TITLE 40.SOCIAL SERVICES AND ASSISTANCE

Part 17. STATE PENSION REVIEW BOARD

Chapter 605. STANDARDIZED FORM

40 TAC §605.1

The State Pension Review Board hereby proposes a new section requiring public pension systems to include certain forms with its submissions of other information to the Board. The forms will assist the Board in efficiently determining the actuarial soundness and current financial condition of public retirement systems.

This rule is proposed, in part, to comply with Texas Government Code, §802.201(c)(1), which requires the Board to adopt standardized forms to assist the Board in determining the actuarial soundness and current financial condition of public retirement systems.

Mr. Jesse Ayala, Chief Accountant, has determined that for the first five years the rule is in effect, there will be no fiscal impact to the state or local governments as a result of administering and enforcing the proposed new rule.

Mr. Ayala also has determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing the sections will be standardization and efficiency of reporting functions of public retirement systems. There will be no effect on small or micro businesses. There are no anticipated economic costs to persons who are required to comply with the sections as proposed.

Comments on the proposed new rule may be submitted to Lynda Baker, State Pension Review Board, via mail to P.O. Box 13498, Austin, Texas 78711, or electronically to prb@prb.state.tx.us no later than 5:00 p.m. CST within 30 days after publication.

The new rule is proposed pursuant to the authority provided under Texas Government Code §801.201(a) and (c) which provide as follows: §801.201(a) requires the board to adopt rules for the conduct of its business; and §801.201(c) (1) requires the board, by rule, to adopt a brief standard form that will assist the board in efficiently determining the actuarial soundness and current financial condition of a public retirement system.

§605.1.Adoption of Standard Forms.

(a) The Board hereby adopts by reference the standard forms identified below to assist in efficiently determining the actuarial soundness and current financial condition of public retirement systems and to assist in the conduct of the Board's business.

(b) The standard forms hereby adopted by the Board are the following

(1) Pension System Registration - Form Series: PRB-100

(2) Benefit and Membership Report - Form Series: PRB-200

(3) Financial Statement Report - Form Series: PRB-300

(4) Actuarial Report - Form Series: PRB-400

(c) These forms are available from the offices of the State Pension Review Board and on its web site at http://www.prb.state.tx.us/.

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 January 28, 2003.

TRD-200300678

Lynda Baker

Executive Assistant

State Pension Review Board

Earliest possible date of adoption: March 16, 2003

For further information, please call: (512) 463-1736


40 TAC §605.3

The State Pension Review Board hereby proposes a new section requiring public pension systems to include certain forms with its submissions of other information to the Board. The forms will assist the Board in efficiently determining the actuarial soundness and current financial condition of public retirement systems.

This rule is adopted to comply with Texas Government Code, §802.201(c)(2) which requires the Board to require public retirement systems to complete and submit the standard forms.

Mr. Jesse Ayala, Chief Accountant, has determined that for the first five years the rule is in effect, there will be no fiscal impact to the state or local governments as a result of administering and enforcing the proposed new rule.

Mr. Ayala also has determined that for each year of the first five years the sections are in effect the public benefit anticipated as a result of enforcing the sections will be standardization and efficiency of reporting functions of public retirement systems. There will be no effect on small or micro businesses. There are no anticipated economic costs to persons who are required to comply with the sections as proposed.

Comments on the proposed new rule may be submitted to Lynda Baker, State Pension Review Board, via mail to P.O. Box 13498, Austin, Texas 78711, or electronically to prb@prb.state.tx.us no later than 5:00 p.m. CST within 30 days after publication.

The new rule is proposed pursuant to the authority provided under Texas Government Code §801.201(a) and (c) which provide as follows: §801.201(a) requires the board to adopt rules for the conduct of its business; and §801.201(c) (2) requires the board, by rule, to require a retirement system to include the standard forms with information required for the Board to conduct a review or study described in Texas Government Code §801.202(1) or (2).

§605.3.Submission of Forms.

(a) A public retirement systems must complete and submit to the Board the standard forms identified as Form numbers PRB-100, PRB-200, PRB-300, and PRB-400 in §605.1 regarding adoption of standard forms.

(b) The public system must submit the forms with the information the system submits to the Board as a result of reviews and studies conducted by the Board regarding the actuarial soundness and current financial condition of the fund the system administers.

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 February 3, 2003.

TRD-200300827

Lynda Baker

Executive Assistant

State Pension Review Board

Earliest possible date of adoption: March 16, 2003

For further information, please call: (512) 463-1736