate,heorsheshallbedeemedtohavediedwhileeligibleforthedeferredretirementoptionandtheparticipant’seligiblespouseorotherbeneficiaryshallbequalifiedtoelectthedeferredretirementoptionunderSection31778asiftheparticipantwerestillliving,exceptasprovidedinsubdivisions(b)and(c).

(b)BenefitsunderArticle12(commencingwithSection31780)or,ifapplicable,Section31765,31765.1or31765.11shallbecalculatedasiftheparticipanthaddiedonthedeferredretirementcalculationdate.

Notwithstandingtheforegoing,eligibilityofaspouseforanybenefitsshallbebasedontheparticipant’smaritalstatusandthedurationofthemarriageasoftheactualdateofdeath.

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(c)Thebalanceintheparticipant’sprogramaccountshallbedistributedpursuanttoSection31778.3.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31778.3. Designation of beneficiaries(a)Aparticipantmaydesignateapersonorpersonsasbeneficiariesoftheparticipant’s

programaccountatanytimeduringtheperiodfromthedeferredretirementcalculationdatetotheelectiondate.Thebeneficiaryorbeneficiariesshallbedesignatedonaformprescribedbytheboard,signedbytheparticipant,andfiledwiththeboard.

(b)Theparticipant’sbeneficiarydesignationmaynotbegiveneffect,andshallbeoverridden,totheextentthatdesignationwouldimpairtherightsofanysurvivingspouseorsurvivingminorsunderapplicablefederalorstatelaw.

(c)Unlessotherwiseprovidedinthebeneficiarydesignationform,eachdesignatedbeneficiaryshallbeentitledtoequalsharesofthelump-sumdistributionthatshallbepayablefromtheparticipant’sprogramaccountuponthedeathoftheparticipant.

(d)Thenominationofabeneficiaryorbeneficiariesunderthissectionmayberevokedatthepleasureofthepersonwhomadethenomination,andadifferentbeneficiaryorbeneficiariesmaybenominatedbyawrittendesignationdulyexecutedandfiledwiththeboard.

(e)Iftheparticipantdieswithoutavalidbeneficiarydesignationonfile,orifnodesignatedbeneficiarysurvivestheparticipant,theparticipant’saccountshallbepayabletotheparticipant’sestate.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31778.4. Termination of employment and retirement from system; member’s program paymentUponterminationofemploymentandretirementfromthesystem,amemberwho

haselectedtoparticipateintheprogramshallreceivethemember’sprogrampayment,ascalculatedpursuanttoSection31778.1andinaccordancewiththedistributionprovisionsofSections31776.3,31776.4,and31776.5.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31779. Actuarial analysis of cost impact; review and consideration(a)Aftertheprogramhasbeenineffectforaperiodofatleastfouryearsandnotmore

than10years,asspecifiedintheimplementingordinance,oruptooneyearpriortotheendofthatspecifiedperiod,theboardshallcauseanactuarialanalysisofthecostimpactoftheprogramtobepreparedandpresentedtotheboardofsupervisorsorgoverningbodyofthedistrictforitsreviewandconsideration.

(b)Iftheactuarialanalysisdisclosesthattheprogramhasnotbeencostneutral,theboardofsupervisorsorgoverningboardshall,byordinanceorresolutionpursuanttoacollectivebargainingagreementwiththebargainingunit,either:

(1)Discontinuetheprogram,subjecttoSection31779.1.(2)Modifytheprograminamannerconsistentwiththeactuarialanalysisandthe

provisionsofthisarticlesothattheprogramwillbecostneutral.(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31779.1. Discontinuance of program; rights of participantsTherightsofaparticipantwhohasretiredundertheprogram,whosedeferred

retirementcalculationdate,orwhoseprogramperiodisineffectatthetimetheprogramis

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discontinuedmaynotbeaffectedbythediscontinuanceoftheprogramandthatparticipantshallremainsubjecttotheprovisionsoftheprogramasitexistedontheparticipant’selectiondate.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31779.2. Modification of program; participants’ right to electIftheprogramismodifiedpursuanttoparagraph(2)ofsubdivision(b)ofSection31779,

participantswhoentered,orwhowereeligiblefor,theprogrampriortotheeffectivedateofthemodificationshallbeentitledtoelectwhethertobecomesubjecttothemodifiedprovisionsoftheprogramortoremainsubjecttotheprogramasitexistedontheparticipant’sdeferredretirementcalculationdateorelectiondate,whicheveroccurredfirst.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

§31779.3. Periodic actuarial analysis of cost impactAslongastheprogramremainsineffect,eitherasoriginallyadoptedorasmodified

pursuanttoparagraph(2)ofsubdivision(b)ofSection31779,theboardofretirementshallcauseanactuarialanalysisofthecostimpactoftheprogramtobepreparedasprovidedinSection31779attheendofeachsuccessiveperiodspecifiedintheimplementingordinanceorsubsequentlyadoptedbyordinanceorresolution,andtheboardofsupervisorsorgoverningbodymaytaketheactionsdescribedinSection31779asappropriatebasedontheoutcomeofthatanalysis.

(AddedbyStats.2003,Ch.897(SB274),Sec.1)

Article 12Death Benefit

(Article12addedbyStats.1947,Ch.424,Sec.1)

§31780. Liability for death benefit; paymentUponthedeathbeforeretirementofamemberwhileinserviceorwhilephysicallyor

mentallyincapacitatedfortheperformanceofhisduty,ifsuchincapacityhasbeencontinuousfromdiscontinuanceofservice,orwithinonemonthafterdiscontinuanceofserviceunlessthemember’saccumulatedcontributionshavebeenpaidtothememberpursuanttoSection31628,theretirementsystemisliableforadeathbenefitwhichshallbepaid:

(a)AsprovidedinSection31765or31765.1or31765.11or31781.1or31787, if the survivingspouseorguardianofoneormoreofthesurvivingchildrenofthemembersoelects,or

(b)IfnoelectionismadepursuanttoSection31765,or31765.1,or31765.11,or31781.1,or31787andnopersonisentitledtoasurvivor’sallowancepursuanttoArticle15.5(commencingwithSection31841)orArticle16(commencingwithSection31861)tosuchpersonashenominatesbywrittendesignationdulyexecutedandfiledwiththeboard,beforethedeathofthemember,or

(c)Ifnosuchelectionismade,andaparentasdefinedinArticle15.5butnootherpersonisentitledtoasurvivor’sallowancepursuanttoArticle15.5or16andasurvivingspouseorchildisdesignatedasbeneficiary,tosuchsurvivingspouseorchild,or

(d)Ifnosuchelectionismade,nopersonisentitledtoasurvivor’sallowancepursuanttoArticle15.5or16,andamemberhasnotnominatedabeneficiary,tohisestate.

(AmendedbyStats.1980,Ch.58,Sec.13,EffectiveApril4,1980)

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§31780.1. Survivor benefits; unmarried children; determination of marital status; change in marital statusAchildeligibletoreceiveasurvivorbenefitunderSection31760.1,31781.1,31786,or

31787shallbeconsideredunmarriedifthechildisnotmarriedasofthedatethememberdies,whetherornotthechildwaspreviouslymarried.Ifthechildthereaftermarries,eligibilityforthesurvivorbenefitshallterminate,andthebenefitshallnotbereinstatedifthechildsubsequentlyreturnstounmarriedstatus.

(AddedbyStats.1996,Ch.493(SB792),Sec.7)

§31780.2. Domestic partners; Benefits; Operative date contingent(a)AnybenefitsaccordedtoaspousepursuanttothisarticleandArticle11

(commencingwithSection31760),Article15.5(commencingwithSection31841),Article15.6(commencingwithSection31855),andArticle16(commencingwithSection31861),oranyofthem,maybeaccordedtoadomesticpartner,asdefinedinSection297oftheFamilyCode,whoisregisteredwiththeSecretaryofStatepursuanttoDivision2.5(commencingwithSection297)oftheFamilyCode.Thecountymayalsorequirethememberandthemember’sdomesticpartnertohaveacurrentAffidavitofDomesticPartnership,intheformadoptedbythecountyboardofsupervisors,onfilewiththecountyforatleastoneyearpriortothemember’sretirementordeathpriortoretirement.

(b)Ifamemberdescribedinsubdivision(a)hasasurvivingdependentchild,thesurvivingdependentchildshallreceivethedeathandsurvivor’sallowanceuntil18yearsofageoruntilmarried,whicheveroccursearlier,oruntil22yearsofageifenrolledasafull-timestudentinanaccreditededucationalinstitution.Whenthemember’ssurvivingdependentchildreaches18yearsofageorisnolongeradependent,whicheveroccursearlier,orreaches22yearsofageifenrolledasafull-timestudentinanaccreditededucationalinstitution,thenthebenefitsaccordedtoaspouse,asspecifiedinsubdivision(a),maybeaccordedtoadomesticpartnerpursuanttothissection.However,ifasurvivingdependentchildelectstoreceivealump-sumpayment,thelump-sumpaymentshallbesharedamonganysurvivingdependentchildrenandthedomesticpartner,pursuanttothissection,inaproportionalmanner.

(c)Thissectionisnotoperativeunlessanduntilthecountyboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthecounty.Inacountyofthe10thclass,asdefinedinSections28020and28031,thecountyboardofsupervisorsmayimplementthebenefitsdescribedinthissectionasdeterminedthroughthecollectivebargainingprocessandbasedonactuarialcostestimates.

(d)ThissectionshallnotapplytoanymemberwhosedeathoccursonorafterJanuary1,2009.

(AddedbyStats.2001,Ch.893(AB25),Sec.9.5)(AmendedbyStats.2003,Ch.79(AB266),Sec.1)(AmendedbyStats.2003,Ch.780(SB85),Sec.1)(AmendedbyStats.2008,Ch.197(AB2673),Sec.1)

§31781. Death benefit; elementsThedeathbenefitshallconsistof:(a)Themember’saccumulatedcontributions.(b)Anamount,providedfromcontributionsbythecountyordistrict,equaltoone-

twelfthoftheannualcompensationearnableorpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,bythedeceasedduringthe12monthsimmediatelyprecedinghisdeath,multipliedbythenumberofcompletedyearsofserviceunderthesystem,butnottoexceed50percentofsuchannualcompensation.

(AddedbyStats.1947,Ch.424,Sec.1)(AmendedbyStats.2014,Ch.741(AB2474),Sec.8)

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§31781.01. Contra Costa County; death benefit; elements (Contra Costa)NotwithstandingSection31781,thedeathbenefitofamembercoveredunderSection

31751shallconsistof:(a)Themember’saccumulatedcontributions.(b)Alumpsumoftwothousanddollars($2,000)offsetbyanylump-sumdeathpayment

madeunderthefederalSocialSecurityAct.(AddedbyStats.1980,Ch.58,Sec.14,EffectiveApril4,1980)

§31781.1. Optional death allowance; election by surviving spouse; persons to whom paid; minor children(a)Ifamemberofaretirementsystemestablishedinacountysubjecttotheprovisions

ofSection31676.1wouldhavebeenentitledtoretirementintheeventofanon-service-connecteddisability,butdiesastheresultofaninjuryorillnesspriortoretirement,thesurvivingspouseofthemembershallhavetherighttoelect,bywrittennoticefiledwiththeboard,toreceiveandbepaidinlieuofthedeathbenefitprovidedinSections31780and31781,an“optionaldeathallowance.”

(b)Theallowanceshallconsistofamonthlypaymentequalto60percentofthemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitledifheorshehadretiredbyreasonofnon-service-connecteddisabilityasofthedateofhisorherdeath.

(c)Ifthesurvivingspouseelectstoreceivethe“optionaldeathallowance”thepaymentsdueforthisallowanceshallberetroactivetothedateofthedeceasedmember’sdeath,andshallcontinuethroughoutthelifeofthespouse.

(d)Ifthesurvivingspouseelectstoreceivethe“optionaldeathallowance,”andthereafterdiesleavinganunmarriedsurvivingchildorunmarriedchildrenofthedeceasedmemberundertheageof18years,the“optionaldeathallowance”shallthereafterbepaidtothosesurvivingchildrencollectivelyuntileachchilddies,marries,orreachestheageof18years.Therightofanychildtotheallowanceshallceaseuponthechild’sdeathormarriage,oruponreachingtheageof18years,andtheentireamountoftheallowanceshallthereafterbepaidcollectivelytoeachoftheotherqualifiedchildren.

(e)Ifthedeceasedmemberleavesnosurvivingspousebutleavesanunmarriedchildorchildrenundertheageof18years,thelegallyappointedguardianofthechildorchildrenshallmaketheelectionprovidedinthissectiononbehalfofthesurvivingchildorchildrenthat,inhisorherjudgment,isinthebestinterestsofthesurvivingchildorchildren.Theelectionmadeshallbebindingandconclusiveuponallpartiesininterest.

(f)Therightsandprivilegesconferredbythissectionuponthesurvivingspouseandeachchildofthedeceasedmemberarenotdependentuponwhetheranyofthesepersonshavebeennominatedbythedeceasedmemberasthebeneficiaryofanydeathbenefitsandshallsupersedetherightsandclaimsofanyotherbeneficiarysonominated.

(g)Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletoeachchildofthemembershallbepaidtoeachchildthroughtheageof21ifthechildremainsunmarriedandisregularlyenrolledasafull-timestudentinanaccreditedschoolasdeterminedbytheboard.

(h)Forpurposesofthissection,“child”meansanaturaloradoptedchildofthedeceasedmember,orastepchildlivingordomiciledwiththedeceasedmemberatthetimeofhisorherdeath.

(AddedbyStats.1957,Ch.1161,Sec.5)(AmendedbyStats.1967,Ch.1622,Sec.4)(AmendedbyStats.2003,Ch.840(AB933),Sec.2)

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§31781.11. Increase in death benefits; resolution adopted by majority vote (Los Angeles)TheboardofsupervisorsofacountyofthefirstclassasdescribedbySections28020and

28022may,byresolutionadoptedbyamajorityvote,increasetheamountsofthedeathbenefitspayablepursuanttoSections31760.1,31765.1,31781.1,and31785,withrespecttoadeathoccurringonorafterthedatethissectionbecomesoperativeinacounty,uptotheamountofthemonthlyallowancetowhichthedeceasedmemberwasorwouldhavebeenentitledasofthedateofhisorherdeath.

(AddedbyStats.1985,Ch.890,Sec.1)

§31781.12. Amount of allowance paid pursuant to Section 31781.1 on account of member who dies on or after operative date of this section; application and operative effect (Los Angeles)NotwithstandingSection31781.1,eachallowancepaidpursuanttoSection31781.1on

accountofamemberwhodiesonoraftertheoperativedateofthissectionshallbeequalto65percentofthemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitled,withoutmodificationinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,ifheorshehadretired,orbeenretired,byreasonofanonservice-connecteddisabilityasofthedateofdeath.

ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.13,EffectiveOctober13,2001,asanurgencystatute)

§31781.13. Amount of allowance paid on or after operative date of this section pursuant to Section 31781.1 on account of member who dies before operative date of this section; application and operative effect (Los Angeles)(a)NotwithstandingSection31781.1,eachallowancepaidonoraftertheoperative

dateofthissectionpursuanttoSection31781.1onaccountofamemberwhodiesbeforetheoperativedateofthissectionshallbeequalto65percentofthemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitled,withoutmodificationinaccordancewithoneoftheoptionalsettlementsspecifiedinthisarticle,ifheorshehadretired,orbeenretired,byreasonofanonservice-connecteddisabilityasofthedateofdeath,adjustedforthenetcost-of-livingpercentageincrease,ifany,awardedtothatsurvivorpriortotheoperativedateofthissection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.14,EffectiveOctober13,2001,asanurgencystatute)

§31781.2. Deferred death benefits; children’s benefits; minor childrenInlieuofacceptingincashthedeathbenefitpayableunderSection31781or31781.01,

thesurvivingspouseofamemberwhodiespriortoreachingtheminimumretirementageandwhoatthedateofhisorherdeathhas10ormoreyearsofservicetohisorhercredit,shallhavetheoptiontoleavetheamountofthedeathbenefitondepositintheretirementsystemuntiltheearliestdatewhenthedeceasedmembercouldhaveretiredhadheorshelived,andatthattimereceivetheretirementallowanceprovidedforinSection31765or31765.1or31765.11,whicheverisapplicable.

If,atthedeathofsuchspouse,heorsheissurvivedbyoneormoreunmarriedchildren

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ofthemember,undertheageof18years,theretirementallowanceshallcontinuetothechildorchildren,collectively,untileverychilddies,marries,orattainstheageof18years.Ifthespousedies,eitherbeforeorafterthedeathofthemember,withouteithermakingtheelectionreceivinganyportionofthedeathbenefit,andnopartofthedeathbenefithadbeenpaidtoanyperson,priortothepaymentofanybenefits,thelegallyappointedguardianofthechildrenshallmaketheelectionhereinprovidedforonbehalfofsuchsurvivingchildrenas,inhisorherjudgment,mayappeartobeintheirinterestandadvantage,andtheelectionsomadeshallbebindingandconclusiveuponallpartiesininterest.

Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtosuchchildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(AmendedbyStats.1980,Ch.58,Sec.15,EffectiveApril4,1980)(AmendedbyStats.2005,Ch.22(SB1108))

§31781.3. Combined benefit; member who dies in service after five years or as result of service-connected injury or disease; election by surviving spouseThesurvivingspouseofamemberwhodiesinserviceafterfiveyearsofserviceoras

aresultofservice-connectedinjuryordiseasemayelect,inlieuofthedeathbenefitinSection31781orthelifeannuityprovidedinSection31781.1or31787,thebenefitthatisthesumofbothofthefollowing:

(a)Anamount,providedfromcontributionsbythecountyordistrict,equaltoone-twelfthoftheannualcompensationearnableorpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,bythedeceasedduringthe12monthsimmediatelyprecedinghisorherdeath,multipliedbythenumberofcompletedyearsofserviceunderthesystem,butnottoexceed50percentofthatcompensation.

(b)AmonthlyallowanceasprovidedinSection31781.1or31787reducedbyamonthlyamountwhichistheactuarialequivalentoftheamountinsubdivision(a)asappliedtothelifeofthesurvivingspouse.

(AmendedbyStats.1970,Ch.729,Sec.1)(AmendedbyStats.2014,Ch.741(AB2474),Sec.9)

§31781.31. Contra Costa County; member who dies in service after 10 years or as result of service-connected injury or disease; combined benefit; election by surviving spouse NotwithstandingSections31781.1and31781.3,thesurvivingspouseofamember

subjecttoSection31751whodiesinserviceafter10yearsofservice,orasaresultofservice-connectedinjuryordisease,mayelect,inlieuofthelifeannuityprovidedinSection31765.11orthedeathbenefitprovidedinSection31781.01,thebenefitthatisthesumofbothofthefollowing:

(a)Anamount,providedfromcontributionsbythecountyordistrict,equaltoone-twelfthoftheannualcompensationearnableorpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,bythedeceasedduringthe12monthsimmediatelyprecedinghisorherdeath,multipliedbythenumberofcompletedyearsofserviceunderthesystem,butnottoexceed50percentofthatcompensation.

(b)AmonthlyallowanceasprovidedinSection31765.11reducedbyamonthlyamountwhichistheactuarialequivalentoftheamountinsubdivision(a)asappliedtothelifeofthesurvivingspouse.

(AddedbyStats.1980,Ch.58,Sec.16,EffectiveApril4,1980)(AmendedbyStats.2014,Ch.741(AB2474),Sec.10)

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§31782. Revocation of nomination of beneficiaryThenominationofabeneficiaryunderthissystem,otherthannominationsunder

optionalsettlements2,3and4,mayberevokedatthepleasureofthepersonwhomadeitandadifferentbeneficiarynominatedbywrittendesignationdulyexecutedandfiledwiththeboard.

(AmendedbyStats.1953,Ch.789,Sec.11)

§31783. Payment of funeral expenses in absence of beneficiary; effectIfthenominatedbeneficiarycannotbefoundbytheboard,orifthenominated

beneficiaryistheestateofthedeceasedperson,theboardinitsdiscretionmaypaytotheundertakerwhoconductedthefuneralalloraportionoftheamountpayableasadeathbenefit,butnotmorethanthefuneralexpensesofthedeceasedpersonasevidencedbytheswornitemizedstatementoftheundertakerandbysuchotherdocumentsastheboardmayrequire.

Paymentsomadeisafulldischargeoftheboardandsystemfortheamountsopaid.(AddedbyStats.1947,Ch.424,Sec.1)

§31783.5. Unclaimed benefits; location of claimants; holding period; deposits to reserve fund; authority to return(a)Wheneverapersonorestateentitledtopaymentofamember’saccumulated

contributionsoranyotherbenefitfailstoclaimthepaymentorcannotbelocated,theamountowedfromtheretirementfundshallbeadministeredinaccordancewithsubdivision(c).

(b)Theboardshallattempttolocatetheclaimantthroughsuchmeansastheboardinitssounddiscretiondeemsreasonableincluding,butnotlimitedto,aregisteredorcertifiedletter,returnreceiptrequested,mailedtothelastknownaddressoftheclaimant.

(c)Notwithstandinganyprovisionoflawtothecontrary,theamountsdescribedinsubdivision(a)shallbeheldfortheclaimant.Iftheamountsarenotclaimedwithinfiveyearsafterthelastattemptedcontactwiththeclaimant,theamountsshallbedepositedinandbecomeapartofthepensionreservefund.Theboardmayatanytimeaftertransferofunclaimedamounts,uponreceiptofinformationsatisfactorytoit,authorizethereturnofamountssoheldinreservetothecreditoftheclaimant.ThoseamountsshallbepaidonlytoclaimantswhohavenotyetattainedtheageofmandatorydistributionundertheInternalRevenueCode.

(AddedbyStats.1997,Ch.43(SB419),Sec.3)

§31784. Election of installment payments; lump sum payment on death of beneficiaryThepersontowhomthewholeoranypartofadeathbenefitispayablemay,atanytime

beforepaymentthereof,electinwritingtohavesuchdeathbenefitorpartthereofpaidoveraperiodnottoexceed10yearsinmonthlyinstallments,plusinterestontheunpaidbalancethereof,ataratetobedeterminedbytheboard.Ifsuchpersondiesbeforeallsuchinstallmentsarepaid,theboardshallpaythebalanceinonelumpsumtohisestateorpersonentitledtoreceivehisproperty.

(AddedbyStats.1951,Ch.575,Sec.1)

§31785. Continuance of allowance to family of deceased safety member of retirement system of certain counties; restrictions; payment in cases of death prior to January 1, 1952; minor childrenUponthedeathofanysafetymember,afterretirementforserviceornonservice-

connecteddisabilityfromaretirementsystemestablishedinacountysubjecttotheprovisionsofSection31676.1or31695.1,60percentofhisorherretirementallowanceifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760),shallbecontinuedthroughoutlifetohisorhersurvivingspouse.Ifthereisno

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survivingspouseentitledtoanallowancehereunderorifsheorhediesbeforeeverychildofthedeceasedsafetymemberattainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtohisorherchildorchildrenunderthatage,collectively,tocontinueuntileverychilddiesorattainsthatage;provided,thatnochildshallreceiveanyallowanceaftermarryingorattainingtheageof18years.Noallowance,however,shallbepaidunderthissectiontoasurvivingspouseunlesssheorhewasmarriedtothesafetymemberatleastoneyearpriortothedateofhisorherretirement.

AnyqualifiedsurvivingspouseorchildrenofamemberofapensionsystemestablishedpursuanttoeitherChapter4(commencingwithSection31900)orChapter5(commencingwithSection32200),whoshallhavebeenretiredonorbeforeDecember31,1951,shallbepaidaretirementallowancepursuanttotheprovisionsofthissection.IncaseswherethedeathofamemberoccurredpriortoJanuary1,1952,thepaymentoftheretirementallowancetothequalifiedsurvivingspouseorchildrenshallbemadeeffectiveonJanuary1,1952.Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothosechildrenthroughtheageof21ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

ThesupersedingrightspursuanttothissectionshallnotaffectbenefitspayabletoanamedbeneficiaryasprovidedunderSection31789,31789.01,31789.1,31789.12,31789.13,31789.2,31789.3,31789.5,or31790.

(AmendedbyStats.1967,Ch.1622,Sec.6)(AmendedbyStats.1998,Ch.132(SB2137),Sec.5)

§31785.1. Continuance of retirement allowance to surviving spouse or children of deceased safety member; conditions(a)NotwithstandingSection31481or31785,uponthedeathofanysafetymember,

afterretirementforserviceornon-service-connecteddisabilityfromaretirementsystemestablishedinacountypursuanttothischapter,60percentofhisorherretirementallowanceifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760),shallbecontinuedtohisorhersurvivingspouseforlife.Ifthereisnosurvivingspouseentitledtoanallowanceunderthissectionorifsheorhediesbeforeeverychildofthedeceasedsafetymemberattainstheageof18years,thentheallowancethatthesurvivingspousewouldhavereceivedhadheorshelived,shallbepaidtohisorherchildorchildrenunderthatage,collectively,tocontinueuntileachchilddiesorattainsthatage.However,nochildmayreceiveanyallowanceaftermarryingorattainingtheageof18years.

(b)Noallowancemaybepaidunderthissectiontoasurvivingspouseunlessheorshewasmarriedtothesafetymemberatleasttwoyearspriortothedateofdeathandhasattainedtheageof55yearsonorpriortothedateofdeath.

(c)Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothechildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(d)NoallowancemaybepaidpursuanttothissectiontoanypersonwhoisentitledtoanallowancepursuanttoSection31785.

(e)ThesupersedingrightspursuanttothissectiondonotaffectbenefitspayabletoanamedbeneficiaryasprovidedunderSection31789,31789.01,31789.1,31789.12,31789.13,31789.2,31789.3,31789.5,or31790.

(f)Thissectionisnotapplicableinanycountyuntiltheboardofretirement,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.The

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board’sresolutionmaydesignateadate,whichmaybepriororsubsequenttothedateoftheresolution,asofwhichtheresolutionandthissectionshallbeoperativeinthecounty.

(AddedbyStats.1986,Ch.849,Sec.2)(AmendedbyStats.1999,Ch.161(SB670),Sec.2)(AmendedbyStats.2002,Ch.875(AB2060),Sec.2)

§31785.4. Amount of survivor allowance paid pursuant to Section 31785 on account of safety member who retires on or after operative date of this section; application and operative effect (Los Angeles)NotwithstandingSection31785,eachsurvivorallowancepaidpursuanttoSection

31785onaccountofasafetymemberwhoretiresonoraftertheoperativedateofthissectionshallbeequalto65percentofthemember’smonthlyretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760).

ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.15,EffectiveOctober13,2001,asanurgencystatute)

§31785.5. Amount of survivor allowance paid on or after operative date of this section pursuant to Section 31785 on account of safety member who retires before operative date of this section; application and operative effect (Los Angeles)(a)NotwithstandingSection31785,eachsurvivorallowancepaidonorafterthe

operativedateofthissectionpursuanttoSection31785onaccountofasafetymemberwhoretiresbeforetheoperativedateofthissectionshallbeequalto65percentofthemember’smonthlyretirementallowance,ifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760),asadjustedforthenetcost-of-livingpercentageincrease,ifany,awardedtothatsurvivorpriortotheoperativedateofthissection.

(b)ThissectionshallonlybeapplicabletoLosAngelesCountyandshallnotbecomeoperativeuntiltheboardofsupervisorsofthatcountyelects,byresolutionadoptedbyamajorityvote,tomakethissectionoperativeinthecounty.

(AddedbyStats.2001,Ch.778(AB399),Sec.16,EffectiveOctober13,2001,asanurgencystatute)

§31786. Continuance of allowance to family of deceased member retired for service-connected disability; restrictions; minor childrenUponthedeathofanymemberafterretirementforservice-connecteddisability,hisor

herretirementallowanceasitwasathisorherdeathifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760),shallbecontinuedthroughoutlifetohisorhersurvivingspouse.Ifthereisnosurvivingspouseentitledtoanallowancehereunderorifsheorhediesbeforeeverychildofsuchdeceasedmemberattainstheageof18years,thentheallowancewhichthesurvivingspousewouldhavereceivedhadsheorhelived,shallbepaidtohisorherchildorchildrenundersaidage,collectively,tocontinueuntileverysuchchilddiesorattainssaidage;provided,thatnochildshallreceiveanyallowanceaftermarryingorattainingtheageof18years.Noallowance,however,shallbepaidunderthissectiontoasurvivingspouseunlesssheorhewasmarriedtothememberpriortothedateofhisorherretirement.

Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayableto

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thechildrenofthemembershallbepaidtothosechildrenthroughtheageof21ifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(AmendedbyStats.1967,Ch.1622,Sec.7)(AmendedbyStats.1998,Ch.132(SB2137),Sec.7)

§31786.1. Continuance of retirement allowance to surviving spouse or children of deceased member; conditions(a)NotwithstandingSection31481or31786,uponthedeathofanymemberafter

retirementforservice-connecteddisability,hisorherretirementallowanceasitwasathisorherdeathifnotmodifiedinaccordancewithoneoftheoptionalsettlementsspecifiedinArticle11(commencingwithSection31760),shallbecontinuedtohisorhersurvivingspouseforlife.Ifthereisnosurvivingspouseentitledtoanallowanceunderthissectionorifheorshediesbeforeeverychildofthedeceasedmemberattainstheageof18years,thentheallowancethatthesurvivingspousewouldhavereceivedhadheorshelived,shallbepaidtohisorherchildorchildrenunderthatage,collectively,tocontinueuntileachchilddiesorattainsthatage.However,nochildmayreceiveanyallowanceaftermarryingorattainingtheageof18years.

(b)Noallowancemaybepaidunderthissectiontoasurvivingspouseunlessheorshewasmarriedtothememberatleasttwoyearspriortothedateofdeathandhasattainedtheageof55yearsonorpriortothedateofdeath.

(c)Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothechildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(d)NoallowancemaybepaidpursuanttothissectiontoanypersonwhoisentitledtoanallowancepursuanttoSection31786.

(e)ThesupersedingrightspursuanttothissectiondonotaffectbenefitspayabletoanamedbeneficiaryasprovidedunderSection31789,31789.01,31789.1,31789.12,31789.13,31789.2,31789.3,31789.5,or31790.

(f)Thissectionisnotapplicableinanycountyuntiltheboardofretirement,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecounty.Theboard’sresolutionmaydesignateadate,whichmaybepriororsubsequenttothedateoftheresolution,asofwhichtheresolutionandthissectionshallbeoperativeinthecounty.

(AddedbyStats.1986,Ch.849,Sec.3)(AmendedbyStats.1999,Ch.161(SB670),Sec.3)(AmendedbyStats.2002,Ch.875(AB2060),Sec.3)

§31787. Optional death allowance; surviving spouse or children; election(a)Ifamemberwouldhavebeenentitledtoretirementintheeventofaservice-

connecteddisability,butdiespriortoretirementastheresultofinjuryordiseasearisingoutofandinthecourseofthemember’semployment,thesurvivingspouseofthemembershallhavetherighttoelect,bywrittennoticefiledwiththeboard,toreceiveandbepaidinlieuofthedeathbenefitprovidedforinSections31780and31781,anoptionaldeathallowance.

(b)Theoptionaldeathallowanceshallconsistofamonthlypaymentequaltothemonthlyretirementallowancetowhichthedeceasedmemberwouldhavebeenentitledifheorshehadretiredbyreasonofaservice-connecteddisabilityasofthedateofhisorherdeath.

(c)Ifthesurvivingspouseelectstoreceivetheoptionaldeathallowance,thepaymentsdueforthisallowanceshallberetroactivetothedateofthedeceasedmember’sdeath,andshallcontinuethroughoutthelifeofthespouse.

(d)Ifthesurvivingspouseelectstoreceivetheoptionaldeathallowance,andthereafter

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diesleavinganunmarriedsurvivingchildorunmarriedchildrenofthedeceasedmemberundertheageof18years,theoptionaldeathallowanceshallthereafterbepaidtothosesurvivingchildrencollectivelyuntileachchilddies,marries,orreachestheageof18years.Therightofanychildtotheallowanceshallceaseuponthechild’sdeathormarriage,oruponreachingtheageof18years,andtheentireamountoftheallowanceshallthereafterbepaidcollectivelytoeachoftheotherqualifiedchildren.

(e)Ifthedeceasedmemberleavesnosurvivingspousebutleavesanunmarriedchildorchildrenundertheageof18years,thelegallyappointedguardianofthechildorchildrenshallmaketheelectionprovidedinthissectiononbehalfofthesurvivingchildorchildrenthat,inhisorherjudgment,isinthebestinterestsofthesurvivingchildorchildren.Theelectionmadeshallbebindingandconclusiveuponallpartiesininterest.

(f)Therightsandprivilegesconferredbythissectionuponthesurvivingspouseandeachchildofthedeceasedmemberarenotdependentuponwhetheranyofthosepersonshavebeennominatedbythedeceasedmemberasthebeneficiaryofanydeathbenefitsandshallsupersedetherightsandclaimsofanyotherbeneficiarysonominated.

(g)Notwithstandinganyotherprovisionofthissection,thebenefitsotherwisepayabletoeachchildofthemembershallbepaidtoeachchildthroughtheageof21yearsifthechildremainsunmarriedandisregularlyenrolledasafull-timestudentinanaccreditedschoolasdeterminedbytheboard.

(h)Forpurposesofthissection,“child”meansanaturaloradoptedchildofthedeceasedmember,orastepchildlivingordomiciledwiththedeceasedmemberatthetimeofhisorherdeath.

(AddedbyStats.2000,Ch.497(SB2008),Sec.3)(AmendedbyStats.2003,Ch.840(AB933),Sec.3)Section4ofStats.2003,Ch.840(AB933)providesthatthisactshallapplyretroactively

tothesurvivorsofadeceasedpersonwhodiesoriskilledinthelineofdutyonorafterJanuary1,2001.

§31787.5. Special death benefit; additional amount for children(a)Asurvivingspouseofamemberwhoiskilledintheperformanceofdutyorwho

diesastheresultofanaccidentoraninjurycausedbyexternalviolenceorphysicalforce,incurredintheperformanceofthemember’sduty,noworhereafterentitledtoreceiveadeathallowanceunderSection31787,shallbepaidanadditionalamountforeachofthemember’schildrenduringthelifetimeofthechild,oruntilthechildmarriesorreachestheageof18years,asfollows,subjecttothelimitationinsubdivision(b):

(1)Foronechild,twenty-fivepercent(25%)oftheallowanceprovidedinSection31787.

(2)Fortwochildren,fortypercent(40%)oftheallowanceprovidedinSection31787.(3)Forthreeormorechildren,fiftypercent(50%)oftheallowanceprovidedin

Section31787.(b)Ifabenefitpayableunderthissection,whenaddedtoabenefitpayableunder

Section31787,exceedsthemaximumbenefitpayablebyataxqualifiedpensionplanundertheInternalRevenueCode(26U.S.C.A.Sec.401et.seq.),thebenefitpayableunderthissectionshallbereducedtotheamountrequiredtomeetthatbenefitlimit.

(c)Ifthesurvivingspousedoesnothavelegalcustodyofthemember’schildren,theallowanceprovidedbythissectionshallbepayabletothepersontowhomcustodyofthechildrenhasbeenawardedbyacourtofcompetentjurisdictionforeachchildduringthelifetimeofthechild,oruntilthechildmarriesorreachestheageof18years.

(d)Theallowanceprovidedbythissectionshallbepayabletothesurvivingspousesofmemberswhosedutiesconsistofactivelawenforcementoractivefiresuppressionoranyotherclassorgroupofmembersastheretirementboardshallfix.Theallowanceprovidedbythis

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sectionisnotpayabletothesurvivingspousesofmembersdescribedinSection31469.2.(e)Anychildwhoseeligibilityforanallowancepursuanttothissectioncommencedon

orafterOctober1,1965,shalllosethateligibilityeffectiveonthedateofhisorheradoption.(f)Thissectionshallbecomeoperativeinanycounty,whichhasadoptedtheprovisions

ofthischapterbutwhichhasnotpreviouslyadoptedtheprovisionsofthissectiononOctober1,1965.Eachsurvivingspouseofamemberorotherpersonhavinglegalcustodyofamember’schildorchildrenwhoispaidanadditionalamountforeachofthemember’schildrenbecauseoftheamendmentstothissectionenactedatthe1965or1967RegularSessionshallreceivethosepaymentsastheyaccruefromandafterOctober1oftheyearduringwhichthissectionwasamendedtoprovideforthepaymenttohimorherofthatallowance,butthesurvivingspouseorotherpersonshallnotbegivenaclaimforanyincreaseinthosebenefitsforatimepriortothatdate.

(g)Notwithstandinganyotherprovisionsofthissection,thebenefitsotherwisepayabletothechildrenofthemembershallbepaidtothosechildrenthroughtheageof21yearsifthechildrenremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard.

(AmendedbyStats.2000,Ch.497(SB2008),Sec.4)(AmendedbyStats.2002,Ch.1152(AB2023),Sec.13)

§31787.6. Special death benefit; spouse of safety member who dies as result of accident or injury caused by external violence or physical force; exception Asurvivingspouseofasafetymemberwhoiskilledintheperformanceofdutyorwho

diesastheresultofanaccidentorinjurycausedbyexternalviolenceorphysicalforce,incurredintheperformanceofhisorherduty,shallbepaidthefollowingamountinadditiontoallotherbenefitsprovidedbythischapter:

Aone-timelump-sumbenefitequaltoanamount,providedfromcontributionsbythecountyordistrict,equaltotheannualcompensationearnableorpensionablecompensationasdefinedinSection7522.34,whicheverisapplicable,bythedeceasedathisorhermonthlyrateofcompensationatthetimeofhisorherdeath.

ThissectionisnotapplicabletomembersdescribedinSection31469.2.(AmendedbyStats.2003,Ch.62(SB600),Sec.154)(AmendedbyStats.2014,Ch.741(AB2474),Sec.11)

§31787.65. (Operative date contingent) Optional death allowance; eligible surviving spouse and children; increases linked to job classification (San Bernardino)(a)ForpurposesofSection31787,thefinalcompensationuponwhichthespecialdeath

benefitiscalculatedfortheeligiblesurvivingspouseoreligiblechildrenofasafetymemberkilledintheperformanceofhisorherdutyshallbeincreasedatanytimetheincreaseiseffectiveandtotheextentthecompensationisincreasedforthen-activemembersemployedinthejobclassificationandmembershipcategorythatwasapplicabletothedeceasedmemberatthetimeoftheinjury,ortheonsetofthedisease,causingdeath.Thedeceasedmember’sfinalcompensationshallbedeemedtobesubjecttofurtherincreaseshereunderonlyuntiltheearlierof(1)thedeathofthesurvivingspouseoreligiblechildrenor(2)thedatethatthedeceasedmemberwouldhaveattainedtheageof50years.

(b)Thissectionappliesonlytoacountyoftheseventhclass,asdefinedbySections28020and28028,asamendedbyChapter1204oftheStatutesof1971,andshallnotbeoperativeuntiltheboardofsupervisors,byresolution,makesthissectionapplicableinthecounty.Aresolutiontomakethissectionoperativeinthecountyshallspecifywhethertheseprovisionsapplyretroactivelyorprospectivelyonly.

