Bill Text: NY S04067 | 2011-2012 | General Assembly | Amended


Bill Title: Allows school districts the option of amortizing future payments to the New York state teachers' retirement system.

Sponsorship: Partisan Bill (Republican 1)

Status: (Vetoed) 2011-07-13 - VETOED MEMO.23 [S04067 Detail]

Download: New_York-2011-S04067-Amended.html
                           S T A T E   O F   N E W   Y O R K
       ________________________________________________________________________
                                        4067--A
                              2011-2012 Regular Sessions
                                   I N  S E N A T E
                                    March 16, 2011
                                      ___________
       Introduced  by  Sen.  GOLDEN -- read twice and ordered printed, and when
         printed to be committed to the Committee  on  Education  --  committee
         discharged, bill amended, ordered reprinted as amended and recommitted
         to said committee
       AN  ACT to amend the education law and the the general municipal law, in
         relation to allowing school districts the option of amortizing  future
         payments to the New York state teachers' retirement system
         THE  PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
       BLY, DO ENACT AS FOLLOWS:
    1    Section 1. Section 521 of the education law is amended by adding a new
    2  subdivision 3 to read as follows:
    3    3. NOTWITHSTANDING ANY OTHER PROVISION OF LAW  TO  THE  CONTRARY,  THE
    4  GOVERNING BOARD OF AN EMPLOYER MAY ELECT TO PROVIDE FOR THE FINANCING OF
    5  A  CERTAIN  PORTION OF THE CONTRIBUTIONS DUE FROM SUCH EMPLOYER PURSUANT
    6  TO THIS SECTION ON ACCOUNT OF  PENSIONABLE  COMPENSATION  PAID  BY  SUCH
    7  EMPLOYER  DURING  THE PLAN YEARS JULY FIRST, TWO THOUSAND ELEVEN THROUGH
    8  JUNE THIRTIETH, TWO THOUSAND TWELVE AND JULY FIRST, TWO THOUSAND  TWELVE
    9  THROUGH  JUNE  THIRTIETH,  TWO  THOUSAND THIRTEEN IN ACCORDANCE WITH THE
   10  FOLLOWING PROVISIONS.
   11    A. SUCH EMPLOYER SHALL HAVE THE AUTHORITY TO ADOPT A  BOND  RESOLUTION
   12  AUTHORIZING  THE  FINANCING  OF THE PAYMENT OF A PORTION OF THE CONTRIB-
   13  UTIONS DUE FROM SUCH EMPLOYER ON  ACCOUNT  OF  PENSIONABLE  COMPENSATION
   14  PAID  BY SUCH EMPLOYER IN SUCH PLAN YEARS BY THE ISSUANCE OF BONDS WITH-
   15  OUT CONDUCTING A VOTE ON A TAX  TO  BE  COLLECTED  IN  INSTALLMENTS  NOT
   16  EXTENDING  BEYOND  FIFTEEN  YEARS,  PROVIDED  THE ISSUANCE OF SUCH OBLI-
   17  GATIONS OTHERWISE COMPLIES WITH THE REQUIREMENTS OF  THE  LOCAL  FINANCE
   18  LAW  AND  THIS  CHAPTER  AND PROVIDED FURTHER THE AMOUNT OF BONDS ISSUED
   19  PURSUANT TO THIS AUTHORITY SHALL NOT IN THE AGGREGATE EXCEED ONE HUNDRED
   20  TWENTY-FIVE PER CENTUM OF THE CONTRIBUTIONS DUE FROM  SUCH  EMPLOYER  ON
   21  ACCOUNT  OF  PENSIONABLE  COMPENSATION  PAID  DURING  THE PLAN YEAR JULY
   22  FIRST, TWO THOUSAND TEN THROUGH JUNE THIRTIETH, TWO THOUSAND ELEVEN.
        EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                             [ ] is old law to be omitted.
