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<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">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 continue to learn the intricacies of the new PERS IAP Voluntary Contributions and have some important information to share with you about retroactive elections. This information is based on
some of the scenarios we have already encountered and we anticipate you will receive questions from employees. Please read below: <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="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><![if !supportLists]><span style="font-size:12.0pt;color:#1F497D"><span style="mso-list:Ignore">1.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;color:#1F497D">During the month of October, elections can be made retroactively to 7/1/20. If an employee chooses this option to retro back 5 months, all 5 months will be deducted from their pay in
the October pay period, and then monthly thereafter. PERS has confirmed that when an employee enrolls in retroactive Voluntary Contributions they receive the following message in OMS: “</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">I
confirm I am electing to participate in IAP Voluntary Contributions and I understand my Employer(s) will deduct Member Paid After Tax Voluntary Contributions from each qualifying pay check starting 07/01/2020</span><span style="font-size:7.0pt;font-family:"Arial",sans-serif;color:blue">.</span><span style="font-size:12.0pt;color:#1F497D">”<o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><![if !supportLists]><span style="font-size:12.0pt;color:#1F497D"><span style="mso-list:Ignore">2.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;color:#1F497D">If an employee chooses to elect retroactively and then changes their mind and decides to stop the election, this can only be done on a go-forward basis. Meaning, the employee will still
be charged the 5 months of contributions before the stop occurs. If you receive questions or complaints from employees regarding the delay of the “stop” please instruct them to contact PERS Member Services directly at 1-888-320-7377. This is between PERS and
the employee. <o:p></o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l0 level1 lfo2"><![if !supportLists]><span style="font-size:12.0pt;color:#1F497D"><span style="mso-list:Ignore">3.<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="font-size:12.0pt;color:#1F497D">Under no circumstance is payroll to remove the IAP Voluntary Contribution deduction at the request of the employee. All removals must come from the CPERS team once the employee cancels
their election through PERS. <o:p></o:p></span></p>
<p class="MsoListParagraph"><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">If you have any questions about this process or anything addressed here, 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"><b><span style="font-size:12.0pt;color:#993366">Shauna Tobiasson | Senior CPERS Analyst | DAS-EGS-CPERS<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#993366"><a href="mailto:Shauna.m.tobiasson@oregon.gov">Shauna.m.tobiasson@oregon.gov</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;color:#993366">Website:
<a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="color:#993366">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"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b>From:</b> DAS_Centralized_PERS_Services_Team <das_centralized_pers_services_team-bounces@omls.oregon.gov>
<b>On Behalf Of </b>TOBIASSON Shauna M * DAS via DAS_Centralized_PERS_Services_Team<br>
<b>Sent:</b> Wednesday, September 30, 2020 11:20 AM<br>
<b>To:</b> das_centralized_pers_services_team@omls.oregon.gov<br>
<b>Subject:</b> [DAS_Centralized_PERS_Services_Team] **NEW PROCESS** Payroll responsibility & PERS IAP Voluntary Deductions<br>
<b>Importance:</b> High<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 Payroll & HR Partners,
<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="text-autospace:none"><span style="font-size:12.0pt">DAS CPERS has been working with OSPA to set up system functionality for the new PERS IAP Voluntary Contributions (VC) process as part of SB1049. PERS has implemented the functionality
in their system and employees can now enroll in VC through their PERS Online Member Services Account. </span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">OSPA system functionality was updated last night and payroll will begin receiving requests from CPERS this week. These request will be sent to payroll as emails with “IAP Voluntary
Contributions” in the subject line and a detailed memo attached. These requests need to be worked immediately to ensure timely deductions from employees' pay and to reconcile with PERS invoicing. By statute, employers are not allowed to pay these contributions
on behalf of the employees.</span><o:p></o:p></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">We have created the attached Voluntary Contribution Guide to assist you in understanding the workflow and your responsibility in setting up the VC deduction.
<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">As mentioned in the guide, payroll will receive notice from CPERS to set up the VC deduction for new enrollments. It is important to understand, however, that payroll
will NOT receive a work item from CPERS for transfers, or new hires that have previously enrolled in VC with another PERS employer. This makes the status check even more critical as this is the only way of knowing if the employee has enrolled in VC prior to
being hired. The status check form has been updated to include this information and is available, along with other resources, on the
</span><a href="https://www.oregon.gov/das/Financial/Payroll/Pages/cpers.aspx"><span style="font-family:"Calibri",sans-serif">DAS CPERS website</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-size:11.0pt;font-family:"Calibri",sans-serif"> <img border="0" width="661" height="364" style="width:6.8833in;height:3.7916in" id="Picture_x0020_1" src="cid:image003.png@01D6AB73.B77CDA90" alt="cid:image003.png@01D6971B.977C3860"><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">If you have any questions regarding this process, please don’t hesitate to contact me.
<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">Thank you,
<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"><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"> | 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:
</span><a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="font-size:9.0pt;color:windowtext">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><span style="font-size:9.0pt"><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>
<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"><a href="mailto:Shauna.m.tobiasson@oregon.gov"><span style="font-size:12.0pt;color:#0563C1">Shauna.m.tobiasson@oregon.gov</span></a><span style="font-size:12.0pt"> | 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:
</span><a href="http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx"><span style="font-size:9.0pt;color:windowtext">http://www.oregon.gov/DAS/Financial/payroll/Pages/index.aspx</span></a><span style="font-size:9.0pt"><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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