(AddedbyStats.2009,Ch.583(SB345),Sec.1)

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§31789. Specific amount from county or district contributions; amountUponthedeathofanypersonafterretirementandwhilereceivingaretirement

allowancefromthissystem,oranysupersededsystem,thereshallbepaidtohisestateortosuchbeneficiaryasheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,thesumofsevenhundredfiftydollars($750)tobeprovidedfromcontributionsofthecountyordistrict.

Thissectionappliestoeverymemberwhodiesafterthissectionbecomesoperativewhetherhehasretiredbeforeoraftertheoperativedateoreffectivedateofthissection.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AmendedbyStats.1971,Ch.282,Sec.1)

§31789.01. Contra Costa County; specific amount from county or district; offset by federal payment (Contra Costa)NotwithstandingSections31786,31787,and31787.5,uponthedeath,afterretirement

andwhilereceivingaretirementallowancefromthissystem,ofanypersonwhowascoveredunderSection31751,thereshallbepaidtothemember’sestate,ortosuchbeneficiaryasthemembershallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,thesumoftwothousanddollars($2,000)tobeprovidedfromcontributionsofthecountyordistrict,offsetbyanylump-sumdeathpaymentmadeunderthefederalSocialSecurityAct.

(AddedbyStats.1980,Ch.58,Sec.17,EffectiveApril4,1980)

§31789.1. Specific benefit from county surplus earningsUponthedeathofanymemberafterretirementandwhilereceivingaretirement

allowancefromthissystem,oranysupersededsystem,thereshallbepaidtohisestateortosuchbeneficiaryasheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,thesumofsevenhundredfiftydollars($750).

Thissectionappliestoeverymemberwhodiesafterthissectionbecomesoperativewhetherhehasretiredbeforeoraftertheoperativedateoreffectivedateofthissection.

OnlyonedeathbenefitpaymentshallbepaidunderthissectionorunderSection31789,andshallbepaidbythesystemsubjecttoSection31789andthissectionwherethememberrenderedhislastactiveservice.

Thissectionshallnotbecomeoperativeinanycountyuntilsuchtimeastheboardofretirementdeterminesthatitsbenefitsmaybefinancedfromsurplusearningsoftheretirementfund.Uponthisdeterminationbytheretirementboard,theprovisionsofthissectionshallbecomeoperative.

Uponadoptionbyanycountyprovidingbenefitspursuanttothissection,ofArticle5.5(commencingwithSection315101)ofthischapter,theboardofretirementshall,instead,paythosebenefitsfromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31510.8.2

(AmendedbyStats.1983,Ch.886,Sec.8)1Renumbered.SeeSection31610etseq.2RenumberedSection31618.

§31789.12. Benefit from county surplus earnings; increase; alternative payment from supplemental retiree benefits reserveNotwithstandingSection31789.1,theboardmayincreasethesumpayablepursuantto

Section31789.1toonethousanddollars($1,000).Uponadoptionbyanycountyprovidingbenefitspursuanttothissection,ofArticle5.5

(commencingwithSection31610)ofthischapter,theboardofretirementshall,instead,pay

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thosebenefitsfromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31618.

(AmendedbyStats.1989,Ch.149,Sec.1)

§31789.13. Death of persons while receiving retirement allowances; supplemental benefits; maximumUponthedeathofanypersonwhilereceivingaretirementallowancefromthesystem,

theboardofretirementmaysupplementthesumpayablepursuanttoSection31789byanamountoftwohundredfiftydollars($250)fromthesurplusearningsestablishedpursuanttoSection31592.2.

Thissectionappliestoeveryretireewhodiesafterthissectionbecomesoperativewhetherretiredbeforeoraftertheoperativedateofthissection.

ThissectionshallnotbecomeoperativeinanycountyuntilsuchtimeastheboardofretirementdeterminesthatthissupplementalbenefitcanbefinancedfromthesurplusearningsestablishedpursuanttoSection31592.2whichexceed1percentofthetotalassetsoftheretirementsystem.

ThetotalofthedeathbenefitspaidpursuanttoSection31789andthissectionshallnotexceedonethousanddollars($1,000).ThedeathbenefitspayablepursuanttoSection31789andthissectionshallbepaidonlybythesystemwhichissubjecttoSection31789andthissectionandinwhichthememberrenderedhisorherlastservice.

(AddedbyStats.1986,Ch.441,Sec.1,EffectiveJuly22,1986)

§31789.2. Death benefit; in lieu of payment; payment from contributions and surplus earningsUponthedeathofanypersonafterretirementandwhilereceivingaretirement

allowancefromthissystem,oranysupersededsystem,thereshallbepaidtohisestate,ortosuchbeneficiaryasheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,thesumofsevenhundredfiftydollars($750).

Thissectionappliestoeverymemberwhodiesafterthissectionbecomesoperativewhetherhehasretiredbeforeoraftertheoperativedateoreffectivedateofthissection.

ThedeathbenefitprovidedbythissectionshallbepaidinlieuofapaymentunderSection31789or31789.1andmaybepaidinpart,fromcontributionsofthecountyordistrictinaccordancewithSection31789,andinpart,fromsurplusearningsoftheretirementsysteminaccordancewithSection31789.1.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbyamajorityvote,maketheprovisionsofthissectionapplicableinsuchcountyanduntilsuchtimeastheboardofretirement,byresolutionadoptedbyamajorityvote,determinesthatitsportionofthebenefitsmaybefinancedfromsurplusearningsoftheretirementfund.

Uponadoptionbyanycountyprovidingbenefitspursuanttothissection,ofArticle5.5(commencingwithSection315101)ofthischapter,onlythatportionofthosebenefitswhichispaidfromsurplusearningsdescribedinSection31592.2shallbepaid,instead,fromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31510.8.2

(AmendedbyStats.1983,Ch.886,Sec.9)1Renumbered.SeeSection31610etseq.2RenumberedSection31618.

§31789.3. Death of person receiving retirement allowance; death benefit to designees; operation and application of section(a)Uponthedeathofanypersonafterretirementandwhilereceivingaretirement

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allowancefromthissystem,oranysupersededsystem,thereshallbepaidtohisorherestateortothebeneficiaryasheorsheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,anamountdeterminedbytheboardofsupervisorstobeprovidedfromcontributionsofthecountyordistrict.Theboardofsupervisorsshall,byresolutionadoptedbymajorityvote,fixanddetermineanamountthatshallnotexceedfivethousanddollars($5,000).

(b)Thissectionappliestoeverymemberwhodiesafterthissectionbecomesoperativewhetherheorshehasretiredbeforeoraftertheoperativedateoreffectivedateofthissection.

(c)ThedeathbenefitprovidedbythissectionshallbepaidinlieuofapaymentunderSection31789or31789.1.

(d)Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinthecounty.

(AddedbyStats.1997,Ch.439(AB407),Sec.1)

§31789.5. Death of person while receiving retirement allowance; operation and application(a)Uponthedeathofanypersonafterretirementandwhilereceivingaretirement

allowancefromthissystem,oranysupersededsystem,thereshallbepaidtohisorherestate,ortothebeneficiaryasheorsheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,anamountdeterminedbytheboardofsupervisors.Theboardofsupervisorsshall,byresolutionadoptedbymajorityvote,fixanddetermineanamountthatmaynotexceedfivethousanddollars($5,000).

(b)Thissectionappliestoeverymemberwhodiesafterthissectionbecomesoperativewhetherheorshehasretiredbeforeoraftertheoperativedateoreffectivedateofthissection.

(c)ThedeathbenefitprovidedbythissectionshallbepaidinlieuofapaymentunderSection31789or31789.1andmaybepaidinpart,fromcontributionsofthecountyordistrictinaccordancewithSection31789,andinpart,fromsurplusearningsoftheretirementsysteminaccordancewithSection31789.1.

(d)Thedeathbenefitprovidedbythissectionmay,attheelectionoftheboardofretirement,beprovidedthroughagrouplifeinsurancepolicyifthecostofthatpolicytothesystemisthesameorlessthanthecosttothesystem,county,ordistrictofothermethodsofprovidingthebenefit.

(e)Thissectionmaynotbeoperativeinanycountyuntiltheboardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionapplicableinthecountyandtheboardofretirement,byresolutionadoptedbyamajorityvote,determinesthatitsportionofthecostofthebenefitsmaybefinancedfromsurplusearningsoftheretirementfund.

(f)Uponadoption,byanycountyprovidingbenefitspursuanttothissection,ofArticle5.5(commencingwithSection31610),onlythatportionofthosebenefitsthatispaidfromsurplusearningsdescribedinSection31592.2shallbepaid,instead,fromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31618.

(AddedbyStats.1997,Ch.439(AB407),Sec.2)(AmendedbyStats.2004,Ch.441(AB979),Sec.7)

§31790. Death before retirement; allowance to estate or beneficiaryUponthedeathofanypersonbeforeretirementwhichpersonshallhavetohiscreditat

least10yearsofservicewiththecountyordistrict,thereshallbepaidtohisestateortosuchbeneficiaryasheshallnominatebywrittendesignationdulyexecutedandfiledwiththeboard,thesumofsevenhundredfiftydollars($750)tobeprovidedfromthecontributionsofthecountyordistrict.

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Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionshereofapplicabletothecounty.

(AmendedbyStats.1971,Ch.282,Sec.2)

§31791. Increase in maximum age of eligible children; unmarried, enrolled, full-time students to age 23; payments to legally incompetent children regardless of age (Los Angeles)NotwithstandingSection31760.1,31765.1,31781.1,31781.2,31785,31786,31787, or

31787.5,theboardofsupervisorsofacountyofthefirstclassasdescribedbySections28020and28022may,byresolutionadoptedbyamajorityvoteandwithrespecttothedeathbenefitpayablepursuanttoany,all,oranycombinationof,thosesections,takeanyorallofthefollowing actions:

(a)Increasethemaximumageforeligiblechildrenwhoremainunmarriedandareregularlyenrolledasfull-timestudentsinanaccreditedschoolasdeterminedbytheboard,totheageof23years.

(b)Provideforpaymentofthedeathbenefittoanysurvivingchildrenforsuchperiodasthosechildrenremainlegallyincompetenttoactasadultsregardlessofage.

(AddedbyStats.1985,Ch.890,Sec.2)

§31792. Increase of amounts payable; authority of board; application to counties of the first class (Los Angeles)Notwithstandinganyotherprovisionofthischaptertothecontrary,theboardmay,by

aresolutionadopted,pursuanttoboththissectionandSection31768,byamajorityvoteandwithrespectonlytopersonswhofirstbecomemembersonoraftertheeffectivedateoftheresolution,actasfollows:

(a)Electtoincrease,by33percent,theamountspayablepursuanttoanyoneormoreofSections31781.1,31785,and31785.1.

(b)Electtodecrease,by20percent,theamountspayablepursuanttoanyoneormoreofSections31786,31786.1,and31787.

Thissectionshallapplyonlytoacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961.

(AddedbyStats.1993,Ch.286(AB1452),Sec.2)

Article 13Integration with Old Age and Survivors Insurance

(Article13addedbyStats.1957,Ch.663,Sec.1)

§31800. Applicability; resolution of governing board; approval by eligible members; referendum(a)Exceptasprovidedinsubdivision(b),theprovisionsofthisarticleshallbeapplicable

toanymemberwhoissubjecttothefederaloldageandsurvivorsinsuranceprovisionsofthefederalSocialSecurityAct,whenthegoverningboardofthecountyordistrictinwhichthememberisemployedadoptsbymajorityvotearesolutionprovidingthatthisarticleshallbeapplicabletoallmembersinsuchcountyordistrictwhoaresubjecttothefederalsystem.The

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provisionsofthisarticleshallbecomefullyeffectiveandoperativeonthedatespecifiedinsuchresolution;provided,however,suchresolutionshallhavereceivedpriorapprovalbymajorityaffirmativevoteofeligiblemembersemployedbythecountyordistrictinareferendumconductedinaccordancewiththeprovisionsofArticle2ofChapter2ofPart4ofDivision5ofTitle2ofthiscode.Nothinginthisarticleshallbeconstruedasnegatingorinanywayaffectingthevalidityofareferendumvoteconductedpriortotheenactmentofthisarticle,wherebyamajorityofmembersemployedbyacountyordistrictvotedinfavoroffederaloldageandsurvivorsinsurancecoverageonapurelyadditiveorsupplementalbasis.

(b)Notwithstandingsubdivision(a),thisarticleshallnotbeappliedtoanymemberortotheservice,contributions,orbenefitsofanymemberthat,onorafterJanuary1,2013,issubjecttotheprovisionsoftheCaliforniaPublicEmployees’PensionReformActof2013.NothinghereinshallprecludeamemberwhoissubjecttotheCaliforniaPublicEmployees’PensionReformActof2013andwhosepositionisincludedinanagreementbetweenthestateandfederalgovernmentforcoverageundertheoldageandsurvivorsinsuranceprovisionsofthefederalSocialSecurityActfromalsobeingsubjecttothatfederalsystemasasupplementationsystemunderwhichthesocialsecuritybenefitsshallbeinadditiontounintegratedretirementbenefits.

(AddedbyStats.1957,Ch.663,Sec.1)(AmendedbyStats.2013,Ch.528(SB13),Sec.18,EffectiveOctober4,2013,asan

urgencystatute)

§31800.1. San Mateo County; general or safety members; optional calculation of retirement allowance (San Mateo)Notwithstandinganyotherprovisionsoflaw,theboardofsupervisorsinacountyofthe

10thclassasdescribedbySections28031mayadopt,bymajorityvote,aresolutionprovidingthat:

(a)Anygeneralmemberemployedbythecountyoranydistrictincludedwithinthemembershipofthecountyretirementassociationshallhavetheoption,atanytimepriortoretirement,ofhavinghisretirementallowanceforservicerenderedafterthedateofhisexercisingthisoptioncalculatedtoequalthefollowing:

(1)Thefractionofone-ninetiethofthefirstonethousandfiftydollars($1,050)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-sixtiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

Theretirementallowancepayableforservicerenderedpriortothedateofthemember’selectionshallbecomputedinaccordancewiththeprovisionsofSection31676.1.Theretirementallowancepayableforserviceperformedaftertheeffectivedateofthemember’selectionshallequalthetotalofparagraphs(1)and(2)ofthissubdivision.

Anymemberwhoelectstohavehisretirementallowancesocalculatedshallhavethedefinitionof“finalcompensation”inSection31462orSection31462.2,whicheverisapplicable,appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofSection31462.1.

(b)Anysafetymemberemployedbythecountyoranydistrictincludedwithinthemembershipofthecountyretirementassociationshallhavetheoption,atanytimeprior

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toretirement,ofhavinghisretirementallowanceforservicerenderedafterthedateofhisexercisingthisoptioncalculatedtoequalthefollowing:

(1)Thefractionofoneseventy-fifthofthefirstonethousandfiftydollars($1,050)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

Theretirementallowancepayableforservicerenderedpriortothedateofthesafetymember’selectionshallbecomputedinaccordancewithprovisionsofSection31664.Theretirementallowancepayableforserviceperformedaftertheeffectivedateofthesafetymember’selectionshallequalthetotalofparagraphs(1)and(2)ofthissubdivision.

Anysafetymemberwhoelectstohavehisretirementallowancesocalculatedshallhavethedefinitionof“finalcompensation”inSection31462orSection31462.2,whicheverisapplicable,appliedatthedateofretirementregardlessofpreviousserviceundertheprovisionsofSection31462.1.

(c)Beforepermittingamembertoexercisetheoptionauthorizedbythissection,theboardofsupervisorsshallprovidethatmemberwithawrittenexplanationoftheeffectonthemember’sretirementbenefitsandcontributionsofexercisingthatoption.Nomembermayrescindhisactionafterexercisingtheoptionauthorizedinthissection.

(d)Anymemberwhoelectsdeferredretirementafterbecomingsubjecttotheprovisionsofthissectionshallreceivearetirementallowancedeterminedinaccordancewithsubdivision(a)orsubdivision(b)ofthissection.

(e)AnymemberwhoexercisestheoptionauthorizedinthissectionshallcontinuetocontributeasprovidedforinArticle6(commencingwithSection31620)orArticle6.8(commencingwithSection31639),ofthischapter,whicheverisapplicable,alesseramountasdeterminedbyanactuary.

(f)AnymemberwhoexercisestheoptionauthorizedinthissectionandwhoisalsoeligibleandelectsorhaselectedtoreceivecreditintheretirementsystemforpublicserviceasprovidedinSection31641.1shallhavetheretirementallowanceforsuchpublicservicecalculatedasifhehadnotexercisedtheoptionauthorizedinthissection.

(g)AnymemberwhoexercisestheoptionauthorizedinthissectionandwhoisalsoeligibleandelectstoreceivethebenefitsofSection31641.5,31652,or31831.1shallhavetheretirementallowanceforthatservicecalculatedinaccordancewithsubdivisions(a)or(b)ofthissection.

Forthepurposesofthissection,allcontributions,liabilities,actuarialinterestrates,andothervaluationfactorsshallbedeterminedonthebasisofactuarialassumptionsandmethodswhich,intheaggregate,arereasonableandwhich,incombination,offertheactuary’sbestestimateofanticipatedexperienceunderthesystem.

Anyadditionalemployercontributionsrequiredunderthissectionshallbecomputedasalevelpercentageofmembercompensation.Theadditionalcontributionraterequiredatthetimethissectionisadoptedshallnotbelessthanthesumof(1)theactuarialnormalcost,plus(2)theadditionalcontributionrequiredtoamortizetheincreaseinaccruedliabilityattributabletobenefitselectedunderthissectionoveraperiodofnotmorethan30yearsfromthedatethissectionbecomeseffectiveinthepublicagency’scontract.

(AddedbyStats.1980,Ch.442,Sec.4)

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§31800.5. Integration as to members employed by county or district; conversion to supplementation systemWheneverpursuanttotheprovisionsofthisarticlefederaloldageandsurvivors

insuranceprovisionsoftheSocialSecurityActhavebeenintegratedastomembersemployedbyacountyordistrict,therelationshipmaybeconvertedtoasupplementationsystemunderwhichthesocialsecuritybenefitsshallbeinadditiontounintegratedretirementbenefits.Theconversionshalltakeplacewhenthegoverningbodyofthecountyordistrictadoptsbymajorityvote,aresolutionprovidingthattheconversionshalltakeplace;provided,however,theresolutionshallhavereceivedpriorapprovalbymajorityaffirmativevoteofeligiblemembersemployedbythecountyordistrictinareferendumconductedinaccordancewiththeprovisionsofArticle2(commencingwithSection22300),Chapter2,Part4,Division5ofTitle2ofthiscode.Theconversionshalltakeplaceandbecomefullyeffectiveandoperativeonthedatespecifiedintheresolution.

IntheeventthattheemployeesofthecountyordistrictaredividedintomorethanonecoveragegroupforpurposesoftheSocialSecurityAct,theconversionmaybewithrespecttoallcoveragegroupsoroneormorecoveragegroupsasthegoverningboardmaydetermineintheresolution.

(AddedbyStats.1969,Ch.1329,Sec.1)

§31801. Legislative intent; supersedure of inconsistent provisions; extension of federal system to policeman’s and fireman’s positionItistheintentoftheLegislaturethattheenactmentofthisarticleshallauthorizepersons

inpositionscoveredbyaretirementsystempursuanttothischaptertoparticipateinthefederaloldageandsurvivorsinsuranceprovisionsoftheSocialSecurityActwithoutjeopardizingthecontinuedmaintenanceoftheirlocalsystem.

Tothisendandnotwithstandinganyotherprovisionsofthischapter,theprovisionsofthisarticle,whenmadeapplicablebyresolutionofthegoverningboard,shallsupersedeormodifyanyinconsistentprovisioninthischapterinitsapplicationtoeverymemberwhosepositionisincludedinanagreementbetweenthestateandfederalgovernmentforcoverageundertheoldageandsurvivorsinsuranceprovisionsoftheSocialSecurityAct.

Theprovisionsofthischapterarenotrepealedbythisarticle,however,andexceptassupersededormodifiedbythisarticleintheirapplicationtomemberswhoarecoveredbyoldageandsurvivorsinsurance,theyshallcontinuetobefullyeffectiveandoperative.

Nothinginthisarticleshallauthorizetheextensionofthefederalsystemtoserviceinanypoliceman’sorfireman’spositioncoveredbyaseparateretirementsystemunlessallofthepolicemenorfiremenareincludedasaunitwithoutanydivisionoftheirseparateretirementsystem.

Whenfederalbenefitsaretobeextendedbyanyfireman’sorpoliceman’spositionpursuanttothisparttheyshallvoteseparatelyfromothermembersofsuchsysteminallcaseswithoutregardtotheirclassificationasmiscellaneousmembersorotherwise,andnotwithstandingSection22009.1,suchsystemshallconstituteaseparateretirementsystemwithrespecttothepositionsofpolicemenorfiremen,orboth,coveredbythesystem.

(AmendedbyStats.1961,Ch.1033,Sec.2)

§31802. Federal agency defined“Federalagency”meanstheSecretaryofHealth,EducationandWelfare,orthe

predecessororsuccessorinfunctionstosuchofficer.(AddedbyStats.1957,Ch.663,Sec.1,EffectiveMay31,1957)

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§31803. Federal system defined“Federalsystem”meanstheoldageandsurvivorsinsuranceprovisionsoftheSocial

SecurityAct.(AddedbyStats.1957,Ch.663,Sec.1,EffectiveMay31,1957)

§31804. Reference to federal law as including amendmentsWheneverreferenceismadetoanyfederallaworregulationorpartthereof,the

referenceappliestoallamendmentsandadditionsnoworhereaftermadetosuchlaw.(AddedbyStats.1957,Ch.663,Sec.1,EffectiveMay31,1957)

§31805.1. Recalculation of benefitsEffectivewiththeapprovalofthissectiontheserviceretirementallowancesofthose

heretoforeretiredshallberecalculatedasthoughSection31805hadnotbeenenacted.(AmendedbyStats.1980,Ch.676,Sec.117)

§31806. Inapplicability of compulsory retirement provisions to certain members; retirement upon qualifying for federal benefitsTheprovisionsofthischapterrequiringretirementatage65or70,whicheverapplies,

shallnotbeapplicabletoanypersonwhoisamemberontheeffectivedateofthisarticlewhentheapplicationofsuchprovisionwouldprecludethememberfromqualifyingforfederalbenefits,butsuchmembershallberetiredforthwith,asprovidedinSection31671orSection31671.011,uponqualifyingforsuchfederalbenefits.

(AmendedbyStats.1967,Ch.1155,Sec.4)1Bothrepealed.See,now,Section31671.05formandatoryretirementprovisions.

§31807. Minimum retirement allowancesTheretirementallowancepayableunderSection31808,Section31808.1orSection318091

ofthiscode,whicheverisapplicable,toapersonwhowasamemberontheeffectivedateofthisarticleinanycountypursuanttothisarticleifnotfullyinsuredforoldagepaymentsunderthefederalsystemattimeofretirementshallbenotlessthanthatamountforwhichhewouldhavebeeneligibleifthisarticlewerenotapplicabletothemember.

TheretirementallowancepayableunderSection31808,Section31808.1orSection318091 ofthiscode,whicheverisapplicable,toapersonwhowasamemberontheeffectivedateofthisarticleinanycountypursuanttothisarticleiffullyinsuredforoldagepaymentsunderthefederalsystemattimeofretirementshallnotbelessthananamountwhich,whenaddedtotheprimaryinsuranceamountpayabletohimunderthefederalsystemattimeofretirementwillequaltheallowancewhichwouldotherwisebepayabletothememberundertheprovisionsofthischapterifthisarticlewerenotapplicabletothemember.IfthememberretiresforservicepriortoretirementageunderthefederalsystemandtheamountavailabletohimundertheprovisionsofSection31810islessthantheallowancewhichwouldotherwisebepayabletothememberundertheprovisionsofthischapterifthisarticlewerenotapplicabletothememberthentheallowanceshallbeincreasedtoanamountnotlessthanthatwhichwouldotherwisebepayable.

(AmendedbyStats.1961,Ch.987,Sec.2)1Repealed

§31808. Retirement allowance in certain counties; prior service; current service; computation of benefits(a)Exceptasprovidedinsubdivision(c),inanycountyordistrictsubjecttothe

provisionsofSection31676.1,31676.11,31676.13,or31676.14,theretirementallowancepayable

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forretirementservicerenderedpriortotheeffectivedateoftheresolutionmentionedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31676.1,31676.11,31676.13,or31676.14,whicheverisapplicable.Exceptasprovidedinsubdivision(b),theretirementallowancewithrespecttoserviceperformedafterMay31,1957,shallequalthetotalof the following:

(1)Thefractionofone-ninetiethofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1,31676.11,31676.13,or31676.14,whicheverisapplicable,inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-sixtiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1,31676.11,31676.13,or31676.14,whicheverisapplicable,inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(b)Withrespecttopersonswhobecomemembersofacountyretirementsystemaftertheeffectivedateoftheamendmentstothissectionenactedatthe1979–80RegularSession,theretirementallowanceshallequalthefollowing:

(1)Thefractionofone-ninetiethofthefirstonethousandfiftydollars($1,050) monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1,31676.11,31676.13,or31676.14,whicheverisapplicable,inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-sixtiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.1,31676.11,31676.13,or31676.14,whicheverisapplicable,inthecolumnapplicabletothemember’sageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(3)Thissubdivisionmaybemadeapplicableinanycountyofoversixmillionpopulationonthefirstdayofthemonthaftertheboardofsupervisorsofsuchcountyadoptsbymajorityvotearesolutionprovidingthatthissubdivisionshallbecomeapplicableinsuchcounty.

(c)ThissectionshallnotapplytotheretirementallowanceofapersonwhobecomesamemberofacountyretirementsystemunderabenefitplanestablishedpursuanttoSection7522.20or7522.25.

(AmendedbyStats.1979,Ch.21,Sec.1,EffectiveApril5,1979)(AmendedbyStats.2013,Ch.528(SB13),Sec.19,EffectiveOctober4,2013,asan

urgencystatute)

§31808.1. Retirement allowance in certain counties; law enforcement members; prior service; current service; computation of benefitsInanycountyordistrictsubjecttotheprovisionsofSection31676.1,andtowhichthe

provisionsofSection31470.6areapplicable,theretirementallowanceforanymemberwhoseprincipaldutiesconsistofactivelawenforcementasdefinedinSection31470.6,andSection31469.3andthosemadeeligibletosafetymembershipbySection31469.4oftheGovernmentCodeforservicerenderedpriortotheeffectivedateoftheresolutionprovidedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31664.Theretirementallowanceofanysuchmemberwithrespecttoserviceperformedaftertheeffectivedateoftheresolutionshallequalthetotalofthefollowing:

(a)Thefractionofoneseventy-fifthofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryear

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multipliedbythenumberofyearsofcreditableserviceasprovidedtherein.(b)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinal

compensationsetforthinthetableappearinginSection31664inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(AmendedbyStats.1970,Ch.821,Sec.2)

§31808.2. Computation for service between effective date of article or resolution and date of return to active membershipNotwithstandingtheprovisionsofSection31808and31808.1,theretirementallowance

withrespecttoserviceperformedaftertheeffectivedateofthisarticleforallowancessubjecttoSection31808andaftertheeffectivedateoftheresolutiondescribedinSection31808.1shallbecomputedonthebasisofSection31676.1fortheservice,notsubjecttobenefitsunderthefederalsystem,betweentheeffectivedateofthisarticleorresolution,assuchdatesaresetforthinSections31808and31808.1andthedateofreturntoactivemembershipofmemberswhoseparatedfromemploymentinanycountysubsequentlytotheaforesaiddatesandwhoreturnedtotheserviceofthesamecounty.

(AddedbyStats.1965,Ch.525,Sec.1)

§31808.5. Retirement allowance for safety members in certain counties; compensationInanycountywhichhassafetymembersasdefinedinSections31470.2and31470.4

subject,priortoJanuary1,1962,totheprovisionsofthisarticle,theboardofsupervisorsmayadopttheprovisionsofthissection.

TheretirementallowanceforanysafetymembersubjecttothisarticleforservicerenderedpriortothedateofadoptionofthisarticlebyacountyboardofsupervisorsshallbecomputedinaccordancewiththeprovisionsofSection31664.Theretirementallowanceofanysuchmember,subjecttothisarticle,withrespecttoserviceperformedaftertheeffectivedateofadoptionbythecountyofthisarticleshallequaltothetotalofthefollowing:

(a)Thefractionofoneseventy-fifthofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableprovidedforinSection31664inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(b)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletohisageatretirementtakentotheprecedingquarteryearmultipliedbythenumberofyearsofcreditableservice.

TheretirementallowanceforanysafetymemberwhoisnotsubjecttothisarticleshallbecomputedinaccordancewiththeprovisionsofSection31664.

Anymemberwhobecomesasafetymemberaftertheadoptiondateofthissectionshallbesubjecttotheprovisionsofthisarticle.

Thissectionshallnotapplytoanysafetymemberwhoisamemberondateofadoptionofthissectionunlesswithin60daysthereafterhefileswiththeboardasignedwrittenstatementexpressinghisdesiretohavethesectionapplytohim.

AnymembersubjecttotheprovisionsofthissectionmayelectdeferredretirementpursuanttoArticle9(commencingwithSection31700)ofthischapter.

(AmendedbyStats.1968,Ch.755,Sec.2)

§31808.6. Retirement allowance for safety members in certain counties; computation(a)Notwithstandinganyotherprovisionoflaw,inanycountyordistrictfirstsubject

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totheprovisionsofSection31676.1or31695.1onorafterJuly1,1969,havingmembersperformingthedutiesofsafetymembersasdefinedinSections31470.2and31470.4,iftheboardofsupervisorsadoptsthissectionandastothosemembersadoptsorhasalreadyadoptedtheprovisionsofthisarticle,thentheretirementallowanceofthosesafetymembersshallbecomputedaccordingtotheapplicableprovisionsofthissubdivision,asselectedbytheboardofsupervisors.

(1)TheretirementallowanceshallbecomputedaccordingtotheprovisionsofSection31664or31664.1,andfederaloldageandsurvivors’insurancecoverageshallbeonanadditiveorsupplementalbasis.

(2)IfSection31664applies,theretirementallowanceshallequalthetotalofbothofthe following:

(A)TheretirementallowanceforservicerenderedpriortotheeffectivedateoftheresolutionspecifiedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31664.

(B)Theretirementallowanceforserviceperformedaftertheeffectivedateoftheresolutionshallequalthetotalofbothofthefollowing:

(i)Thefractionofoneseventy-fifthofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedinthatsection.

(ii)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31664inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(3)IfSection31664.1applies,theretirementallowanceshallequalthetotalofbothofthe following:

(A)TheretirementallowanceforservicerenderedpriortotheeffectivedateoftheresolutionspecifiedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31664.1.

(B)Theretirementallowanceforservicerenderedaftertheeffectivedateoftheresolutionsshallequalthetotalofbothofthefollowing:

(i)Thefractionofoneseventy-fifthofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31664.1inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedinthatsection.

(ii)Threepercentofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31664.1inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(b)Notwithstandinganyotherprovisionoflaw,incountieswhichhaveadoptedtheprovisionsofthissectionandhavevotedtoapplytheprovisionsofthischapterrelatingtosafetymembersasprovidedbySection31695.1,theretirementbenefitsaswellasthecontributionsofeligiblememberssubjecttothisarticlewhodonotelectpursuanttoSection31695.2tocomeunderthesafetymemberprovisionsofthischapter,shallbethesameastheretirementbenefitsandcontributionsofmembersotherthansafetymembersinthecounty.

(c)TheretirementallowanceforanysafetymemberwhoisnotsubjecttothisarticleshallbecomputedinaccordancewiththeprovisionsofSection31664.

(d)Anymemberwhobecomesasafetymemberaftertheeffectivedateoftheselectionofthemethodofcomputingtheretirementallowancebytheboardofsupervisorsshallbe

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subjecttothatselectionandtotheprovisionsofthisarticle.(e)Anymembersubjecttotheselectiondescribedinsubdivision(d)madebytheboard

ofsupervisorsmayelectdeferredretirementpursuanttoArticle9(commencingwithSection31700).

(AddedbyStats.1969,Ch.767,Sec.3)(AmendedbyStats.2008,Ch.164(AB3044),Sec.11)

§31808.7. Retirement allowance in counties or districts subject to Section 31676.12; computationInanycountyordistrict,subjecttoSection31676.12,whichadoptsorhasalready

adoptedtheprovisionsofthisarticle,theretirementallowanceofmemberssubjecttoSection31676.12shallbecomputedaccordingtoeithertheprovisionsofsubdivision(a)orsubdivision(b)ofthissectionasselectedbytheboardofsupervisors.

(a)TheretirementallowanceforservicerenderedpriortotheeffectivedateofthisarticleasspecifiedintheresolutionmentionedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31676.12.TheretirementallowanceofanymemberwithrespecttoserviceperformedaftertheeffectivedateofthisarticleasspecifiedintheresolutionmentionedinSection31800shallequalthetotalofthefollowing:

(1)Thefractionofoneseventy-fifthofthefirstthreehundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.12inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.12inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice,or

(b)TheretirementallowanceshallbecomputedaccordingtotheprovisionsofSection31676.12andfederaloldageandsurvivors’insurancecoverageshallbeonanadditiveorsupplementalbasis.

(AmendedbyStats.1973,Ch.55,Sec.4)

§31808.8. San Diego County; alternative benefit formulas; resolution (San Diego)Theboardofsupervisorsofacountyofthethirdclassmay,bymajorityvote,adopta

resolutionprovidingeitherorbothofthefollowing:(a)Thatsubdivision(b)ofSection31808isapplicabletopersonswhobecomemembers

ofthecountyretirementsystemaftertheeffectivedatedesignatedintheresolutionandthatpersonswhoweresubjecttosubdivision(a)ofSection31808priortothatdatemayelecttohavetheirretirementallowanceforservicesrenderedafterthatdatecomputedinaccordancewithsubdivision(b)ofSection31808.

(b)Thatanemployeewhoissubjecttosubdivision(a)ofSection31808.7mayelecttohavehisretirementallowancecomputed,withrespecttoservicerenderedaftertheeffectivedatedesignatedintheresolution,inaccordancewiththefollowing:

(1)Thefractionofoneseventy-fifthofthefirstonethousandfiftydollars($1,050)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.12inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.12inthecolumnapplicabletohisageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumber

325

ofyearsofcreditableservice.(AddedbyStats.1981,Ch.823,Sec.1)

§31808.9. Retirement allowance in counties subject to Section 31676.17, 31676.18, or 31676.19; computation of benefitsInanycountyordistrict,subjecttoSection31676.17,31676.18,or31676.19,thatadoptsor

hasalreadyadoptedtheprovisionsofthisarticle,theretirementallowanceofmemberssubjecttoSection31676.17,31676.18,or31676.19shallbecomputedaccordingtoeithertheprovisionsofsubdivision(a)orsubdivision(b)ofthissectionasselectedbytheboardofsupervisors.

(a)TheretirementallowanceforservicerenderedpriortotheeffectivedateofthisarticleasspecifiedintheresolutionmentionedinSection31800shallbecomputedinaccordancewiththeprovisionsofSection31676.17,31676.18,or31676.19,asapplicable.Theretirement allowanceofanymemberwithrespecttoserviceperformedaftertheeffectivedateofthisarticleasspecifiedintheresolutionmentionedinSection31800shallequalthetotalofthefollowing:

(1)Thefractionofoneseventy-fifthofthefirstthree-hundredfiftydollars($350)monthlyofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.17,31676.18,or31676.19,asapplicable,inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableserviceasprovidedtherein.

(2)Thefractionofone-fiftiethofanyremainingportionofthemember’sfinalcompensationsetforthinthetableappearinginSection31676.17,31676.18,or31676.19,asapplicable,inthecolumnapplicabletohisorherageatretirementtakentotheprecedingcompletedquarteryearmultipliedbythenumberofyearsofcreditableservice.

(b)TheretirementallowanceshallbecomputedaccordingtotheprovisionsofSection31676.17,31676.18,or31676.19,asapplicable,andfederaloldageandsurvivors’insurancecoverageshallbeonanadditiveorsupplementalbasis.

(AddedbyStats.2001,Ch.782(AB616),Sec.10)

§31810. Retirement before eligibility under federal system; modification of allowance; election; approvalAmemberwhoretiresforservicepriortotheageofbecomingeligibleforretirement

paymentsunderthefederalsystemandwhoatthetimeofretiringisfullyinsuredunderthefederalsystem,may,withtheapprovaloftheRetirementBoard,electtohavehisretirementallowanceincreasedpriortosucheligibleageandreducedaftersuchagebyamountswhichhaveequivalentactuarialvalues.Thismodificationisforthepurposeofcoordinatingamember’sretirementallowancewithbenefitsreceivablefromthefederalsystem.

(AmendedbyStats.1963,Ch.642,Sec.1)

§31811. Death of member making election; beneficiary’s allowanceIfamemberwhohaselectedtheoptionprovidedinSection31810diesleavinga

beneficiaryentitledtoanallowancebasedupontheallowanceofthemember,thebeneficiary’sallowanceshallbebasedupontheallowancethememberwouldhavereceivedhadhenotelectedtheoption.

(AddedbyStats.1957,Ch.663,Sec.1,EffectiveMay31,1957)

§31812. Members' contributions; exemptions(a)Exceptasprovidedinsubdivision(c),eachmembershallcontinuetocontributeas

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providedforinArticle6(commencingwithSection31620)or(incaseofthosemembersdefinedinSections31470.2,31470.4,and31470.6)Article6.8(commencingwithSection31639)ofthischapterlessanamountequaltoone-thirdofthatportionofsuchcontributionwhichispayablewithrespecttothefirstthreehundredfiftydollars($350)monthlywage,orincountieswheretheboardofsupervisorspursuanttosubdivision(b)ofSection31808.6electstocomputetheretirementallowanceofsafetymembersaccordingtotheprovisionsofSection31664,eachsafetymembershallmakecontributionsasprovidedforinArticle6.8ofthischapterwithrespecttoallofhisorhermonthlywage.

(b)(1)Withrespecttopersonswhobecomemembersofacountyretirementsystemaftertheeffectivedateoftheamendmentstothissectionenactedatthe1979–80RegularSession,eachmembershallcontributeasprovidedforinArticle6(commencingwithSection31620)or(incaseofthosemembersdefinedinSections31470.2,31470.4,and31470.6)Article6.8(commencingwithSection31639)ofthischapterlessanamountequaltoone-thirdofthatportionofsuchcontributionwhichispayablewithrespecttothefirstonethousandfiftydollars($1,050)monthlywage,orincountieswheretheboardofsupervisorspursuanttosubdivision(b)ofSection31808.6electstocomputetheretirementallowanceofsafetymembersaccordingtotheprovisionsofSection31664,eachsafetymembershallmakecontributionsasprovidedforinArticle6.8ofthischapterwithrespecttoallofhisorhermonthlywage.