                                                                  LBD09879-06-1
       S. 4067--A                          2
    1    B. THE PROCEEDS OF SUCH BOND  ISSUANCE  SHALL  BE  DEPOSITED  BY  SUCH
    2  EMPLOYER IN A RETIREMENT CONTRIBUTION RESERVE ACCOUNT ESTABLISHED PURSU-
    3  ANT  TO  SECTION SIX-R OF THE GENERAL MUNICIPAL LAW AND SHALL BE APPLIED
    4  TO OFFSET THOSE CONTRIBUTIONS DUE FROM SUCH EMPLOYER TO  THE  SYSTEM  ON
    5  ACCOUNT  OF  PENSIONABLE  COMPENSATION  PAID  DURING THE PLAN YEARS JULY
    6  FIRST, TWO THOUSAND ELEVEN THROUGH JUNE THIRTIETH, TWO  THOUSAND  TWELVE
    7  AND JULY FIRST, TWO THOUSAND TWELVE THROUGH JUNE THIRTIETH, TWO THOUSAND
    8  THIRTEEN  AND  PAID TO THE SYSTEM FROM THE APPROPRIATION FOR THE SUPPORT
    9  OF COMMON SCHOOLS PURSUANT TO THIS SECTION AS FOLLOWS:
   10    (I) SO MUCH OF SUCH PROCEEDS SHALL BE APPLIED TO OFFSET  THE  CONTRIB-
   11  UTIONS  DUE  FROM  SUCH  EMPLOYER ON ACCOUNT OF PENSIONABLE COMPENSATION
   12  PAID BY SUCH EMPLOYER DURING THE PLAN  YEAR  JULY  FIRST,  TWO  THOUSAND
   13  ELEVEN  THROUGH  JUNE  THIRTIETH,  TWO  THOUSAND  TWELVE AND PAID TO THE
   14  SYSTEM FROM THE APPROPRIATION FOR THE SUPPORT OF COMMON SCHOOLS PURSUANT
   15  TO THIS SECTION, BUT IN NO EVENT SHALL THE OFFSET EXCEED THE  AMOUNT  BY
   16  WHICH  THE  CONTRIBUTION  OBLIGATION  OF SUCH EMPLOYER EXCEEDS EIGHT AND
   17  SIXTY-TWO ONE HUNDREDTHS PER CENTUM OF  SUCH  PENSIONABLE  COMPENSATION;
   18  AND
   19    (II) THE REMAINDER OF SUCH PROCEEDS, IF ANY SHALL BE APPLIED TO OFFSET
   20  THE  CONTRIBUTIONS  DUE  FROM  SUCH  EMPLOYER  ON ACCOUNT OF PENSIONABLE
   21  COMPENSATION PAID BY SUCH EMPLOYER DURING THE PLAN YEAR JULY FIRST,  TWO
   22  THOUSAND  TWELVE  THROUGH JUNE THIRTIETH, TWO THOUSAND THIRTEEN AND PAID
   23  TO THE SYSTEM FROM THE APPROPRIATION FOR THE SUPPORT OF  COMMON  SCHOOLS
   24  PURSUANT  TO  THIS  SECTION, BUT IN NO EVENT SHALL THE OFFSET EXCEED THE
   25  AMOUNT BY WHICH THE CONTRIBUTION  OBLIGATION  OF  THE  EMPLOYER  EXCEEDS
   26  EIGHT  AND  SIXTY-TWO  ONE  HUNDREDTHS  PER  CENTUM  OF SUCH PENSIONABLE
   27  COMPENSATION; AND
   28    (III) ANY BALANCE OF SUCH PROCEEDS, IF ANY REMAINING AFTER THE ACTIONS
   29  PRESCRIBED IN SUBPARAGRAPHS (I) AND (II)  OF  THIS  PARAGRAPH  SHALL  BE
   30  APPLIED TO OFFSET THE CONTRIBUTIONS DUE FROM SUCH EMPLOYER ON ACCOUNT OF
   31  PENSIONABLE COMPENSATION PAID BY SUCH EMPLOYER DURING THE PLAN YEAR JULY
   32  FIRST,  TWO THOUSAND THIRTEEN THROUGH JUNE THIRTIETH, TWO THOUSAND FOUR-
   33  TEEN, USED TO OFFSET DEBT RESULTING  FROM  THIS  BOND  ISSUANCE  OR  PAY
   34  FUTURE EMPLOYER PENSION CONTRIBUTIONS.
   35    S 2. Paragraphs b and c of subdivision 1 of section 6-r of the general
   36  municipal  law, as added by chapter 260 of the laws of 2004, are amended
   37  to read as follows:
   38    b. "Participating employer" means a participating employer as  defined
   39  in  subdivision twenty of section two of the retirement and social secu-
   40  rity law or in subdivision twenty of section three hundred two  of  such
   41  law  OR  AN  EMPLOYER  AS  DEFINED  IN SUBDIVISION THREE OF SECTION FIVE
   42  HUNDRED ONE OF THE EDUCATION LAW.
   43    c. "Retirement contribution" shall mean all  or  any  portion  of  the
   44  amount  payable  by a municipal corporation to either the New York state
   45  and local employees' retirement system or the New York state  and  local
   46  police and fire retirement system pursuant to section seventeen or three
   47  hundred  seventeen  of  the retirement and social security law OR TO THE
