FROM: Colin Bishop, Chief of Member Services
SUBJECT: Returning Retiree 960 Hours Exceeded
RECOMMENDATION:
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Recognize Janice Tamkin's seven excess hours worked during the Fiscal Year 2018-19 as de minimus and allow retiree to continue working through the end of her approved re-employment period of September 2020.
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BACKGROUND:
Retiree Janice Tamkin is currently authorized to work as a returning retiree with San Bernardino County Children and Family Services through September 30, 2020. As a returning retiree, Ms. Tamkin and her employer have both signed an acknowledgement that they are aware of and agree to comply with the requirements of sections 7522.56 and 31680.6 of the Government Code, and SBCERA Board Administration Policy 015: "Retirees Returning to Work." Accordingly, Ms. Tamkin is required to work no more than 960 hours in any fiscal year ending June 30.
However, on July 9, 2019, Ms. Tamkin informed SBCERA that she had worked more than the 960 hours allowed for Fiscal Year 2018-19. She has since communicated to SBCERA that she and her employer had been monitoring her hours but had some confusion about the exact number of hours she had actually worked in the final pay periods of the fiscal year. Upon this notification from the retiree, SBCERA subsequently verified with the County that Ms. Tamkin worked a total of 967 hours in Fiscal Year 2018-19, thus exceeding the permitted hour limit by seven hours.
This is the first time a return-to-work retiree has exceeded the 960-hour limit since SBCERA began tracking this information (as a result of the approval of Administration Policy 015 in early 2015). In part, this is because SBCERA tracks these hours on a bi-weekly basis and there is generally a dialogue between SBCERA, the employer, and the employee as an employee's cumulative hours exceed various thresholds prior to approaching the 960-hour limit. Throughout the year, SBCERA provides the County with a bi-weekly report listing all re...
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