(2)Thissubdivisionmaybemadeapplicableinanycountyofoversixmillionpopulationonthefirstdayofthemonthaftertheboardofsupervisorsofsuchcountyadoptsbymajorityvotearesolutionprovidingthatthissubdivisionshallbecomeapplicableinsuchcounty.

(c)ThissectionshallnotapplytotheretirementallowanceofapersonwhobecomesamemberofacountyretirementsystemunderabenefitplanestablishedpursuanttoSection7522.20or7522.25.

(AmendedbyStats.1979,Ch.21,Sec.2,EffectiveApril5,1979)(AmendedbyStats.2013,Ch.528(SB13),Sec.20,EffectiveOctober4,2013,asan

urgencystatute)

§31812.1. Members’ contributions; counties or districts subject to Sections 31676.12 and 31808.7EachmembersubjecttoSection31676.12andsubdivision(a)ofSection31808.7shall

continuetocontributeasprovidedforinArticle6(commencingwithSection31620)lessanamountequaltoone-thirdofthatportionofsuchcontributionwhichispayablewithrespecttothefirstthreehundredfiftydollars($350)monthlywage,orincountieswheretheboardofsupervisorspursuanttosubdivision(b)ofSection31808.7electstohavetheretirementallowanceofmemberscomputedaccordingtotheprovisionsofSection31676.12,eachmembershallmakecontributionsasprovidedforinSection31621.2withrespecttoallhismonthlywage.

(AddedbyStats.1972,Ch.425,Sec.5)

§31813. Federal contributions; simultaneous effective date of article and coverage under federal system; validation of refundsIfthisarticleiseffectivesimultaneouslywiththeeffectivedateofcoverageofmembers

underthefederalsystem,theemployeeandemployerfederalcontributionsrequiredwithrespecttosalariesandwagespaidforservicesrenderedaftertheeffectivedateofcoverageofsuchmemberunderthefederalsystemandpriortothetimethatfederalcontributionsarethefirstdeductedfromthesalariesandwagesofsuchmembersshallbepaid(1)theemployeecontributionbythecountyfromthemember’saccumulatedcontributionstotheextentthat

327

suchretroactivecostsdonotexceedone-thirdofthatportionofthemember’scontributionsunderthischapterwhichispayablewithrespecttothefirstthreehundredfiftydollars($350)monthlywageforsuchretroactiveperiod(2)theemployercontributionsfromcontributionsmadebythecountyordistrictduringsuchretroactiveperiod.

Ifthemember’sfederalcontributionspayableforsuchperiodisgreaterthantheaccumulatedcontributionsresultingfromone-thirdofthatportionofthemember’scontributionsunderthischapterduringsuchperiod,whichispayablewithrespecttothefirstthreehundredfiftydollars($350)monthlywage,thedifferenceshallbepaidbythemembertothecountyordistrictinsuchmannerasmaybedeterminedbytheRetirementBoard.

Ifthefederalcontributionspayablebythememberforsuchperiodislessthantheaccumulatedcontributionsresultingformone-thirdofthatportionofthemember’scontributionswhicharepayablewithrespecttothefirstthreehundredfiftydollars($350)monthlywage,pursuanttotheprovisionsofthischapterforsuchperiod,thecountyordistrictshallrefundtheamountofsuchexcesstothemember.

Allrefundsmadeunderthissectionpriortotheeffectivedateoftheamendmentstothissectionenactedatthe1959RegularSessionoftheLegislatureareherebyvalidatedandconfirmed.

(AmendedbyStats.1959,Ch.703,Sec.2,EffectiveMay29,1959)

§31814. Federal contributions; article effective subsequent to effective date of coverage under federal systemIfthisarticleiseffectivesubsequenttotheeffectivedateofthecoverageofmembers

underthefederalsystemtheemployees’federalcontributionsrequiredofmemberswithrespecttosalaryandwagespaidforservicerenderedaftertheeffectivedateofcoverageofsuchmemberunderthefederalsystemandpriortothetimethatfederalcontributionsarefirstdeductedfromthesalaryorwageofsuchmembers,shallbepaidtothecountyordistrictbythememberinsuchmannerasmaybedeterminedbytheRetirementBoard.

(AddedbyStats.1957,Ch.663,Sec.1,EffectiveMay31,1957)

§31815. Deferred retirement; determination of allowanceAnymemberwhoelectsdeferredretirementafterbecomingsubjecttotheprovisionof

thisarticleshallreceivearetirementallowancedeterminedinaccordancewithSection31808,31808.1,31808.6,or318091,whicheverisapplicable.

(AmendedbyStats.1969,Ch.767,Sec.5,EffectiveAugust14,1969)1Repealed

§31816. Redeposit of accumulated contributions previously withdrawn; amountIntheeventthatanymemberwhoisrequiredtoorwhohastherighttoelectto

redepositaccumulatedcontributionspreviouslywithdrawn,electssotodo,theamountofsuchredepositshallbetheamountofhispreviouslywithdrawncontributionsadjustedinaccordancewiththeprovisionsofSection31813.

(AddedbyStats.1959,Ch.1193,Sec.4)

§31816.1. Credit for service; modificationIf,aftertheadoptionofthisarticlebyacounty,amemberispermittedbyothersections

ofthisacttoobtaincreditforservicebymakingcontributionsintothissystemforpreviousservice,thatpartofsuchcontributionsapplicabletotheperiodoftimeaftertheadoptionofthisarticlebythecountyshallbemodifiedinaccordancewithSection31812.

(AddedbyStats.1959,Ch.1193,Sec.5)

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§31817. Contra Costa County; inapplicability of article; exception (Contra Costa)ThisarticleshallnotbeapplicabletoanymembersubjecttoSection31751exceptwith

respecttothemember’sservicepriortothedatesuchsectionwasmadeapplicabletothemember.

(AddedbyStats.1980,Ch.58,Sec.18,EffectiveApril4,1980)

Article 14Subrogation

(Article14addedbyStats.1947,Ch.424,Sec.1)

§31820. Recovery by board against third party tortfeasor; application of Workmen’s Compensation LawIfbenefitsarepayableunderthischapterbecauseofaninjuryto,orthedeathof,a

memberoftheretirementassociation,andsuchinjuryordeathistheproximateconsequenceoftheactofanypersonotherthanhisemployer,theboardonbehalfoftheretirementassociationmayrecoverfromsuchpersonanamountwhichisthelesserofthefollowing:

(1)Anamountwhichisequaltoone-halfoftheactuarialequivalentofthebenefitsforwhichtheassociationisliablebecauseofsuchinjuryordeath;or

(2)Anamountwhichisequaltoone-halfoftheremainingbalanceoftheamountrecoveredafterallowanceofthatamountwhichtheemployeroritsinsurancecarrierhavepaidorbecomeobligatedtopay.Therightshallbedeterminedunderthesubrogationprovisionsofanyworkmen’scompensationlaw.

(AmendedbyStats.1965,Ch.1340,Sec.1)

§31821. Joinder of retirement association with employer or insurerTheretirementassociationmayjoinwiththeemployeroritscompensationinsurance

carrierinanyproceedingunderthisarticle.(AddedbyStats.1947,Ch.424,Sec.1)

§31822. Application of amounts recovered from third party tortfeasorAnyamountrecoveredbyanyofthepartiesshallbeapplied,first,totheamountswhich

theemployeroritsinsurancecarrierhavepaidorbecomeobligatedtopay,andsecond,totheamountstowhichtheretirementassociationisentitledundertheprovisionsofSection31820hereof.

(AmendedbyStats.1965,Ch.1340,Sec.2)

§31823. Commencement of actions; time at which liability of retirement system fixedActionsbroughtbytheboardunderthisarticleshallbecommencedwithinthreeyears

aftertheliabilityoftheretirementsystemtopaybenefitsisfixed.Liabilityoftheretirementsystemisfixedatthetimetheboardapprovesthepaymentofbenefitsunderthischapter.

(AddedbyStats.1981,Ch.159,Sec.1)

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Article 15Reciprocal Benefits

(Article15addedbyStats.1961,Ch.1693,Sec.10)

§31830. Legislative intentTheprovisionsofthisarticleareintendedtoencouragecareerpublicservicebygranting

reciprocalretirementbenefitstomemberswhoareentitledtoretirementrightsorbenefitsfromtwoormoreretirementsystemsestablishedunderthischapterorfromaretirementsystemestablishedunderthischapterandthePublicEmployees’RetirementSystem,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,andtodelineatethefinancialobligationsofeachsystemandrelatedpoliticalentitysothatnosystemorpoliticalentityshallbeliableformorethanitsjustfinancialobligation.

(AmendedbyStats.1968,Ch.1046,Sec.3)(AmendedbyStats.2000,Ch.966(AB2331),Sec.6)

§31831. Authority to elect deferred retirement; rescission; withdrawal of contributionsAnymember,whetheroverorundertheminimumageofserviceretirement,wholeaves

countyserviceandwithin90daysorsixmonthsifSection31840.4appliesthereafterbecomesamemberofthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,amemberoftheStateTeachers’RetirementSystem,oramemberofaretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,regardlessoftheamountofcountyservice,mayelectdeferredretirementpursuanttoArticle9ofthischapter,exceptthatheorshemaynot,afterthatelection,rescindtheelectionorwithdrawanyofhisorheraccumulatedcontributionswhileamemberofsuchothersystem.

(AmendedbyStats.1969,Ch.122,Sec.18)(AmendedbyStats.2000,Ch.966(AB2331),Sec.7)

§31831.1. Election by member leaving county service and becoming member of another system to leave contributions on depositAnymemberwholeftcountyordistrictserviceonorbeforeDecember31,1971,and

becameamemberofaretirementsystemestablishedunderthischapterinanothercountyorofthePublicEmployees’RetirementSystem,whodidnotelectto,orwasnoteligibleto,leavehiscontributionsondepositpursuanttoArticle9(commencingwithSection31700)maynowelecttoleavehisaccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700)byredepositingintheretirementfundofthecountyordistricthelefttheamountofaccumulatedcontributionsandinteresthewithdrewfromsuchretirementfundplusregularinterestthereonfromdateofseparation.

AnysuchmemberwhoseaccumulatedcontributionsareondepositasprovidedinthissectionandanyothermemberwholeftcountyordistrictserviceonorbeforeDecember31,1971,whobecameamemberofaretirementsystemestablishedunderthischapterinanothercountyorofthePublicEmployees’RetirementSystemandwhoelectedtoleavehisaccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700)shallbeeligibleforthebenefitsprovidedinthisarticle,andforpurposesofsuchbenefitsshallbedeemedtohaveenteredmembershipinsuchothersystemwithin90daysofhisseparationfromcountyordistrictemployment.Thedeferredretirementallowanceforsuchmembershall

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bedeterminedinaccordancewiththeprovisionsofthischapterapplicabletomembersretiringdirectlyfromcountyemploymentonthedateofhisretirement.Anymemberwhoqualifiesforareducedageatentrypursuanttothissectionshallbeentitledtousesuchageonlyfromandafterthedatehecompletestheredepositasprovidedinthissectionor,ifheelectedtoleavehisaccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700),fromandafterthedatehenotifiestheboardinwritingthathedesiresthebenefitsofthissection.ThissectionshallnotapplytomemberswhoareretiredorwhoarenotinserviceofanemployermakinghimamemberofaretirementsystemestablishedunderthischapterorofthePublicEmployees’RetirementSystem.

Unlessthischapterexpresslyprovidestothecontrarytheretirementallowancereceivedbyamemberpursuanttothissectionshallbecalculatedbaseduponthelawspertainingtotheretirementsystemofsuchdistrictorcountyasofthedateofretirementandnotthelawspertainingtosuchsystemasofthedatethememberfirstleftcountyordistrictservice.

ThissectionshallnotbeapplicabletoanymemberenteringserviceafterDecember31,1977.

(AmendedbyStats.1976,Ch.629,Sec.2)

§31831.2. Member leaving service and becoming member in another county or of public employees’ retirement system; election to leave contributions on deposit; redeposit; eligibility for benefits; applicability of sectionAnymemberwholeftcountyordistrictserviceonorbeforeDecember31,1974,and

becameamemberofaretirementsystemestablishedunderthischapterinanothercountyorofthePublicEmployees’RetirementSystem,whodidnotelectto,orwasnoteligibleto,leavehisorhercontributionsondepositpursuanttoArticle9(commencingwithSection31700)maynowelecttoleavehisorheraccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700)byredepositingintheretirementfundofthecountyordistrictheorshelefttheamountofaccumulatedcontributionsandinterestheorshewithdrewfromtheretirementfundplusregularinterestthereonfromdateofseparation.

AnysuchmemberwhoseaccumulatedcontributionsareondepositasprovidedinthissectionandanyothermemberwholeftcountyordistrictserviceonorbeforeDecember31,1974,whobecameamemberofaretirementsystemestablishedunderthischapterinanothercountyorofthePublicEmployees’RetirementSystemandwhoelectedtoleavehisorheraccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700)shallbeeligibleforthebenefitsprovidedinthisarticle,andforpurposesofthesebenefitsshallbedeemedtohaveenteredmembershipintheothersystemwithin90days,orsixmonthsifSection31840.4applies,ofhisorherseparationfromcountyordistrictemployment.Thedeferredretirementallowanceforthemembershallbedeterminedinaccordancewiththeprovisionsofthischapterapplicabletoamemberretiringdirectlyfromcountyemploymentonthedateofhisorherretirement.Anymemberwhoqualifiesforareducedageatentrypursuanttothissectionshallbeentitledtousethatageonlyfromandafterthedateheorshecompletestheredepositasprovidedinthissectionor,ifheorsheelectedtoleavehisorheraccumulatedcontributionsondepositpursuanttoArticle9(commencingwithSection31700),fromandafterthedateheorshenotifiestheboardinwritingthatheorshedesiresthebenefitsofthissection.ThissectionshallnotapplytomemberswhoareretiredorwhoarenotinserviceofanemployermakinghimorheramemberofaretirementsystemestablishedunderthischapterorofthePublicEmployees’RetirementSystem.

Unlessthischapterexpresslyprovidestothecontrarytheretirementallowancereceivedbyamemberpursuanttothissectionshallbecalculatedbaseduponthelawspertainingtotheretirementsystemofthedistrictorcountyasofthedateofretirementandnotthelaws

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pertainingtothesystemasofthedatethememberfirstleftcountyordistrictservice.ThissectionshallnotbeapplicabletoanymemberenteringserviceafterDecember31,

1979.Thissectionshallapplyonlyinacountyofthefirstclass,asestablishedbySections

28020and28022butshallnotbeoperativeinacountyuntiladoptedbyresolutionoftheboardofsupervisors.

(AddedbyStats.1982,Ch.991,Sec.3)(AmendedbyStats.2000,Ch.966(AB2331),Sec.8)(AmendedbyStats.2005,Ch.22(SB1108),Sec.93)

§31831.3. Election to redeposit contributions on deposit for active members of retirement systems; rights of former members; application of section; criteria to determine eligibility of former members(a)NotwithstandingSections31831.1and31831.2,anyformermemberwholeft

countyordistrictserviceandbecameamemberofaretirementsystemestablishedunderthischapterinanothercountyordistrict,orareciprocalretirementsystem,oraretirementsystemestablishedunderthePublicEmployees’RetirementLaw,andwhodidnotelectto,orwasnoteligibleto,leavehisorhercontributionsondepositpursuanttoArticle9(commencingwithSection31700),mayelecttoredepositthosecontributionsifheorsheisanactivememberofacountyretirementsystem,thePublicEmployees’RetirementSystem,oranotherreciprocalretirementsystematthetimeofredeposit.Aformermembermayexercisethisrightbyredepositingintheretirementfundofthecountyordistrictheorsheleft,theamountofaccumulatedcontributionsandinterestthatheorshewithdrewfromthatretirementfundplusregularinterestthereonfromthedateofseparation.

(b)Aformermemberwhoredepositsunderthissectionshallhavethesamerightsasamemberwhoelectedtoleavehisorheraccumulatedcontributionsondepositinthefund.Thedeferredretirementallowanceofthemembershallbedeterminedinaccordancewiththeprovisionsofthischapterapplicabletoamemberretiringdirectlyfromcountyemploymentonthedateofhisorherretirement.

(c)Aformermemberwhoredepositsunderthissectionshallbeentitledtoareducedageatentry,commencingwithcontributionspayablethefirstdayofthemonthfollowingthedatetheassociationreceivesnoticeoftheredeposit,onlytotheextentprovidedinSection31833.

(d)Thissectiondoesnotapplytothefollowing:(1)Amemberorformermemberwhoisretired.(2)Aformermemberwhoisnotintheserviceofanemployermakinghimorhera

memberofaretirementsystemestablishedunderthischapterinanothercountyordistrict,aretirementsystemestablishedunderthePublicEmployees’RetirementLaw,oranotherreciprocalretirementsystem.

(e)Thissectionshallonlyapplytoeitherofthefollowing:(1)Aformermemberwhoisintheserviceofanemployerasanofficeroremployee

ofalawenforcementagencyorfiredepartmentwhoseprincipaldutiesconsistofactivelawenforcementorfirefightingandpreventionservice,butexcludingonewhoseprincipaldutiesarethoseofatelephoneoperator,clerk,stenographer,machinist,mechanic,orotherwise,andwhosefunctionsdonotclearlycomewithinthescopeofactivelawenforcementorfirefightingandpreventionservice,eventhoughtheofficeroremployeeissubjecttooccasionalcall,orisoccasionallycalledupon,toperformdutieswithinthescopeofactivelawenforcementorfirefightingandpreventionservice.

(2)Aformermemberwhoisintheserviceofanemployerandseekstoredeposit

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contributionsforpastemploymentasanofficeroremployeeofalawenforcementagencyorfiredepartmentinthissystemwhoseprincipaldutiesconsistedofactivelawenforcementorfirefightingandpreventionservice,butexcludingonewhoseprincipaldutieswerethoseofatelephoneoperator,clerk,stenographer,machinist,mechanic,orotherwise,andwhosefunctionsdidnotclearlycomewithinthescopeofactivelawenforcementorfirefightingandpreventionservice,eventhoughtheofficeroremployeewassubjecttooccasionalcall,orwasoccasionallycalledupon,toperformdutieswithinthescopeofactivelawenforcementorfirefightingandpreventionservice.

(f)Forpurposesofthissection,a“formermember”isamemberwholeftcountyordistrictserviceandwhodidnotelectto,orwasnoteligibleto,leavehisorhercontributionsondepositpursuanttoArticle9(commencingwithSection31700).

(g)Eachretirementsystemshallestablishcriteriatodeterminetheeligibilityofaformermembertoredepositcontributions,andtheamountofcontributionsthatmayberedeposited,pursuanttothissectioninthosecasesinwhichthesystemnolongermaintainscompleterecordswithrespecttotheformermember.

(AddedbyStats.2002,Ch.883(AB2766),Sec.3)

§31832. Data and information on employee’s statusTheboardshall,onrequestoftheBoardofAdministrationofthePublicEmployees’

RetirementSystem,theboardofretirementofaretirementsystemestablishedinanothercountyunderthischapter,theBoardofRetirementoftheStateTeachers’RetirementSystem,ortheboardofretirementofaretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,supplyinformationanddatanecessaryfortheadministrationofsuchothersystemasitisaffectedbymembershipinandservicecreditedunderthissystem.

(AmendedbyStats.1968,Ch.1046,Sec.6)(AmendedbyStats.2000,Ch.966(AB2331),Sec.9)

§31833. Age at entryForthepurposeofthisarticleandArticles6and6.8ofthischapter,ageattimeof

entranceintotheretirementsystemforapersonwhoenterswithin90days,orsixmonthsifSection31840.4applies,oflastrenderingserviceasamemberofthePublicEmployees’RetirementSystem,anotherretirementsystemestablishedunderthischapter,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,andwhoretainshismembershipinsuchothersystemorsystems,shallbehisageatentryintothefirstsuchothersystem.

(AmendedbyStats.1968,Ch.1046,Sec.7)(AmendedbyStats.2000,Ch.966(AB2331),Sec.10)

§31833.1. Member’s age at time of entrance into retirement system; redeposit or contributionsForthepurposeofthisarticleandArticle6(commencingwithSection31620)andArticle

6.8(commencingwithSection31639)ofthischapter,amember’sageatthetimeofentranceintotheretirementsystemforapersonwho,afterentering,redepositsthecontributionsheorshewithdrewfromthePublicEmployees’RetirementSystem,andwhootherwisemeetsallrequirementsforreciprocityunderthisarticlebyreasonofhisorhermembershipinthePublicEmployees’RetirementSystem,shallbehisorherageatentryintothePublicEmployees’RetirementSystem,commencingwiththepayperiodimmediatelyfollowingreceiptof

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confirmationfromthePublicEmployees’RetirementSystemthatallwithdrawncontributionshavebeenredeposited.

(AddedbyStats.2000,Ch.966(AB2331),Sec.11)

§31834. Time of becoming safety membersNotwithstandingSection31558andregardlessofageatentryintothesystemincounties

subjecttotheprovisionsofSection31676.1andincountieselectingpursuanttoSection31695.1,apersonshallbecomeasafetymemberonthefirstdayofthecalendarmonthfollowinghisentranceintoserviceinapositiontheprincipaldutiesofwhicharedefinedinSections31470.2,31470.4or31470.6,ifsuchfirstdayofthecalendarmonthiswithin90days,orsixmonthsifSection31840.4appliesoflastrenderingactivepoliceorfiresuppressionorlifeguardworkasamemberofthePublicEmployees’RetirementSystemoraretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,andthepersonretainshismembershipinsuchothersystem.

(AmendedbyStats.1968,Ch.1046,Sec.8)(AmendedbyStats.2000,Ch.966(AB2331),Sec.12)

§31835. Average earnable compensation; computation; conditionsTheaveragecompensationduringanyperiodofserviceasamemberofthePublic

Employees’RetirementSystem,amemberoftheJudges’RetirementSystemorJudges’RetirementSystemII,amemberofaretirementsystemestablishedunderthischapterinanothercounty,amemberoftheStateTeachers’RetirementSystem,oramemberofaretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,shallbeconsideredcompensationearnableorpensionablecompensationpursuanttoSection7522.34,whicheverisapplicable,byamemberforpurposesofcomputingfinalcompensationforthatmemberprovided:

(a)Theperiodinterveningbetweenactivemembershipsintherespectivesystemsdoesnotexceed90days,or6monthsifSection31840.4applies.Thatperiodshallnotincludeanytimeduringwhichthememberwasprohibitedbylawfrombecomingamemberofthesystemofanothercounty.Notwithstandinganythinginthischaptertothecontrary,the90-dayor6-monthrestrictionreferredtointhissectionoranyotherprovisionofthischapteraffectingdeferredretirementshallnotbeapplicabletoanymemberswholeftcountyordistrictservicepriortoOctober1,1949,andsubsequentlyredeposited.

(b)Heorsheretiresconcurrentlyunderbothsystemsandiscreditedwiththeperiodofserviceunderthatothersystematthetimeofretirement.Theprovisionsofthissectionshallbeapplicabletoallmembersandbeneficiariesofthesystem.

(AmendedbyStats.2000,Ch.966(AB2331),Sec.13)(AmendedbyStats.2001,Ch.433(AB1099),Sec.3)(AmendedbyStats.2013,Ch.247(AB1380),Sec.44)

§31835.01. Retroactive extension of benefits; subsequent redeposit of contributionsSection31835shallberetroactivelyappliedsoastoextendthebenefitsthereoftoevery

activeandretiredmemberandbeneficiarywholeftcountyordistrictservicepriortoOctober1,1949,andsubsequentlyredepositedhiscontributionsinthesysteminrespecttoallpayments

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fortimeaftertheeffectivedateofhisretirementandpriortotheeffectivedateofthissectionaswellastopaymentsfortimeaftertheeffectivedateofthissection.

(AddedbyStats.1972,Ch.195,Sec.1)

§31835.02. Eligibility to retire at age 50; ineligibility to retire from other retirement systems (Alameda County)Notwithstandinganyotherprovisionofthispart,Section31835shallalsoapplytoany

memberwhowasamemberofaretirementsystemestablishedunderthischapterandwhosubsequentlybecomesamemberofthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,providingtheperiodinterveningbetweentheperiodsforwhichactiveservicewascrediteddoesnotexceed90days,orsixmonthsifSection31840.2applies,andthememberretiresconcurrentlyunderbothsystemsandiscreditedwiththeperiodsofserviceatthetimeofretirement.

ThissectionshallonlybeoperativeinanycountyofthefourthclassasdescribedinSections28020and28025ifitisadoptedbyamajorityvoteoftheboardofsupervisors.

(AddedbyStats.1998,Ch.116(AB2763),Sec.3)(AmendedbyStats.2000,Ch.966(AB2331),Sec.14)(AmendedbyStats.2001,Ch.159(SB662),Sec.118)

§31835.1. Member eligible to retire at age 50 or required to retire because of age who cannot retire concurrently from Public Employees’ Retirement System or system in another countyNotwithstandingtheprovisionsofSections31835and31836,amemberofaretirement

systemestablishedunderthischapterwhoiseligibletoretireatage50pursuanttoSection31672,orwhoisrequiredtoretirebecauseofagewhileamemberofthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,butwhocannotretireconcurrentlyfromthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystem,oraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,shallbeentitledtohavehisfinalcompensationandservicedeterminedunderSections31835and31836asifhehadretiredconcurrentlyundersuchothersystem.

(AmendedbyStats.1972,Ch.1344,Sec.2,EffectiveDecember22,1972)(AmendedbyStats.2000,Ch.966(AB2331),Sec.15)

§31836. Service; credit for service“Service,”solelyforpurposesofqualificationforpaymentofbenefitsandretirement

allowances,shallalsoincludeserviceasanemployeeofthestateoracontractingagencyunderthePublicEmployees’RetirementSystemorofanothercountyhavingaretirementsystemestablishedunderthischapter,orasamemberoftheStateTeachers’RetirementSystem,orasamemberofaretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection

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31840.2,ifthecompensationforsuchserviceconstitutescompensationearnableorpensionablecompensationpursuanttoSection7522.34,whicheverisapplicable,byamemberunderSection31835ofthispart.Nocreditshallbegrantedinthisretirementsystemforserviceforwhichthememberhasreceivedcreditinanotherretirementsystemorforwhichheorsheispresentlyreceivingaretirementallowancefromanotherretirementsystem.

(AmendedbyStats.1968,Ch.1046,Sec.10)(AmendedbyStats.2000,Ch.966(AB2331),Sec.16)(AmendedbyStats.2013,Ch.247(AB1380),Sec.45)

§31836.1. “Service” defined; operative date“Service,”forthepurposeofqualifyingmembersforthediscontinuanceofcontributions

pursuanttoSection31625.2,shallalsoincludeserviceasanemployeeofthestate,acontractingagencyunderthePublicEmployees’RetirementSystem,anothercountyhavingaretirementsystemestablishedunderthischapter,oranyotherpublicagencyifthecompensationfortheserviceconstitutescompensationearnablebyamemberunderSection31835.

ThissectionshallbecomeoperativeonJanuary1,1988.(Repealed(bySec.1)andaddedbyStats.1982,Ch.202,Sec.2,OperativeJanuary1,

1988,byitsownprovisions)

§31836.2. “Service” defined; 30 year cancellation of contributions for safety members (Los Angeles)(a)“Service,”forthepurposeofqualifyingmembersforthediscontinuanceof

contributionspursuanttoSection31664,31664.1,or31664.2shallalsoincludeserviceasanemployeeofthestate,acontractingagencyunderthePublicEmployees’RetirementSystem,anothercountyhavingaretirementsystemestablishedunderthischapter,oranyotherpublicagencyifthecompensationfortheserviceconstitutescompensationearnablebyamemberunderSection31835.

(b)Thissectionshallapplyonlyinacountyofthefirstclass,asdefinedbySection28020,asamendedbyChapter1204oftheStatutesof1971.

(c)Thissectionisdeclaratoryofexistinglaw.(AddedbyStats.2008,Ch.164(AB3044),Sec.12)

§31837. Members leaving accumulated contributions on deposit; eligibility; conditionsAnymemberwhoelects,pursuanttoSection31700and31832,toleavehisaccumulated

contributionsondepositmayberetiredfordisability,regardlessofageorlengthofservice,andreceiveadisabilityretirementallowanceunderthisarticlebasedontheservicecreditedtohimatthetimeofretirementduringanyperiodthereafterinwhichhereceivesadisabilityretirementallowanceunderthePublicEmployees’RetirementSystemoraretirementsystemestablishedunderthischapterinanothercounty,subjecttothefollowingconditions:

(1)Thatsuchallowanceshallnotbepaidiftheperiodinterveningbetweenthelastservicecreditedunderthissystemandhisbecomingamemberinsuchothersystemexceeds90days.

(2)Thatifthememberisretiringfornonservice-connecteddisability,and,ifasafetymemberhasnotattainedage55,orifanonsafetymemberhasnotattainedage65,hisretirementallowanceshallbeascalculatedpursuanttoSection31838.

(3)Thatsuchallowanceshallbeanannuitywhichistheactuarialequivalentofthemember’saccumulatedcontributionswhenretirementundertheothersystemisfordisabilityarisingoutofandinthecourseofemploymentsubjecttosuchothersystem.

(AmendedbyStats.1968,Ch.1046,Sec.11)

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§31837.1. Election to leave accumulated contributions on deposit; retired for disability and receipt of disability retirement allowance (Contra Costa)NotwithstandingSections31837and31838,anymembercoveredunderSection31751

whoelects,pursuanttoSections31700and31832,toleaveaccumulatedcontributionsondepositmayberetiredfordisabilityandreceiveadisabilityretirementallowanceunderthissectionduringanyperiodhereafterinwhichthememberreceivesadisabilityretirementallowanceunderthePublicEmployees’RetirementSystem,aretirementsystemestablishedunderthischapterinanothercounty,theStateTeachers’RetirementSystemoraretirementsystemofanyotherpublicagencyofthestatethathasestablishedreciprocitywiththePublicEmployees’RetirementSystemsubjecttotheconditionsofSection31840.2,subjecttoallofthefollowing conditions:

(a)Thatsuchallowanceshallnotbepaidiftheperiodinterveningbetweenthelastservicecreditedunderthissystemandbecomingamemberinsuchothersystemexceedssixmonths.

(b)That,ifthememberisretiringfornon-service-connecteddisability,thedisabilityrequirementsshallbethatoftheothersystemandthemember’sretirementallowanceshallbebasedontheothersystem’sdisabilitybenefitformula.Thedisabilitybenefitreceivedinthecountyshallbecalculatedasifallthemember’sservicewasintheothersystembutthenproratedusingtheratioofserviceinthiscountytothetotalserviceinbothsystems.

(c)That,ifthememberisretiringfordisabilityarisingoutofandinthecourseofemploymentsubjecttosuchothersystem,theallowancetothemembershallbeanannuitywhichistheactuarialequivalentofthemember’saccumulatedcontributionsatthetimeofretirement.

(AddedbyStats.1980,Ch.58,Sec.19,EffectiveApril4,1980)(AmendedbyStats.2000,Ch.966(AB2331),Sec.17)

§31838. Retirement allowance; computation of amountEverysafetymemberunderage55yearsandeveryothermemberunderage65years

whoisretiredfornonservice-connecteddisabilityandwhoisretiredsimultaneouslyunderadisabilityretirementallowancefromthePublicEmployees’RetirementSystemoraretirementsystemestablishedunderthischapterinanothercountyshallreceivearetirementallowanceequaltothegreaterofthefollowingamounts;

(1)Thesumtowhichhewouldbeentitledasserviceretirement;or(2)Asumwhichshallconsistof:

(a)Anannuitywhichistheactuarialequivalentofhisaccumulatedcontributionsatthetimeofhisretirement,and

(b)If,intheopinionoftheboard,hisdisabilityisnotduetointemperateuseofalcoholicliquorordrugs,willfulmisconduct,orviolationoflawonhispart,adisabilityretirementpensionpurchasedbycontributionsofthecountyordistrict,allcomputedasprovidedinSections31727or31727.2.

(AmendedbyStats.1968,Ch.1046,Sec.12)

§31838.5. Members with service credits in more than one entity; disability benefit amountNoprovisionofthischaptershallbeconstruedtoauthorizeanymember,creditedwith

serviceinmorethanoneentityandwhoiseligibleforadisabilityallowance,whetherserviceconnectedornonserviceconnectedtoreceiveanamountfromonecountythat,whencombinedwithanyamountfromothercountiesorthePublicEmployees’RetirementSystem,resultsinadisabilityallowancegreaterthantheamountthememberwouldhavereceivedhadallthe

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member’sservicebeenwithonlyoneentity.Incasesofservice-connecteddisabilityallowancesonly,thelimitationondisability

allowancesprovidedforinthissectionshallapplytoservice-connecteddisabilityallowancespayabletothosewho,afterbeingemployedwithanothercountyoranentitywithinthePublicEmployees’RetirementSystem,becomeemployedbyasecondpublicentityonorafterJanuary1,1984.Eachentityshallcalculateitsrespectiveobligationsbaseduponthemember’sservicewiththatentityandeachshalladjustitspaymentonaproratabasis.

(AmendedbyStats.1984,Ch.767,Sec.1)

§31839. Death before retirement; death benefitUponthedeathbeforeretirementofamember,whileinserviceasamemberofthe

PublicEmployees’RetirementSystemoraretirementsystemestablishedpursuanttothischapterinanothercounty,whohasmadeanelectionpursuanttoSection31700and31832,thedeathbenefitprovidedinSection31781payablebythesystemfromwhichheorsheelecteddeferred retirement shall consist of:

(a)Whendeathisnottheresultofadiseaseorinjuryarisingoutofandinthecourseofemployment,theamountofsuchdeathbenefitshallnotexceedanamountwhichwhenaddedtothedeathbenefitpayableforthememberundersuchothersystemwillequalthetotaloftheaccumulatedcontributionstobothsystemsplus50percentoftheannualcompensationearnableorpensionablecompensationpursuanttoSection7522.34,whicheverisapplicable,bythedeceasedduringthe12monthsimmediatelyprecedinghisorherdeath.

(b)Whendeathistheresultofdiseaseorinjuryarisingoutofandinthecourseofhisorheremploymentasamemberofsuchothersystem,suchdeathbenefitshallconsistsolelyofthemember’saccumulatedcontributions.

(AmendedbyStats.1968,Ch.1046,Sec.13)(AmendedbyStats.2013,Ch.247(AB1380),Sec.46)

§31840. Applicability of death benefit provisions to certain countiesThedeathbenefitprovisionsofparagraph(a)ofSection31839shallbesubjecttothe

provisionsofSections31765,31765.1,31781.1and31781.2inthosecountieswherethesesectionsareapplicable.Inallcalculationsunderthesesectionsonlytheretirementallowanceswhichwouldbepayablebythesystemfromwhichthememberelecteddeferredretirementshallbeconsidered.

TheprovisionsofSection31784shallapplytothedeathbenefitsprovidedbyparagraphs(a)and(b)ofSection31839.

(AddedbyStats.1961,Ch.1693,Sec.10)

§31840.01. Contra Costa County; death benefit (Contra Costa)NotwithstandingSection31840,uponthedeathbeforeretirementofamembercovered

underSection31751,whileinserviceasamemberofaretirementsystemestablishedpursuanttothischapterinanothercounty,whohasmadeanelectionpursuanttoSection31700and31831,thedeathbenefitprovisionsofparagraph(a)ofSection31839shallbesubjecttotheprovisionsofSections31765,31765.1,31781.1,and31781.2insuchothersystemwherethesesectionsareapplicable.Inallcalculationsunderthesesections,thedeathbenefitreceivedfromthiscountyshallbecalculatedasifallofthemember’sservicewasintheothersystembutthenproratedusingtheratioofserviceinthiscountytothetotalserviceinbothsystems.TheprovisionsofSection31784shallapplytothedeathbenefitsprovidedbysubdivisions(a)and(b)ofSection31839.

(AddedbyStats.1980,Ch.58,Sec.20,EffectiveApril4,1980)

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§31840.1. University member; applicability of provisionsTheprovisionsofthisarticleextendingrightstoamemberofacountyretirement

systemestablishedunderthischapterorsubjectinghimtoanylimitation,byreasonofhismembershipinthePublicEmployees’RetirementSystem,shallapplyinlikemannerandunderlikeconditionstosaidmemberbyreasonofhismembershipinanyretirementsystemmaintainedbytheRegentsoftheUniversityofCalifornia,providedsaidmemberentersanyretirementsystemmaintainedbysaidregentspursuanttoanagreementmadeonorafterJanuary1,1965,betweensaidregentsandacountymakingprovisionfortheoperationbysaidregentsofalloranypartofthehospitalfacilitiesofthatcountyorthetransferoftitletosuchahospitaltotheregentsandforreciprocaluniversityretirementsystemrightsandlimitationssubstantiallycomparabletothoseprescribedbythisarticle.

(AmendedbyStats.1972,Ch.709,Sec.3)

§31840.2. Extension of rights or subjecting member to limitation by reason of membership in Public Employees’ Retirement SystemTheprovisionsofthisarticleextendingrightstoamemberofacountyretirement

systemestablishedunderthischapterorsubjectinghimorhertoanylimitationbyreasonofhisorhermembershipinthePublicEmployees’RetirementSystemshallapplyinlikemannerandunderlikeconditionstoamemberbyreasonofhisorhermembershipinanyretirementsystemestablishedunderChapter2(commencingwithSection45300)ofDivision5ofTitle4withrespecttowhichanordinancecomplyingwithSection45310.5hasbeenfiledwithandacceptedbytheboardorbyreasonofhisorhermembershipinaretirementsystemestablishedbyorpursuanttothecharterofacityorcityandcountyorbyanyotherpublicagencyofthisstatewhichsystem,intheopinionoftheboard,providesasimilarmodificationofrightsandbenefitsbecauseofmembershipinasystemestablishedunderthischapterandwithrespecttowhichthegoverningbodyofsuchcity,cityandcountyorpublicagencyandtheboardhaveenteredintoagreementpursuanttoSection20351.Thissectionshallapplyonlytoamemberwhoseterminationandsubsequentreentryintoemploymentresultinginachangeinmembershipfromasystemestablishedunderthischaptertosuchothersystemorfromsuchothersystemtoasystemestablishedunderthischapteroccurredaftersuchacceptanceordeterminationbytheboard;provided,however,thatprovisionsrelatingtocomputationoffinalcompensationshallapplytoanyothermemberifsuchprovisionwouldhaveappliedhadtheterminationandentryintoemploymentoccurredaftersuchacceptanceordeterminationbytheboard.

Asusedinthissection,“board”meanstheBoardofAdministrationofthePublicEmployees’RetirementSystem.

(AmendedbyStats.1970,Ch.837,Sec.2)(AmendedbyStats.2000,Ch.966(AB2331),Sec.18)

§31840.3. Extension of rights to person who terminated state employment on or after June 30, 1971, and became permanent county employee on or before January 4, 1972Theprovisionsofthischapterextendingrightstoamemberofacountyretirement

systemestablishedunderthischapterbyreasonofhismembershipinthePublicEmployees’RetirementSystemshallalsoapplytomemberswhoterminatedstateemploymentonorafterJune30,1971,butbecauseofcountybudgetproblemswerenotemployedinthepermanentpositionstowhichtheywouldotherwisehavebeenassignedanddidnotbecomepermanentcountyemployeesuntilonorbeforeJanuary4,1972.

