TITLE 34.PUBLIC FINANCE

Part 11. OFFICER OF FIRE FIGHTERS' PENSION COMMISSIONER

Chapter 301. RULES OF THE TEXAS STATEWIDE EMERGENCY SERVICES RETIREMENT FUND

34 TAC §301.5

The Office of the Fire Fighters' Pension Commissioner (FFPC) proposes an amendment to 34 Texas Administrative Code §301.5(a)(4), concerning the Rules of the Texas Statewide Emergency Services Personnel Retirement Fund. This amendment is proposed in order to clarify the method for calculating the penalty for late payments.

Morris Sandefer, Commissioner, has determined that for the first five-year period the amended rule is in effect, there will be no fiscal implications for state or local government as a result of enforcing or administering the section.

Mr. Sandefer also has determined that for each year of the first five-year period that the amended rule is in effect, the public benefit will be current and updated regulations. There will be no effect on small businesses. There are no anticipated economic costs to persons who are required to comply with the amended rule as proposed.

Comments on the proposal may be submitted to Morris Sandefer, Commissioner, Office of the Fire Fighters' Pension Commissioner, P.O. Box 12577, Austin, Texas 78711-2577 no later than 30 days from the date that this proposed rule amendment is published in the Texas Register .

The amendment is proposed under Texas Civil Statutes, Article 6243e.3, which provide the Office of the Fire Fighters' Pension Commissioner with the authority to promulgate rules necessary for the administration of the pension fund.

No other statutes articles, or codes are affected by the proposed amendment.

§301.5.Billings and Annual Reports.

(a) Billings.

(1) Each governing body shall contribute the funds for the department's participation in the system.

(2) Although the department and governing body may have an agreement between themselves that the department will pay for participation in the system, if the department is unable to pay, the governing body is held liable for the payment.

(3) The governing body may choose yearly or twice yearly billings. It may also choose to have billings based on the governing body's fiscal year instead of a calendar year.

(4) Billings cannot be altered by the department or governing body without prior approval by the Commissioner or State Board of Trustees. Payments are deemed late if they are not received by the Commissioner within 60 days from the mailing date as indicated on the bill. Late payments accrue interest at the most recent assumed actuarial rate of return on investments of the fund. The late payment penalty formula is: ((total bill x assumed actuarial rate of return on investments)/365)x number of days payment is late. [ Although the current assumed actuarial rate of the fund is 8%, that rate is subject to change at any time and without notice. ]

(5) Requests for extensions of payments by the governing entity must be in writing to the Commissioner. The governing entity must demonstrate that the delay was beyond the control of the entities responsible for payment and was not the result of neglect, indifference or lack of diligence.

(b) Annual Reports.

(1) Annual report forms are mailed by the Commissioner in December of each year.

(2) Annual reports are based on a calendar year in all cases.

(3) The reports are due in the Office of the Fire Fighters' Pension Commissioner by January 31.

(4) The guidelines accompanying the report forms should be followed by the local pension board.

(5) Administrative Penalties for late departmental annual report. An annual report is deemed late if the complete report is not in the office of the Commissioner within 60 days after January 31.

(A) The initial penalty is $500 (five hundred dollars) for the first violation. A penalty of $100 (one hundred dollars) will be added to the initial penalty for every 30 days the report is late.

(B) Departments which habitually (2 times in 3 years) submit late reports will have an initial penalty of $1000.00 (one thousand dollars) the second time the report is late. A penalty of $100 (one hundred dollars) shall be added to the initial penalty for every 30 days the report is late.

(C) Every consecutive year that an annual report is submitted late, the initial penalty will be at least $500 (five hundred dollars) greater than the initial penalty assessed the previous year.

(6) The Commissioner may waive penalties when a local board demonstrates that the delay in submission was beyond the control of the local entities responsible for preparing and submitting the report.

(A) Requests for waivers of the late annual report penalty must be in writing to the Commissioner.

(B) The local board must demonstrate that the delay was beyond the control of the entities responsible for preparing and submitting the report, and was not the result of neglect, indifference, or lack of diligence.

(C) If the Commissioner denies a waiver, the Commissioner must present the department's documentation to the State Board of Trustees at its next scheduled meeting for a determination by the State Board.

(D) A local board whose waiver of the penalty is denied by the State Board of Trustees shall have 60 days from the receipt of the denial of waiver to request that the Commissioner schedule a contested case hearing with the State Office of Administrative Hearings (SOAH). The request from the local board shall be in writing.

(7) The Commissioner shall withhold an individual's pension payments when a local board cannot verify a recipient's eligibility to receive payments due to the recipient's failure to cooperate or to provide information. The chairman of the local board must make the request to withhold payments to the Commissioner in writing. The request shall outline the attempts the board has made to obtain this information. The Commissioner shall make a decision and shall notify the recipient in writing of the decision.

(8) The Commissioner shall not begin retirement annuity, disability, or death payments based on the service of a person in departments whose service information has not been updated by the latest annual report.

(9) When correcting prior years of service on an annual report for a member of the TSESRA (SB 411) system, the chairman, the current chief or head of department, and the secretary of the local board shall sign and have notarized a letter to the Commissioner correcting the service record. This letter shall be accompanied by a copy of the minutes of the local board of trustees showing that they voted to make the change.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on July 1, 2002.

TRD-200204154

Morris E. Sandefer

Commissioner

Office of the Fire Fighters' Pension Commissioner

Earliest possible date of adoption: August 11, 2002

For further information, please call: (512) 936-3372