Retirement

17. RETIREMENT/EARLY RETIREMENT

17.1 Medical and Dental Benefits

17.1.1

To be eligible to participate in the medical and dental coverage, a retiree must be at least fifty-five (55) years of age, or fifty (50) years of age with thirty (30) years of service and retired under a State of California retirement system (STRS or PERS) or other system that meets the approval of the Assistant Superintendent, Personnel. Normally, non-public systems will not be approved. A teacher's request for approval and the response shall be in writing.

17.1.2

Salaried bargaining unit members who retire prior to July 1, 2006 are entitled to receive up to the maximum of the cost for Kaiser coverage for a subscriber and two or more dependents until age 65. In addition, teachers retiring prior to July 1, 2006 are entitled to receive the same dental benefits coverage provided for other certificated personnel covered by this agreement. In addition, teachers retiring prior to July 1, 2006 who have served in the Berkeley Unified School District for twenty (20) or more years shall receive medical coverage for only themselves until the 67th birthday.

17.1.3

Salaried bargaining unit members who retire following June 30, 2006: Until the 65th birthday, a retiree and up to one eligible dependent shall receive the same medical coverage and dental benefit coverage as current active bargaining unit members. Retirees who have served in the Berkeley Unified School District for thirty (30) or more years shall receive medical coverage for only themselves from their 65th birthday until their 67th birthday.

17.1.4

Retirees who leave the state of California (or reside in an area within California where BUSD group coverage is not available) will be entitled to a monthly cash in lieu payment of 80% of the DistrictÕs share of Kaiser single coverage until age 65. This will not apply to retirees who, as of the 2004-2005 school year, are reimbursed for out-of-state group coverage premiums paid out-of-pocket.

17.1.5

After District paid benefits expire, retirees and spouses may choose to remain covered by the BUSD group coverage plan so long as they are on a self-pay basis.

17.1.6

Teachers who formally notify the BUSD Human Resources Office in writing prior to February 7 that they will be retiring under a State of California retirement system (STRS, PERS) at the end of the current school year, shall receive a retirement notification bonus of $1000, payable between May 1 and the last paycheck.

17.1.7

All bargaining unit members hired after July 1, 2005 shall only receive medical and dental benefits covered in Article 17.1 if they meet both the following criteria:

a) Have been a full-time teacher in BUSD for a minimum of ten (10) years.

b) Have been in STRS for a minimum of fifteen (15) years.

All new BFT bargaining unit members hired after July 1, 2005 shall be notified in writing of this provision by the Personnel Office at the time of hire. If this notification is not provided prior to the new hires and signed prior to the acceptance of employment, the new hire shall be eligible for medical and dental benefits specified in Article 17.1 even if he/she does not meet both criteria (a) and (b) listed herein. If such written notification is not provided to new hires and signed prior to the acceptance of employment, the cost of such medical and dental benefits will be borne by the District, outside of the BUSD/BFT revenue sharing formula. By November 1 of each year, the parties will meet to verify the requirement described herein has been met. Subsequent to verification, no unit member whose employment date and notification were verified may assert a claim that proper notification was not provided.

17.2 Consultancy Contracts

17.2.1A

"consultancy" shall refer to the type of work being performed for the District by a retiree; a "consultancy proposal" shall refer to a written proposal made by the retiree to the District to undertake a consultancy on a specified subject; a "consultancy contract" shall refer to the annual contract entered into between the retiree and the Board for consultant services.

17.2.2

To be eligible for a consultancy contract, a retiree must have been employed by the District for at least ten (10) years, be at least fifty-five (55) years of age and be retired under a State of California retirement system.

17.2.3

The maximum fee paid under a consultancy contract shall not exceed the amount authorized by the State for retired personnel. The amount of time of required services for such a consultancy shall be determined by the District at a rate to be negotiated.

17.2.4

All consultancy contracts shall be mutually agreed upon by the Union and the District. Consultancy contracts shall be reviewed annually.

17.3 Reduced Work Load

17.3.1

The employee must have reached the age of fifty-five (55) prior to reduction of work load.

17.3.2

The employee must have been employed full time in a position requiring certification for at least ten years, of which the immediately preceding five years were full-time employment.

17.3.3

The option of part-time employment must be exercised at the request of the employer and employee.

17.3.4

The employee shall be paid a salary which is pro-rata share of the salary he/she would be earning had he/she not elected to exercise the option of part-time employment but shall retain all other rights and benefits for which he/she makes the payments that would be required if he/she remained in full-time employment. The employee shall receive medical benefits as provided in Section 53201 of the Government Code in the same manner as a full-time employee.

17.3.5

The minimum part-time employment shall be the equivalent of one-half of the number of days of service required by the employee's contract of employment during his final year of service in a full-time position.

17.3.6

The percentage of time employed shall be arrived at by mutual consent of the teacher and the District. The percentage of time must be at least 50%.

17.3.7

Any change in the percent of teaching time may be requested by either party but granted only by mutual consent.

17.3.8

Both teacher and the District shall sign this Memorandum of Agreement for part-time service limited to the extent of the number of years that the law allows.

17.3.9

The teacher will receive the same fringe benefits as any full-time teacher.

17.3.10

The teacher and the District shall pay the proportional amount needed to qualify for full-time salary credit for the STRS as for any full-time teacher.

17.3.11

Full-time retirement credit is not earned until the end of the full school semester or full school year. Participants who terminate prior to those concluding periods will receive retirement credit based on the salary actually paid in the proportion that it relates to the annual salary that would have been paid had the employment continued.

17.3.12

In order to implement the reduced workload provisions of this section, the teacher must make application to the Personnel Office as early as possible but no later than the first day of school. All rules and regulations of the State Teachers' Retirement System will be followed by the teacher and the District.