Thissectionshallnotbeoperativeinanycountyuntilitisadoptedbyamajorityvoteof

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theboardofsupervisors.(AddedbyStats.1974,Ch.1029,Sec.2)

§31840.4. Rights conditioned upon reemployment prior to termination of membership; length of time; applicability of sectionWhereverinthischaptertherightsofamember,becauseofmembershipinanother

retirementsystem,areconditioneduponreemploymentwithin90daysofterminationofemploymentcoveredbyasystemunderthischapteroranotherretirementsystem,withrespecttosuchreemploymentwhichoccursonandafterJanuary1,1976,suchperiodshallbesixmonthsratherthan90days.

ThissectionshallalsobeapplicabletomemberswhowerepermanentemployeesofthestatewhowerelaidoffbecauseofareductioninworkforceandwhosebreakinservicebetweenretirementsystemsoccurredpriortoJanuary1,1976,butnotbeforeApril1,1970.

(AmendedbyStats.1976,Ch.1420,Sec.3.5)

§31840.5. Extension of rights to certain former state employees employed by districtTheprovisionsofthischapterextendingrightstoamemberofacountyretirement

systemestablishedunderthischapterorsubjectinghimtoanylimitation,byreasonofhismembershipinthePublicEmployees’RetirementSystemshallalsoapplytomemberswhoterminatedstateemploymentandbecameemployeesofadistrictwithinsixmonthsofsuchterminationandwhowereemployeesofsuchdistrictatthetimethatthedistrictbecamesubjecttothecountyretirementsystem.Anychangeinamember’scontributionrateshallbecomeeffectiveonJanuary1,1977,andamemberwhoserateisreducedshallnotbeentitledtoanypaymentwithrespecttohisrateofcontributionpriortothatdate.

Thissectionshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthissectionapplicableinsuchcounty.

(AddedbyStats.1976,Ch.701,Sec.1)

§31840.6. Elected officer members who become members of other system upon commencement of other elective office; maximum break in serviceWheneverinthischaptertherightsofamember,becauseofmembershipinanother

retirementsystem,areconditioneduponreemploymentwithinsixmonthsofterminationofmembershipinasystemunderthischapteroranotherretirementsystem,suchperiodshallbeoneyearratherthansixmonthsifthememberwasanelectiveofficerandbecomesamemberofasystemestablishedunderthischapteruponcommencementofserviceinanotherelectiveofficeonandafterJanuary1,1977.

Thissectionshallnotbeapplicableinanycountyuntiladoptedbytheboardofsupervisorsnoruntiltheotheremployerinareciprocalsystemelectsasimilarprovision.

(AddedbyStats.1976,Ch.1315,Sec.2)

§31840.7. Rights conditioned upon reemployment within specified period following termination; contingent operationWhereverinthischaptertherightsofamember,becauseofmembershipinanother

retirementsystem,areconditioneduponreemploymentwithinaspecifiedperiodafterterminationofemploymentcoveredbyasystemunderthischapteroranotherretirementsystem,theperiodshallbeoneyearinthecaseofanymemberwhowasreemployedonorafter

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January1,1989,andwhoseterminationofemploymentwasduetolayoffbecauseof,alackofwork,alackoffunds,orareductioninworkforce.

Thissectionshallnotbeoperativeinanycountyuntilthetimethattheboardofsupervisors,byresolutionadoptedbyamajorityvote,makestheprovisionapplicableinthatcounty.

(AddedbyStats.1990,Ch.595,Sec.1)

§31840.8. Application of chapter provisions; State Teachers’ Retirement System Defined Benefit Plan members; Judges’ Retirement System and Judges’ Retirement System IITheprovisionsofthischapterextendingrightstoamemberofacountyretirement

systemestablishedunderthischapterbyreasonofhisorhermembershipinthePublicEmployees’RetirementSystemshallalsoapplytomembersoftheStateTeachers’RetirementSystemDefinedBenefitPlan,theJudges’RetirementSystem,andtheJudges’RetirementSystemII.

(AddedbyStats.1998,Ch.1077(SB610),Sec.4)(AmendedbyStats.2001,Ch.433(AB1099),Sec.4)

Article 15.5Survivors’Allowances

(Article15.5addedbyStats.1961,Ch.1591,Sec.3;ArticleapplicableincountiesadoptingitasprescribedbySection31841)

§31841. Operative effect as to countiesThisarticleshallnotbeoperativeinanycountyuntilsuchtimeastheboardof

supervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthisarticleapplicableinsuchcounty.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31841.1. Applicability to members subject to Federal Social Security ActThisarticleshallnotbeapplicabletoanymemberwhobecauseofhiscountyserviceis

subjecttothefederaloldageandsurvivorsinsuranceprovisionsoftheFederalSocialSecurityAct.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31842. Eligible spouse definedAsusedinthisarticle“eligiblespouse”meansanindividualwhoiscaringforoneor

moreofthechildren(asdefinedinSection31843)ofadeceasedmemberandwhois:(a)Thewidoworwidowerofsuchdeceasedmember,or(b)Thedivorcedformerspouseofsuchdeceasedmember,fromwhomheorshewas

receivingnotlessthanone-halfofhisorhersupportatthetimeofhisorherdeath.(AmendedbyStats.1976,Ch.1436,Sec.26)

§31843. Child definedAsusedinthisarticle“child”meansamember’schildwhoisdependentuponsuch

memberatthetimeofhisdeathandwhilesuchchildisunmarriedand:(a)Under18yearsofage,or

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(b)Whetherunderorover18yearsofage,totallydisabledandsuchdisabilityoccurredpriortosuchchildattainingage18years.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31844. Parent definedAsusedinthisarticle“parent”means:Thefatherormotherofthedeceasedmemberwhoatthetimeofthedeathofsuch

memberwasnotlessthan62yearsofageandwasreceivingnotlessthanone-halfofhisorhersupportfromthemember,andwhohasnotremarriedsincethemember’sdeath.

(AmendedbyStats.1976,Ch.1436,Sec.27)

§31845. Waiver of death benefit by eligible spouse; survivor’s allowanceUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortohisdeath,survivedbyaneligiblespouse,ifsucheligiblespousewaivestheamount,ifany,payableasadeathbenefitpursuanttoSection31781,sucheligiblespouseshallbepaidamonthlysurvivor’sallowanceequaltothesum,baseduponthemember’scompensationatthetimeofhisdeathandthenumberofchildrenforwhichsucheligiblespouseiscaring,specifiedinSection31849minustheamounttowhichsucheligiblespouseisentitledpursuanttoSection31765,31765.1,31781.1,31781.2,or31787.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31846. Custodian’s or guardian’s waiver of death benefit; survivor’s allowance to childrenUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortohisdeathandwhoissurvivedbyoneormorechildren,duringsuchtimeasnoeligiblespouseisentitledtoasurvivor’sallowancepursuanttothisarticle,ifthefatherormotherhavingcustodyorguardianofsuchchildorchildrenwaivestheamount,ifany,payableasadeathbenefitpursuanttoSection31781,suchchildorchildrenshallbeentitledtoamonthlysurvivor’sallowanceequaltothesum,baseduponthemember’scompensationatthetimeofhisdeathandthenumberofchildren,specifiedinSection31849minustheamounttowhichsuchchildrenareentitledpursuanttoSection31765,31765.1,31781.1,31781.2,or31787.

(AmendedbyStats.1980,Ch.676,Sec.118)

§31847. Division of survivor’s allowance to childrenThemonthlysurvivor’sallowanceinthecaseoftwoormorechildrenentitledthereto

shallbedividedequallybetweenthem.(AddedbyStats.1961,Ch.1591,Sec.3)

§31848. Survivor’s allowance to parentsUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan10yearsimmediatelypriortohisdeath,whoissurvivedbyoneorbothparents,ifnodeathbenefitispaidtoanyonepursuanttoSection31781otherthanthemember’swidow,widower,orchildren,suchparent,orbothofsuchparentsshalleachbeentitledtoamonthlysurvivor’sallowanceequaltothesum,baseduponthemember’scompensationatthetimeofhisdeath,specifiedinSection31849.

(AddedbyStats.1961,Ch.1591,Sec.3)

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§31849. Table of survivors’ allowancesMonthlysurvivors’allowancesshallbebaseduponthefollowingtable:

Monthly Member’s survivors allowancesSurvivingspousecaringforonechild $591.80Survivingspousecaringfortwoormorechildren $690.40Onechildonly $295.90Twochildrenonly $581.80Threeormorechildren $690.40Widoworwidowerage62(nochild) $327.10Eachoftwodependentparentsatage62 $295.90Soledependentparentatage62 $325.50Lumpsumpayment $255.00

(AmendedbyStats.1974,Ch.1359,Sec.1)

§31850. Lump sum supplemental survivorship benefitUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortohisdeathsurvivedbyawidoworwidowerwithwhomhewaslivingatthetimeofhisdeath,theretirementsystemshallpaytosuchwidoworwidowerinadditiontoallotherpaymentsdue,ifany,tosuchwidoworwidoweralumpsumsupplementalsurvivorshipbenefitoftwohundredfifty-fivedollars($255).Ifsuchmemberisnotsurvivedbysuchawidoworwidower,theretirementsystemshallapplysuchlumpsumsupplementalsurvivorshipbenefittoreimbursethepersonwhopaidthefuneralexpensesofsuchmembertoanamountnottoexceedtwohundredfifty-fivedollars($255).

(AddedbyStats.1961,Ch.1591,Sec.3)

§31851. Amount of additional contributionsInadditiontothecontributionsrequiredelsewhereinthischapterthereshallbe

deductedfromthesalaryorwagesofeachmember(tofinancethecostsofthebenefitsprovidedinthisarticle)anamountspecifiedintheregulationsoftheboard.Theboardshallfixtheadditionalcontributionsofmembersatamountswhichitfindswillpayone-halfofthecostofthesurvivors’benefitsandlumpsumsupplementalsurvivorshipbenefitprovidedforinthisarticle.Unlessanduntilsuchregulationsotherwiseprovidesuchamountshallequaleighty-eightcents($0.88)permonthforsafetymembersandsixty-eightcents($0.68)permonthforallothermembers.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31852. Additional deductions not accumulated contributions or refundableTheamountsdeductedpursuanttoSection31851shallnotbeconsideredtobea

portionofamember’saccumulatedcontributionsandshallnotberefundedtoamemberuponterminationofservice,orforanyotherreason.

(AddedbyStats.1961,Ch.1591,Sec.3)

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Article 15.6Survivors’Allowances

(Article15.6addedbyStats.1974,Ch.415,Sec.3;ArticleapplicableincountiesadoptingitasprescribedbySection31855)

§31855. Legislative intentItistheintentoftheLegislaturetoprovidebythisarticleameansbywhichanycounty

whichhasprovidedalloranyofofficersandemployeeswithbothretirementbenefitspursuanttothischapterandfederalsocialsecuritybenefitsonanonintegratedbasismayprovidethebenefitssetforthhereinasanalternativetosurvivorshipbenefitsundersocialsecurity.Accordingly,thisarticleshallnotbeoperativeinanycountyuntilsuchtimeastheboardofsupervisorsshall,byresolutionadoptedbymajorityvoteandspecifyingtheclassorclassesofemployeestowhichitapplies,maketheprovisionsofthisarticleapplicableinsuchcounty,andamajorityofthemembersoftheaffectedclassorclassesvotingatanelectionheldduring1974withmorethan50percentofthemembersparticipating,favortheterminationofsupplementalsurvivorshipbenefitsundersocialsecurity.Anysuchresolutionmayspecifyadatesubsequenttothedateofadoptionastheoperativedateforimplementationofthisarticle.

(AmendedbyStats.1974,Ch.1000,Sec.2,EffectiveSeptember23,1974)

§31855.1. Inapplicability to retired or deferred retirement status members; reentry into employmentThisarticleshallnotbeapplicabletoanymemberwhohasretiredorbeenplacedin

adeferredretirementstatuspriortothedatethisarticlebecomesoperativeinanycounty;provided,however,thatifsuchmemberreenterscountyemploymentonafull-timebasissubsequenttotheoperativedateofthearticle,itshallbecomeapplicabletosuchmember.

(AddedbyStats.1974,Ch.415,Sec.3)

§31855.2. Adoption of enabling resolutionAdoptionofanenablingresolutionbyaboardofsupervisorsshallmaketheprovisions

ofthisarticleapplicableonlytoofficersandemployeesofthatcounty.Ifthegoverningboardofanyspecialdistrictwhoseemployeesarewithintheretirementsystemofthatcountydesiretoincludetheiremployeeswithinthecoverageofthisarticle,theyshalldosobyadoptionofaresolutionsotodobyamajorityofallofthemembersoftheboard.

(AddedbyStats.1974,Ch.415,Sec.3)

§31855.3. ChildAsusedinthisarticle“child”meansamember’schildwhoisdependentuponsuch

memberatthetimeofthemember’sdeathandwhilesuchchildisunmarriedand:(a)Under18yearsofage,or(b)Whetherunderorover18yearsofage,totallydisabledandsuchdisabilityoccurred

priortosuchchildattainingage18years,or(c)Eighteenyearsofageorover,buthasnotattainedtheageof22years,andisenrolled

asafull-timestudentinanaccreditedschool,asdeterminedbytheboard.(AddedbyStats.1974,Ch.415,Sec.3)

§31855.4. ParentAsusedinthisarticle“parent”meansthefatherormotherofthedeceasedmemberwho

atthetimeofthedeathofsuchmemberwasnotlessthan62yearsofageandwasreceivingnot

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lessthanone-halfofhisorhersupportfromthemember,andwhohasnotremarriedsincethemember’sdeath.

(AddedbyStats.1974,Ch.415,Sec.3)

§31855.5. Survivor’s allowance; spouseUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortothemember’sdeath,themember’ssurvivingspouseshallbepaidamonthlysurvivor’sallowanceequaltothesum,basedupontheappropriatefactualcircumstances,specifiedinSection31855.8or31855.12.

(AddedbyStats.1974,Ch.415,Sec.3)(AmendedbyStats.2009,Ch.9(AB1355),Sec.1)

§31855.6. Survivor’s allowance; child or childrenUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortothemember’sdeathandwhoissurvivedbyoneormorechildrenbutnosurvivingspouse,thechildorchildrenshallbeentitledtoamonthlysurvivor’sallowanceasspecifiedinSection31855.8or31855.12.Themonthlysurvivor’sallowanceoftwoormorechildrenshallbedividedequallyastothosechildren.

(AddedbyStats.1974,Ch.415,Sec.3)(AmendedbyStats.2009,Ch.9(AB1355),Sec.2)

§31855.7. Survivor’s allowance; parent or parentsUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortothemember’sdeath,themember’ssurvivingparentorparentsshallbeentitledtoamonthlysurvivor’sallowanceasspecifiedinSection31855.8or31855.12.

(AddedbyStats.1974,Ch.415,Sec.3)(AmendedbyStats.2009,Ch.9(AB1355),Sec.3)

§31855.8. Survivor’s allowances; tableMonthlysurvivor’sallowancesshallbebaseduponthefollowingtable:

Monthly Member’s survivors allowancesSurvivingspousecaringforonechild $591.80Survivingspousecaringfortwoormorechildren $690.40Onechildonly $295.90Twochildrenonly $581.80Threeormorechildren $690.40Widoworwidowerage62(nochild) $327.10Eachoftwodependentparentsatage62 $295.90Soledependentparentatage62 $325.50Lumpsumpayment $255.00

(AddedbyStats.1974,Ch.415,Sec.3)

§31855.9. Supplemental survivorship benefit; lump sumUponthedeathofamemberpriortoretirementwhowasamembercontinuously

fornotlessthan18monthsimmediatelypriortothemember’sdeathwhoissurvivedbyaspousewithwhomthememberwaslivingatthetimeofhisorherdeath,theretirementsystemshallpaytothesurvivingspouse,inadditiontoallotherpaymentsdue,ifany,alump

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sumsupplementalsurvivorshipbenefitoftwohundredfifty-fivedollars($255),assetforthinSection31855.8or31855.12.Ifthememberisnotsurvivedbyaspousewithwhomthememberwasliving,theretirementsystemshallapplyalumpsumsupplementalsurvivorshipbenefittoreimbursethepersonwhopaidthefuneralexpensesofthememberinanamountnottoexceedtwohundredfifty-fivedollars($255).

(AddedbyStats.1974,Ch.415,Sec.3)(AmendedbyStats.2009,Ch.9(AB1355),Sec.4)(AmendedbyStats.2010,Ch.328(SB1330),Sec.90)

§31855.10. Financing cost of benefits; deduction from salary or wages; contribution by countyInadditiontothecontributionsrequiredelsewhereinthischapterthereshallbe

deductedfromthesalaryorwagesofeachmembercoveredbytheprovisionsofthisarticle,tofinancethecostofthebenefitsprovidedherein,thesumofthreedollarsandfiftycents($3.50)permonthandanequivalentamounttobepaidbythecountyasanadditionalcountycontribution.Theamountsdeductedpursuanttothissectionshallnotbeconsideredtobeaportionofamember’saccumulatedcontributionsandshallnotberefundedtoamemberuponterminationofserviceorforanyotherreason.Theboardisempoweredtochangethecontributionfiguressetforthhereinfromtimetotimebasedonactuarialrecommendationastocontributionsneededtofundthesebenefits.

(AddedbyStats.1974,Ch.415,Sec.3)

§31855.11. Survivor’s allowance, child but no surviving spouse; child not being cared for by surviving spouse; alternative to Section 31855.6; contingent operationUponthedeathofamemberpriortoretirementwhowasamembercontinuouslyfor

notlessthan18monthsimmediatelypriortothemember’sdeathandwhoissurvivedbyoneormorechildrenbutnosurvivingspouse,orwhoissurvivedbyoneormorechildrenwhoarenotbeingcaredforbythesurvivingspouse,thechildorchildrenshallbeentitledtoamonthlysurvivor’sallowanceasspecifiedinSection31855.8or31855.12,asthecasemaybe.Themonthlysurvivor’sallowanceoftwoormorechildrenshallbedividedequallyastothosechildren.

ThissectionisanalternativetoSection31855.6.Thissectionshallnotbeoperativeinanycountywhichhasadoptedthisarticle,untilthe

boardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthecounty.

(AddedbyStats.1991,Ch.982,Sec.6)

§31855.12. Survivor’s allowances; alternative table; contingent operationMonthlysurvivor’sallowancesshallbebaseduponthefollowingtable:

Monthly Member’s survivors allowancesSurvivingspousecaringforonechild $1,390Survivingspousecaringfortwoormorechildren $1,622Onechildonly $695Twochildrenonly $1,390Threeormorechildren $1,622Widoworwidowerage62(nochild) $768Widoworwidowerage60(nochild) $663Eachoftwodependentparentsatage62 $695Soledependentparentatage62 $795Lumpsumpayment $255

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ThissectionisanalternativetoSection31855.8.Thissectionshallnotbeoperativeinanycountywhichhasadoptedthisarticle,untilthe

boardofsupervisors,byresolutionadoptedbyamajorityvote,makesthissectionoperativeinthecounty.

(AddedbyStats.1991,Ch.982,Sec.7)

Article 16Alternate Survivors’Allowances

(Article16addedbyStats.1961,Ch.1591,Sec.3;ArticleapplicableincountiesadoptingitasprescribedbySection31861)

§31861. Operative effect as to countiesThisarticleshallnotbeoperativeinanycountyuntilsuchtimeastheboardof

supervisorsshall,byresolutionadoptedbymajorityvote,maketheprovisionsofthisarticleapplicableinsuchcounty.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31862. Applicability to membersIncountiestowhichthisarticleapplies,thisarticleprovidesanalternativesystemof

survivors’allowanceapplicableonlytothememberswhoelecttoparticipate.(AddedbyStats.1961,Ch.1591,Sec.3)

§31863. Election to participate; date election becomes operativeExceptasotherwiseprovidedinSection31864,anymemberwithin30daysafterthis

articlebecomesoperativeinthecounty,orwithin30daysafterentryintoservice,orduringthecalendarmonthsofNovemberorDecemberofanyyear,mayelecttomakecontributionsfor,andparticipatein,thebenefitsprovidedforbythisarticle.Anelectionmademorethan30daysafterthisarticlebecomesoperativeinthiscountyandmorethan30daysafterentranceintoserviceshallbecomeoperativethefollowingJanuaryfirst.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31864. Right to rescind election; effect of rescissionAnymemberwhohaselectedtoparticipateinthebenefitsprovidedforbythisarticle

mayrescindsuchelectionduringthemonthsofNovemberorDecemberofanyyear.SuchelectionshallbecomeoperativeonthefollowingJanuaryfirst.Nopartofthecontributionsdeducted,pursuanttothisarticlefromhissalaryorwageswillberefundedtosuchmember.Suchmembermaynotagainelecttoparticipateinthebenefitsprovidedforbythisarticle.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31865. Applicability of survivor’s allowance provisionsIfamemberelectstoparticipateinthebenefitsofthisarticlealloftheprovisionsof

Article15.5shallapplytosuchmemberandtohiseligiblespouse,children,andparents,andtoallotherpersonstowhomArticle15.5applies,andsuchprovisionsarehereinincorporatedbyreferenceasifsetforthinfullexceptashereinafterinthisarticleprovidedotherwise.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31866. Fixation of additional contributionsTheboardshallfixtheadditionalcontributionsofmembersatamountswhichit

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findswillpayone-halfofthecostofthesurvivors’benefitsandlumpsumsupplementalsurvivorshipbenefitprovidedforinthisarticle.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31866.1. Contributions from members subject to Federal Social Security ActMemberswhobecauseofcountyservice,aresubjecttothefederaloldageandsurvivors

insuranceprovisionsoftheFederalSocialSecurityActshallpaytheentirecostofthesurvivorsbenefitsandlumpsumsupplementalsurvivorshipbenefitprovidedforinthisarticle.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31867. Amount of additional contributionsUntiltheregulationsoftheboarddesignateotherwisetheadditionalcontributionof

eachsafetymembershallbeonedollarandthirtycents($1.30)permonthandofeachothermembershallbeonedollarandseventy-onecents($1.71)permonth.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31868. Minimum contributions for benefits to spouse or childIfamemberelectedtoparticipateinthebenefitsprovidedforbythisarticlemorethan

30daysafterthisarticlebecameoperativeinthecounty,asurvivor’sallowanceshallnotbeduetoeitherhiseligiblespouseorchild,andalumpsumsupplementalsurvivorshipbenefitshallnotbedue,unlessadditionaldeductionsweremadepursuanttothisarticlefromthesalaryorwagesofsuchmemberfornotlessthan18months.

(AddedbyStats.1961,Ch.1591,Sec.3)

§31869. Minimum contributions for benefits to parentsIfamemberelectedtoparticipateinthebenefitsprovidedforbythisarticlemorethan

30daysafterthisarticlebecomesoperativeinthecounty,asurvivor’sallowanceshallnotbeduetoanyparentofsuchmemberunlessadditionaldeductionsweremadepursuanttothisarticlefromthesalaryorwagesofsuchmemberfornotlessthan10years.

(AddedbyStats.1961,Ch.1591,Sec.3)

Article 16.5Cost-of-Living Adjustment

(Article16.5addedbyStats.1965,Ch.159,Sec.10;ArticleapplicableincountiesadoptingitasprescribedbySections31874and31878)

§31870. Determination; maximum annual change of two percent in allowances; limitation on reductionTheboardshallbeforeApril1ofeachyeardeterminewhethertherehasbeenan

increaseordecreaseinthecostoflivingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter(commencing

withSection31450),everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymember,ofthissystemorasupersededsystem,whoretiresordiesorwhohasretiredordiedshall,asofApril1stofeachyear,beincreasedordecreasedbyapercentageofthetotalallowancethenbeingreceivedfoundbytheboardtoapproximatetothenearestone-halfof1percentthepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1stofeachyearasshownbythethencurrentBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecounty

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seatissituated,butsuchchangeshallnotexceed2percentperyear;however,theamountofanycost-of-livingincreaseordecreaseinanyyearwhichisnotmetbythemaximumannualchangeof2percentinallowancesshallbeaccumulatedtobemetbyincreasesordecreasesinallowancesinfutureyears;exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisbeneficiaryontheeffectivedateoftheallowanceortheapplicationofthisarticle,whicheverislater.

(AmendedbyStats.1978,Ch.900,Sec.10)

§31870.01. Determination; increase or decrease by 40 percent of cost-of-living increase or decrease; two percent minimum increase (Los Angeles)(a)Theboardofretirementshall,beforeApril1ofeachyear,determinewhether

therehasbeenanincreaseordecreaseinthecost-of-livingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter,everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymember,ofthissystemorasupersededsystem,whoretiresordiesorwhohasretiredordiedshall,asofApril1stofeachyear,beincreasedordecreasedtothenearestone-tenthof1percent,by40percentoftheannualincreaseordecreaseinthecost-of-livingasofJanuary1stofeachyearasshownbythethencurrent(yearendingDecember)BureauofLaborStatistics’ConsumerPriceIndexforAllUrbanConsumersfortheUnitedStatesCityAverage,exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisorherbeneficiaryontheeffectivedateoftheallowance.

(b)Theallowanceshallbeincreasedaminimumof2percentinanyyearinwhichtheboard’sdeterminationofcost-of-livingchangeofallowancewouldresultinless,providedthatthememberorbeneficiaryhasanaccumulatedunpaidcost-of-livingaccountsufficienttoprovidethe2percentincrease.

(c)Whenthissectionbecomesapplicableinacounty,theaccumulatedunpaidcost-of-livingamountofeachretiredmemberorbeneficiaryunderthesupersededSection31870,shallbetransferredtoalikeaccountunderthissection.Thereafter,noincreaseshallbemadetosuchaccount.

(d)TheboardofretirementmayadoptthissectiontobeeffectiveinlieuofSection31870,provided,thatnoincreaseinunfundedactuarialliabilitynorincurrentmemberoremployercontributionstothesystemarerequiredasaresultoftheadoptionandissoattestedbyanenrolledactuary.Afteradoption,theeffectivedateforincreasesordecreasesinallowancespursuanttothissectionshallbethenextsucceedingApril1.

(e)Thissectionshallapplyonlyinacountyofthefirstclass,asestablishedbySections28020and28022,asamendedbyChapter1204oftheStatutesof1971.

(AddedbyStats.1987,Ch.606,Sec.1)

§31870.1. Determination; maximum annual change of three percent in allowances; limitation on reductionTheboardshallbeforeApril1ofeachyeardeterminewhethertherehasbeenan

increaseordecreaseinthecostoflivingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter(commencing

withSection31450),everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymember,ofthissystemorsupersededsystemwhoretiresordiesorwhohasretiredordiedshall,asofApril1stofeachyear,beincreasedordecreasedbyapercentageofthetotalallowancethenbeingreceivedfoundbytheboardtoapproximatetothenearestone-halfof1percent,thepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1stofeachyearasshownbythethencurrentBureauofLabor

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StatisticsConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecountyseatissituated,butsuchchangeshallnotexceed3percentperyear;however,theamountofanycost-of-livingincreaseordecreaseinanyyearwhichisnotmetbythemaximumannualchangeof3percentinallowancesshallbeaccumulatedtobemetbyincreasesordecreasesinallowanceinfutureyears;exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisbeneficiaryontheeffectivedateoftheallowanceortheapplicationofthisarticle,whicheverislater.

(AmendedbyStats.1978,Ch.900,Sec.11)

§31870.11. Determination; increase or decrease by 60 percent of cost-of-living increase or decrease; three percent minimum increase (Los Angeles)(a)Theboardofretirementshall,beforeApril1ofeachyear,determinewhether

therehasbeenanincreaseordecreaseinthecost-of-livingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter,everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymember,ofthissystemorasupersededsystem,whoretiresordiesorwhohasretiredordiedshall,asofApril1stofeachyear,beincreasedordecreasedtothenearestone-tenthof1percent,by60percentoftheannualincreaseordecreaseinthecost-of-livingasofJanuary1stofeachyearasshownbythethencurrent(yearendingDecember)BureauofLaborStatistics’ConsumerPriceIndexforAllUrbanConsumersfortheUnitedStatesCityAverage,exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisorherbeneficiaryontheeffectivedateoftheallowance.

(b)Theallowanceshallbeincreasedaminimumof3percentinanyyearinwhichtheboard’sdeterminationofcost-of-livingchangeofallowancewouldresultinless,providedthatthememberorbeneficiaryhasanaccumulatedunpaidcost-of-livingaccountsufficienttoprovidethe3percentincrease.

(c)Whenthissectionbecomesapplicableinacounty,theaccumulatedunpaidcost-of-livingaccountofeachretiredmemberorbeneficiaryunderthesupersededSection31870.1,shallbetransferredtoalikeaccountunderthissection.Thereafter,noincreasesshallbemadetosuchaccount.

(d)TheboardofretirementmayadoptthissectiontobeeffectiveinlieuofSection31870.1,provided,thatnoincreaseinunfundedactuarialliabilitynorincurrentmemberoremployercontributionstothesystemarerequiredasaresultoftheadoptionandissoattestedbyanenrolledactuary.Afteradoption,theeffectivedateforincreasesordecreasesinallowancespursuanttothissectionshallbethenextsucceedingApril1.

(e)Thissectionshallapplyonlyinacountyofthefirstclass,asestablishedbySections28020and28022,asamendedbyChapter1204oftheStatutesof1971.

(AddedbyStats.1987,Ch.606,Sec.2)

§31870.2. Determination; maximum annual change of five percent in allowances; limitation on reductionTheboardshallbeforeApril1ofeachyeardeterminewhethertherehasbeenan

increaseordecreaseinthecostoflivingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter(commencing

withSection31450),everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayabletooronaccountofanymember,ofthissystemorsupersededsystemwhoretiresordiesorwhohasretiredordiedshall,asofApril1stofeachyear,beincreasedordecreasedbyapercentageofthetotalallowancethenbeingreceivedfoundbytheboardto

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approximatetothenearestone-halfof1percent,thepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1stofeachyearasshownbythethencurrentBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecountyseatissituated,butsuchchangeshallnotexceed5percentperyear;however,theamountofanycost-of-livingincreaseordecreaseinanyyearwhichisnotmetbythemaximumannualchangeof5percentinallowancesshallbeaccumulatedtobemetbyincreasesordecreasesinallowancesinfutureyears;exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisbeneficiaryontheeffectivedateoftheallowanceortheapplicationofthissection,whicheverislater.

(AmendedbyStats.1978,Ch.900,Sec.12)

§31870.3. Contra Costa County; determination; limitationNotwithstandingSection31870.1,theboardshall,beforeApril1stofeachyear,

determinewhethertherehasbeenanincreaseordecreaseinthecost-of-livingasprovidedinthissection.NotwithstandingSection31481oranyotherprovisionofthischapter,everyretirementallowance,optionaldeathallowance,orannualdeathallowancepayableto,oronaccountof,anymemberofthissystemwhowascoveredunderSection31751whoretiresordies,orwhohasretiredordied,shall,asofApril1stofeachyear,beincreasedordecreasedbyapercentageofthetotalallowancethenbeingreceivedfoundbytheboardtoapproximatetothenearestone-halfof1percent,thepercentageofannualincreaseordecreaseinthecostoflivingasofJanuary1stofeachyearasshownbythethencurrentBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecountyseatissituated,butsuchchangeshallnotexceed4percentperyear;however,theamountofanycost-of-livingincreaseordecreaseinanyyearwhichisnotmetbythemaximumannualchangeof4percentinallowancesshallbeaccumulatedtobemetbyincreasesordecreasesinallowancesinfutureyears;exceptthatnodecreaseshallreducetheallowancebelowtheamountbeingreceivedbythememberorhisbeneficiaryontheeffectivedateoftheallowanceortheapplicationofthissection,whicheverislater.

(AddedbyStats,1980,Ch.58,Sec.21,EffectiveApril4,1980)

§31870.4. Computation of accumulation established in Section 31870 to Section 31870.3; accumulation adjustment; operative effectNotwithstandinganyotherprovisionoflaw,theaccumulationestablishedinSection

31870,31870.1,31870.2,or31870.3shallbecomputedbymultiplyingtheexistingaccumulationfromprioryearsbyanamountequaltooneplustheamountofanycost-of-livingincreaseordecreaseinthecurrentyear,andaddingtothisresultthe“accumulationadjustment,”where“accumulationadjustment”meanstheamountofanycost-of-livingincreaseordecreaseinthecurrentyearthatisnotmetbythemaximumannualchangeinallowancesprovidedinSection31870,31870.1,31870.2,or31870.3,whicheverisapplicable.AtnotimemaytheaccumulationestablishedinSection31870,31870.1,31870.2,or31870.3belessthanzero.

Thissectionshallnotbeoperativeinanycountyuntilitisadoptedbyamajorityvoteoftheboardofsupervisors.Uponadoptionofthissectionbytheboardofsupervisors,theaccumulationofeachmemberunderSection31870,31870.1,31870.2,or31870.3,whicheverisapplicable,shallberecomputedasifthissectionhadbeenineffectonthemember’sdateofretirement.

(AddedbyStats.2001,Ch.239(AB1071),Sec.1)

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§31871. Funding increases in allowances based on service rendered prior to applicable date of articleAnyincreasesinallowanceswhicharebaseduponservicerenderedpriortothe

applicabledateofthisarticle(asfixedpursuanttoSection31874)shallbefundedinsofaraspossiblefromthemoneysinthereservedescribedinSection31592whichareinexcessofone(1)percentoftheassetsoftheretirementsystem;exceptthatincountieswhichhaveappliedSection31592.2theboardofsupervisorsmayfundallorpartoftheincreasesfromthecountygeneralfund.

(AmendedbyStats.1987,Ch.162,Sec.1)

§31872. Funding other increases in allowancesAnysuchincreasesinallowanceswhicharenotfundedasprovidedinSection31871

andanysuchincreaseswhicharebaseduponservicerenderedaftertheapplicabledateofthisarticle(asfixedpursuanttoSection31874)shallbefundedbycontributionssetbytheboard,asitdeterminesnecessary.

(AddedbyStats.1965,Ch.159,Sec.10)

§31873. Increases in contributions; equal apportionment; payment by county of contribution assessable to member(a)Anyincreasesincontributionsshallbesharedequallybetweenthecountyordistrict

andthecontributingmembers,withtheindividualmember’scontributionsbaseduponthemember’sageathisorhernearestbirthdayattimeofentranceintotheretirementsystemorbasedonasinglerateofcontributionspursuanttoSection31621.11,31639.26,orasotherwiseauthorizedbythischapterortheCaliforniaPublicEmployees’PensionReformActof2013.Theboardofsupervisorsbyamajorityvotemayelecttopaypartofthecostsofthecontributionswhichwouldotherwisebeassessedtotheindividualmembers.

(b)Notwithstandingsubdivision(a),pursuanttoSection7522.30,theboardofsupervisorsshallnotpayanypartofthecostsofthemembercontributionsofnewmembersasdefinedinsubdivision(f)ofSection7522.04.

(AmendedbyStats.1976,Ch.1436,Sec.27.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.47)

§31873.1. Contra Costa County; equal apportionment of contributions; percentages (Contra Costa)(a)Anycost-of-livingcontributionsrequiredforbenefitsunderSection31870.3shallbe

sharedequallybetweenthecountyordistrictandthecontributingmembers.Theindividualmember’scontributionsshallbebaseduponthemember’sageatthemember’snearestbirthdayattimeofentranceintotheretirementsystem,andshallbeexpressedasapercentageofthemember’snormalcontributionrate.Theboardofsupervisorsbyamajorityvotemayelecttopayallorpartofthecostsofthecontributionswhichwouldotherwisebeassessedtotheindividualmembers.

(b)Notwithstandingsubdivision(a),pursuanttoSection7522.30,theboardofsupervisorsshallnotpayanypartofthecostsofthemembercontributionsofnewmembersasdefinedinsubdivision(f)ofSection7522.04.

(c)Untilrevisedbysubsequentactuarialstudies,themember’scost-of-livingcontributionrateshallbe39.57percentofthemember’snormalcontributionrate.Theseinitialcost-of-livingcontributionratesareshowninthefollowingtable,accordingtothemember’sageatthetimeofentryintothesystem:

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Age of entry Percentage into system of contribution 16 1.16 17 1.16 18 1.16 19 1.16 20 1.16 21 1.16 22 1.16 23 1.16 24 1.16 25 1.17 26 1.17 27 1.18 28 1.18 29 1.19 30 1.20 31 1.20 32 1.21 33 1.22 34 1.23 35 1.24 36 1.25 37 1.26 38 1.27 39 1.28 40 1.29 41 1.30 42 1.31 43 1.32 44 1.33 45 1.34 46 1.36 47 1.37 48 1.38 49 1.40 50 1.41 51 1.43 52 1.44 53 1.46 54andover 1.47

(AddedbyStats.1980,Ch.58,Sec.22,EffectiveApril4,1980)(AmendedbyStats.2013,Ch.247(AB1380),Sec.48)

§31874. Applicable date of article; use of surplus for cost-of-living adjustmentsThisarticle(commencingSection31870)maybemadeapplicableinanycountyonthe

datespecifiedintheordinance,orifnosuchdateisspecified,onthefirstdayofthemonthaftertheeffectivedateofanordinanceadoptedbytheboardofsupervisorstothiseffect,providedthatanactuarialsurveyoftheretirementsystemhasbeenmadebytheadoptingcountyprior

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tothepassageofsaidordinance.NoprovisionofthischaptershallpreventorbeconstruedtopreventtheuseandexpenditureofsurplusdescribedinSection31592.2tofundanypartorallofanyincreasesinallowancesotherwisepermittedafterthisarticleorArticle16.6(commencingwithSection31875)orboththisarticleandArticle16.6oranyoftheprovisionsofthisarticleorArticle16.6havebeenmadeapplicable.

Exceptinacountyofthefirstclass,uponadoptionbyacountyprovidingincreasesinallowancespursuanttothisarticle,ofArticle5.5(commencingwithSection31510)ofthischapter,onlythatportionoftheincreasesinallowanceswhichispaidfromsurplusearningsdescribedinSection31592.2shallbepaid,instead,fromtheSupplementalRetireeBenefitsReserveestablishedpursuanttoSection31510.8.

(AmendedbyStats.1983,Ch.886,Sec.10)

§31874.1. Determination; application of excess over three percent to allowancesWheneverthepercentageofannualincreaseinthecost-of-livingasofJanuary1stof

eachyearasshownbytheBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersexceeds3percent,allorpartofsuchexcessover3percentshallbeappliedtotheretirementallowances,optionaldeathallowancesorannualdeathallowancesincreasedinSection31870or31870.1.Theboardofsupervisorsshalldeterminetheamountofsuchexcesstobeapplied,andthecostoftheincreasesinallowancesprovidedshallbepaidfromcountyanddistrictcontributions.

Thissectionshallnotbeoperativeinanycountyuntilitisadoptedbyamajorityvoteoftheboardofsupervisors.