   48  NEW YORK STATE TEACHERS' RETIREMENT SYSTEM  PURSUANT  TO  SECTIONS  FIVE
   49  HUNDRED SEVENTEEN AND FIVE HUNDRED TWENTY-ONE OF THE EDUCATION LAW.
   50    S  3.  Section 6-r of the general municipal law is amended by adding a
   51  new subdivision 11 to read as follows:
   52    11. A PARTICIPATING EMPLOYER WHICH HAS DEPOSITED  THE  PROCEEDS  OF  A
   53  BOND  ISSUANCE  AUTHORIZED PURSUANT TO SUBDIVISION THREE OF SECTION FIVE
   54  HUNDRED TWENTY-ONE OF THE EDUCATION LAW IS AUTHORIZED TO  WITHDRAW  SUCH
   55  PROCEEDS  WHEN  BUT  ONLY  TO  THE EXTENT SUCH PROCEEDS HAVE BEEN OFFSET
       S. 4067--A                          3
    1  AGAINST THE CONTRIBUTION OBLIGATION OF SUCH EMPLOYER  TO  THE  NEW  YORK
    2  STATE TEACHERS' RETIREMENT SYSTEM AS PROVIDED IN SUCH SUBDIVISION.
    3    S 4. This act shall take effect immediately.
         FISCAL NOTE.--Pursuant to Legislative Law, Section 50:
         This  bill  would  amend Section 521 of the Education Law to allow the
       governing board of a participating employer of the New York State Teach-
       ers' Retirement System to finance a certain portion of the contributions
       due from such employer on account of pensionable  compensation  paid  by
       such  employer  during  the two plan years July 1, 2011 through June 30,
       2012 and July 1, 2012 through June 30, 2013. An employer will  have  the
       authority  to adopt a bond resolution authorizing the financing of these
       contributions over a period not to  extend  beyond  fifteen  years.  The
       amount of such bonds shall not exceed 125% of the contributions due from
       such  employer  on  account  of pensionable compensation paid during the
       plan year July 1, 2010 through June 30, 2011. The proceeds of such  bond
       issuance  shall be deposited by an employer in a retirement contribution
       reserve account and shall be applied to offset  contributions  due  from
       such  employer to the System on account of pensionable compensation paid
       during the plan years July 1, 2011 through June 30,  2012  and  July  1,
       2012  through  June  30,  2013.  In no event shall the offset exceed the
       amount by which the contribution obligation  of  such  employer  exceeds
       8.62%  of  such pensionable compensation paid during the applicable plan
       years. Any remaining balance of such proceeds shall be applied to offset
       the contributions due from  such  employer  on  account  of  pensionable
       compensation  paid  by  such  employer during the plan year July 1, 2013
       through June 30, 2014, used to offset debt resulting from the bond issu-
       ance or pay future employer pension contributions.
         It is estimated that there will be no annual cost to the employers  of
       members  of the New York State Teachers' Retirement System, with respect
       to additional employer contributions to the  System,  if  this  bill  is
       enacted.  The  annual  actuarially  required employer contributions will
       continue to be paid in full and on time  to  the  Retirement  System  as
       provided under current law. However, there will be bond-related expenses
       to  employers  who  elect to finance a portion of employer contributions
       through the issuance of bonds.
         The source of this estimate is Fiscal Note 2011-08 dated  February  8,
       2011  prepared by the Actuary of the New York State Teachers' Retirement
       System and is intended for use only during the 2011 Legislative Session.
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