TITLE 34.PUBLIC FINANCE

Part 11. FIRE FIGHTERS' PENSION COMMISSION

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

The Fire Fighters' Pension Commission (FFPC) adopts amendments to §§301.1-301.3, 301.9, the repeal of §301.10 and new §301.12, concerning Rules of the Texas Statewide Emergency Services Retirement Fund, without changes to the proposed text as published in the November 19, 1999, issue of the Texas Register (24 TexReg 10305).

Some of the changes made to the rules adopted arise from the rule review process required by the Appropriations Act of 1997, House Bill 1, Article IX, Section 167. Other rules arise from deletions in language that is merely historical in nature or language that merely restates statutory requirements. Other rules were adopted to implement or interpret 1999 legislation. Other rules correct typographical errors and inconsistencies that existed in the Commission's original rules. Some deletions and additions merely reflect the renumbering of a rule section or transfer of language from one rule section to another.

In §301.1, references to dates throughout the rule are deleted because they are merely historical notes of the effective dates of statutes, and therefore, are not the proper subject of rules.

In paragraph (1), "Drill" to "drill hour" to match the corresponding terminology in the governing statute, Article 6243e.3.

In paragraph (3)(A), the wording was changed from "or" to "and" to match the corresponding terminology in the governing statute, Article 6243e.3.

Paragraph (3)(C) is amended to match the corresponding terminology in the governing statute, Article 6243e.3.

Paragraph (4)(B) was deleted, because the language consists of merely historical notes or it merely restates statutory language and, therefore, is unnecessary.

New paragraph (4)(B) was added because effective January 1,1998, Article 6243e.3 was amended such that the number of "drills" required per year was changed to the number of "drill hours" required per year.

In paragraph (8), the determination of on-duty death and on-duty disability is clarified to mean a death or disability that occurs as a result of the performance of duties, while a member of the pension system, based on an "official" authorization to perform those duties. Such official duty is based on and initiated by authorization by tone or other electronic signal, a paging device, or verbal or written authorization by the member's department officer in charge and/or the department head.

Paragraph (9) is deleted because the definition of on duty disability was combined with the definition for on-duty death.

The changes to paragraph (10) were made to delete a purely historical note and to reference the name of the applicable law according to its current title.

Paragraph (10) (C) is amended to clarify that it is the local board that assigns a member to support duties and not the state board.

Paragraph (10) (E) - is being deleted because it merely restates statutory provisions and therefore is unnecessary.

Existing paragraph (10) was renumbered as paragraph (9).

New paragraph (10)(A) clarifies what is meant by "SB 411 time" and "TLFFRA time" "buy-back time," "accrued time" and "future service" as those terms are used by the Board.

Several deletions are made to §301.2 because they are merely historical notes, whereas some of the deleted language merely restates statutory language and, therefore, is unnecessary.

Subsection (a) to §301.2 is deleted, because it is a restatement of the statute language and is historical in nature, and, therefore is not necessary.

New subsection (a) to §301.2 refers to participation in the TSESRA pension system, created by Article 6243e.3. It reflects a statutory change broadening the scope of SB 411 to apply to all political subdivisions equally.

In subsection (b)(3)(4), the word "county" is added, because Article 6243e.3 permits members of county emergency services departments, and not only members of city departments, to now be included in the pension system.

In subsection (c)(2), the reference to the act name is changed to cite the statute name correctly.

In subsection (c)(3), this rule change clarifies that "they" means "members."

Old subsection (e) is deleted, because it is redundant, obsolete, restates statutory language and, therefore, is unnecessary.

In subsection (d), the words, "the department" are being added to clarify whose eligibility is being addressed.

In subsection (e), the Commissioner prescribes the manner in which verification will be submitted so as to clarify and standardize the process of verifying service for purposes of consistency throughout the state.

Subsection (g) is being deleted as redundant because it merely restates the law.

New subsection (g)(1) is adopted because the TSESRA Act, Article 6243e.3, §8 requires a person to obtain a certificate of fitness or an assignment to support duties to be eligible for membership. The certificate of fitness is required, because this is the only way the local board can be assured that a person meets the physical fitness criterion established by statute. The certificate of physical fitness would also identify any pre-existing physical conditions which may not later be claimed as a disability while participating in the system.

Reference to the date appearing in subsection (g)(1)(B) is deleted, because it is a historical note stating when the statute was changed.

Subsection (g) (1)(D) was deleted because it is redundant with the language being added to (g) (1).

Subsection (g)(2)(A) - (D) is being deleted because it is historical in nature and describes outdated law, and therefore, is not necessary.