(AmendedbyStats.1978,Ch.900,Sec.13)

§31874.2. Determination; maximum annual change; ordinanceTheboardofsupervisorsinanycounty,byamajorityvote,mayenactanordinance

providingthatthemaximumannualchangepursuanttothisarticleshallbeincreasedto4,5,or6percent,asdeterminedbytheboard,ontheoperativedateofsuchordinance.

(AddedbyStats.1974,Ch.343,Sec.1)

§31874.3. Determination; application of excess to allowances; effect on subsequent increases(a)(1)WheneverthepercentageofannualincreaseinthecostoflivingasofJanuary1

ofeachyearasshownbytheBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersexceedsthemaximumbenefitincreaseprovidedinSection31870,31870.1,31870.2,or31870.3,whicheverisapplicable,theboardofretirementmayprovidethatallorpartoftheexcesspercentageincreaseshallbeappliedtotheretirementallowances,optionaldeathallowances,orannualdeathallowancesincreasedinSection31870,31870.1,31870.2,or31870.3. Theboardshalldeterminetheamountoftheexcesstobeapplied,whichamountshallnotexceedanamountthatcanbepaidfromearningsoftheretirementfundthatareinexcessofthetotalinterestcreditedtocontributionsandreservesplus1percentofthetotalassetsoftheretirementfund.

(2)Thesupplementalincreasesinexcessoftheincreasesappliedtotheretirementallowances,optionaldeathallowances,orannualdeathallowancespursuanttoSection31870,31870.1,31870.2,or31870.3shallnotbecomeapartoftheretirementallowances,optionaldeathallowances,orannualdeathallowancestobeincreasedbysubsequentincreasesunderSection31870,31870.1,31870.2,or31870.3.

(3)ThissubdivisionshallbeoperativeinanycountythathaselectedbyamajorityvoteoftheboardofsupervisorstomakeeitherSection31870,31870.1,31870.2,or31870.3applicableinthatcounty.

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(b)(1)Theboardofretirementmay,insteadoftakingactionpursuanttosubdivision(a),providesupplementalcost-of-livingincreases,effectiveonadatetobedeterminedbytheboard,totheretirementallowances,optionaldeathallowances,orannualdeathallowancesincreasedinSection31870,31870.1,31870.2,or31870.3;providedhowever,thatonlythosemembersshallbeeligibleforthisincreasewhoseaccumulationsestablishedbySection31870,31870.1,31870.2,or31870.3shallequalorexceed20percentasofJanuary1oftheyearinwhichtheboardofretirementadoptsanincreaseunderthissubdivision.

(2)Thesupplementalincreasestotheretirementallowances,optionaldeathallowancesorannualdeathallowancesincreasedinSection31870,31870.1,31870.2,or31870.3shallnotbecomeapartoftheretirementallowances,optionaldeathallowancesorannualdeathallowancestobeincreasedbysubsequentincreasesunderSection31870,31870.1,31870.2,or31870.3.

(3)ThissubdivisionshallbeoperativeinanycountythathaselectedbyamajorityvoteoftheboardofsupervisorstomakeeitherSection31870,31870.1,31870.2,or31870.3applicableinthatcounty.

(c)(1)Theboardofretirementmay,insteadoftakingactionpursuanttosubdivision(a)or(b),providesupplementalcost-of-livingincreases,onaprefundedbasisandeffectiveonadatetobedeterminedbytheboard,totheretirementallowances,optionaldeathallowances,orannualdeathallowancesincreasedinSection31870,31870.1,31870.2,or31870.3;providedhowever,onlythosemembersshallbeeligibleforthisincreasewhoseaccumulationsestablishedbySection31870,31870.1,31870.2,or31870.3equalorexceed20percentasofJanuary1oftheyearinwhichtheboardofretirementtakesactionpursuanttothissubdivision.

(2)Thesupplementalincreasestotheretirementallowances,optionaldeathallowances,orannualdeathallowancesincreasedinSection31870,31870.1,31870.2,or31870.3shallbecomeapartoftheretirementallowances,optionaldeathallowances,orannualdeathallowancesandshallservetoreducetheaccumulationsestablishedbySection31870,31870.1,31870.2,or31870.3,asapplicable,bythesamepercentageasthepaymentthatismadepursuanttothisSection.

(3)Beforetheboardofretirementprovidesbenefitspursuanttothissubdivision,thecostsofthebenefitsshallbedeterminedbyaqualifiedactuaryandtheboardofretirementshall,withtheadviceoftheactuary,provideforthefullfundingofthebenefitsutilizingfundsinthereserveagainstdeficienciesestablishedpursuanttoSection31592.2,usingsurplusearningsthatexceed1percentofthetotalassetsoftheretirementsystem.

(4)ThissubdivisionshallbeoperativeinanycountythathaselectedbyamajorityvoteoftheboardofsupervisorstomakeeitherSection31870,31870.1,31870.2,or31870.3applicableinthatcounty.

(d)Uponadoptionbyanycountyprovidingbenefitspursuanttothissection,ofArticle5.5(commencingwithSection31610)ofthischapter,theboardofretirementshall,instead,paythosebenefitsfromtheSupplementalRetireeBenefitReserveestablishedpursuanttoSection31618.

(Amended(asamendedbyStats.1983,Ch.147,Sec.2)byStats.1983,Ch.886,Sec.11)(AmendedbyStats.2000,Ch.317(AB2176),Sec.4)

§31874.4. Accumulation of unused increases or decreases for future years; applicability (San Mateo)Notwithstandinganyotherprovisionoflaw,theboardofsupervisorsinacountyof

the10thclassmayprovideinanyordinanceimplementinganysectioninthisarticlethatthe

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provisionofthisarticlerequiringunusedincreasesordecreasesinanyyeartobeaccumulatedforfutureyearsshallnotapplytothoseemployeesandofficialsspecifiedintheordinance.

(AddedbyStats.1992,Ch.707,Sec.5,EffectiveSeptember15,1992)

§31874.5. Additional cost-of-living adjustments(a)WheneverthepercentageofannualincreaseinthecostoflivingasofJanuary1

ofeachyearasshownbytheBureauofLaborStatisticsConsumerPriceIndexforAllUrbanConsumersexceedsafull3percentoftheexistingcost-of-livingincreasefactorprovidedbyanyprovisionofthisarticle,anadditional1percentoftheexcessforeachfull3percentovertheexistingincreasefactorshallbeappliedtotheretirementallowances,optionaldeathallowances,orannualdeathallowancesincreasedbyanyprovisionofthisarticle.Theincreasesinallowancesresultingfromtheadoptionofthissectionshallbeusedtooffsetanyaccumulatedcarryoverbalancesunderexistingcost-of-livingadjustments.Thecostofimplementingthissectionshallbeprefundedcommencingwiththeadoptionofthissectionbytheboardofsupervisors.Themethodofpayingthecostofimplementingthissectionmaybemutuallyagreedtoinamemorandumofunderstandingexecutedbytheemployerandemployeerepresentatives.Theboardofretirementshallconducttheactuarialstudiestodeterminethosecosts.

(b)Thissectionshallnotbeoperativeinanycountyuntilitisadoptedbyamajorityvoteoftheboardofsupervisors.

(c)Notwithstandingsubdivision(a),amemorandumofunderstandingregardingtheapplicationofthecontributionsofnewmembers,asdefinedinsubdivision(f)ofSection7522.04,towardspayingthecostoftheadditionalcost-of-livingadjustmentshallnotconflictwiththerequirementsofSection7522.30orasmaybeagreedtoinaccordancewithSections7522.30and31631.

(AddedbyStats.1999,Ch.39(AB316),Sec.1)(AmendedbyStats.2013,Ch.247(AB1380),Sec.49)

§31874.6. Cost-of-living adjustments (Sonoma, Imperial)(a)Notwithstandinganyotherprovisionoflaw,onanannualbasis,theboardof

retirementmay,withtheapprovalofthecountyboardofsupervisors,grantacost-of-livingadjustmentonaprefundedbasistotheretirementallowances,optionaldeathallowances,orannualdeathallowancespayabletooronaccountofeligiblemembers.Theactionbytheboardofretirementmayspecifyadateasofwhichtheadjustmentshallbeeffectiveand,ifnoeffectivedateisspecified,theadjustmentshallbemadeinallowancespayableforthetimecommencingonthefirstdayofthemonthfollowingtheactionbytheboardofretirementorapprovalbythecountyboardofsupervisors,whicheverislater.

(b)Beforetheboardofretirementmaygrantanadjustmentpursuanttothissection,thetotalcostsoftheadjustmentshallbedeterminedbyaqualifiedactuaryandtheboardshalldetermine,withtheadviceoftheactuary,thatfullfundingoftheadjustmentcanbeprovidedfromearningsoftheretirementfundthatareinexcessofthetotalinterestcreditedtocontributionsandreservesplus1percentofthetotalassetsoftheretirementfund.

(c)Theadjustmentprovidedbythissectionshallbepayableonlytothoseretiredmembers,survivors,beneficiaries,orsuccessorsininterestwhoseaccumulatedlossofpurchasingpowerequalsorexceeds20percentasofJanuary1oftheyeartheboardofretirementtakesactionpursuanttothissection.Lossofpurchasingpowershallbedeterminedbytheboardofretirementbasedonthedifferencebetweenthefollowing:

(1)Theinitialretirementallowance,optionaldeathallowance,orannualdeathallowanceasitwouldhavebeenincreasedbythecumulativetotaleffectoftheannualchanges,

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roundedtothenearestone-halfof1percent,intheConsumerPriceIndexforAllUrbanConsumersfortheareainwhichthecountyseatissituated.

(2)Theretirementallowance,optionaldeathallowance,orannualdeathallowanceasactuallyincreasedbycost-of-livingadjustmentspreviouslygrantedwithrespecttotheallowance.

(d)Acost-of-livingadjustmentgrantedpursuanttothissectionshallbecomepartoftheretirementallowance,optionaldeathallowance,orannualdeathallowancetobeincreasedbyanysubsequentcost-of-livingadjustments.Thegrantingofanincreasepursuanttothissectioninanyparticularyeardoesnotcreateanycontinuingentitlementtoadditionalincreasesinsubsequentyears,anddoesnotcreateanyclaimbyaretiredmember,survivor,beneficiary,orsuccessorininterestagainstthecounty,district,orretirementfundforanyincreaseinanyallowancepaidorpayablepriortotheeffectivedateoftheactionbytheboardofretirementpursuanttothissection.

(e)Thissectionshallonlybeapplicableinthefollowingcounties:(1)Acountyofthe19thclass,asdefinedbySections28020and28040,asamendedby

Chapter1204oftheStatutesof1971.(2)Acountyofthe32ndclass,asdefinedbySections28020and28053,asamendedby

Chapter1204oftheStatutesof1971.(AddedbyStats.2004,Ch.435(AB2894),Sec.1)(AmendedbyStats.2005,Ch.22(SB1108),Sec.94)(AmendedbyStats.2008,Ch.202(SB392),Sec.1)

Article 16.6Retrospective Cost-of-Living Adjustment

(Article16.6addedbyStats.1965,Ch.521,Sec.1;ArticleapplicableincountiesadoptingitasprescribedbySection31878)

§31875. Adjustments in accordance with past cost-of-living changes; ordinance; applicable lawAnycountymayprovidebyordinancethattheprinciplessetforthinArticle16.5

(commencingwithSection31870),asabasisforadjustmentofretirementallowancesinaccordancewithfuturecost-of-livingchanges,shallbeappliedforthepurposeofadjustingretirementallowancesinaccordancewithpastcost-of-livingchanges.

(AddedbyStats.1965,Ch.521,Sec.1)

§31876. Amount of retirement allowancesTheretirementallowancespayablefollowingtheeffectivedateofthisarticleinthe

countyshallbeinthesameamountsaswouldbepayableifArticle16.5hadbeenineffectinthecountyonthedatespecifiedintheordinanceasthedateforapplicationofthisarticleinthecounty.

(AddedbyStats.1965,Ch.521,Sec.1)

§31877. Adjustments for changes in consumer price index occurring prior to effective date of article; prospective applicationAnyadjustmentmadepursuanttothisarticlewithreferencetochangesinthe

ConsumerPriceIndexforallUrbanConsumerswhichoccurredpriortotheeffectivedate

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ofthisarticleinacountyshallapplyprospectivelyonly;andnoright,claimorinterestwhatsoevershallbecreatedbytheapplicationoftheprovisionsofthissectioninanycountywithrespecttoretirementallowancepaymentsmadefortimepriortotheeffectivedateofthisarticleinthecounty.

(AmendedbyStats.1978,Ch.900,Sec.15)

§31878. Ordinance; date of applicability of Article 16.5; effective date of adjustments(a)Thisarticlemaybeadoptedbyanycountybyordinance.(b)TheordinanceshallspecifyadateasofwhichArticle16.5shallbedeemed

applicable.Theapplicabledatemaybethefirstdayofanyprioryear.Ifnoapplicabledateisspecified,Article16.5shallbedeemedapplicableasofthefirstdayoftheyearprecedingtheyearofretirementoftheearliestretiredmemberwhoiscurrentlybeingpaidaretirementallowanceatthetimetheordinanceisadopted.

(c)Theordinanceshallspecifyadateasofwhichtheadjustmentsmadepursuanttothisarticleshallbeeffective.Ifnoeffectivedateisspecified,theadjustmentsshallbemadeinallowancespayablefortimecommencingonthefirstdayofthemonthfollowingtheadoptionoftheordinance.

(AddedbyStats.1965,Ch.521,Sec.1)

§31879. Adoption of either this article or Article 16.5 or both; effect of adoption of both articlesAnycountymayadoptorreadoptthisarticlealonefortimetotime,adoptArticle

16.5alone,oradoptthisarticleandArticle16.5atthesametimeordifferenttimes.Ifbotharticlesareadopted,anyaccumulatedincreasesinexcessoftwopercent(2%)peryearwhichareaccumulatedunderthisarticleshallbeapplicabletothecomputationoffutureallowanceadjustmentsasprovidedinArticle16.5andanyallowancewhichisincreasedasprovidedinthisarticleshallbesubjecttofutureincreaseordecreaseasprovidedinArticle16.5.

(AddedbyStats.1965,Ch.521,Sec.1)

§31879.1. Adoption of this article and/or Article 16.5; accumulated increasesAnycountymayadoptorreadoptthisarticlealonefromtimetotime,adoptArticle

16.5alone,oradoptthisarticleandArticle16.5atthesametimeordifferenttimes.Ifbotharticlesareadopted,anyaccumulatedincreasesinexcessofthreepercent(3%)peryearwhichareaccumulatedunderthisarticleshallbeapplicabletothecomputationoffutureallowanceadjustmentsprovidedinArticle16.5andanyallowancewhichisincreasedasprovidedinthisarticleshallbesubjecttofutureincreaseordecreaseasprovidedinArticle16.5.

(AddedbyStats.1967,Ch.45,Sec.3)

§31879.2. Adoption of either this article or Article 16.5 or both; accumulated increasesAnycountymayadoptorreadoptthisarticlealonefromtimetotime,adoptArticle16.5

alone,oradoptthisarticleandArticle16.5atthesametimeordifferenttimes.Ifbotharticlesareadopted,anyaccumulatedincreasesinexcessof5percentperyearwhichareaccumulatedunderthisarticleshallbeapplicabletothecomputationoffutureallowanceadjustmentsasprovidedinArticle16.5andanyallowancewhichisincreasedasprovidedinthisarticleshallbesubjecttofutureincreaseordecreaseasprovidedinArticle16.5.

(AddedbyStats.1974,Ch.1388,Sec.2,EffectiveSeptember26,1974)

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Article 17Integration with Federal Old Age, Survivors, and Disability Insurance

(Article17addedbyStats.1963,Ch.2090,Sec.1)

§31880. Mandatory integrationEachcountyhavingapopulationinexcessoffivemillion,whichhasnotalready

integrateditsretirementsystemwiththefederalsystem,shalleffectsuchintegrationpursuanttothisarticletobeoperativeasofadatespecifiedbytheboardofsupervisorstobenolaterthanJuly1,1964.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31881. Incorporation of Article 13 by referenceExceptasotherwiseexpresslyprovidedinthisarticle,alloftheprovisionsofArticle13

ofthischapter(commencingwithSection31800)applyto,andareincorporatedbyreferenceinthisarticle.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31882. Board“Board,”asusedinthisarticle,meanstheBoardofAdministrationofthePublic

Employees’RetirementSystem.(AmendedbyStats.1972,Ch.590,Sec.28)

§31883. Federal-state agreement“Federal-stateagreement”meanstheagreementoranymodificationthereofnow,

heretofore,orhereafterexecutedbytheboardpursuanttoSection218ofTitleIIoftheSocialSecurityAct.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31884. Pension board“Pensionboard,”asusedinthisarticle,meanstheboardofretirement.(AddedbyStats.1963,Ch.2090,Sec.1)

§31885. Retirement system“Retirementsystem”meanstheretirementplanprovidedbythecountyforits

employeesunderthischapter.(AddedbyStats.1963,Ch.2090,Sec.1)

§31886. Policeman“Policeman”asusedinthisarticleincludessheriffs,undersheriffs,deputysheriffs

andanyotheremployeeofacountyinapositiondesignatedasapoliceman’spositionbytheboard;provided,anysuchpositionnamedhereinorasmaybedesignatedbytheboard,isnotcontrarytoanydefinition,rulingorregulationissuedbythefederalagencyrelatingtotheterm“policeman”forthepurposesofSection218(d)(5)(A)oftheSocialSecurityAct.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31887. Fireman“Fireman,”asusedinthisarticle,meansanyemployeeinapositiondesignatedasa

fireman’spositionbytheboard;provided,suchdesignationisnotcontrarytoanydefinition,rulingorregulationrelatingtotheterm“fireman”issuedbythefederalagencyforthe

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purposesofSection218(d)(5)(A)oftheSocialSecurityAct.(AddedbyStats.1963,Ch.2090,Sec.1)

§31888. Division of retirement system into those desiring, and those not desiring, federal coverageThepensionboardshalleffectadivisionintotwopartsexclusiveofthedivision

requiredbySection31891,forthepurposesofthisarticle,oftheretirementsystem.Onepartshallconsistofthosewhoareactivemembersoftheretirementsystemondivisiondate,andwhodonotdesirecoverageunderthefederalsystem;andthesecondpartshallconsistofthosewhoareactivemembersofthesystemondivisiondate,andwhodesirecoverageunderthefederalsystemandofthosewhobecomemembersofthesystemafterdivisiondate.Thedivisiondateshallbesetbythepensionboardsoastopermitmodificationofthefederal-stateagreementtoincludeservicesofemployeeswhoaremembersofthesecondpartofsaidsystem.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31889. Method of divisionThedivisionshallbeconductedinaccordancewithSection218(d)(7)oftheSocial

SecurityActandapplicablefederalandboardrulesandregulations,bythepensionboard.(AddedbyStats.1963,Ch.2090,Sec.1)

§31890. Certification of division by governorUponreceivingevidencesatisfactorytohimwithrespecttoanydivisionofaretirement

systemthattheconditionsspecifiedinSection218(d)(7)oftheSocialSecurityActhavebeenmet,theGovernororanyotherstateofficialnoworhereafterauthorizedbyfederallaw,shallsocertifytothefederalagency.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31891. Policemen and firemen deemed in separate retirement systemsForthepurposeofthisarticle,policemen,asdefinedinSection31886,andfiremen,as

definedinSection31887,shalleachbedeemedtobelongtoseparateretirementsystems.(AddedbyStats.1963,Ch.2090,Sec.1)

§31892. Federal benefits; vote of firemen or policemenWhenfederalbenefitsaretobeextendedtoanyfiremen’sorpolicemen’sposition

pursuanttothispartitshallbedoneonlybyavoteofsuchfiremenorpolicemenasprovidedinSection31801.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31893. Agreement with federal agency for coverageThepensionboardshallapplytotheboardinaccordancewiththeprovisionsofthis

article,andtheboardshallexecuteonbehalfoftheStateanagreementwiththefederalagencyforthecoverageofemployeesofthecountyunderthefederalsysteminconformitywiththeprovisionsofSection218oftheSocialSecurityActandapplicablefederalregulations.

(AddedbyStats.1963,Ch.2090,Sec.1)

§31894. Agreement governing administrationNotwithstandingtheprovisionsofSection31893,however,beforetheboardshall

executeonbehalfoftheStateanagreementwiththefederalagencyashereinprovided,thepensionboardandtheboardshallenterintoawrittenagreement,whichagreementshallincludesuchprovisionsnotinconsistentwiththisarticlewhichtheboarddeemsnecessary

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intheadministrationofthesaidfederalsystemasitaffectstheStateandthecountyanditsemployees.

(AddedbyStats.1963,Ch.2090,Sec.1)

Article 17.5Termination of Social Security in Counties with a Population Exceeding 6,000,000

(Article17.5addedbyStats.1982,Ch.1567,Sec.1;ApplicableasprescribedbySection31894.1)

§31894.1. Application of article; notice of intent to terminate benefitsThisarticleshallapplyonlyinacountywithapopulationexceeding6,000,000andshall

applyinthatcountyonlyiftheboardofsupervisorshasprovidednoticeofintenttoterminatebenefitsunderfederalsocialsecurity.

(AddedbyStats.1982,Ch.1567,Sec.1)

§31894.2. Advisory vote; cancellation of notice of intent; judicial proceeding to secure new benefitsAnycountywhichhasprovidedthenoticespecifiedinSection31894.1shallprovidea

voteoftheaffectedmembers,theresultsofwhichshallbeadvisorytotheboardofsupervisors.Theboardofsupervisorsmay,followingtheadvisoryvote,canceltheirnoticeofintenttowithdrawfromsocialsecurityatleast30dayspriortotheeffectivedateofterminationofcoverageunderthefederalsystem.

Nothinginthissectionshallbeconstruedtowaiveanyrightsthatemployeesmayhavetosecurebyappropriatejudicialproceedingnewbenefitscomparabletothoseprovidedunderthefederalsocialsecuritysystem.

(AddedbyStats.1982,Ch.1567,Sec.1)

§31894.3. Certification that board had obtained advisory vote of membersTheboardofsupervisorsshall,byresolution,certifytotheBoardofAdministration

ofthePublicEmployees’RetirementSystemthattheprovisionsofSection31894.2havebeencompliedwith.IntheeventthattheboardofsupervisorscannotcertifycompliancewiththeprovisionsofSection31894.2,theboardofsupervisorsshallcanceltheirnoticeofintenttowithdrawfromsocialsecurityatleast30dayspriortotheeffectivedateofterminationofcoverageunderthefederalsystem.

(AddedbyStats.1982,Ch.1567,Sec.1)

Article 18Adjustment to Fit Other Allowances

(Article18addedbyStats.1965,Ch.511,Sec.1)

§31895. “Public agency” definedAsusedinthisarticle“publicagency”includesthefederalgovernmentoranyfederal

departmentoragency,thisstate,anyotherstateoranystatedepartmentoragency,acounty,city,publiccorporation,orpublicdistrictofthisstateoranyotherstate.Section31478doesnotapplytothisarticle.

(AddedbyStats.1965,Ch.511,Sec.1)

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§31895.5. “Total benefits” definedAsusedinthisarticle,“totalbenefits”meanstheretirementallowanceorotherbenefit

payabletoanybeneficiarypursuanttotheprovisionsofthischapterplusanyothermonetarypaymentsduetothesamebeneficiaryfromanypublicagency.

(AddedbyStats.1965,Ch.511,Sec.1)

§31896. Increase in allowance resulting in decrease in amount of monetary payments due beneficiaryIfanincreaseintheretirementallowanceorotherbenefitpayabletoanybeneficiary

pursuanttotheprovisionsofthischapter,whethersuchincreasebeginspriororsubsequenttotheeffectivedateofthisarticle,resultsinthedecreaseoftheamountofanymonetarypaymentsduetothesamebeneficiaryfromanypublicagency,suchretirementallowanceorotherbenefitshallbesoreducedastoresultinthemaximumtotalbenefitstosuchbeneficiary.

(AddedbyStats.1965,Ch.511,Sec.1)

§31896.5. Change in effect of increase of retirement allowance or other benefit payable to beneficiaryIfthestatutes,ordinances,rules,regulations,orordersofanypublicagencyareso

changed,orifforanyotherreasontheeffectoftheincreaseoftheretirementallowanceorotherbenefitpayabletoanybeneficiarypursuanttotheprovisionsofthischapterontheamountofanymonetarypaymentsduetothesamebeneficiarybysuchpublicagencyarechanged,theboardshalladjustsuchretirementallowanceorotherbenefit,butnottoanamountgreaterthanotherwiseauthorizedbythischaptersoastoresultinthemaximumtotalbenefitstosuchbeneficiary.

(AddedbyStats.1965,Ch.511,Sec.1)

§31897. Provisions mandatory; information to board; procedure for ascertainment of factsTheprovisionsofthisarticlearemandatoryandnotsubjecttooptionorelectionby

anymemberorotherbeneficiary.Everysuchbeneficiaryshallinformtheboardofallfactsnecessaryinordertocomplywiththisarticle.Theboardshallascertainsuchfactsbysuchproceduresasitseesfittoadopt.

(AddedbyStats.1965,Ch.511,Sec.1)

§31897.5. Liability for excess paymentIftheboardingoodfaithdiligentlyseekstoascertainallfactsnecessaryinorderto

complywiththisarticle,but,despitesucheffort,apaymentofaretirementallowanceorotherbenefittoanybeneficiaryismadewithouthavingbeenreducedasrequiredbythisarticle,neithertheboard,noranymemberthereof,noranypublicofficernorpublicemployeeshallbeliableforsuchexcesspayment.

(AddedbyStats.1965,Ch.511,Sec.1)

§31897.6. Deduction of amount of advanced disability pension payments made to local safety members pursuant to specified Labor Code sections from member’s retroactive disability pension paymentsTheboardshalldeducttheamountofadvanceddisabilitypensionpaymentsmadetoa

localsafetymemberpursuanttoSection4850.3or4850.4oftheLaborCodefromthemember’sretroactivedisabilitypensionpayments.

Iftheretroactivedisabilityallowanceisnotsufficienttoreimbursethetotaladvanceddisabilitypensionpayments,anamountnogreaterthan10percentofthemember’smonthly

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disabilityallowanceshallbedeductedandreimbursedtothelocalagencyuntilthetotaladvanceddisabilitypensionpaymentshavebeenrepaid.Thelocalsafetymemberandthissystemmayagreetoanyotherarrangementorscheduleforthemembertorepaytheadvanceddisabilitypensionpayments.

(AddedbyStats.2002,Ch.877(AB2131),Sec.2)

§31898. Reduction not to impair constitutional rightsAretirementallowanceorotherbenefitpayabletoabeneficiarypursuanttothischapter

shallnotbereducedpursuanttothisarticleifsuchreductionwouldimpairtheconstitutionalrightsofanyperson.

(AddedbyStats.1965,Ch.511,Sec.1)

Chapter 3.9Internal Revenue Code County Compliance and Replacement Benefits Program

(Chapter3.9addedas“InternalRevenueCodeCountyComplianceandOptionalReplacementBenefitsProgram”byStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990,was

amendedbyStats.2003,Ch.520(AB1585),Sec.7,toreadasnowappearing)

§31899. Purpose(a)Thepurposeofthischapteristoensurethefederaltax-exemptstatusofthecounty

employees’retirementsystems,topreservethedeferredtreatmentoffederalincometaxonpublicemployercontributionstopublicemployeepensions,andtoensurethatmembersareprovidedwithretirementandotherrelatedbenefitsthatarecommensurate,totheextentdeemedreasonable,withtheservicesrenderedwithoutviolatingtheintentandpurposesofSection415oftheInternalRevenueCode.

(b)Toachievethispurpose,thischapterincorporatescertainpensionpaymentlimitationsandelectsthe“grandfather”optioninSection415(b)(10)oftheInternalRevenueCode.Also,thischapterprovidesforcertainreplacementbenefits.

(c)OnorafterJanuary1,2013,theapplicationofthischapterislimitedasspecifiedinSection7522.43.

(AddedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)(AmendedbyStats.2003,Ch.520(AB1585),Sec.8)(AmendedbyStats.2013,Ch.247(AB1380),Sec.50)

§31899.1. Definitions(a)ThedefinitionsinChapter3(commencingwithSection31450)ofthispartshallapply

tothischapter.(b)Theterm“InternalRevenueCode”includesallregulations,revenuerulings,notices,

andrevenueproceduresissuedbytheInternalRevenueService.(AddedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)(AmendedbyStats.2003,Ch.520(AB1585),Sec.9)

§31899.2. First time members on or after January 1, 1990; payment limitations; grandfather election; counties of first class; application(a)InaccordancewithSection31899.3,theretirementbenefitsforanypersonwhofor

thefirsttimebecameamemberofthesystemonorafterJanuary1,1990,shallbesubjecttothepaymentlimitationsofSection415oftheInternalRevenueCode.Theretirementbenefitsfor

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anypersonwhobecameamemberofthesystembeforeJanuary1,1990,alsoshallbesubjecttothepaymentlimitationsofSection415oftheInternalRevenueCodetotheextentthatthosebenefitsarenotexemptfromthoselimitationsunderthe“grandfather”electionthathasbeenmadeunderthatsectionandthissection.

(b)The“grandfather”electioninSection415(b)(10)oftheInternalRevenueCodeisherebymade.AllmembersofaretirementsystemwhojoinedthesystempriortoJanuary1,1990,areexemptfromtheSection415limitstotheextentpermittedbytheInternalRevenueCode.

(c)ThissectiondoesnotapplyinacountyofthefirstclassasdefinedinSection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961,whichcountyisinsteadsubjecttoArticle2.1(commencingwithSection31510)ofChapter3.

(AddedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)(AmendedbyStats.2003,Ch.520(AB1585),Sec.10)

§31899.3. Impact of I.R.C. upon retirement rights; notice to employers; counties of first class(a)Notwithstandinganyotherprovisionoflaw,theretirementrightsconferredby

thischapterandbyChapter3(commencingwithSection31450)ofthispartuponanypersonwhoforthefirsttimebecomesamemberofaretirementsystemonorafterJanuary1,1990,shallbesubjecttothelimitationsintheInternalRevenueCodeuponbenefitsthatmaybepaidbypublicretirementsystems.Thatpersonmaynothaveanyretirementrightorbenefitthatexceedsthoselimitations,andnoretirementrightorbenefitmayaccruetoorvestinthatpersonunderChapter3(commencingwithSection31450)thatexceedsthoselimitations.Thatpersonmay,however,haveretirementrightsandbenefitsunderthereplacementbenefitsprogramestablishedunderthischapter.

(b)Eachretirementboardshallprovidetoeachemployeranoticeofthecontentandeffectofsubdivision(a)fordistribution,priortoemployment,toeachpersonwhomaybecomeamemberandtoeachpersonwhoforthefirsttimebecomesamemberonorafterJanuary1,1990.

(c)Chapter3(commencingwithSection31450)shallbeconstruedasifitincludedthissection.

(d)ThissectiondoesnotapplyinacountyofthefirstclassasdefinedinSection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961,whichcountyisinsteadsubjecttoArticle2.1(commencingwithSection31510)ofChapter3.

(FormerlySection31673.1,addedbyStats.1989,Ch.1448,Sec.2,EffectiveOctober2,1989)

(RenumberedSection31899.4andamendedbyStats.1990,Ch.797(SB2327),Sec.2.5,EffectiveSeptember13,1990)

(RenumberedSection31899.3andamendedbyStats.2003,Ch.520(AB1585),Sec.11)

§31899.4. Replacement benefits program(a)Eachcountyanddistrictshallprovideaprogramtoreplacethebenefitsthatare

limitedbySection415oftheInternalRevenueCodeformemberswhoseretirementbenefitsarelimitedbySection415andcannotbefullymaximizedpursuanttoSection31538.Thereplacementbenefitsprogramshallprovidebenefitsthat,togetherwiththebenefitsprovidedbytheretirementsystem,arethesameas,andmaynotexceed,thebenefitsthatwouldbepaidbytheretirementsystembutfortheapplicationofthelimitsofSection415.

Notwithstandingtheforegoing,thecountyordistrictmaymodifyitsreplacement

364

benefitsprogramandmayadd,modify,oreliminateanyreplacementbenefits,asnecessary,tocarryoutthepurposeofthischapter.Areplacementbenefitmaynotbereducedifthereductionwouldimpairthevestedrightsofanyperson.

(b)EachcountyshallestablishandadministeritsownreplacementbenefitsprogramformemberswhoseretirementbenefitsarelimitedbySection415oftheInternalRevenueCode.

(c)Acountymay,pursuanttoacontractwithadistrict,agreetoadministerthedistrict’sreplacementbenefitsprogramforthedistrict’smemberswhoseretirementbenefitsarelimitedbySection415oftheInternalRevenueCode.Thecountymaychargeeachdistrictareasonablefeeforadministeringthedistrict’sprogramandthecountyanddistrictmayagreeonanyotherconditionsrelatingtothatadministration.Ifadistrictdoesnotcontractwiththecountytoadministeritsreplacementbenefitsprogram,itshallestablishandadministeritsownreplacementbenefitsprogram.

(d)Upontherecommendationoftheretirementsystem’sactuary,andinaccordancewithitsobligationtorecommendcountyanddistrictcontributionratesunderSections31453and31453.5,theboardshalladjustthecontributionsrequiredtobemadebyacountyordistricttotheextentthatbenefitsarepayableunderareplacementbenefitsprogramofthatcountyordistrict.

(e)Thecounty,andanydistrictthatestablishesandadministersitsownprogram,shallenactanordinanceorprescriberegulationsorotherwrittendocumentationsettingforththetermsofitsreplacementbenefitsprogram.

(f)Notwithstandinganyotherprovisionofthischapter,acountyofthefirstclass,asdefinedinSection28020,asamendedbyChapter1204oftheStatutesof1971,andSection28022,asamendedbyChapter43oftheStatutesof1961,isnotrequiredtoprovidereplacementbenefitstoanymemberunderthissectionifthatmemberparticipatesinGeneralPlanForSafetyPlanFunderArticle2.1(commencingwithSection31510)ofChapter3.

(AddedbyStats.2003,Ch.520(AB1585),Sec.12)

§31899.5. Administration of replacement benefits programEachcounty,andeachdistrictthatestablishesitsownreplacementbenefitsprogram,

shalladministerthereplacementbenefitsprogramestablishedbyitpursuanttothischapter.Theboardmay,pursuanttoanagreementwiththecountyorthedistrictthatestablishesitsownprogram,assistintheadministrationofthereplacementbenefitsprogramtotheextentpermittedundertheInternalRevenueCode.

(AddedbyStats.2003,Ch.520(AB1585),Sec.14)

§31899.6. Nonconformity with I.R.C. Sec. 415; inoperative effect on chapterIftheInternalRevenueServicedeterminesthatanyprovisionofChapter3(commencing

withSection31450)ofthispartorthischaptercannotbegiveneffectwithoutplacingaretirementsystemadministeredunderthischapterorChapter3(commencingwithSection31450)ofthispartoutofconformitywithSection415oftheInternalRevenueCode,thatprovision,onlytotheextentthatitcausesthatnonconformityandonlywithrespecttotheaffectedpartiesshallbecomeinoperativewithrespecttothepaymentofbenefitspursuanttoChapter3(commencingwithSection31450)ofthispart,asoftheeffectivedateofthedetermination.TheretirementboardshallnotifytheSecretaryofStateofinoperationunderthissection.

(FormerlySection31899.7,addedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)

(RenumberedSection31899.6andamendedbyStats.2003,Ch.520(AB1585),Sec.16)

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§31899.7. Exclusion of public retirement systems; invalidation of application of I.R.C. Sec. 415; inoperation of chapter; action by retirement board(a)IfSection415oftheInternalRevenueCodeisamendedtoexcludepublicretirement

systems,oriftheapplicationofSection415oftheInternalRevenueCodetopublicretirementsystemsisinvalidatedbythefinaldecisionofanappellatecourtofproperjurisdiction,allsectionsofthischapter,exceptthissection,shallbecomeinoperativeasoftheeffectivedateofthatamendmentordecision.TheretirementboardshallimmediatelynotifytheSecretaryofStatewheneveranyprovisionofthischapterbecomesinoperativepursuanttothissection.

(b)Wheneverallsectionsofthischapter,exceptthissection,becomeinoperativepursuanttothissection,andtotheextentnotprohibitedbytheInternalRevenueCode,theretirementboard,county,anddistrictsshalldoallofthefollowing:

(1)RemovethepensionlimitationsimposedbySection415oftheInternalRevenueCodeforprospectivepaymentstoannuitants.

(2)Eliminatethereplacementbenefits,andpaybenefitsthataredueunderthesystemtotheaffectedannuitantswithoutregardtoanylimitationsofSection415oftheInternalRevenueCode.

(3)Takeanyandallotheractionstheydeemnecessaryandfeasible.(FormerlySection31899.8,addedbyStats.1990,Ch.797(SB2327),Sec.3,Effective

September13,1990)(RenumberedSection31899.7andamendedbyStats.2003,Ch.520(AB1585),Sec.17)

§31899.8. Legislative intent; compliance with I.R.C.; legislative findings and declarations; costsItisthesoleintentoftheLegislature,inenactingthischapter,tofullycomplywiththe

provisionsoftheInternalRevenueCodethatapplytopublicretirementsystemsinordertomaintainandensurethefederalincometaxexemptstatusofthecountyemployees’retirementsystems,toelectthe“grandfather”optioninSection415(b)(10)oftheInternalRevenueCode,andtorequirethateachcountyanddistrictprovidebenefitsthatreplacethebenefitsthatarelimitedbySection415oftheInternalRevenueCodeforaffectedmembersofthecountyemployees’retirementsystems.

TheLegislaturefindsanddeclaresthatallcostsoflocalpublicagenciesandlocalpublicretirementsystemsofcomplyingwithSection415oftheInternalRevenueCodeareafederalmandatewithinthemeaningofSection6ofArticleXIIIBoftheCaliforniaConstitutionandPart7(commencingwithSection17500)ofDivision4ofTitle2,asconstruedinCityofSacramentov.StateofCalifornia(50Cal.3d51).

ItistheintentoftheLegislaturethatthischapternotbeconstruedtoimposeuponlocalpublicagenciesthataremaintainingcountyretirementsystemspursuanttoChapter3(commencingwithSection31450)ofthispart,state-reimbursable,state-mandatedlocalprogrambenefitcostswithinthemeaningofSection6ofArticleXIIIBoftheCaliforniaConstitutionandPart7(commencingwithSection17500)ofDivision4ofTitle2.

IfeithertheCommissiononStateMandatesoracourtdeterminesthatthischapterimposesuponanylocalagency,state-mandatedlocalprogrambenefitcosts,notwithstandinganyotherprovisionoflaw,noreimbursementthereforshallbemadefromtheStateMandatesClaimsFundpursuanttoPart7(commencingwithSection17500)ofDivision4ofTitle2orfromanyotherstatefund.

