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<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">HR & Payroll Partners,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">We have recently become aware that the standardized letters PERS sends to retirees who return to work have not been updated to reflect the SB1049 changes. These notification letters still contain
language about the 1040 hour limit. This is causing some additional confusion and you may receive questions from employees. PERS is working to update the letters, and they have up to date information on their website:
</span><span style="font-size:10.0pt;font-family:Metropolis;color:#1F497D"><a href="https://www.oregon.gov/pers/RET/Pages/SB1049-Changes-Work-After-Retirement.aspx">https://www.oregon.gov/pers/RET/Pages/SB1049-Changes-Work-After-Retirement.aspx</a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Metropolis;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">The email below provides clarification on work hour limitations and should assist you in determining if hour limitations apply to working retirees at your agency. The important thing to remember
is that SB1049 lifted work hour restrictions for <u>regular</u> retiree’s PERS benefits; however, there are still other statutes and policies that impose work hour limitations. These include, but are not limited to, PERS early retiree’s, DAS policy for Executive
Branch agencies, and Social Security Administration statutes. </span><span style="font-size:12.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">It is important that all of these entities are taken into account when determining if a working retiree has hour limitations. If you need assistance, please don’t hesitate to contact me.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Thank you, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#1F497D">Shauna Tobiasson | Senior CPERS Analyst | DAS-EGS-CPERS<o:p></o:p></span></b></p>
<p class="MsoNormal"><a href="mailto:Shauna.m.tobiasson@oregon.gov"><span style="font-size:12.0pt">Shauna.m.tobiasson@oregon.gov</span></a><span style="font-size:12.0pt;color:#1F497D"> | Cell: 971-719-3173
<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:9.0pt;color:#1F497D">Website:
</span><a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="font-size:9.0pt;color:#1F497D">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><span style="font-size:9.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#7030A0;background:white">“</span><span style="font-size:10.0pt;color:#7030A0">With the new day comes new strength and new thoughts.” -Eleanor Roosevelt</span><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b>From:</b> TOBIASSON Shauna M * DAS <<a href="mailto:Shauna.M.TOBIASSON@oregon.gov">Shauna.M.TOBIASSON@oregon.gov</a>>
<br>
<b>Sent:</b> Wednesday, December 4, 2019 1:56 PM<br>
<b>To:</b> <a href="mailto:das_centralized_pers_services_team@listsmart.osl.state.or.us">
das_centralized_pers_services_team@listsmart.osl.state.or.us</a><br>
<b>Subject:</b> PERS Class Plan Coding for Retirees beginning 1-1-2020<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">Agency HR & Payroll Staff,
<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">With the passage of SB1049 PERS will no longer restrict work hours for regular retirees beginning January 1, 2020. PERS work hour restrictions will still apply for early
retirees. The Executive Branch made the decision to maintain current work-after-retirement restrictions for Tier 1 and Tier 2 retirees, and extend those policies to OPSRP retirees. This means, all exec branch agency retirees will be subject to the 1,040 hour
limitation and the exemptions in statute prior to the passage of SB 1049. <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"> <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">A few agencies have inquired about how to use the "R" and "M" PERS Class Plan in Workday now that there are new rules for working after retirement. Here is how DAS CPERS
suggests these codes be used: <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;vertical-align:middle">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:12.0pt">PERS Class Plan "R" Working with an hour limit:
</span></b><span style="font-size:12.0pt">use for early retirees, all executive branch retirees, and retirees at other agencies restricting retiree hour limits.
</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:27.0pt;text-indent:-.25in;mso-list:l0 level1 lfo1;vertical-align:middle">
<![if !supportLists]><span style="font-size:10.0pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:12.0pt">PERS Class Plan "M" No hour limit</span></b><span style="font-size:12.0pt">: use for retirees that meet an exception to the hour limit by statute, or work for a non-executive branch agency that
is not imposing hour limits. <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"> <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">Agencies are required to follow the status check process and use discretion when setting up the appropriate PERS Class Plan in Workday. If you need any assistance with
determining the appropriate PERS coding to use in Workday, please contact your </span>
<a href="mailto:Central%20PERS%20Services%20Team%20*%20DAS%20%3cCentral.PERSServicesTeam@oregon.gov%3e"><span style="font-family:"Calibri",sans-serif">CPERS Analyst</span></a><span style="font-family:"Calibri",sans-serif">.<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"> <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">PERS information on SB1049 and working after retirement may be found
</span><a href="https://www.oregon.gov/pers/RET/Pages/Work-After-Retirement.aspx"><span style="font-family:"Calibri",sans-serif">here</span></a><span style="font-family:"Calibri",sans-serif">.<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">DAS policy on working after retirement is attached.
<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">Please keep an eye out for an email coming soon about P010 coding for all retiree positions.
<o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif"> <o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri",sans-serif">Sincerely,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Shauna Tobiasson | Senior CPERS Analyst | DAS-EGS-CPERS<o:p></o:p></span></b></p>
<p class="MsoNormal"><a href="mailto:shauna.m.tobiasson@oregon.gov"><span style="font-size:12.0pt">shauna.m.tobiasson@oregon.gov</span></a><span style="font-size:12.0pt"> | Ph: 503-378-6372<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:12.0pt">Website:
</span><a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="font-size:12.0pt;color:windowtext">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Shauna Tobiasson | Senior CPERS Analyst | DAS-EGS-CPERS<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><a href="mailto:Shauna.m.tobiasson@oregon.gov"><span style="color:#0563C1">Shauna.m.tobiasson@oregon.gov</span></a> | Cell: 971-719-3173
<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:12.0pt"><span style="font-size:9.0pt">Website:
<a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="color:windowtext">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#7030A0;background:white">“</span><span style="font-size:10.0pt;color:#7030A0">With the new day comes new strength and new thoughts.” -Eleanor Roosevelt</span><span style="font-size:10.0pt;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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