FROM: Colin Bishop, Chief of Member Services
SUBJECT: Returning Retiree Certification: Lori Franklin
RECOMMENDATION:
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Approve the request to extend employment of Lori Franklin from February 29, 2020 to March 1, 2021 because an extreme necessity exists to continue the retiree's employment beyond the 18-month limit, and thus the standards of SBCERA Board Benefits Policy No. 032: "Retirees Returning to Work," have been met.
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BACKGROUND:
Ms. Franklin retired on April 25, 2009 and has been re-employed for more than seven (7) years as a Sheriff's Communication Dispatcher II for the County of San Bernardino Sheriff's Department.
Her initial post-retirement employment began in January 2013, concurrent with the implementation of the California Public Employees' Pension Reform Act of 2013 (PEPRA), which placed additional restrictions on retirees returning to work. In part to ensure compliance with PEPRA, SBCERA's Board approved the first version of its policy on "Retirees Returning to Work," in January 2015. The policy outlined a process whereby employers would report and certify the eligibility of retired SBCERA members prior to re-employment. At the time, the policy permitted retiree employment for a "limited duration" of time if the duration was less than two years, and extension beyond that two-year cutoff did not require Board approval. Instead, staff reviewed and processed any extensions. In April 2018, the Board approved an updated version of the policy, which changed some of the processes for reviewing and permitting extensions for retirees returning to work, notably adding a provision for Board approval when the period of employment was either not specified or greater than 18 months.
Accordingly, in February 2019, the Sheriff's Department filed for an additional extension for Ms. Franklin to continue working until February 2020. The Board of Retirement granted the extension after determining an extreme necessity existed to continue the ret...
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