(FormerlySection31899.9,addedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)

(RenumberedSection31899.8andamendedbyStats.2003,Ch.520(AB1585),Sec.18)

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§31899.9. Amendment of chapter; reservation of power; memorandums of understandingTheLegislaturereservesthepowerandrighttoamendthischapter,asneededto

effectitspurposes.ThischaptershallbecontrollingoveranymemorandumofunderstandingreachedbetweenemployersandemployeespursuanttoChapter10(commencingwithSection3500)ofDivision4ofTitle1.

(FormerlySection31899.10,addedbyStats.1990,Ch.797(SB2327),Sec.3,EffectiveSeptember13,1990)

(RenumberedSection31899.9andamendedbyStats.2003,Ch.520(AB1585),Sec.19)

§31899.10. (Renumbered Section 31899.9 and amended by Stats. 2003, Ch. 520 (AB 1585), Sec. 19)

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Insert

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ere

2016EDITION CALIFORNIA PUBLIC EMPLOYEES’ PENSION

REFORM ACT OF 2013 (PEPRA)

GOVERNMENTCODE Sections7522-7522.74

The2016editionoftheCaliforniaPublicEmployees'PensionReformActof2013(PEPRA)containsallamendmentsmadebythelegislaturein2015.Additionsandamendmentsareidentifiedbyaverticallinealongtheoutsidemarginonaffectedpages.

• LegislativeUpdates• TableofContents• Index• PEPRASections

c

d

Article/Section Added/Amended Bill Effective Date Page

7522.02 Amended SB354 01/01/2016 1

2016EditionCalifornia Public Employees’ Pension Reform Act of 2013

Legislation enacted in 2015 amended the following section of the California Public Employees' Pension Reform Act of 2013. This amendment became effective January 1, 2016.

e

2016Edition TABLE OF CONTENTS

California Public Employees’ Pension Reform Act of 2013

Section Page

7522 Shorttitle................................................................................................. 1 7522.02 Constructionandapplicationofarticle.............................................. 1 7522.04 Definitions............................................................................................... 3 7522.10 Publicretirementsystems;modificationofplans;useof pensionablecompensationincalculationofbenefit;contributions inexcessoflimitation;limitationonpensionablecompensation usedtocalculaterequiredcontributions........................................... 4 7522.15 Publicemployersandpublicretirementsystemsofferingdefined.. benefitformulasavailabletonewmembers..................................... 5 7522.18 Supplementaldefinedbenefitplans;allowableofferings................ 5 7522.20 Definedbenefitplanfornonsafetymembers;calculation ofbenefit.................................................................................................. 6 7522.25 Definedbenefitplanforsafetymembers;calculationofbenefit.... 7 7522.30 Sharingofnormalcosts....................................................................... 10 7522.32 Determinationofbenefitpaidtonewmemberofpublic retirementsystem;finalcompensation;restrictionson planmodification................................................................................ 11 7522.34 Pensionablecompensation................................................................. 11 7522.40 Healthbenefitvestingschedule......................................................... 12 7522.42 Additionallimitationsoncompensationusedfordetermination ofpublicretirementbenefitandemployercontributions; exemption............................................................................................. 13 7522.43 Replacementbenefits;allowableofferings....................................... 13 7522.44 Enhancementstoretirementformulaorretirementbenefit; application............................................................................................ 13 7522.46 Purchaseofnonqualifiedservicecreditprohibited;exemption... 14 7522.48 Finalcompensation.............................................................................. 14 7522.52 Employercontributions;suspensionofcontributions; conditions.............................................................................................. 14 7522.56 Retiredpersons;serviceandemploymentrestrictions.................. 15 7522.57 Retiredpersonsappointedtoboardorcommissionafter January1,2013;servicelimitations................................................... 16 7522.66 [Repealed]............................................................................................. 17 7522.70 Electedpublicofficerconvictedofcertainfelonies;forfeitureof rightsandbenefits;contributionsreturned;noticebyagency..... 17 7522.72 Publicemployeesemployed,electedorappointedbefore January1,2013;convictionofcertainfelonies;forfeitureof rightsandbenefits;contributionsreturned;notificationupon conviction;costreimbursement;remediesuponfinaldecision reversingconviction;conflictingprovisions;provisions applicabletopublicemployeesfirstelectedorappointedon orafterJan.1,2013.............................................................................. 18 7522.74 Publicemployeesfirstemployed,electedorappointedonor afterJan.1,2013;convictionofcertainfelonies;forfeitureof

i

Section Page

rightsandbenefits;contributionsreturned;notificationsupon conviction;costreimbursement;remediesuponfinaldecision reversingconviction;conflictingprovisions;provisions applicabletopublicemployeesfirstelectedorappointedbefore Jan.1,2013............................................................................................ 20

ii

2016Edition CALIFORNIA PUBLIC EMPLOYEES’ PENSION

REFORM ACT OF 2013

INDEX

AAgeofmember Atretirement…………………………………………………………………... .7522.20,7522.25

BBenefitsDisabilityretirement........................................................................................................... 7522.66Enhancements………………………………………………………..………….... ………7522.44Postretirementhealthbenefitvestingschedule.............................................................. 7522.40Replacementbenefits.......................................................................................................... 7522.43RetirementbenefitsEnhancements................................................................................................................. 7522.44Post-retirementemployment......................................................................... 7522.56,7522.57

CCalculationofbenefitsGeneralmembers……………………………………………………………………........ 7522.20Safetymembers………………………………………………………………………....... 7522.25Compensation(seePensionablecompensation)ContributionsEmployeecontributions...................................................................................... 7522.04,7522.30Employercontributions....................................................................... 7522.30,7522.42,7522.52Inexcessoflimitation.......................................................................................... 7522.10,7522.42Returneduponfelonyconviction...................................................................... 7522.70,7522.72Sharingofnormalcosts...................................................................................................... 7522.30Suspensionofcontributions.............................................................................................. 7522.52Cost-of-livingadjustmentNotaretirementbenefitenhancement............................................................................. 7522.44

DDeferredcompensation Pensionableonceearned…………………………………………………... ……………7522.34DefinedbenefitformulaDefinition.............................................................................................................................. 7522.04DefinedbenefitplansIngeneral............................................................................................................... 7522.02,7522.15Employercontribution…………………………………………………………………... 7522.10Formulas.................................................................................. 7522.02,7522.15,7522.20,7522.25Generalmembers................................................................................................. 7522.02,7522.20Safetymembers.................................................................................................... 7522.02,7522.25Supplemental....................................................................................................................... 7522.18Definedcontributionplan.................................................................................................. 7522.02

iii

DisabilityretirementBenefits.................................................................................................................................. 7522.66

EEmployeecontributions Definition……………………………………………………….…………………….... …7522.04Employer(seePublicemployer)Employment,dateof............................................................................................................... 7522.02

FFederalsystem Definition………………………………..……………………………………...... ……….7522.04FelonyconvictionForfeitureofrightsandbenefits.......................................................................... 7522.70-7522.74 Forfeituredate…………………………………………………………...... ……7522.70,7522.74 Reversalofconviction………………………………………………….... …….7522.72,7522.74FinalcompensationIngeneral.............................................................................................................................. 7522.48Calculationof......................................................................................... 7522.32,7522.48,7522.66Definition.............................................................................................................................. 7522.32Usedincalculationofbenefit……………………………….………………… 7522.20,7522.25

GGeneralmembersRetirementbenefitsfor....................................................................................................... 7522.20

HHealthbenefits Vestingschedule………………………………………………………………….…..…..7522.40

J

Jointpowersauthority............................................................................................................. 7522.02

NNewemployeeDefinition.............................................................................................................................. 7522.04NewmemberDefinedbenefitformula........................................................ 7522.02,7522.15,7522.20,7522.25Definition.............................................................................................................................. 7522.04Finalcompensationindeterminingretirementbenefits............................................... 7522.32Planparticipation................................................................................................................ 7522.02Sharingofnormalcosts...................................................................................................... 7522.30NormalcostDefinition.............................................................................................................................. 7522.30Employercontributions..................................................................................................... 7522.52Sharingof……………………………………………………………………………….…7522.30Totalcontributionscannotbelessthan............................................................................ 7522.52

iv

PPensionablecompensationDefinition.............................................................................................................................. 7522.34Limits……………………………………………………………………………. 7522.10,7522.42Non-pensionablecompensation…………………………………………………..…….7522.34Useincalculatingbenefits................................................................................................. 7522.10PublicemployeeDefinition.............................................................................................................................. 7522.04Felonyconvictionandforfeitureofrightsandbenefits................................. 7522.72,7522.74PublicemployerDefinition.............................................................................................................................. 7522.04 Offeringdefinedbenefitplan(s)....................................................................................... 7522.02Offeringdefinedcontributionplan(s).............................................................................. 7522.02Providingpost-retirementhealthbenefitstoemployees.............................................. 7522.40Sharingofnormalcosts...................................................................................................... 7522.30PublicofficerDefinition.............................................................................................................................. 7522.70Felonyconvictionandforfeitureofrightsandbenefits................................................ 7522.70PublicretirementsystemDefinition.............................................................................................................................. 7522.04Notificationoffelonyconviction....................................................................... 7522.70–7522.74Requirementtomodifyplan(s).......................................................................... 7522.02,7522.10

RReplacementbenefits............................................................................................................... 7522.43Reinstatementfromretirement………………………………………….……….. 7522.56,7522.57RetiredindividualEmploymentrestrictions.................................................................................................... 7522.56Post-retirementemploymentonstateboardorcommission........................................ 7522.57Retirementbenefits.................................................................................... 7522.32,7522.42,7522.44RetirementformulaEnhancementsto.................................................................................................................. 7522.44RetirementplanModificationofplan(s)........................................................................................ 7522.02,7522.10Tax-exemptstatus................................................................................................................ 7522.52

SSafetymembersDefinedbenefitplans.......................................................................................................... 7522.25Industrialdisabilityretirement......................................................................................... 7522.66ServicecreditProhibitionofnonqualifiedpurchase.............................................................................. 7522.46Stateboardorcommissionappointment…………………………..…………………........ 7522.57Supplementaldefinedbenefitplans...................................................................................... 7522.18

UUnemploymentcompensation Effectonpost-retirementemployment……………………………………………........ 7522.56

v

2016EditionCALIFORNIA PUBLIC EMPLOYEES’ PENSION REFORM

ACT OF 2013Sections7522-7522.74

§7522. Short titleThisarticleshallbeknownastheCaliforniaPublicEmployees’PensionReformActof

2013.(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.02. Construction and application of article(a)(1)Notwithstandinganyotherlaw,exceptasprovidedinthisarticle,onandafter

January1,2013,thisarticleshallapplytoallstateandlocalpublicretirementsystemsandtotheirparticipatingemployers,includingthePublicEmployees'RetirementSystem,theStateTeachers'RetirementSystem,theLegislators'RetirementSystem,theJudges'RetirementSystem,theJudges'RetirementSystemII,countyanddistrictretirementsystemscreatedpursuanttotheCountyEmployeesRetirementLawof1937(Chapter3(commencingwithSection31450)ofPart3ofDivision4ofTitle3),independentpublicretirementsystems,andtoindividualretirementplansofferedbypublicemployers.However,thisarticleshallbesubjecttotheInternalRevenueCodeandSection17ofArticleXVIoftheCaliforniaConstitution.TheadministrationoftherequirementsofthisarticleshallcomplywithapplicableprovisionsoftheInternalRevenueCodeandtheRevenueandTaxationCode.

(2)Notwithstandingparagraph(1),thisarticleshallnotapplytotheentitiesdescribedinSection9ofArticleIXof,andSections4and5ofArticleXIof,theCaliforniaConstitution,excepttotheextentthattheseentitiescontinuetobeparticipatingemployersinanyretirementsystemgovernedbystatestatute.Accordingly,anyretirementplanapprovedbeforeJanuary1,2013,bythevotersofanyentityexcludedfromcoveragebythissectionshallnotbeaffectedbythisarticle.

(3)(A)Notwithstandingparagraph(1),thisarticleshallnotapplytoapublicemployeewhoseinterestsareprotectedunderSection5333(b)ofTitle49oftheUnitedStatesCodeuntilafederaldistrictcourtrulesthattheUnitedStatesSecretaryofLabor,orhisorherdesignee,erredindeterminingthattheapplicationofthisarticleprecludescertificationunderthatsection,oruntilJanuary1,2016,whicheverissooner.

(B)IfafederaldistrictcourtupholdsthedeterminationoftheUnitedStatesSecretaryofLabor,orhisorherdesignee,thatapplicationofthisarticleprecludeshimorherfromprovidingacertificationunderSection5333(b)ofTitle49oftheUnitedStatesCode,thisarticleshallnotapplytoapublicemployeespecifiedinsubparagraph(A).

(4)Notwithstandingparagraph(1),thisarticleshallnotapplytoamultiemployerplanauthorizedbySection302(c)(5)ofthefederalTaftHartleyAct(29U.S.C.Sec.186(c)(5))ifthepublicemployerbeganparticipationinthatplanpriortoJanuary1,2013,andtheplanisregulatedbythefederalEmployeeRetirementIncomeSecurityActof1974(29U.S.C.Sec.1001etseq.).

(b)ThebenefitplanrequiredbythisarticleshallapplytopublicemployeeswhoarenewmembersasdefinedinSection7522.04.

(c)(1)IndividualswhowereemployedbyanypublicemployerbeforeJanuary1,2013,andwhobecameemployedbyasubsequentpublicemployerforthefirsttimeonorafterJanuary1,2013,shallbesubjecttotheretirementplanthatwouldhavebeenavailabletoemployeesofthesubsequentemployerwhowerefirstemployedbythesubsequentemployer

1

onorbeforeDecember31,2012,iftheindividualwassubjecttoconcurrentmembershipforwhichcreditableservicewasperformedintheprevioussixmonthsorreciprocityestablishedunderanyofthefollowingprovisions:

(A)Article5(commencingwithSection20350)ofChapter3ofPart3ofDivision5ofTitle2.

(B)Chapter3(commencingwithSection31450)ofPart3ofDivision4ofTitle3.(C)Anyagreementbetweenpublicretirementsystemstoprovidereciprocityto

membersofthesystems.(D)Section22115.2oftheEducationCode.(2)AnindividualwhowasemployedbeforeJanuary1,2013,andwho,withouta

separationfromemployment,changedemploymentpositionsandbecamesubjecttoadifferentdefinedbenefitplaninadifferentpublicretirementsystemofferedbyhisorheremployershallbesubjecttothatdefinedbenefitplanasitwouldhavebeenavailabletoemployeeswhowerefirstemployedonorbeforeDecember31,2012.

(d)Ifapublicemployer,beforeJanuary1,2013,offersadefinedbenefitpensionplanthatprovidesadefinedbenefitformulawithalowerbenefitfactoratnormalretirementageandresultsinalowernormalcostthanthedefinedbenefitformularequiredbythisarticle,thatemployermaycontinuetoofferthatdefinedbenefitformulainsteadofthedefinedbenefitformularequiredbythisarticle,andshallnotbesubjecttotherequirementsofSection7522.10forpensionablecompensationsubjecttothatformula.However,iftheemployeradoptsanewdefinedbenefitformulaonorafterJanuary1,2013,thatformulamustconformtotherequirementsofthisarticleormustbedeterminedandcertifiedbytheretirementsystem'schiefactuaryandtheretirementboardtohavenogreaterriskandnogreatercosttotheemployerthanthedefinedbenefitformularequiredbythisarticleandmustbeapprovedbytheLegislature.NewmembersofthedefinedbenefitplanmayonlyparticipateinthelowercostdefinedbenefitformulathatwasinplacebeforeJanuary1,2013,oradefinedbenefitformulathatconformstotherequirementsofthisarticleorisapprovedbytheLegislatureasprovidedinthissubdivision.

(e)Ifapublicemployer,beforeJanuary1,2013,offersaretirementbenefitplanthatconsistssolelyofadefinedcontributionplan,thatemployermaycontinuetoofferthatplaninsteadofthedefinedbenefitpensionplanrequiredbythisarticle.However,iftheemployeradoptsanewdefinedbenefitpensionplanordefinedbenefitformulaonorafterJanuary1,2013,thatplanorformulamustconformtotherequirementsofthisarticleormustbedeterminedandcertifiedbytheretirementsystem'schiefactuaryandthesystem'sboardtohavenogreaterriskandnogreatercosttotheemployerthanthedefinedbenefitformularequiredbythisarticleandmustbeapprovedbytheLegislature.Newmembersoftheemployer'splanmayonlyparticipateinthedefinedcontributionplanthatwasinplacebeforeJanuary1,2013,oradefinedcontributionplanordefinedbenefitformulathatconformstotherequirementsofthisarticle.ThissubdivisionshallnotbeconstruedtoprohibitanemployerfromofferingadefinedcontributionplanonorafterJanuary1,2013,eitherwithorwithoutadefinedbenefitplan,whetherornottheemployerofferedadefinedcontributionplanpriortothatdate.

(f)(1)If,onorafterJanuary1,2013,theCitiesofBreaandFullertonformajointpowersauthoritypursuanttotheprovisionsoftheJointExerciseofPowersAct(Article1(commencingwithSection6500)ofChapter5),thatjointpowersauthoritymayprovideemployeesthedefinedbenefitplanorformulathatthoseemployeesreceivedfromtheirrespectiveemployerspriortotheexerciseofacommonpower,towhichtheemployeeisassociated,bythejointpowersauthoritytoanyemployeeoftheCityofBrea,theCityofFullerton,oracitydescribedinparagraph(2)whoisnotanewmemberandsubsequentlyisemployedbythejointpowersauthoritywithin180daysofthecityprovidingfortheexerciseofacommonpower,towhichtheemployeewasassociated,bythejointpowersauthority.

2

(2)OnorbeforeJanuary1,2017,acityinOrangeCountythatiscontiguoustotheCityofBreaortheCityofFullertonmayjointhejointpowersauthoritydescribedinparagraph(1)butnotmorethanthreecitiesshallbepermittedtojoin.

(3)TheformationofajointpowersauthorityonorafterJanuary1,2013,shallnotactinamannerastoexemptanewemployeeoranewmember,asdefinedbySection7522.04,fromtherequirementsofthisarticle.Newmembersmayonlyparticipateinadefinedbenefitplanorformulathatconformstotherequirementsofthisarticle.

(g)TheJudges'RetirementSystemandtheJudges'RetirementSystemIIshallnotberequiredtoadoptthedefinedbenefitformularequiredbySection7522.20or7522.25orthecompensationlimitationsdefinedinSection7522.10.

(h)Thisarticleshallnotbeconstruedtoprovidemembershipinanypublicretirementsystemforanindividualwhowouldnototherwisebeeligibleformembershipunderthatsystem'sapplicablerulesorlaws.

(i)OnandafterJanuary1,2013,eachpublicretirementsystemshallmodifyitsplanorplanstocomplywiththerequirementsofthisarticleandmayadoptregulationsorresolutionsforthispurpose.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.527(AB1222),Sec.1)(AmendedbyStats2013,Ch.528(SB13),Sec.2)(AmendedbyStats.2014,Ch.724(AB1783),Sec.1)(AmendedbyStats.2014,Ch.757(SB1251),Sec.2)(AmendedbyStats.2015,Ch.158(SB354),Sec.1)

§7522.04. Definitions(a)“Definedbenefitformula”meansaformulausedbytheretirementsystemto

determinearetirementbenefitbasedonage,yearsofservice,andpensionablecompensationearnedbyanemployeeuptothelimitdefinedinSection7522.10.

(b)“Employeecontributions”meansthecontributionstoapublicretirementsystemrequiredtobepaidbyamemberofthesystem,asfixedbylaw,regulation,administrativeaction,contract,contractamendment,orotherwrittenagreementrecognizedbytheretirementsystemasestablishinganemployeecontribution.

(c)“Federalsystem”meanstheoldage,survivors,disability,andhealthinsuranceprovisionsofthefederalSocialSecurityAct(42U.S.C.Sec.301etseq.).

(d)“Member”meansapublicemployeewhoisamemberofanytypeofapublicretirementsystemorplan.

(e)“Newemployee”meanseitherofthefollowing:(1)Anemployee,includingonewhoiselectedorappointed,ofapublicemployer

whoisemployedforthefirsttimebyanypublicemployeronorafterJanuary1,2013,andwhowasnotemployedbyanyotherpublicemployerpriortothatdate.

(2)Anemployee,includingonewhoiselectedorappointed,ofapublicemployerwhoisemployedforthefirsttimebyanypublicemployeronorafterJanuary1,2013,andwhowasemployedbyanotherpublicemployerpriortothatdate,butwhowasnotsubjecttoreciprocityundersubdivision(c)ofSection7522.02.

(f)“Newmember”meansanyofthefollowing:(1)Anindividualwhobecomesamemberofanypublicretirementsystemforthe

firsttimeonorafterJanuary1,2013,andwhowasnotamemberofanyotherpublicretirementsystempriortothatdate.

(2)AnindividualwhobecomesamemberofapublicretirementsystemforthefirsttimeonorafterJanuary1,2013,andwhowasamemberofanotherpublicretirementsystempriortothatdate,butwhowasnotsubjecttoreciprocityundersubdivision(c)ofSection

3

7522.02.(3)Anindividualwhowasanactivememberinaretirementsystemandwho,aftera

breakinserviceofmorethansixmonths,returnedtoactivemembershipinthatsystemwithanewemployer.Forpurposesofthissubdivision,achangeinemploymentbetweenstateentitiesorfromoneschoolemployertoanothershallnotbeconsideredasservicewithanewemployer.

(g)“Normalcost”meanstheportionofthepresentvalueofprojectedbenefitsunderthedefinedbenefitthatisattributabletothecurrentyearofservice,asdeterminedbythepublicretirementsystem’sactuaryaccordingtothemostrecentlycompletedvaluation.Forthepurposeofdeterminingnormalcost,thesystem’sactuarymayuseasinglerateofcontributionoranage-basedrateofcontributionasisapplicabletothatretirementsystem.

(h)“Publicemployee”meansanofficer,includingonewhoiselectedorappointed,oranemployeeofapublicemployer.

(i)“Publicemployer”means:(1)Thestateandeverystateentity,including,butnotlimitedto,theLegislature,the

judicialbranch,includingjudicialofficers,andtheCaliforniaStateUniversity.(2)Anypoliticalsubdivisionofthestate,oragencyorinstrumentalityofthestateor

subdivisionofthestate,including,butnotlimitedto,acity,county,cityandcounty,achartercity,achartercounty,schooldistrict,communitycollegedistrict,jointpowersauthority,jointpowersagency,andanypublicagency,authority,board,commission,ordistrict.

(3)Anycharterschoolthatelectsorisrequiredtoparticipateinapublicretirementsystem.

(j)“Publicretirementsystem”meansanypensionorretirementsystemofapublicemployer,including,butnotlimitedto,anindependentretirementplanofferedbyapublicemployerthatthepublicemployerparticipatesinorofferstoitsemployeesforthepurposeofprovidingretirementbenefits,orasystemofbenefitsforpublicemployeesthatisgovernedbySection401(a)ofTitle26oftheUnitedStatesCode.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.3,EffectiveOctober4,2013,asanurgency

statute)

§7522.10. Public retirement systems; modification of plans; use of pensionable compensation in calculation of benefit; contributions in excess of limitation; limitation on pensionable compensation used to calculate required contributions(a)OnandafterJanuary1,2013,eachpublicretirementsystemshallmodifyitsplanor

planstocomplywiththerequirementsofthissectionforeachpublicemployerthatparticipatesinthesystem.

(b)Wheneverpensionablecompensation,asdefinedinSection7522.34,isusedinthecalculationofabenefit,thepensionablecompensationshallbesubjecttothelimitationssetforthinsubdivision(c).

(c)ThepensionablecompensationusedtocalculatethedefinedbenefitpaidtoanewmemberwhoretiresfromthesystemshallnotexceedthefollowingapplicablepercentageofthecontributionandbenefitbasespecifiedinSection430(b)ofTitle42oftheUnitedStatesCodeonJanuary1,2013:

(1)Onehundredpercentforamemberwhoseserviceisincludedinthefederalsystem.

(2)Onehundredtwentypercentforamemberwhoseserviceisnotincludedinthefederalsystem.

(d)(1)Theretirementsystemshalladjustthepensionablecompensationdescribedinsubdivision(c)basedontheannualchangestotheConsumerPriceIndexforAllUrban

4

Consumers:U.S.CityAverage,calculatedbydividingtheConsumerPriceIndexforAllUrbanConsumers:U.S.CityAverage,forthemonthofSeptemberinthecalendaryearprecedingthemadjustmentbytheConsumerPriceIndexforAllUrbanConsumers:U.S.CityAverage,forthemonthofSeptemberofthepreviousyearroundedtothenearestthousandth.TheadjustmentshallbeeffectiveannuallyonJanuary1,beginningin2014.

(2)TheLegislaturereservestherighttomodifytherequirementsofthissubdivisionwithregardtoallpublicemployeessubjecttothissection,exceptthattheLegislaturemaynotmodifytheseprovisionsinamannerthatwouldresultinadecreaseinbenefitsaccruedpriortotheeffectivedateofthemodification.

(e)Apublicemployershallnotofferadefinedbenefitoranycombinationofdefinedbenefits,includingadefinedbenefitofferedbyaprivateprovider,oncompensationinexcessofthelimitationinsubdivision(c).

(f)(1)Subjecttothelimitationinsubdivision(c)ofSection7522.42,apublicemployermayprovideacontributiontoadefinedcontributionplanforcompensationinexcessofthelimitationinsubdivision(c)providedtheplanandthecontributionmeettherequirementsandlimitsoffederallaw.

(2)Apublicemployeewhoreceivesanemployercontributiontoadefinedcontributionplanshallnothaveavestedrighttocontinuereceivingtheemployercontribution.

(g)Anyemployercontributionstoanyemployeedefinedcontributionplanabovethepensionablecompensationlimitsinsubdivision(c)shallnotexceedtheemployer’scontributionrate,asapercentageofpay,requiredtofundthedefinedbenefitplanforincomesubjecttothelimitationinsubdivision(c)ofSection7522.42.

(h)Theretirementsystemshalllimitthepensionablecompensationusedtocalculatethecontributionsrequiredofanemployeroranewmembertotheamountofcompensationthatwouldbeusedforcalculatingadefinedbenefitassetforthinsubdivision(c)or(d).

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.4,EffectiveOctober4,2013,asanurgencystatute)

§7522.15. Public employers and public retirement systems offering defined benefit plans; defined benefit formulas available to new membersExceptasprovidedinsubdivisions(d)and(e)ofSection7522.02,eachpublicemployer

andeachpublicretirementsystemthatoffersadefinedbenefitplanshallofferonlythedefinedbenefitformulasestablishedpursuanttoSections7522.20and7522.25tonewmembers.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.18. Supplemental defined benefit plans; allowable offerings(a)Apublicemployerthatdoesnotofferasupplementaldefinedbenefitplanbefore

January1,2013,shallnotofferasupplementaldefinedbenefitplanforanyemployeeonorafterJanuary1,2013.

(b)Apublicemployerthatprovidesasupplementaldefinedbenefitplan,includingadefinedbenefitplanofferedbyaprivateprovider,beforeJanuary1,2013,shallnotofferasupplementaldefinedbenefitplantoanyadditionalemployeegrouptowhichtheplanwasnotprovidedbeforeJanuary1,2013.

(c)ExceptasprovidedinChapter38(commencingwithSection25000)ofArticle1ofPart13ofTitle1oftheEducationCode,apublicemployershallnotofferorprovideasupplementaldefinedbenefitplan,includingadefinedbenefitplanofferedbyaprivateprovider,toanyemployeehiredonorafterJanuary1,2013.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

5

§7522.20. Defined benefit plan for nonsafety members; calculation of benefit(a)Eachretirementsystemthatoffersadefinedbenefitplanfornonsafetymembers

ofthesystemshallusetheformulaprescribedbythissection.Thedefinedbenefitplanshallprovideapensionatretirementforserviceequaltothepercentageofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingquarteryear,inthefollowingtable,multipliedbythenumberofyearsofserviceinthesystemasanonsafetymember.Amembermayretireforserviceunderthissectionafterfiveyearsofserviceanduponreaching52yearsofage.

Age of retirement Fraction 52 1.000 521⁄4 1.025 521⁄2 1.050 523⁄4 1.075 53 1.100 531⁄4 1.125 531⁄2 1.150 533⁄4 1.175 54 1.200 541⁄4 1.225 541⁄2 1.250 543⁄4 1.275 55 1.300 551⁄4 1.325 551⁄2 1.350 553⁄4 1.375 56 1.400 561⁄4 1.425 561⁄2 1.450 563⁄4 1.475 57 1.500 571⁄4 1.525 571⁄2 1.550 573⁄4 1.575 58 1.600 581⁄4 1.625 581⁄2 1.650 583⁄4 1.675 59 1.700 591⁄4 1.725 591⁄2 1.750 593⁄4 1.775 60 1.800 601⁄4 1.825 601⁄2 1.850 603⁄4 1.875 61 1.900 611⁄4 1.925 611⁄2 1.950 613⁄4 1.975

6

Age of retirement Fraction 62 2.000 621⁄4 2.025 621⁄2 2.050 623⁄4 2.075 63 2.100 631⁄4 2.125 631⁄2 2.150 633⁄4 2.175 64 2.200 641⁄4 2.225 641⁄2 2.250 643⁄4 2.275 65 2.300 651⁄4 2.325 651⁄2 2.350 653⁄4 2.375 66 2.400 661⁄4 2.425 661⁄2 2.450 663⁄4 2.475 67 2.500

(b)PensionablecompensationusedtocalculatethedefinedbenefitshallbelimitedasdescribedinSection7522.10.

(c)AnewmemberoftheStateTeachers’RetirementSystemshallbesubjecttotheformulaestablishedpursuanttoSection24202.6oftheEducationCode.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.76(AB383),Sec.74)

§7522.25. Defined benefit plan for safety members; calculation of benefit(a)Eachretirementsystemthatoffersadefinedbenefitplanforsafetymembersof

thesystemshalluseoneormoreofthedefinedbenefitformulasprescribedbythissection.Amembermayretireforserviceunderanyoftheformulasinthissectionafterfiveyearsofserviceanduponreaching50yearsofage.

(b)TheBasicSafetyPlanshallprovideapensionatretirementforserviceequaltothepercentageofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingquarteryear,inthefollowingtable,multipliedbythenumberofyearsofserviceinthesystemasasafetymember.

Age of retirement Fraction 50 1.426 501⁄4 1.447 501⁄2 1.467 503⁄4 1.488 51 1.508 511⁄4 1.529 511⁄2 1.549 513⁄4 1.570 52 1.590

7

Age at retirement Fraction 521⁄4 1.611 521⁄2 1.631 523⁄4 1.652 53 1.672 531⁄4 1.693 531⁄2 1.713 533⁄4 1.734 54 1.754 541⁄4 1.775 541⁄2 1.795 543⁄4 1.816 55 1.836 551⁄4 1.857 551⁄2 1.877 553⁄4 1.898 56 1.918 561⁄4 1.939 561⁄2 1.959 563⁄4 1.980 57andover 2.000

(c)TheSafetyOptionPlanOneshallprovideapensionatretirementforserviceequaltothepercentageofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingquarteryear,inthefollowingtable,multipliedbythenumberofyearsofserviceinthesystemasasafetymember.

Age at retirement Fraction 50 2.000 501⁄4 2.018 501⁄2 2.036 503⁄4 2.054 51 2.071 511⁄4 2.089 511⁄2 2.107 513⁄4 2.125 52 2.143 521⁄4 2.161 521⁄2 2.179 523⁄4 2.196 53 2.214 531⁄4 2.232 531⁄2 2.250 533⁄4 2.268 54 2.286 541⁄4 2.304 541⁄2 2.321 543⁄4 2.339 55 2.357 551⁄4 2.375

8

Age at retirement Fraction 551⁄2 2.393 553⁄4 2.411 56 2.429 561⁄4 2.446 561⁄2 2.464 563⁄4 2.482 57andover 2.500

(d)TheSafetyOptionPlanTwoshallprovideapensionatretirementforserviceequaltothepercentageofthemember’sfinalcompensationsetforthoppositethemember’sageatretirement,takentotheprecedingquarteryear,inthefollowingtable,multipliedbythenumberofyearsofserviceinthesystemasasafetymember.

Age at retirement Fraction 50 2.000 501⁄4 2.025 501⁄2 2.050 503⁄4 2.075 51 2.100 511⁄4 2.125 511⁄2 2.150 513⁄4 2.175 52 2.200 521⁄4 2.225 521⁄2 2.250 523⁄4 2.275 53 2.300 531⁄4 2.325 531⁄2 2.350 533⁄4 2.375 54 2.400 541⁄4 2.425 541⁄2 2.450 543⁄4 2.475 55 2.500 551⁄4 2.525 551⁄2 2.550 553⁄4 2.575 56 2.600 561⁄4 2.625 561⁄2 2.650 563⁄4 2.675 57andover 2.700

(e)OnandafterJanuary1,2013,anemployershallofferoneormoreofthesafetyformulasprescribedbythissectiontonewmemberswhoaresafetyemployees.Theformulaofferedshallbetheformulathatisclosestto,andprovidesalowerbenefitat55yearsofagethan,theformulaprovidedtomembersinthesameretirementclassificationofferedbythe

9

employeronDecember31,2012.(f)OnandafterJanuary1,2013,anemployeranditsemployeessubjecttoSafetyOption

PlanOneorSafetyOptionPlanTwomayagreeinamemorandumofunderstandingtobesubjecttoSafetyOptionPlanOneortheBasicSafetyPlan,subjecttothefollowing:

(1)Thelowerplanshallapplytomembersfirstemployedonoraftertheeffectivedateofthelowerplan,andshallbeagreedtoinamemorandumofunderstandingthathasbeencollectivelybargainedinaccordancewithapplicablelaws.

(2)Aretirementplancontractamendmentwithapublicretirementsystemtoalteraretirementformulapursuanttothissubdivisionshallnotbeimplementedbytheemployerintheabsenceofamemorandumofunderstandingthathasbeencollectivelybargainedinaccordancewithapplicablelaws.

(3)Anemployershallnotuseimpasseprocedurestoimposethelowerplan.(4)Anemployershallnotprovideadifferentdefinedbenefitfornonrepresented,

managerial,orsupervisoryemployeesthantheemployerprovidesforotherpublicemployees,includingrepresentedemployees,ofthesameemployerwhoareinthesamemembershipclassifications.

(g)PensionablecompensationusedtocalculatethedefinedbenefitshallbelimitedasdescribedinSection7522.10.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.5,EffectiveOctober4,2013,asanurgencystatute)

§7522.30. Sharing of normal costs(a)Thissectionshallapplytoallpublicemployersandtoallnewmembers.Equal

sharingofnormalcostsbetweenpublicemployersandpublicemployeesshallbethestandard.Thestandardshallbethatemployeespayatleast50percentofnormalcostsandthatemployersnotpayanyoftherequiredemployeecontribution.

(b)The“normalcostrate”shallmeantheannualactuariallydeterminednormalcostfortheplanofretirementbenefitsprovidedtothenewmemberandshallbeestablishedbasedontheactuarialassumptionsusedtodeterminetheliabilitiesandcostsaspartoftheannualactuarialvaluation.Theplanofretirementbenefitsshallincludeanyelementsthatwouldimpacttheactuarialdeterminationofthenormalcost,including,butnotlimitedto,theretirementformula,eligibilityandvestingcriteria,ancillarybenefitprovisions,andanyautomaticcost-of-livingadjustmentsasdeterminedbythepublicretirementsystem.

(c)Newmembersemployedbythosepublicemployersdefinedinparagraphs(2)and(3)ofsubdivision(i)ofSection7522.04,theLegislature,theCaliforniaStateUniversity,andthejudicialbranchwhoparticipateinadefinedbenefitplanshallhaveaninitialcontributionrateofatleast50percentofthenormalcostrateforthatdefinedbenefitplan,roundedtothenearestquarterof1percent,unlessagreatercontributionratehasbeenagreedtopursuanttotherequirementsinsubdivision(e).Thiscontributionshallnotbepaidbytheemployerontheemployee’sbehalf.

(d)Notwithstandingsubdivision(c),onceestablished,theemployeecontributionratedescribedinsubdivision(c)shallnotbeadjustedonaccountofachangetothenormalcostrateunlessthenormalcostrateincreasesordecreasesbymorethan1percentofpayrollaboveorbelowthenormalcostrateineffectatthetimetheemployeecontributionrateisfirstestablishedor,iflater,thenormalcostrateineffectatthetimeofthelastadjustmenttotheemployeecontributionrateunderthissection.

(e)Notwithstandingsubdivision(c),employeecontributionsmaybemorethanone-halfofthenormalcostrateiftheincreasehasbeenagreedtothroughthecollectivebargainingprocess,subjecttothefollowingconditions:

10

(1)Theemployershallnotcontributeatagreaterratetotheplanfornonrepresented,managerial,orsupervisoryemployeesthantheemployercontributesforotherpublicemployees,includingrepresentedemployees,ofthesameemployerwhoareinrelatedretirementmembershipclassifications.

(2)Theemployershallnotincreaseanemployeecontributionrateintheabsenceofamemorandumofunderstandingthathasbeencollectivelybargainedinaccordancewithapplicablelaws.

(3)Theemployershallnotuseimpasseprocedurestoincreaseanemployeecontributionrateabovetheraterequiredbythissection.

(f)Ifthetermsofacontract,includingamemorandumofunderstanding,betweenapublicemployeranditspublicemployees,thatisineffectonJanuary1,2013,wouldbeimpairedbyanyprovisionofthissection,thatprovisionshallnotapplytothepublicemployerandpublicemployeessubjecttothatcontractuntiltheexpirationofthatcontract.Arenewal,amendment,oranyotherextensionofthatcontractshallbesubjecttotherequirementsofthissection.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.6,EffectiveOctober4,2013,asanurgencystatute)

7522.32. Determination of benefit paid to new member of public retirement system; final compensation; restrictions on plan modificationForthepurposesofdeterminingaretirementbenefittobepaidtoanewmemberofa

publicretirementsystem,thefollowingshallapply:(a)Finalcompensationshallmeanthehighestaverageannualpensionable

compensationearnedbythememberduringaperiodofatleast36consecutivemonths,oratleastthreeconsecutiveschoolyearsifapplicable,immediatelyprecedinghisorherretirementorlastseparationfromserviceifearlier,orduringanyotherperiodofatleast36consecutivemonths,oratleastthreeconsecutiveschoolyearsifapplicable,duringthemember’sapplicableservicethatthememberdesignatesontheapplicationforretirement.

(b)OnorafterJanuary1,2013,anemployershallnotmodifyabenefitplantopermitacalculationoffinalcompensationonabasisoflessthantheaverageannualcompensationearnedbythememberduringaconsecutive36-monthperiod,orthreeschoolyearsifapplicable,formemberswhohavebeensubjecttoatleasta36-monthorthree-school-yearcalculationpriortothatdate.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.7,EffectiveOctober4,2013,asanurgencystatute)

§7522.34. Pensionable compensation(a)“Pensionablecompensation”ofanewmemberofanypublicretirementsystem

meansthenormalmonthlyrateofpayorbasepayofthememberpaidincashtosimilarlysituatedmembersofthesamegrouporclassofemploymentforservicesrenderedonafull-timebasisduringnormalworkinghours,pursuanttopubliclyavailablepayschedules,subjecttothelimitationsofsubdivision(c).