Subsection (g)(4)(C) Benefits now will only be delayed instead of being denied when Form 502 is not submitted timely, because the Board has determined that once a Form 502, or its equivalent, is finally received, benefits no longer should be entirely denied solely for the reason that the form was submitted late.

In subsection (g)(5)(A), the change to this rule leaves to the discretion of the local board the computation of the amount of prior service. Members are employed locally and each members employment and service records are maintained locally. Therefore, the local board is in the better position to determine a members prior service. The governing statute authorizes the local board to make the initial determination regarding eligibility for benefits.

In subsection (g)(5)(B), change to this rule is made, because the language is merely a historical note that restates statutory requirements, and, therefore, is unnecessary.

In subsection (g)(6)(A)(i), this language is being deleted because it merely restates the law, and, therefore, is not necessary.

In subsection (g)(7), the section added language to clarify for local departments and members the law regarding the rescission of an election to participate and how the membership may withdraw from the pension system.

Section 301.3, Determination of Costs.

Subsection (a)(1) - This section is changed, because the Board deems it appropriate to leave to the discretion of the local boards the interpretation of the TLFFRA law, Article 6243e, for local purposes, in accordance with the TLFFRA act, Article 6243e..

Subsection (a) (5) is deleted, because this subsection merely restates what the law used to be, and therefore is merely a historical note, and is unnecessary.

Subsection (a)(7) states the agency's current practice.

Subsection (a)(8) provides guidance to departments and local governments of the time limits imposed on the deliverance of cost studies.

Subsection (d)(l) and (2) is deleted, because the language consists of merely historical notes or it merely restates statutory language and, therefore, is unnecessary.

Subsection (e)(l) is amended to clarify that accrued time must have been purchased for a member to qualify under this subsection (e).

Subsection (e)(3) reference to the effective date of the rule is being deleted as unnecessary because the effective date is determined by law.

The language of subsection (e)(5) is deleted because it merely restates the law and therefore is unnecessary.

Subsection (e)(7) is being deleted because it restates legislative action, and therefore is not necessary.

Subsection (e), new paragraph (6), the Board has determined that contributions based on actual prorated service are more accurate than rounding off to the nearest month.

Subsection (e)(12), the Commissioner no longer will mail pension checks to payee banks, because the Comptroller said it was not a safe practice and we now have direct deposit.

Subsection (e)(13), this provision has been moved from subsection (d)(2) and reworded to more accurately reflect statutory provisions.

Subsection (f)(1) clarifies that benefits are paid to the named beneficiaries.

In subsection (f)(2) language is deleted because it merely restates the statute, and, therefore, is not necessary.

In subsection (f)(3) reference to the effective date of the statute is deleted as an unnecessary historical note.

New subsection (f)(6) is added, because, some members believe lump sum death benefits are based on the amount of buy-back paid. This rule makes it clear that such is not the case.

Old subsection (f)(6)(A) is deleted because the subject of that rule is addressed in section that has been renumbered as subsection (f)(7) of this rule.

New subsection (f) (7) clarifies the definition of 15 years to mean 180 months, so that years are not counted on the basis of fiscal or calendar years, but rather the time period of 180 months. Use of "180 months" instead of "15 years" ensures that the opening or closing of a fiscal or calendar year will not affect the computation of time served, or a determination of eligibility to receive or amount of benefits. This rule clarifies the minimum off duty death benefit.

Old subsection (f)(7)(A) is amended and subparagraph (B) is deleted to clarify the years served must be creditable to count toward the 15 year threshold for receiving the benefits to which this rule applies. The rule clarifies the amount of the benefit to be paid and the computation of partial months served. Subsection (f)(7) has been renumbered as subsection (f)(8).

Subsection (f)(8) has been renumbered as subsection (f)(9) and amended to set the on-duty lump sum death benefit at $60,000 for a death occurring on or after September 1, 1999. The board has determined this amount more appropriately compensates for the loss that originally had a benefit of $5,000. The board determined $60,000 is appropriate because it has been determined that the fund remains actuarially sound at this benefit level, based on the actuarial analysis which shows that the annual contribution requirement should increase no more than $25,000, and the amortization period would increase by less than 1/4 of a year.

Subsection (f)(9) is renumbered as subsection (f)(10) and is amended to require a death certificate be submitted to ensure that the member is dead, the cause of death, and the date of death. This information helps the Commissioner to determine whether and how much of a death benefit is payable.

Old subsection (f)(12) is being deleted because it merely restates the statute and, therefore, is not necessary. Subsection (f)(10) and (11) are renumbered as (f)(11) and (12), respectively.