(b)Compensationthathasbeendeferredshallbedeemedpensionablecompensationwhenearnedratherthanwhenpaid.

(c)Notwithstandinganyotherlaw,“pensionablecompensation”ofanewmemberdoesnotincludethefollowing:

(1)Anycompensationdeterminedbytheboardtohavebeenpaidtoincreasea

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member’sretirementbenefitunderthatsystem.(2)Compensationthathadpreviouslybeenprovidedinkindtothememberbythe

employerorpaiddirectlybytheemployertoathirdpartyotherthantheretirementsystemforthebenefitofthememberandwhichwasconvertedtoandreceivedbythememberintheformofacashpayment.

(3)Anyone-timeoradhocpaymentsmadetoamember.(4)Severanceoranyotherpaymentthatisgrantedorawardedtoamemberin

connectionwithorinanticipationofaseparationfromemployment,butisreceivedbythememberwhileemployed.

(5)Paymentsforunusedvacation,annualleave,personalleave,sickleave,orcompensatorytimeoff,howeverdenominated,whetherpaidinalumpsumorotherwise,regardlessofwhenreportedorpaid.

(6)Paymentsforadditionalservicesrenderedoutsideofnormalworkinghours,whetherpaidinalumpsumorotherwise.

(7)Anyemployer-providedallowance,reimbursement,orpayment,including,butnotlimitedto,onemadeforhousing,vehicle,oruniforms.

(8)Compensationforovertimework,otherthanasdefinedinSection207(k) ofTitle29oftheUnitedStatesCode.

(9)Employercontributionstodeferredcompensationordefinedcontributionplans.(10)Anybonuspaidinadditiontothecompensationdescribedinsubdivision(a).(11)Anyotherformofcompensationapublicretirementboarddeterminesis

inconsistentwiththerequirementsofsubdivision(a).(12)Anyotherformofcompensationapublicretirementboarddeterminesshould

notbepensionablecompensation.(13)(A)Anyformofcompensationidentifiedthathasbeenagreedtobe

nonpensionablepursuanttoamemorandumofunderstandingforstateemployeesboundbythememorandumofunderstanding.Thestateemployersubjecttothememorandumofunderstandingshallinformtheretirementsystemoftheexcludedcompensationandprovideacopyofthememorandumofunderstanding.

(B)Thestateemployermaydetermineifexcludedcompensationidentifiedinsubparagraph(A)shallapplytononrepresentedstateemployeeswhoarealignedwithstateemployeessubjecttothememorandumofunderstandingdescribedinsubparagraph(A).Thestateemployershallinformtheretirementsystemoftheexclusionofthiscompensationandprovideacopyofthepublicpayscheduledetailingtheexclusion.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.8,EffectiveOctober4,2013,asanurgencystatute)

§7522.40. Health benefit vesting schedule(a)Apublicemployershallnotprovidetoapublicemployeewhoiselectedor

appointed,atrustee,excludedfromcollectivebargaining,exemptfromcivilservice,oramanageranyvestingschedulefortheemployercontributionpayableforpostretirementhealthbenefitsthatismoreadvantageousthanthatprovidedgenerallytootherpublicemployees,includingrepresentedemployees,ofthesamepublicemployerwhoareinrelatedretirementmembershipclassifications.

(b)Thissectionshallnotrequireanemployertochangethevestingschedulefortheemployercontributionpayableforpostretirementhealthbenefitsofanypublicemployeewhowassubjecttoaspecificvestingschedulepursuanttostatute,collectivebargainingagreement,orresolutionfortheseemployercontributionspriortoJanuary1,2013,orwhohada

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contractualagreementwithanemployerpriortoJanuary1,2013,foraspecificvestingschedulefortheseemployercontributions.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.9,EffectiveOctober4,2013,asanurgencystatute)

§7522.42. Additional limitations on compensation used for determination of public retirement benefit and employer contributions; exemption(a)Inadditiontoanyotherbenefitlimitationprescribedbylaw,forthepurposesof

determiningapublicretirementbenefitpaidtoanewmemberofapublicretirementsystem,themaximumsalary,compensation,orpayratetakenintoaccountundertheplanforanyyearshallnotexceedtheamountpermittedtobetakenintoaccountunderSection401(a)(17) ofTitle26oftheUnitedStatesCodeoritssuccessor.

(b)Apublicemployershallnotseekanexceptiontotheprohibitioninsubdivision(a)onorafterJanuary1,2013.

(c)ForemployeesfirsthiredonorafterJanuary1,2013,apublicemployershallnotmakeemployercontributionstoanyqualifiedretirementplanorplansonbehalfofanemployeebasedonthatportionoftheamountoftotalpensionablecompensationthatexceedstheamountspecifiedinSection401(a)(17)ofTitle26oftheUnitedStatesCode,oritssuccessor.

(d)Thissectionshallnotapplytosalary,compensation,orpayratepaidtoindividualswho,duetotheirdatesofhire,arenotsubjecttothelimitsspecifiedinsubdivision(a).

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.43. Replacement benefits; allowable offerings(a)Apublicemployershallnotofferaplanofreplacementbenefitsformembersand

anysurvivorsorbeneficiarieswhoseretirementbenefitsarelimitedbySection415ofTitle26oftheUnitedStatesCode.Thissectionshallapplytonewmembers.

(b)ApublicretirementsystemmaycontinuetoadministeraplanofreplacementbenefitsforemployeesfirsthiredpriortoJanuary1,2013.

(c)ApublicemployerthatdoesnotofferaplanofreplacementbenefitspriortoJanuary1,2013,shallnotoffersuchaplanforanyemployeeonorafterJanuary1,2013.

(d)ApublicemployerthatoffersaplanofreplacementbenefitspriortoJanuary1,2013,shallnotoffersuchaplantoanyadditionalemployeegrouptowhichtheplanwasnotprovidedpriortoJanuary1,2013.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.10,EffectiveOctober4,2013,asanurgencystatute)

§7522.44. Enhancements to retirement formula or retirement benefit; applicationThissectionshallapplytoallpublicemployersandtoallpublicemployees:(a)Anyenhancementtoapublicemployee’sretirementformulaorretirementbenefit

adoptedonorafterJanuary1,2013,shallapplyonlytoserviceperformedonoraftertheoperativedateoftheenhancementandshallnotbeappliedtoanyserviceperformedpriortotheoperativedateoftheenhancement.

(b)Ifachangetoamember’sretirementmembershipclassificationorachangeinemploymentresultsinanenhancementintheretirementformulaorretirementbenefitapplicabletothatmember,thatenhancementshallapplyonlytoserviceperformedonoraftertheoperativedateofthechangeandshallnotbeappliedtoanyserviceperformedpriortotheoperativedateofthechange.

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(c)Forpurposesofthissection,“operativedate”inacollectivebargainingagreementmeans one of the following:

(1)Thedatethattheagreementissignedbytheparties.(2)Adateagreedtobythepartiesthatwilloccurafterthedatethattheagreementis

signedbytheparties.(3)Adatedesignatedbythepartiesthatoccurredpriortothedatetheagreementwas

signedifthemostrecentcollectivebargainingcontractwasexpiredatthetimeoftheagreementandthedatedesignatedisnotearlierthan12monthspriortothedateoftheagreementorthedayafterthelastdayoftheexpiredbargainingcontract,whicheveroccurredlater.

(d)Forpurposesofthissection,anincreasetoaretiree’sannualcost-of-livingadjustmentwithinexistingstatutorylimitsshallnotbeconsideredtobeanenhancementtoaretirementbenefit.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.46. Purchase of nonqualified service credit prohibited; exemption(a)Apublicretirementsystemshallnotallowthepurchaseofnonqualifiedservice

credit,asdefinedbySection415(n)(3)(C)oftheInternalRevenueCodeof1986(26U.S.C.Sec.415(n)(3)(C)).

(b)Subdivision(a)shallnotapplytoanofficialapplicationtopurchasenonqualifiedservicecreditthatisreceivedbythepublicretirementsystempriortoJanuary1,2013,thatissubsequentlyapprovedbythesystem.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.48. Final compensation(a)Finalcompensationofamemberforthepurposeofdetermininganypensionor

benefitresultingfromserviceasanelectiveorappointedofficeronacitycounciloracountyboardofsupervisorsaccruedwhileinmembershipofapublicretirementsystemshallbebasedonthehighestaverageannualpensionablecompensationearnedbythememberduringtheperiodofserviceineachelectiveorappointedoffice.Wherethatelectiveorappointedserviceisaconsiderationinthecomputationofanypensionorbenefit,themembermayhavemorethanonefinalcompensation.

(b)Anyfinalcompensationcalculationshallotherwisebesubjecttothisarticleexceptthatifanyindividualperiodofelectiveserviceislessthan36monthsorthreeyears,thentheentireperiodofthatindividual’selectedserviceshallbeusedtodeterminethefinalcompensationforthatperiodofservice.

(c)ThissectionshallapplytoamemberfirstelectedorappointedtoacitycounciloracountyboardofsupervisorsonorafterJanuary1,2013.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.52. Employer contributions; suspension of contributions; conditions(a)Inanyfiscalyear,apublicemployer’scontributiontoadefinedbenefitplan,in

combinationwithemployeecontributionstothatdefinedbenefitplan,shallnotbelessthanthenormalcostrate,asdefinedinSection7522.30,forthatdefinedbenefitplanforthatfiscalyear.

(b)Theboardofapublicretirementsystemmaysuspendcontributionswhenallofthefollowingapply:

(1)Theplanisfundedbymorethan120percent,basedonacomputationbytheretirementsystemactuaryinaccordancewiththeGovernmentalAccountingStandardsBoardrequirementsthatisincludedintheannualvaluation.

(2)Theretirementsystemactuary,basedontheannualvaluation,determinesthat

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continuingtoaccrueexcessearningscouldresultindisqualificationoftheplan’stax-exemptstatusundertheprovisionsofthefederalInternalRevenueCode.

(3)TheboarddeterminesthatthereceiptofanyadditionalcontributionsrequiredunderthissectionwouldconflictwithitsfiduciaryresponsibilitysetforthinSection17ofArticleXVIoftheCaliforniaConstitution.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)

§7522.56. Retired persons; service and employment restrictions(a)Thissectionshallapplytoanypersonwhoisreceivingapensionbenefitfroma

publicretirementsystemandshallsupersedeanyotherprovisioninconflictwiththissection.(b)Aretiredpersonshallnotserve,beemployedby,orbeemployedthroughacontract

directlyby,apublicemployerinthesamepublicretirementsystemfromwhichtheretireereceivesthebenefitwithoutreinstatementfromretirement,exceptaspermittedbythissection.

(c)Apersonwhoretiresfromapublicemployermayservewithoutreinstatementfromretirementorlossorinterruptionofbenefitsprovidedbytheretirementsystemuponappointmentbytheappointingpowerofapublicemployereitherduringanemergencytopreventstoppageofpublicbusinessorbecausetheretiredpersonhasskillsneededtoperformworkoflimitedduration.

(d)Appointmentsofthepersonauthorizedunderthissectionshallnotexceedatotalforallemployersinthatpublicretirementsystemof960hoursorotherequivalentlimit,inacalendarorfiscalyear,dependingontheadministratorofthesystem.Therateofpayfortheemploymentshallnotbelessthantheminimum,norexceedthemaximum,paidbytheemployertootheremployeesperformingcomparableduties,dividedby173.333toequalanhourlyrate.Aretiredpersonwhoseemploymentwithoutreinstatementisauthorizedbythissectionshallacquirenoservicecreditorretirementrightsunderthissectionwithrespecttotheemploymentunlessheorshereinstatesfromretirement.

(e)(1)Notwithstandingsubdivision(c),anyretiredpersonshallnotbeeligibletoserveorbeemployedbyapublicemployerif,duringthe12-monthperiodpriortoanappointmentdescribedinthissection,theretiredpersonreceivedanyunemploymentinsurancecompensationarisingoutofprioremploymentsubjecttothissectionwithapublicemployer.Aretireeshallcertifyinwritingtotheemployeruponacceptinganofferofemploymentthatheorsheisincompliancewiththisrequirement.

(2)Aretiredpersonwhoacceptsanappointmentafterreceivingunemploymentinsurancecompensationasdescribedinthissubdivisionshallterminatethatemploymentonthelastdayofthecurrentpayperiodandshallnotbeeligibleforreappointmentsubjecttothissectionforaperiodof12monthsfollowingthelastdayofemployment.

(f)Aretiredpersonshallnotbeeligibletobeemployedpursuanttothissectionforaperiodof180daysfollowingthedateofretirementunlessheorshemeetsoneofthefollowingconditions:

(1)Theemployercertifiesthenatureoftheemploymentandthattheappointmentisnecessarytofillacriticallyneededpositionbefore180dayshavepassedandtheappointmenthasbeenapprovedbythegoverningbodyoftheemployerinapublicmeeting.Theappointmentmaynotbeplacedonaconsentcalendar.

(2)(A)Exceptasotherwiseprovidedinthisparagraph,forstateemployees,thestateemployercertifiesthenatureoftheemploymentandthattheappointmentisnecessarytofillacriticallyneededstateemploymentpositionbefore180dayshavepassedandtheappointmenthasbeenapprovedbytheDepartmentofHumanResources.Thedepartmentmayestablishaprocesstodelegateappointingauthoritytoindividualstateagencies,butshallauditthe

15

processtodetermineifabusesofthesystemoccur.Ifnecessary,thedepartmentmayassumeanagency’sappointingauthorityforretiredworkersandmaychargethedepartmentanappropriateamountforadministeringthatauthority.

(B)Forlegislativeemployees,theSenateCommitteeonRulesortheAssemblyRulesCommitteecertifiesthenatureoftheemploymentandthattheappointmentisnecessarytofillacriticallyneededpositionbefore180dayshavepassedandapprovestheappointmentinapublicmeeting.Theappointmentmaynotbeplacedonaconsentcalendar.

(C)ForemployeesoftheCaliforniaStateUniversity,theTrusteesoftheCaliforniaStateUniversitycertifiesthenatureoftheemploymentandthattheappointmentisnecessarytofillacriticallyneededpositionbefore180dayshavepassedandapprovestheappointmentinapublicmeeting.Theappointmentmaynotbeplacedonaconsentcalendar.

(3)TheretireeiseligibletoparticipateintheFacultyEarlyRetirementProgrampursuanttoacollectivebargainingagreementwiththeCaliforniaStateUniversitythatexistedpriortoJanuary1,2013,orhasbeenincludedinsubsequentagreements.

(4)Theretireeisapublicsafetyofficerorfirefighterhiredtoperformafunctionorfunctionsregularlyperformedbyapublicsafetyofficerorfirefighter.

(g)Aretiredpersonwhoacceptedaretirementincentiveuponretirementshallnotbeeligibletobeemployedpursuanttothissectionforaperiodof180daysfollowingthedateofretirementandsubdivision(f)shallnotapply.

(h)ThissectionshallnotapplytoapersonwhoisretiredfromtheStateTeachers’RetirementSystem,andwhoissubjecttoSection24214,24214.5,or26812oftheEducationCode.

(i)Thissectionshallnotapplyto(1)asubordinatejudicialofficerwhoseposition,uponretirement,isconvertedtoajudgeshippursuanttoSection69615,andheorshereturnstoworkintheconvertedposition,andtheemployerisatrialcourt,or(2)aretireeoftheJudges’RetirementSystemortheJudges’RetirementSystemIIwhoisassignedtoserveinacourtpursuanttoSection68543.5.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.76(AB383),Sec.75)(AmendedbyStats.2013,Ch.528(SB13),Sec.11,EffectiveOctober4,2013,asanurgencystatute)(AmendedbyStats.2014,Ch.238(AB2476),Sec.1)

§7522.57. Retired persons appointed to board or commission after January 1, 2013; service limitations(a)Thissectionshallapplytoanyretiredpersonwhoisreceivingapensionbenefit

fromapublicretirementsystemandisfirstappointedonorafterJanuary1,2013,toasalariedpositiononastateboardorcommission.Thissectionshallsupersedeanyotherprovisioninconflictwiththissection.

(b)Apersonwhoisretiredfromapublicretirementsystemmayservewithoutreinstatementfromretirementorlossorinterruptionofbenefitsprovidedthatappointmentistoapart-timestateboardorcommission.Aretiredpersonwhoseemploymentwithoutreinstatementisauthorizedbythissubdivisionshallacquirenobenefits,servicecredit,orretirementrightswithrespecttotheemployment.Unlessotherwisedefinedinstatute,forthepurposeofthissection,apart-timeappointmentshallmeananappointmentwithasalaryofnomorethan$60,000annually,whichshallbeincreasedinanyfiscalyearinwhichageneralsalaryincreaseisprovidedforstateemployees.Theamountoftheincreaseprovidedby

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thissectionshallbecomparableto,butshallnotexceed,thepercentageofthegeneralsalaryincreasesprovidedforstateemployeesduringthatfiscalyear.

(c)ApersonwhoisretiredfromthePublicEmployees’RetirementSystemshallnotserveonafull-timebasisonastateboardorcommissionwithoutreinstatementunlessthatpersonservesasanonsalariedmemberoftheboardorcommissionandreceivesonlyperdiemauthorizedtoallmembersoftheboardorcommission.ApersonwhoservesasanonsalariedmemberofaboardorcommissionshallnotearnanyservicecreditorbenefitsinthePublicEmployees’RetirementSystemormakecontributionswithrespecttotheserviceperformed.

(d)ApersonretiredfromapublicretirementsystemotherthanthePublicEmployees’RetirementSystemwhoisappointedonafull-timebasistoastateboardorcommissionshallchooseoneofthefollowingoptions:

(1)Thepersonmayserveasanonsalariedmemberoftheboardorcommissionandcontinuetoreceivehisorherretirementallowance,inadditiontoanyperdiemauthorizedtoallmembersoftheboardorcommission.ThepersonshallnotearnservicecreditorbenefitsinthePublicEmployees’RetirementSystemandshallnotmakecontributionswithrespecttotheserviceperformed.

(2)(A)ThepersonmaysuspendhisorherretirementallowanceorallowancesandinstateasanewmemberofthePublicEmployees’RetirementSystemfortheserviceperformedontheboardorcommission.Thepensionablecompensationearnedpursuanttothisparagraphshallnotbeeligibleforreciprocitywithanyotherretirementsystemorplan.

(B)Uponretiringforserviceafterservingontheboardorcommission,theappointeeshallbeentitledtoreinstatementofanysuspendedbenefits,includingemployerprovidedretireehealthbenefits,thatheorshewasentitledtoatthetimeofbeingappointedtotheboardorcommission.

(e)Notwithstandingsubdivisions(c)and(d),apersonwhoretiresfromapublicemployermayservewithoutreinstatementfromretirementorlossorinterruptionofbenefitsprovidedbytheretirementsystemuponappointmenttoafull-timestateboardpursuanttoSection5075ofthePenalCode.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.76(AB383),Sec.76)

§7522.66. (Repealed by Stats. 2013, c. 528 (SB 13), Sec. 12, eff. Oct 4, 2013, as an urgency statute)

§7522.70. Elected public officers convicted of certain felonies; forfeiture of rights and benefits; contributions returned; notice by agency(a)Thissectionshallapplytoanyelectedpublicofficerwhotakespublicoffice,oris

reelectedtopublicoffice,onorafterJanuary1,2006.(b)Ifanelectedpublicofficerisconvictedduringorafterholdingofficeofanyfelony

involvingacceptingorgiving,orofferingtogive,anybribe,theembezzlementofpublicmoney,extortionortheftofpublicmoney,perjury,orconspiracytocommitanyofthosecrimesarisingdirectlyoutofhisorherofficialdutiesasanelectedpublicofficer,heorsheshallforfeitallrightsandbenefitsunder,andmembershipin,anypublicretirementsysteminwhichheorsheisamember,effectiveonthedateoffinalconviction.

(c)(1)Theelectedpublicofficerdescribedinsubdivision(b)shallforfeitonlythatportionofhisorherrightsandbenefitsthataccruedonorafterJanuary1,2006,onaccountofhisorherserviceintheelectedpublicofficeheldwhenthefelonyoccurred.

17

(2)Paragraph(1)shallapplytotheextentpermissiblebylaw.(d)Anycontributionsmadebytheelectedpublicofficerdescribedinsubdivision(b)to

thepublicretirementsystemthatarosedirectlyfromoraccruedsolelyasaresultofhisorherforfeitedserviceasanelectedpublicofficershallbereturned,withoutinterest,tothepublicofficer.

(e)Thepublicagencythatemploysanelectedpublicofficerdescribedinsubdivision(b)shallnotifythepublicretirementsysteminwhichtheofficerisamemberoftheofficer’sconviction.

(f)Anelectedpublicofficershallnotforfeithisorherrightsandbenefitspursuanttosubdivision(b)ifthegoverningbodyoftheelectedpublicofficer’semployer,including,butnotlimitedto,thegoverningbodyofacity,county,orcityandcounty,authorizesthepublicofficertoreceivethoserightsandbenefits.

(g)Forpurposesofthissection,“publicofficer”meansanofficerofthestate,oranofficerofacounty,city,cityandcounty,district,orauthority,oranydepartment,division,bureau,board,commission,agency,orinstrumentalityofanyoftheseentities.

(h)Thissectionappliestoanypersonappointedtoservicefortheperiodofanelectedpublicofficer’sunexpiredtermofoffice.

(i)OnandafterJanuary1,2013,thissectionshallnotapplyinanyinstanceinwhichSection7522.72or7522.74applies.

(Renumbered§7522.70andamendedbyStats.2012,Ch.296(AB340),Sec.9)(Formerly§1243,addedbyStats.2005,Ch.322(AB1044),Sec.1)(AmendedbyStats.2014,Ch.238(AB2476),Sec.2)

§7522.72. Public employees first employed, elected or appointed before Jan. 1, 2013; conviction of certain felonies; forfeiture of rights and benefits; contributions returned; notifications upon conviction; cost reimbursement; remedies upon final decision reversing conviction; conflicting provisions; provisions applicable to public employees first elected or appointed on or after Jan. 1, 2013(a)Thissectionshallapplytoapublicemployeefirstemployedbyapublicemployeror

firstelectedorappointedtoanofficebeforeJanuary1,2013,and,onandafterthatdate,Section7522.70shallnotapply.

(b)(1)Ifapublicemployeeisconvictedbyastateorfederaltrialcourtofanyfelonyunderstateorfederallawforconductarisingoutoforintheperformanceofhisorherofficialduties,inpursuitoftheofficeorappointment,orinconnectionwithobtainingsalary,disabilityretirement,serviceretirement,orotherbenefits,heorsheshallforfeitallaccruedrightsandbenefitsinanypublicretirementsysteminwhichheorsheisamembertotheextentprovidedinsubdivision(c)andshallnotaccruefurtherbenefitsinthatpublicretirementsystem,effectiveonthedateoftheconviction.

(2)Ifapublicemployeewhohascontactwithchildrenaspartofhisorherofficialdutiesisconvictedofafelonythatwascommittedwithinthescopeofhisorherofficialdutiesagainstorinvolvingachildwhoheorshehascontactwithaspartofhisorherofficialduties,heorsheshallforfeitallaccruedrightsandbenefitsinanypublicretirementsysteminwhichheorsheisamembertotheextentprovidedinsubdivision(c)andshallnotaccruefurtherbenefitsinthatpublicretirementsystem,effectiveonthedateoftheconviction.

(c)(1)Amembershallforfeitalltherightsandbenefitsearnedoraccruedfromtheearliestdateofthecommissionofanyfelonydescribedinsubdivision(b)totheforfeituredate,inclusive.Therightsandbenefitsshallremainforfeitednotwithstandinganyreductioninsentenceorexpungementoftheconvictionfollowingthedateofthemember’sconviction.

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Rightsandbenefitsattributabletoserviceperformedpriortothedateofthefirstcommissionofthefelonyforwhichthememberwasconvictedshallnotbeforfeitedasaresultofthissection.

(2)Paragraph(1)shallapplytotheextentpermissiblebylaw.(3)Forpurposesofthissubdivision,“forfeituredate”meansthedateofthe

conviction.(d)(1)Anycontributionstothepublicretirementsystemmadebythepublicemployee

describedinsubdivision(b)onoraftertheearliestdateofthecommissionofanyfelonydescribedinsubdivision(b)shallbereturned,withoutinterest,tothepublicemployeeupontheoccurrenceofadistributioneventunlessotherwiseorderedbyacourtordeterminedbythepensionadministrator.

(2)Anyfundsreturnedtothepublicemployeepursuanttosubdivision(d)shallbedisbursedbyelectronicfundstransfertoanaccountofthepublicemployee,inamannerconformingwiththerequirementsoftheInternalRevenueCode,andthepublicretirementsystemshallnotifythecourtandthedistrictattorneyatleastthreebusinessdaysbeforethatdisbursementoffunds.

(3)Forthepurposesofthissubdivision,a“distributionevent”meansanyofthefollowing:

(A)Separationfromemployment.(B)Deathofthemember.(C)Retirementofthemember.

(e)(1)Uponconviction,apublicemployeeasdescribedinsubdivision(b)andtheprosecutingagencyshallnotifythepublicemployerwhoemployedthepublicemployeeatthetimeofthecommissionofthefelonywithin60daysofthefelonyconvictionofallofthefollowing information:

(A)Thedateofconviction.(B)Thedateofthefirstknowncommissionofthefelony.

(2)Theoperationofthissectionisnotdependentupontheperformanceofthenotificationobligationsspecifiedinthissubdivision.

(f)Thepublicemployerthatemploysoremployedapublicemployeedescribedinsubdivision(b)andthatpublicemployeeshalleachnotifythepublicretirementsysteminwhichthepublicemployeeisamemberofthatpublicemployee’sconvictionwithin90daysoftheconviction.Theoperationofthissectionisnotdependentupontheperformanceofthenotificationobligationsspecifiedinthissubdivision.

(g)Apublicretirementsystemmayassessapublicemployerareasonableamounttoreimbursethecostofaudit,adjustment,orcorrection,ifitdeterminesthatthepublicemployerfailedtocomplywiththissection.

(h)Ifapublicemployee’sconvictionisreversedandthatdecisionisfinal,theemployeeshallbeentitledtodoeitherofthefollowing:

(1)Recovertheforfeitedrightsandbenefitsasadjustedforthecontributionsreceivedpursuanttosubdivision(d).

(2)Redepositthosecontributionsandinterestthatwouldhaveaccruedduringtheforfeitureperiod,asdeterminedbythesystemactuary,andthenrecoverthefullamountoftheforfeitedrightsandbenefits.

(i)Theforfeitureofrightsandbenefitsprovidedinthissection,withrespecttojudges,areinadditiontoandsupplementtheforfeituresandotherrequirementsprovidedinSection75033.2,75062,75526,or75563.IfthereisaconflictbetweenthissectionandSection75033.2,75062,75526,or75563,theprovisionsthatresultinthegreatestforfeitureorprovidethemoststringentproceduralrequirementstotheclaimofajudgeshallapply.

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(j)ApublicemployeefirstemployedbyapublicemployerorfirstelectedorappointedtoanofficeonorafterJanuary1,2013,shallbesubjecttoSection7522.74.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.76(AB383),Sec.77)(AmendedbyStats.2013,Ch.528(SB13),Sec.13,EffectiveOctober4,2013,asanurgencystatute)(AmendedbyStats.2014,Ch.238(AB2476),Sec.3)

§7522.74. Public employees first employed, elected or appointed on or after Jan. 1, 2013; conviction of certain felonies; forfeiture of rights and benefits; contributions returned; notifications upon conviction; cost reimbursement; remedies upon final decision reversing conviction; conflicting provisions; provisions applicable to public employees first elected or appointed before Jan. 1, 2013(a)Thissectionshallapplytoapublicemployeefirstemployedbyapublicemployer

orfirstelectedorappointedtoanofficeonorafterJanuary1,2013,andonandafterthatdate,Section7522.70shallnotapply.

(b)(1)Ifapublicemployeeisconvictedbyastateorfederaltrialcourtofanyfelonyunderstateorfederallawforconductarisingoutoforintheperformanceofhisorherofficialduties,inpursuitoftheofficeorappointment,orinconnectionwithobtainingsalary,disabilityretirement,serviceretirement,orotherbenefits,heorsheshallforfeitallaccruedrightsandbenefitsinanypublicretirementsysteminwhichheorsheisamembertotheextentprovidedinsubdivision(c)andshallnotaccruefurtherbenefitsinthatpublicretirementsystem,effectiveonthedateoftheconviction.

(2)Ifapublicemployeewhohascontactwithchildrenaspartofhisorherofficialdutiesisconvictedofafelonythatwascommittedwithinthescopeofhisorherofficialdutiesagainstorinvolvingachildwhoheorshehascontactwithaspartofhisorherofficialduties,heorsheshallforfeitallaccruedrightsandbenefitsinanypublicretirementsysteminwhichheorsheisamembertotheextentprovidedinsubdivision(c)andshallnotaccruefurtherbenefitsinthatpublicretirementsystem,effectiveonthedateoftheconviction.

(c)(1)Amembershallforfeitalltherightsandbenefitsearnedoraccruedfromtheearliestdateofthecommissionofanyfelonydescribedinsubdivision(b)totheforfeituredate,inclusive.Therightsandbenefitsshallremainforfeitednotwithstandinganyreductioninsentenceorexpungementoftheconvictionfollowingthedateofthemember’sconviction.Rightsandbenefitsattributabletoserviceperformedpriortothedateofthefirstcommissionofthefelonyforwhichthememberwasconvictedshallnotbeforfeitedasaresultofthissection.

(2)Paragraph(1)shallapplytotheextentpermissiblebylaw.(3)Forpurposesofthissubdivision,“forfeituredate”meansthedateofthe

conviction.(d)(1)Anycontributionstothepublicretirementsystemmadebythepublicemployee

describedinsubdivision(b)onoraftertheearliestdateofthecommissionofanyfelonydescribedinsubdivision(b)shallbereturned,withoutinterest,tothepublicemployeeupontheoccurrenceofadistributioneventunlessotherwiseorderedbyacourtordeterminedbythepensionadministrator.

(2)Anyfundsreturnedtothepublicemployeepursuanttosubdivision(d)shallbedisbursedbyelectronicfundstransfertoanaccountofthepublicemployee,inamannerconformingwiththerequirementsoftheInternalRevenueCode,andthepublicretirementsystemshallnotifythecourtandthedistrictattorneyatleastthreebusinessdaysbeforethatdisbursementoffunds.

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(3)Forthepurposesofthissubdivision,a“distributionevent”meansanyofthefollowing:

(A)Separationfromemployment.(B)Deathofthemember.(C)Retirementofthemember.

(e)(1)Uponconviction,apublicemployeeasdescribedinsubdivision(b)andtheprosecutingagencyshallnotifythepublicemployerwhoemployedthepublicemployeeatthetimeofthecommissionofthefelonywithin60daysofthefelonyconvictionofallofthefollowing information:

(A)Thedateofconviction.(B)Thedateofthefirstknowncommissionofthefelony.

(2)Theoperationofthissectionisnotdependentupontheperformanceofthenotificationobligationsspecifiedinthissubdivision.

(f)Thepublicemployerthatemploysoremployedapublicemployeedescribedinsubdivision(b)andthatpublicemployeeshalleachnotifythepublicretirementsysteminwhichthepublicemployeeisamemberofthatpublicemployee’sconvictionwithin90daysoftheconviction.Theoperationofthissectionisnotdependentupontheperformanceofthenotificationobligationsspecifiedinthissubdivision.

(g)Apublicretirementsystemmayassessapublicemployerareasonableamounttoreimbursethecostofaudit,adjustment,orcorrection,ifitdeterminesthatthepublicemployerfailedtocomplywiththissection.

(h)Ifapublicemployee’sconvictionisreversedandthatdecisionisfinal,theemployeeshallbeentitledtodoeitherofthefollowing:

(1)Recovertheforfeitedrightsandbenefitsasadjustedforthecontributionsreceivedpursuanttosubdivision(d).

(2)Redepositthosecontributionsandinterestthatwouldhaveaccruedduringtheforfeitureperiod,asdeterminedbythesystemactuary,andthenrecoverthefullamountoftheforfeitedrightsandbenefits.

(i)Theforfeitureofrightsandbenefitsprovidedinthissection,withrespecttojudges,areinadditiontoandsupplementtheforfeituresandotherrequirementsprovidedinSection75033.2,75062,75526,or75563.IfthereisaconflictbetweenthissectionandSection75033.2,75062,75526,or75563,theprovisionsthatresultinthegreatestforfeitureorprovidethemoststringentproceduralrequirementstotheclaimofajudgeshallapply.

(j)ApublicemployeefirstemployedbyapublicemployerorfirstelectedorappointedtoanofficebeforeJanuary1,2013,shallbesubjecttoSection7522.72.

(AddedbyStats.2012,Ch.296(AB340),Sec.15)(AmendedbyStats.2013,Ch.528(SB13),Sec.14,EffectiveOctober4,2013,asanurgencystatute)(AmendedbyStats.2014,Ch.238(AB2476),Sec.4)

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2016EDITION OTHER GOVERNMENT CODE SECTIONS

APPLICABLE TO CERL SYSTEMS

GOVERNMENTCODE ExcerptsfromSections7500-7514.5

The2016editionofOtherGovernmentCodeSectionsApplicabletoCERLSystemsincludesexcerptsfromSections7500-7514.5.Additionsandamendmentsareidentifiedbyaverticallinealongtheoutsidemarginonaffectedpages.

• TableofContents• Index• OtherCodeSections

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Article/Section Added/Amended Bill Effective Date Page

7510 Amended SB803 01/01/2016 5

2016EditionOther Government Code Sections

Applicable to CERL Systems

Legislation enacted in 2015 amended the following section. This amendment became effective January 1, 2016.

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2016Edition TABLE OF CONTENTS

Other Government Code Sections Applicable to CERL Systems

Section Page

7500 Pensionorretirementplanswhichrequireemployeesofone sextopaygreatercontributionsthanmembersofothersex; revision.................................................................................................... 1 7501 Legislativeintentandpurpose............................................................ 1 7502 StateController;annualandtriennialreviews;advisory committee................................................................................................ 1 7503 Annualreport......................................................................................... 1 7504 Valuationofsystembyactuary;audit;reports.................................. 1 7505 Transmittalofbenefitpaymentstodesignatedbank,savingsand loanassociationorcreditunion;dischargeofliability..................... 2 7507 Definitions;actuarialimpactuponfutureannualcostspriorto authorizingincreasesinbenefits;publicmeetings;application..... 2 7507.2 CaliforniaActuarialAdvisoryPanel;establishment........................ 4 7508.5 Memberoftheretirementboardofpublicpensionleaving; actingasagentorattorneyforcompensation.................................... 4 7509 RestrictionsonratesofinterestinConst.Art.15,§1; inapplicabilitytostateorlocalpublicretirementsystem................ 5 7510 Investmentsinrealproperty;governmentalservicesfee;taxes; applicability............................................................................................ 5 7511 Liabilityinsurance;fiduciaries............................................................. 6 7512 Annualreportofearningsandinvestments;distribution; optionalfee.............................................................................................. 6 7513 Directrolloverofdistributionstoeligibleretirementplan; election..................................................................................................... 6 7513.8 Definitions............................................................................................... 7 7513.85 Developmentandimplementationofpolicyrequiring disclosureofpaymentstoplacementagents;requirements; violations................................................................................................. 9 7513.86 Placementagentrequirements............................................................. 9 7513.87 Placementagent;compliancewithlocalgovernmentagency requirements.......................................................................................... 9 7513.9 Disclosureofcampaigncontributionsandgiftsbyplacement agent......................................................................................................... 9 7513.95 Directlyorindirectlysellingofinvestmentproductsbyboard memberoremployee............................................................................ 9 7513.97 Definitions............................................................................................. 10 7514 Investmentofassets;bondsorotherindebtedness unconditionallyguaranteedbyforeigngovernment..................... 10 7514.1 Investments;guidelines...................................................................... 10 7514.2 Boardmayprioritizeinvestmentsinin-stateinfrastructure projects................................................................................................... 11 7514.5 Rightsconditionaluponemploymentwithinaspecifiedperiod of time after termination..................................................................... 11

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2016Edition OTHER GOVERNMENT CODE SECTIONS

APPLICABLE TO CERL SYSTEMS

INDEX

AActuarialequivalent Definition............................................................................................................................ 7513.97Actuarialimpact............................................................................................................................ 7507Actuarialvaluation....................................................................................................................... 7504 ActuaryDefinition................................................................................................................................... 7505Qualifications............................................................................................................................ 7504Annualfinancialstatement................................................................................................ 7503,7512

BBenefitsIncreasesordifferentretirementbenefits............................................................................. 7507Transmittalofpayments......................................................................................................... 7505Beneficiary Definition............................................................................................................................ 7513.97Board of RetirementDefinition................................................................................................................. 7513.8,7514.2 Memberleavingposition……………………….………………………………………... 7508.5 Policyregardingplacementagents................................................................................. 7513.85 Saleofinvestments…………………………………………………………………........ 7513.95Bonds.................................................................................................................. 7513.95,7514,7514.1

CCaliforniaActuarialAdvisoryPanelEstablishment.............................................................................................................. 7502,7507.2Campaigncontributions Disclosure.............................................................................................................................. 7513.9Compensation CaliforniaActuarialAdvisoryPanelmember................................................................. 7507.2 Formerboardmemberactingasagentorattorney…………………..……….............. 7508.5 Placementagent.................................................................................................... 7513.85,7513.9ContributionsEqualformalesandfemales................................................................................................... 7500

DDisclosureCampaigncontributionsandgifts...................................................................................... 7513.9Payments.............................................................................................................................. 7513.85

EEmployee Rightsconditionaluponemploymentaftertermination…………………………....... 7514.5 Saleofinvestments…………………………………………………………………........ 7513.95Externalmanager......................................................................................... 7513.8,7513.85,7513.87

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Definition………………………………………………………………………………….. 7513.8

FFiduciaryresponsibility.....................................................................7511,7513.85,7513.87,7514.2Futureannualcosts Definition................................................................................................................................. 7507

GGifts Disclosure.............................................................................................................................. 7513.9

IInfrastructure Definition.............................................................................................................................. 7514.2InterestRaterestrictionsinapplicable................................................................................................. 7509Investmentfund Definition………………………………………………………………………………...... 7513.8Investmentvehicle Definition………………………………………………………………………………...... 7513.8InvestmentsIngeneral................................................................................................................... 7513.8,7514.1 Bonds............................................................................................................. 7513.95,7514,7514.1Prioritizingin-stateinfrastructureprojects....................................................................... 7514.2 Real estate.................................................................................................................................. 7510Sellingbyboardmemberoremployee............................................................................ 7513.95

LLegalentity Definition................................................................................................................................. 7510LegislatureCommitteehearings................................................................................................................. 7507Intentandpurpose................................................................................................................... 7501LiabilityDischargeof,withpaymenttransmittal………………………………………………….. 7505 Insurance...................................................................................................................................7511Lobbyist………………………………………………………………………………7513.85–7513.87Localagency Definition……………………………………………………………………………………. 7509

PPerson Definition.............................................................................................................................. 7513.8 Exemptclassofpersons......................................................................................................... 7510Placementagent............................................................................................................ 7513.8–7513.9 Compensation......................................................................................................... 7513.8,7513.9 Compliance......................................................................................................................... 7513.87 Definition.............................................................................................................................. 7513.8 Disclosurestoboard............................................................................................................ 7513.9 Qualifications....................................................................................................... 7513.85,7513.86Postemploymentbenefits Changesto............................................................................................................................... 7507

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RRolloverdistributions................................................................................................................... 7513Real estate....................................................................................................................................... 7510Retirement allowance Contributions........................................................................................................................... 7500 Definition............................................................................................................................ 7513.97 Transmittalofpayment.......................................................................................................... 7505

SSalary Definition............................................................................................................................ 7513.97StateControllerAnnualfinancialreport................................................................................................. 7501–7504Establishmentofadvisorycommittee................................................................................... 7502

TTaxes Property.................................................................................................................................... 7510TerminationofmembershipElectiveofficer....................................................................................................................... 7514.5

UUnmodifiedpension Definition............................................................................................................................ 7513.97

VValuation,actuarial................................................................................................... 7501,7502,7504

iv

2016EditionOTHER GOVERNMENT CODE SECTIONS

APPLICABLE TO CERL SYSTEMSExcerptsfromSections7500-7514.5

§7500. Pension or retirement plans which require employees of one sex to pay greater contributions than members of other sex; revisionAnycitywithapopulationof1,000,000ormore,andanyagencythereof,whichhas

establishedanypensionandretirementplanwhichrequiresofficersandemployeesofonesextopaygreatercontributionsthanthoseofanothersexwhoarethesameageshallrevisetheplansothatthecontributionsarethesamecommencingwithcontributionsforserviceonandafterJanuary1,1975.Thissectionshallnotbeconstruedasrequiringorauthorizinganincreaseinthecontributionsofanymembersofapensionandretirementplan. ThissectionshallnotbeapplicabletothePublicEmployees’RetirementSystem.

(AddedbyStats.1974,Ch.1478,Sec.1)

§7501. Legislative intent and purposeItistheintentandpurposeoftheLegislature,inenactingthischapter,tosafeguardthe

solvencyofallpublicretirementsystemsandfunds.TheLegislaturefindsanddeclaresthatpublicagenciesmaintainingretirementsystemscanbenefitfromperiodicandindependentanalysisoftheirfinancialcondition.ItisthepurposeofSections7502,7503,and7504toenabletheStateControllertogatherinformationtocompareandevaluatethefinancialconditionofsuchsystemsandtomakesuchcomparisonsandevaluations.

(AmendedbyStats.1982,Ch.821,Sec.1)

§7502. State Controller; annual and triennial reviews; advisory committeeTheStateControllershallreviewtheannualfinancialreportofeachstateandlocal

publicretirementsystemsubmittedpursuanttoSection7504givingparticularconsiderationtotheadequacyoffundingofeachsystem.TheStateControllershallalsoreviewthetriennialvaluationofeachpublicretirementsystemsubmittedpursuanttoSection7504andshallgiveparticularconsiderationtotheassumptionconcerningtheinflationelementinsalaryandwageincreases,mortality,serviceretirementrates,withdrawalrates,disabilityretirementrates,andrateofreturnontotalassets. TheStateControllershallestablishanadvisorycommitteewhichshallincludeenrolledactuaries,asdefinedinSection7504,andstateandlocalpublicretirementsystemadministrators,toassistincarryingoutthedutiesimposedbythissection.

(AmendedbyStats.1978,Ch.388,Sec.2,effectiveJuly11,1978)

§7503. Annual reportAllstateandlocalpublicretirementsystemsshallprepareanannualreportin

accordancewithgenerallyacceptedaccountingprinciples.(AmendedbyStats.1978,Ch.388,Sec.3,effectiveJuly11,1978)

§7504. Valuation of system by actuary; audit; reports(a)Allstateandlocalpublicretirementsystemsshall,notlessthantriennially,secure

theservicesofanenrolledactuary.Anenrolledactuary,forthepurposesofthissection,meansanactuaryenrolledundersubtitleCofTitleIIIofthefederalEmployeeRetirementIncomeSecurityActof1974(PublicLaw93-406)andwhohasdemonstratedexperienceinpublic

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retirementsystems.Theactuaryshallperformavaluationofthesystemutilizingactuarialassumptionsandtechniquesestablishedbytheagencythatare,intheaggregate,reasonablyrelatedtotheexperienceandtheactuary’sbestestimateofanticipatedexperienceunderthesystem.Anydifferencesbetweentheactuarialassumptionsandtechniquesusedbytheactuarythatdiffersignificantlyfromthoseestablishedbytheagencyshallbedisclosedintheactuary’sreportandtheeffectofthedifferencesontheactuary’sstatementofcostsandobligationsshallbeshown.

(b)Allstateandlocalpublicretirementsystemsshallsecuretheservicesofaqualifiedpersontoperformanattestauditofthesystem’sfinancialstatements.Aqualifiedpersonmeansanyofthefollowing:

(1)ApersonwhoislicensedtopracticeasacertifiedpublicaccountantinthisstatebytheCaliforniaBoardofAccountancy.

(2)ApersonwhoisregisteredandentitledtopracticeasapublicaccountantinthisstatebytheCaliforniaBoardofAccountancy.

(3)AcountyauditorinanycountysubjecttotheCountyEmployeesRetirementLawof1937(Chapter3(commencingwithSection31450)ofPart3ofDivision4ofTitle3).

(4)AcountyauditorinanycountyhavingapensiontrustandretirementplanestablishedpursuanttoSection53216.

(c)AllstateandlocalpublicretirementsystemsshallsubmitauditedfinancialstatementstotheStateControllerattheearliestpracticableopportunitywithinsixmonthsofthecloseofeachfiscalyear.However,theStateControllermaydelaythefilingdateforreportsdueinthefirstyearuntilthetimeasreportformshavebeendevelopedthat,inhisorherjudgment,willsatisfytherequirementsofthissection.ThefinancialstatementsshallbepreparedinaccordancewithgenerallyacceptedaccountingprinciplesintheformandmannerprescribedbytheStateController.ThepenaltyprescribedinSection53895shallbeinvokedforfailuretocomplywiththissection.Uponasatisfactoryshowingofgoodcause,theStateControllermaywaivethepenaltyforlatefilingprovidedbythissubdivision.

(d)TheStateControllershallcompileandpublishareportannuallyonthefinancialconditionofallstateandlocalpublicretirementsystemscontaining,butnotlimitedto,thedatarequiredinSection7502.Thereportshallbepublishedwithin12monthsofthereceiptoftheinformation,andinnocaselaterthan18monthsaftertheendofthefiscalyearuponwhichtheinformationinthereportisbased.

(AmendedbyStats.2000,Ch.1055(AB2889),Sec.24,effectiveSeptember30,2000asanurgencystatute)

(AmendedbyStats.2008,Ch.369(AB1844),Sec.3)

§7505. Transmittal of benefit payments to designated bank, savings and loan association or credit union; discharge of liabilityEverystateandlocalpublicretirementsystemshallpermitanypersonentitledto

thereceiptofbenefitstodesignatethatpaymentofsuchbenefitsshallbetransmittedtoabank,savingsandloanassociation,orcreditunionfordepositintheperson’saccount,andthetransmittalofsuchpaymentpursuanttothissectionshalldischargethepublicagency’sobligationsinrespecttosuchpayment.

(AddedbyStats.1979,Ch.454,Sec.1)

§7507. Definitions; actuarial impact upon future annual costs prior to authorizing increases in benefits; public meetings; application(a)Forthepurposeofthissection:

(1)"Actuary"meansanactuarywhoisanassociateorfellowoftheSocietyofActuaries.

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(2)"Futureannualcosts"includes,butisnotlimitedto,annualdollarchanges,orthetotaldollarchangesinvolvedwhenavailable,aswellasnormalcostandanychangeinaccruedliability.

(b)(1)Exceptasprovidedinparagraph(2),theLegislatureandlocallegislativebodies,includingcommunitycollegedistrictgoverningboards,whenconsideringchangesinretirementbenefitsorotherpostemploymentbenefits,shallsecuretheservicesofanactuarytoprovideastatementoftheactuarialimpactuponfutureannualcosts,includingnormalcostandanyadditionalaccruedliability,beforeauthorizingchangesinpublicretirementplanbenefitsorotherpostemploymentbenefits.

(2)Therequirementsofthissubdivisiondonotapplyto:(A)Anannualincreaseinapremiumthatdoesnotexceed3percentundera

contractofinsurance.(B)Achangeinpostemploymentbenefits,otherthanpensionbenefits,mandated

bythestateorfederalgovernmentormadebyaninsurancecarrierinconnectionwiththerenewalofacontractofinsurance.

(c)(1)(A)Withregardtolocallegislativebodies,includingcommunitycollegedistrictgoverningboards,thefuturecostsofchangesinretirementbenefitsorotherpostemploymentbenefits,asdeterminedbytheactuary,shallbemadepublicatapublicmeetingatleasttwoweekspriortotheadoptionofanychangesinpublicretirementplanbenefitsorotherpostemploymentbenefits.Ifthefuturecostsofthechangesexceedone-halfof1percentofthefutureannualcosts,asdefinedinparagraph(2)ofsubdivision(a),oftheexistingbenefitsforthelegislativebody,anactuaryshallbepresenttoprovideinformationasneededatthepublicmeetingatwhichtheadoptionofabenefitchangeshallbeconsidered.Theadoptionofanybenefittowhichthissectionappliesshallnotbeplacedonaconsentcalendar.

(B)Therequirementsofthisparagraphdonotapplyto:(i)Anannualincreaseinapremiumthatdoesnotexceed3percentundera

contractofinsurance.(ii)Achangeinpostemploymentbenefits,otherthanpensionbenefits,

mandatedbythestateorfederalgovernmentormadebyaninsurancecarrierinconnectionwiththerenewalofacontractofinsurance.

(2)WithregardtotheLegislature,thefuturecostsasdeterminedbytheactuaryshallbemadepublicatthepolicyandfiscalcommitteehearingstoconsidertheadoptionofanychangesinpublicretirementplanbenefitsorotherpostemploymentbenefits.Theadoptionofanybenefittowhichthissectionappliesshallnotbeplacedonaconsentcalendar.

(d)Upontheadoptionofanybenefitchangetowhichthissectionapplies,thepersonwiththeresponsibilitiesofachiefexecutiveofficerinanentityprovidingthebenefit,howeverthatpersonisdenominated,shallacknowledgeinwritingthatheorsheunderstandsthecurrentandfuturecostofthebenefitasdeterminedbytheactuary.Fortheadoptionofbenefitchangesbythestate,thispersonshallbetheDirectorofHumanResources.

(e)Therequirementsofthissectiondonotapplytoaschooldistrictoracountyofficeofeducation,whichshallinsteadcomplywithrequirementsregardingpublicnoticeof,andfuturecostdeterminationfor,benefitchangesthathavebeenenactedtoregulatetheseentities.Theserequirementsinclude,butarenotlimitedto,thoseenactedbyChapter1213oftheStatutesof1991andbyChapter52oftheStatutesof2004.

(AddedbyStats.2008,Ch.371(SB1123),Sec.3)(AmendedbyGov.Reorg.PlanNo.1of2011,Sec.45,effectiveSeptember9,2011,

operativeJuly1,2012)(AmendedbyStats.2012,Ch.665(SB1308),Sec.41)

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§7507.2. California Actuarial Advisory Panel; establishment(a)ThereisherebyenactedtheCaliforniaActuarialAdvisoryPanel.Thepanelshall

provideimpartialandindependentinformationonpensions,otherpostemploymentbenefits,andbestpracticestopublicagenciesandshallmeetquarterly.

(b)TheresponsibilitiesoftheCaliforniaActuarialAdvisoryPanelshallinclude,butarenot limited to:

(1)Definingtherangeofactuarialmodelpoliciesandbestpracticesforpublicretirementplanbenefits,includingpensionsandotherpostemploymentbenefits.

(2)DevelopingpricinganddisclosurestandardsforCaliforniapublicsectorbenefitimprovements.

(3)DevelopingqualitycontrolstandardsforCaliforniapublicsectoractuaries.(4)Gatheringmodelfundingpoliciesandpractices.(5)ReplyingtopolicyquestionsfrompublicretirementsystemsinCalifornia.(6)Providingcommentuponrequestbypublicagencies.

(c)TheCaliforniaActuarialAdvisoryPanelshallconsistofeightmembers.Eachmembershallbeanactuary,asdefinedinSection7507,withpublicsectorclients.Membersshallbeappointedbytheentitieslistedbelow,andeachmembershallserveathree-yearterm,providedthat,intheinitialappointmentsonly,thepanelistsnamedbytheUniversityofCalifornia,theSenate,andoneofthepanelistsnamedbytheGovernorshallservetwo-yearterms.TheGovernorshallappointtwopanelists,andonepanelistshallbeappointedbyeachof the following:

(1)TheTeachers’RetirementBoard.(2)TheBoardofAdministrationofthePublicEmployees’RetirementSystem.(3)TheStateAssociationofCountyRetirementSystems.(4)TheBoardofRegentsoftheUniversityofCalifornia.(5)TheSpeakeroftheAssembly.(6)TheSenateCommitteeonRules.

(d)TheCaliforniaActuarialAdvisoryPanelshallbelocatedintheController’soffice,whichshallprovidesupportstafftothepanel.

(e)TheopinionsoftheCaliforniaActuarialAdvisoryPanelarenonbindingandadvisoryonly.Theopinionsofthepanelshallnot,inanycase,beusedasthebasisforlitigation.

(f)AmemberoftheCaliforniaActuarialAdvisoryPanelshallreceivereimbursementforexpensesthatshallbepaidbytheauthoritythatappointedthemember.

(g)TheCaliforniaActuarialAdvisoryPanelshallreporttotheLegislatureonorbeforeFebruary1ofeachyear.

(AddedbyStats.2008,Ch.371(SB1123),Sec.4)

§7508.5. Member of the retirement board of public pension leaving; acting as agent or attorney for compensationExceptasotherwiseprovidedinSection20098or31528ofthiscode,orSection22212.5

oftheEducationCode,anindividualwhowasamemberoftheretirementboardofapublicpensionorretirementsystem,asdefinedinsubdivision(h)ofSection17ofArticleXVIoftheCaliforniaConstitution,oranadministrator,executiveofficer,investmentofficer,orgeneralcounselofthatboard,shallnot,foraperiodoftwoyearsafterleavingthatposition,forcompensation,actasagentorattorneyfor,orotherwiserepresent,anyotherpersonexceptthepublicentitymaintainingthatpensionorretirementsystem,bymakinganyformalorinformalappearancebefore,oranyoralorwrittencommunicationto,thepensionorretirementsystem,oranyofficeroremployeethereof,iftheappearanceorcommunicationismadeforthepurposeofinfluencingadministrativeorlegislativeaction,oranyactionorproceedinginvolvingthe

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issuance,amendment,awarding,orrevocationofapermit,license,grant,contract,orsaleorpurchaseofgoodsorproperty.

(AddedbyStats.2009,Ch.301(AB1584),Sec.2,EffectiveOctober11,2009,asanurgencystatute)

§7509. Restrictions on rates of interest in Const. Art. 15, §1; inapplicability to state or local public retirement system(a)TherestrictionsuponratesofinterestcontainedinSection1ofArticleXVofthe

CaliforniaConstitutionshallnotapplytoanyloansmadeby,orforbearancesof,anystateorlocalpublicretirementsystem,including,butnotlimitedto,anypublicretirementsystemauthorizedandregulatedbytheStateTeachers’RetirementLaw,thePublicEmployees’RetirementLaw,theCountyEmployeesRetirementLawof1937,anypublicretirementsystemadministeredbytheTeachersRetirementBoardorBoardofAdministrationofthePublicEmployees’RetirementSystem,oranypublicretirementsystemactingpursuanttothelawsofthisstateorthelawsofanylocalagency.

(b)Forthepurposesofthissection,"localagency"meanscounty,city,cityandcounty,district,schooldistrict,oranypublicormunicipalcorporation,politicalsubdivision,orotherpublicagencyofthestate,oranyinstrumentalityofoneormoreoftheseagencies.

(c)ThissectioncreatesandauthorizesanystateorlocalretirementsystemasanexemptclassofpersonspursuanttoSection1ofArticleXVoftheCaliforniaConstitution.

(AddedbyStats.1982,Ch.821,Sec.2)(AmendedbyStats.2006,Ch.538(SB1852),Sec.236)

§7510. Investments in real property; governmental services fee; taxes; applicability(a)(1)Exceptasprovidedinsubdivision(b),apublicretirementsystem,whichhas

investedassetsinrealpropertyandimprovementsthereonforbusinessorresidentialpurposesfortheproductionofincome,shallpayannuallytothecityorcounty,inwhosejurisdictiontherealpropertyislocatedandhasbeenremovedfromthesecuredroll,afeeforgeneralgovernmentalservicesequaltothedifferencebetweentheamountthatwouldhaveaccruedasrealpropertysecuredtaxesandtheamountofpossessoryinterestunsecuredtaxespaidforthatproperty.Thegoverningbodiesoflocalentitiesmayadoptordinancesandregulationsauthorizingretirementsystemstoinvestassetsinrealpropertysubjecttotheforegoingrequirements.

(2)Thissubdivisionshallnotapplytoanyretirementsystemwhichisestablishedbyalocalgovernmentalentityifthatentityispresentlyauthorizedbystatuteorordinancetoinvestretirementassetsinrealproperty.

(3)Thissubdivisionshallnotapplytopropertyownedbyanystatepublicretirementsystem.

(b)(1)Wheneverastatepublicretirementsystem,whichhasinvestedassetsinrealpropertyandimprovementsthereonforbusinessorresidentialpurposesfortheproductionofincome,leasestheproperty,theleaseshallprovide,pursuanttoSection107.6oftheRevenueandTaxationCode,thatthelessee'spossessoryinterestmaybesubjecttopropertytaxationandthatthepartyinwhomthepossessoryinterestisvestedmaybesubjecttothepaymentofpropertytaxesleviedonthatinterest.TheleaseshallbevaluedinaccordancewithSection21ofTitle18oftheCaliforniaCodeofRegulations,asthatsectionwasineffectonJanuary1,2015,forthevaluationoftaxablepossessoryinterests.

(2)Exceptasprovidedinthissubdivision,thepropertyshallbeassessedanditstaxescomputedandcollectedinthesamemannerasprivatelyownedproperty.Thelessee'spossessoryinterestshallbeplacedontheunsecuredrollandthetaxonthepossessoryinterest

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shallbesubjecttothecollectionproceduresforunsecuredpropertytaxes.(3)Aninvestmentbyastatepublicretirementsysteminalegalentitythatinvests

assetsinrealpropertyandimprovementsthereonshallnotconstituteaninvestmentbythestatepublicretirementsystemofassetsinrealpropertyandimprovementsthereon.Forpurposesofthisparagraph,"legalentity"includes,butisnotlimitedto,partnership,jointventure,corporation,trust,orassociation.Whenastatepublicretirementsysteminvestsinalegalentity,thestatepublicretirementsystemshallbedeemedtobeapersonforthepurposeofdeterminingachangeinownershipunderSection64oftheRevenueandTaxationCode.

(4)Notwithstandinganyotherprovisionoflaw,feeschargedpursuanttothissectionandcollectedpriortoJuly1,1992,shallbedeemedvalidandnotrefundableunderanycircumstance.Notwithstandinganyotherprovisionoflaw,fees,interestandpenalties,ifany,assertedtobeduepursuanttothissectionthatwerenotchargedorcollectedpriortoJuly1,1992,shallbedeemedinvalidandnotcollectableunderanycircumstance.

(5)Thissubdivisionshallapplytotheassessment,computation,andcollectionoftaxesforthefiscalyearbeginningonJuly1,1992,andeachfiscalyearthereafter.Forthe1992-93and1993-94fiscalyears,inthecasewherealessee'spossessoryinterestexistedforlessthanthefullfiscalyearforwhichthetaxwaslevied,theamountoftaxshallbeproratedinaccordancewiththenumberofmonthsforwhichthelessee'sinterestexisted.

(AddedbyStats.1982,Ch.24,p.41,Sec.2)(AmendedbyStats.1992,Ch.1158(SB1687),Sec.1)(AmendedbyStats.1993,Ch.454(SB803),Sec.1)(AmendedbyStats.1994,Ch.1281(SB1972),Sec.1)(AmendedbyStats.2015,Ch.454(SB803),Sec.1)

§7511. Liability insurance; fiduciariesNotwithstandinganyotherprovisiontothecontrary:(a)Apublicretirementsystemmaypurchaseinsuranceforitsfiduciariesorforitselfto

coverliabilityorlossesoccurringbyreasonoftheactoromissionofafiduciary,iftheinsurancepermitsrecoursebytheinsureragainstthefiduciaryinthecaseofabreachofafiduciaryobligationbythefiduciary.

(b)Afiduciarymaypurchaseinsurancetocoverliabilityunderthissectionfromandforhisorherownaccount.

(c)Anemployeroranemployeeorganizationmaypurchaseinsurancetocoverpotentialliabilityofoneormorepersonswhoserveinafiduciarycapacitywithregardtoanemployeebenefitplan.

(AddedbyStats.1984,Ch.1503,Sec.4)

§7512. Annual report of earnings and investments; distribution; optional feeEachstateandlocalpublicpensionorretirementsystemshall,onandafterthe90th

dayfollowingthecompletionoftheannualauditofthesystem,mailorotherwiseprovidetoanymemberwhomakesarequestthereforandpays,ifrequired,afee,aconciseannualreportontheinvestmentsandearningsofthesystemandotherrelatedmatters.Thereportshallbepublishedinalow-costformat.

Eachlocalpublicpensionorretirementsystemmayimposeafeeforeachcopyofthereportinanamountsufficienttopayallcostsincurredinthepreparationanddisseminationofthereport.

(AmendedbyStats.1991,Ch.281(AB113),Sec.1)

§7513. Direct rollover of distributions to eligible retirement plan; election(a)InthecaseofastateorlocalretirementsystemorplanthatissubjecttoSection401(a)

(31)oftheInternalRevenueCode,if,underthetermsofthesystemorplan,apersonbecomes6

entitledtoadistributionthatconstitutesan"eligiblerolloverdistribution"withinthemeaningofSection401(a)(31)(C)oftheInternalRevenueCode,thepersonmayelect,undertermsandconditionstobeestablishedbytheadministratorofthesystemorplan,tohavethedistributionoraportionthereofpaiddirectlytoaplanthatconstitutesan"eligibleretirementplan"withinthemeaningofSection401(a)(31)(D)oftheInternalRevenueCode,asspecifiedbytheperson.Upontheexerciseoftheelectionbyapersonwithrespecttoadistributionorportionthereof,thedistributionbythesystemorplanoftheamountsodesignated,oncedistributableunderthetermsofthesystemorplan,shallbemadeintheformofadirectrollovertotheeligibleretirementplansospecified.

(b)ThepurposeandintentofthissectionistoenablethestateandlocalretirementsystemsandplansthataresubjecttoSection401(a)(31)oftheInternalRevenueCodeof1986,asamended,tocomplywiththerequirementsofthatsectionregardingtheprovisionofanelectionfordirectrolloverofcertainplandistributions.

(AddedbyStats.1992,Ch.1047(AB2721),Sec.1)

§7513.8. DefinitionsAsusedinthissectionandSections7513.85,7513.86,7513.87,7513.9,and7513.95:(a)"Board"meanstheretirementboardofapublicpensionorretirementsystem,as

definedinsubdivision(h)ofSection17ofArticleXVIoftheCaliforniaConstitution.(b)"Externalmanager"meanseitherofthefollowing:

(1)Apersonwhoisseekingtobe,oris,retainedbyaboardoraninvestmentvehicletomanageaportfolioofsecuritiesorotherassetsforcompensation.

(2)Apersonwhomanagesaninvestmentfundandwhooffersorsells,orhasofferedorsold,anownershipinterestintheinvestmentfundtoaboardoraninvestmentvehicle.

(c)(1)"Investmentfund"meansaprivateequityfund,publicequityfund,venturecapitalfund,hedgefund,fixedincomefund,realestatefund,infrastructurefund,orsimilarpooledinvestmententitythatis,orholdsitselfoutasbeing,engagedprimarily,orproposestoengageprimarily,inthebusinessofinvesting,reinvesting,owning,holding,ortradingsecuritiesorotherassets.

(2)Notwithstandingparagraph(1),aninvestmentcompanythatisregisteredwiththeSecuritiesandExchangeCommissionpursuanttotheInvestmentCompanyActof1940(15U.S.C.Sec.80a-1etseq.)andthatmakesapublicofferingofitssecuritiesisnotaninvestmentfund.

(d)"Investmentvehicle"meansacorporation,partnership,limitedpartnership,limitedliabilitycompany,association,orotherentity,eitherdomesticorforeign,managedbyanexternalmanagerinwhichaboardisthemajorityinvestorandthatisorganizedinordertoinvestwith,orretaintheinvestmentmanagementservicesof,otherexternalmanagers.

(e)"Person"meansanindividual,corporation,partnership,limitedpartnership,limitedliabilitycompany,orassociation,eitherdomesticorforeign.

(f)(1)"Placementagent"meansanypersondirectlyorindirectlyhired,engaged,orretainedby,orservingforthebenefitoforonbehalfof,anexternalmanageroraninvestmentfundmanagedbyanexternalmanager,andwhoactsorhasactedforcompensationasafinder,solicitor,marketer,consultant,broker,orotherintermediaryinconnectionwiththeofferorsaletoaboardoraninvestmentvehicleeitherofthefollowing:

(A)Inthecaseofanexternalmanagerwithinthemeaningofparagraph(1)ofsubdivision(b),theinvestmentmanagementservicesoftheexternalmanager.

(B)Inthecaseofanexternalmanagerwithinthemeaningofparagraph(2)ofsubdivision(b),anownershipinterestinaninvestmentfundmanagedbytheexternalmanager.

(2)Notwithstandingparagraph(1),anindividualwhoisanemployee,officer,

7

director,equityholder,partner,member,ortrusteeofanexternalmanagerandwhospendsone-thirdormoreofhisorhertime,duringacalendaryear,managingthesecuritiesorassetsowned,controlled,invested,orheldbytheexternalmanagerisnotaplacementagent.

(AddedbyStats.2009,Ch.301(AB1584),Sec.3,effectiveOctober11,2009,asanurgencystatute)

(AmendedbyStats.2010,Ch.668(AB1743),Sec.1)(AmendedbyStats.2011,Ch.704(SB398),Sec.1,effectiveOctober9,2011,asan

urgencystatute)

§7513.85. Development and implementation of policy requiring disclosure of payments to placement agents; requirements; violations(a)Theboardshalldevelopandimplement,onorbeforeJune30,2010,apolicy

requiringthedisclosureofpaymentstoplacementagentsinconnectionwithsysteminvestmentsinorthroughexternalmanagers.Thepolicyshallinclude,butnotbelimitedto,thefollowingrequirements:

(1)Disclosureoftheexistenceofrelationshipsbetweenexternalmanagersandplacementagents.

(2)Aresumeforeachofficer,partner,orprincipaloftheplacementagentdetailingtheperson’seducation,professionaldesignations,regulatorylicenses,andinvestmentandworkexperience.

(3)Adescriptionofanyandallcompensationofanykindprovided,oragreedtobeprovided,toaplacementagent.

(4)Adescriptionoftheservicestobeperformedbytheplacementagent.(5)Astatementwhethertheplacementagent,oranyofitsaffiliates,areregistered

withtheSecuritiesandExchangeCommissionortheFinancialIndustryRegulatoryAssociation,oranysimilarregulatoryagentinacountryotherthantheUnitedStates,andthedetailsofthatregistrationorexplanationastowhynoregistrationisrequired.

(6)Astatementwhethertheplacementagent,oranyofitsaffiliates,isregisteredasalobbyistwithanystateornationalgovernment.

(b)Anyexternalmanagerorplacementagentthatviolatesthepolicyshallnotsolicitnewinvestmentsfromthesystemforfiveyearsaftertheviolationwascommitted.However,thisprohibitionmaybereducedbyamajorityvoteoftheboardatapublicsessionuponashowingofgoodcause.

(c)Thesystemshallnotenterintoanyagreementwithanexternalmanagerthatdoesnotagreeinwritingtocomplywiththepolicy.

(d)Nothinginthissectionshallrequiretheboardtotakeactionasdescribedinthissectionunlesstheboarddetermines,ingoodfaith,thattheactiondescribedinthissectionisconsistentwiththefiduciaryresponsibilitiesoftheboardasdescribedinSection17of ArticleXVIoftheCaliforniaConstitution.

(AddedbyStats.2009,Ch.301(AB1584),Sec.4,effectiveOctober11,2009,asanurgencystatute)

§7513.86. Placement agent requirementsExceptasprovidedinsubdivisions(b)and(c)ofSection82047.3,apersonshallnot

actasaplacementagentinconnectionwithanypotentialsysteminvestmentmadebyastatepublicretirementsystemunlessthatpersonisregisteredasalobbyistinaccordancewithChapter6(commencingwithSection86100)ofTitle9andisinfullcompliancewiththePoliticalReformActof1974(Title9(commencingwithSection81000))asthatactappliestolobbyists.

(AddedbyStats.2010,Ch.668(AB1743),Sec.2)

8

§7513.87. Placement agent; compliance with local government agency requirements(a)Apersonactingasaplacementagentinconnectionwithanypotentialsystem

investmentmadebyalocalpublicretirementsystemshallfileanyapplicablereportswithalocalgovernmentagencythatrequireslobbyiststoregisterandfilereportsandshallcomplywithanyapplicablerequirementsimposedbyalocalgovernmentagencypursuantto Section81013.

(b)Thissectiondoesnotapplytoeitherofthefollowing:(1)Anindividualwhoisanemployee,officer,director,equityholder,partner,

member,ortrusteeofanexternalmanagerwhospendsone-thirdormoreofhisorhertime,duringacalendaryear,managingthesecuritiesorassetsowned,controlled,invested,orheldbytheexternalmanager.

(2)Anemployee,officer,ordirectorofanexternalmanager,orofanaffiliateofanexternalmanager,ifallofthefollowingapply:

(A)Theexternalmanagerisregisteredasaninvestmentadviserorabroker-dealerwiththeSecuritiesandExchangeCommissionor,ifexemptfromornotsubjecttoregistrationwiththeSecuritiesandExchangeCommission,anyappropriatestatesecuritiesregulator.

(B)Theexternalmanagerisparticipatinginacompetitivebiddingprocess,suchasarequestforproposals,orhasbeenselectedthroughthatprocessandisprovidingservicespursuanttoacontractexecutedasaresultofthatcompetitivebiddingprocess.

(C)Theexternalmanager,ifselectedthroughacompetitivebiddingprocessdescribedinsubparagraph(B),hasagreedtoafiduciarystandardofcare,asdefinedbythestandardsofconductapplicabletotheretirementboardofapublicpensionorretirementsystemandsetforthinSection17ofArticleXVIoftheCaliforniaConstitution,whenmanagingaportfolioofassetsofapublicretirementsysteminCalifornia.

(AddedbyStats.2010,Ch.668(AB1743),Sec.3)(AmendedbyStats.2011,Ch.296(AB1023),Sec.116)(AmendedbyStats.2011,Ch.704(SB398),Sec.2,effectiveOctober9,2011,asan

urgencystatute)

§7513.9. Disclosure of campaign contributions and gifts by placement agent(a)Anyplacementagent,priortoactingasaplacementagentinconnectionwithany

potentialsysteminvestment,shalldisclosetotheboardallcampaigncontributionsmadebytheplacementagenttoanyelectedmemberoftheboardduringtheprior24-monthperiod.Additionally,anysubsequentcampaigncontributionmadebytheplacementagenttoanelectedmemberoftheboardduringthetimetheplacementagentisreceivingcompensationinconnectionwithasysteminvestmentshallalsobedisclosed.

(b)Anyplacementagent,priortoactingasaplacementagentinconnectionwithanypotentialsysteminvestment,shalldisclosetotheboardallgifts,asdefinedinSection82028,givenbytheplacementagenttoanymemberoftheboardduringtheprior24-monthperiod.Additionally,anysubsequentgiftgivenbytheplacementagenttoanymemberoftheboardduringthetimetheplacementagentisreceivingcompensationinconnectionwithasysteminvestmentshallalsobedisclosed.

(AddedbyStats.2009,Ch.301(AB1584),Sec.5,effectiveOctober11,2009,asanurgencystatute)

§7513.95. Directly or indirectly selling of investment products by board member or employeeAmemberoremployeeoftheboardshallnot,directlyorindirectly,byhimselfor

herself,orasanagent,partner,oremployeeofapersonorentityotherthantheboard,sellorprovideanyinvestmentproductthatwouldbeconsideredanassetofthefundtoanypublic

9

retirementsysteminCalifornia.(AddedbyStats.2009,Ch.301(AB1584),Sec.6,effectiveOctober11,2009,asan

urgencystatute)

§7513.97. DefinitionsAsusedinSection11ofArticleVIIoftheConstitution,thefollowingtermshavethe

following meanings: (a)"Actuarialequivalent"meansabenefitofequalvaluewhencomputeduponthe

basisofthemortalitytablesadoptedandtheactuarialinterestratefixedbytheBoardofAdministrationofthePublicEmployees’RetirementSystem.

(b)"Beneficiary"meansanypersonorcorporationdesignatedbyamember,aretiredmember,orstatute,ortheestateofamemberorretiredmemberdesignatedbythememberorretiredmember,toreceiveabenefitundertheretirementsystem,onaccountofthedeathofthememberorretiredmember.

(c)"Salary"meanstheactualwagespaidbutshallnotincludeanyotherbenefits,suchas,butnotlimitedto,healthanddentalbenefits,retirementbenefits,vacationpay,andperdiem.

(d)"Unmodifiedpensionorretirementallowance"meansthemaximumpensionorretirementallowancereceivable,priortoanyselectionofanoptionalsettlementandincludesanycost-of-livingadjustmentandanyotherincreasegrantedsubsequenttoretirement.

(Formerly§7514,addedbyStats.1984,Ch.220,Sec.1,operativeJune3,1986.RenumberedandamendedbyStats.2011,Ch.296(AB1023),Sec.117)

§7514. Investment of assets; bonds or other indebtedness unconditionally guaranteed by foreign government(a)NotwithstandinganyotherprovisionoflawexceptChapter7(commencingwith

Section16649.80)ofPart2ofDivision4ofTitle2,anystateorlocalpublicretirementsystemmayinvest,subjecttoandconsistentwiththestandardforprudentinvestmentsetforthinSection17ofArticleXVIoftheCaliforniaConstitution,itsassetsinthebondsorotherevidencesofindebtednessunconditionallyguaranteedbyanyforeigngovernmentthathasmetthepaymentsofsimilarbondsorotherevidencesofindebtednesswhendue.

(b)Aportionoftheassetsinvestedpursuanttothissectionmaybeusedtopurchaseratedorunratedbonds,notes,orotherinstrumentsunconditionallyguaranteedbyCanada,Israel,Mexico,orSouthAfrica.

(AmendedbyStats.1994,Ch.30(SB1285),Sec.1,effectiveMarch30,1994)(AmendedbyStats.1994,Ch.31(AB2448),Sec.1,effectiveMarch30,1994)(AmendedbyStats.1994,Ch.46(AB2237),Sec.1)

§7514.1. Investments; guidelinesNotwithstandinganyotherprovisionoflawexceptChapter7(commencingwith

Section16649.80)ofPart2ofDivision4ofTitle2,anystateorlocalpublicretirementsystemmayinvest,subjecttoandconsistentwiththestandardforprudentinvestmentsetforthinSection17ofArticleXVIoftheCaliforniaConstitution,andthestateandanypoliticalsubdivisionofthestatemay,investitsassetsinratedbonds,notes,orotherobligationsissued,assumed,orunconditionallyguaranteedbytheAfricanDevelopmentBank,theAsianDevelopmentBank,theCaribbeanDevelopmentBank,theInter-AmericanDevelopmentBank,theInternationalFinanceCorporation,theInternationalBankforReconstructionandDevelopment,theEuropeanBankforReconstructionandDevelopment,andanyother

10

internationalfinancialinstitutionthathasmetthepaymentsofsimilarbonds,notes,orotherobligationswhendueandinwhichtheUnitedStatesisamember.

(AmendedbyStats.1995,Ch.91(SB975),Sec.45)

§7514.2. Board may prioritize investments in in-state infrastructure projects(a)Asusedinthissection,thefollowingdefinitionsshallapply:

(1)“Board”meanstheBoardofAdministrationofthePublicEmployees’RetirementSystem,theTeachers’RetirementBoard,ortheboardofretirementorboardofinvestmentsofaretirementsystemestablishedpursuanttotheCountyEmployeesRetirementLawof1937(Chapter3(commencingwithSection31450)ofPart3ofDivision4ofTitle3).

(2)“Infrastructure”includes,butisnotlimitedto,telecommunications,power,transportation,ports,petrochemical,andutilities.

(b)Aboardmay,subjecttoandconsistentwithitsfiduciarydutiesandthestandardforprudentinvestmentsetforthinSection20190ofthiscode,Section22203oftheEducationCode,andSection17ofArticleXVIoftheCaliforniaConstitution,prioritizeinvestmentinanin-stateinfrastructureprojectoveracomparableout-of-stateproject.

(c)TheLegislatureencourageseachboardtoprioritizeinvestmentinin-stateinfrastructureprojectsoveralternativeout-of-stateinfrastructureprojectsiftheinvestmentsinthein-stateprojectsareconsistentwiththeboard’sfiduciarydutiestominimizetheriskoflossandtomaximizetherateofreturn.

(d)Nothinginthissectionshallrequireaboardtotakeactionthatisinconsistentwithitsplenaryauthorityandfiduciaryresponsibilities,asdescribedinSection17ofArticleXVIoftheCaliforniaConstitution.

(AddedbyStats.2012,Ch.760(SB955),Sec.2)(AmendedbyStats2013,Ch.766(AB205),Sec.1)

§7514.5. Rights conditional upon employment within a specified period of time after terminationNotwithstandinganyotherprovisionoflaw,whenevertherightsofamemberofthe

PublicEmployees’RetirementSystem,theStateTeachers’RetirementSystem,oraretirementsystemestablishedundertheCountyEmployeesRetirementLawof1937,becauseofmembershipinanotherretirementsystem,areconditionaluponemploymentwithinaspecifiedperiodoftimeafterterminationofserviceinanotherretirementsystem,thatspecifiedperiodshallbetheperiodofserviceinfull-timeelectiveofficeonandafterNovember6,1990,ifthememberwasafull-timeelectiveofficeronorafterthatdateandbecomesamemberofanyofthoseretirementsystemswithin120daysafterterminationofthefull-timeelectiveoffice.

(AddedbyStats.1998,Ch.1074(SB1021),Sec.1,effectiveSeptember30,1998,asanurgencystatute)

11