Section 301.5, Billings and Annual Reports and §301.6, Local Boards of Trustees.

Section 301.5 and §301.6 were not adopted as published, because substantive changes to the proposed rules are required prior to adoption. Therefore, the Board shall republish proposed amendments to those rules in a later issue of the Texas Register .

Section 301.9. General.

Language in subsection (a) is deleted, because it merely restates the law. Additional language is being deleted from the current rule and from what was previously published, because it merely restates what the Commissioner's current practice is and merely restates the substance of the first sentence of subsection (a) in different words.

Subsection (c) clarifies the Commissioner's practice of not billing the local governing entities for administrative costs incurred by paying TLFFRA pensions. The language is deleted from subsection (c) because the provisions for minimum benefit are addressed in §301.9(a).

The language in subsection (d) is added to clarify the Board's position and current practice of leaving to the discretion of local boards the decision of whether to continue paying TLFFRA pensions to spouses of deceased retirees who remarry and regardless of when the spouse married the retiree. TLFFRA pensions are locally administered, and the TLFFRA Act leaves initial determination of benefit eligibility to the discretion of the local boards.

Language in subsection (e) is deleted, because it merely restates when the law requiring the submission of death certificates was enacted.

Section 301.10. Open Records.

Section 301.10 is repealed, because it merely restates statutory history, and therefore, is not necessary.

New §301.10 is not being adopted as published, but is being withdrawn at this time, because TLFFRA, Article 6243e , §32 already states the law, and this rule as published does not accurately track the statute. TSESRA, Article 6243e.3 does not provide statutory authority for the board to declare public information as confidential.

Section 301.12. Disability.

New §301.12 is adopted because Article 6243e.3, §4(c) was amended in 1999 to require a disability benefit of at least $300 and to require the Board of Trustees to adopt rules that provide for an increase in the monthly disability benefit, based on the contributions paid by the local board.

The Commission has determined that the changes affect no new persons, entities, or subjects other than those given notice and that compliance with the adopted sections will be less burdensome than under the proposed sections.

The Commission held hearings at the Board's quarterly meeting in Canyon, Texas on August 5-6, 1999. No public comment was received.

34 TAC §§301.1-301.3, 301.9

Section 301.1 is adopted under Article 6243e.3 V.T.C.S, Section 1 - Definitions, Section 4 - Disability Benefits, Section 5 - Death Benefits and Section 8 - Certification of Physical Fitness; §301.2 is adopted under Article 6243e.3 V.T.C.S, Section 1 - Definitions, Section 2 - Emergency Services Retirement Fund, Section 4 - Disability Benefits, Section 10 - Entering the Pension System, Section 11 - Merger of the Current Pension Plan with the Pension System, and 12 - Withdrawing from the Pension System; §301.3 is adopted under Article 6243e.3 V.T.C.S, Section 2 - Emergency Services Retirement Fund, Section 3 - Retirement Benefits, Section 4 - Disability Benefits, Section 5 Death Benefits, Section 11- Merger of the Current Pension Plan with the Pension System, and Section 11A - Prior Service of Members without a Pension Plan before Participation; §301.9 is adopted under Article 6243e.3 V.T.C.S, Section 11 - Merger of the Current Pension Plan with the Pension System, which provide the Fire Fighters' Pension Commission with the authority to promulgate rules necessary for the administration of the pension fund.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 10, 2000.

TRD-200002540

Morris E. Sandefer

Commissioner

Fire Fighters' Pension Commission

Effective date: April 30, 2000

Proposal publication date: November 19, 1999

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


34 TAC §301.10

The repeal is adopted under Texas Civil Statutes, Article 6243e3, (Senate Bill 411) 65th Legislature (1977), revised in the 72nd Legislature (1991), and revised in the 75th Legislature (1997), which provide the Fire Fighters' Pension Commission with the authority to promulgate rules necessary for the administration of the pension fund.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 10, 2000.

TRD-200002541

Morris E. Sandefer

Commissioner

Fire Fighters' Pension Commission

Effective date: April 30, 2000

Proposal publication date: November 19, 1999

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


34 TAC §301.12

The new section is adopted under Article 6243e.3 V.T.C.S, Section 4 - Disability Benefits, which provide the Fire Fighters' Pension Commission with the authority to promulgate rules necessary for the administration of the pension fund.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on April 10, 2000.

TRD-200002542

Morris E. Sandefer

Commissioner

Fire Fighters' Pension Commission

Effective date: April 30, 2000

Proposal publication date: November 19, 1999

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