5. Is not receiving payments from the district’s long-term disability insurance program or any other wage replacement program.
6. Has not been discharged for cause or notified that their contract is under consideration of termination or reduction.
7. Receives approval for resignation and participation in this program by the Board of Education.
8. Is one of the first five (5) classified applicants.
Approval of the accompanying request for resignation will be considered as final action of the employee’s resignation and will constitute termination of his/her continuing contract at the completion of the current school year.
An employee’s application for early retirement benefits is not, in itself, a resignation of a contract with the Independence Community School District. However, acceptance by the Board of Education of an application for early retirement benefits will be considered a voluntary resignation and termination of the employee’s continuing contract effective at the end of the current fiscal year. Should the board not accept the application, the employee will remain a classified employee of the Independence Community School District, unless the employee otherwise resigns, is discharged or is reduced from the staff.
Code 413.3 Page 2 of 2
CLASSIFIED EMPLOYEE EARLY RETIREMENT PLAN
A recipient of this policy provision may choose to continue coverage under the district’s hospitalization and major medical plan, if eligible at time of retirement, at the rate determined by the carrier, by paying the monthly premium amount in full to the business manager’s office prior to the date the district’s premium payment is made to the insurance carrier. All insurance programs are subject to the policies of the insurance carriers. Dependent’s insurance will cease at the same time as the employee’s.
BENEFIT OPTION:
Employees participating in the early retirement plan may elect to receive early retirement plan benefits of fifty percent (50%) of their current contracted annual salary (not to include supplemental or extra hours).
All benefits will be paid out in one lump sum into a 403(b) retirement plan in accordance with Internal Revenue Service guidelines and board determined plan.
In the event of the death of the employee prior to payment of the early retirement plan, payment shall be made to a designated beneficiary; or in the event no beneficiary is named, payment shall be made to the estate of the
employee.
Miscellaneous terms:
The district is not providing tax advice, and the employee must consult the employee’s own tax advisor for the actual taxability of retirement benefits.
The board reserves the right to determine how many and which employees will be granted benefits under this plan.
The board has complete discretion to offer or not offer a severance plan for classified employees. The board may discontinue the school district’s severance plan at any time. In the event the severance plan is altered or ended, employees who separated from the district under its provisions will continue to receive the benefits authorized by the Board of Education prior to that time.
Legal Reference: Iowa Code 279.46; 509A.13 (2011)
Cross Reference : 401.14 Recognition for Service of Employees 407.3 Licensed Employee Early Retirement Plan
The undersigned classified employee acknowledges receipt of the severance plan stated below:
➢ Early retirement plan policy #413.3
➢ Early retirement plan application form
➢ Early retirement plan beneficiary designation
The undersigned classified staff employee acknowledges that the application and participation in the early retirement plan is entirely voluntary.
The undersigned classified staff employee acknowledges that the school district recommends the employee contact legal counsel and the employee’s personal accountant regarding participation in the early retirement plan.
_________________________________________ ______________________
Employee Signature Date
_________________________________________ _______________________
Superintendent/or Designee Witness Date
Code No. 413.3E2
CLASSIFIED EMPLOYEE EARLY RETIREMENT PLAN BENEFICIARY DESIGNATION
In the event of the death of the employee prior to payment of the early retirement plan, but after the employee’s retirement has begun, the payment will be paid to the designated beneficiary in one lump sum payment. In the event no beneficiary is designated, the payment will be paid to the employee’s estate in one lump sum payment.
Pursuant to the provisions of board policy 413.3, I hereby designate my beneficiary to be:
Name: _____________________________________________________
Address: ______________________________________________________
City, State, Zip: ______________________________________________________
Signature: ______________________________________________________
Witness Signature: ______________________________________________________
Date: ______________________________________________________
Code No. 413.3E3
EARLY RETIREMENT PLAN APPLICATION FORM
The undersigned classified employee is applying for early retirement pay pursuant to board policy #413.3, Classified Employee Early Retirement Plan. Please complete the following information.
_____________________________________________ _______________ ________________________
Full Legal Name of Classified Employee Date of Birth Social Security Number
_______________________________________ ____________________ _____________________
Current Job Title Years of District Service Years of IPERS Service By June 30th By June 30th
Please attach a letter of resignation giving the effective date of retirement from the district.
The undersigned employee acknowledges that application and participation in the early retirement plan is entirely voluntary.
The undersigned employee acknowledges that the school district recommends that the employee contact legal counsel and the employee’s own personal accountant regarding participation in the early retirement plan.
___________________________________ ________________________
Signature Date
__________ Approved
__________ Not Approved
___________________________________ ________________________
Superintendent of Schools Date
Code No. 413.4
CLASSIFIED EMPLOYEE SUSPENSION
Classified employees shall perform their assigned job, respect and follow board policy and obey the law. The superintendent is authorized to suspend a classified employee with or without pay pending board action on a discharge or during investigation of charges against the employee or for disciplinary purposes. It shall be within the discretion of the superintendent to suspend a classified employee with or without pay.
In the event of a suspension, due process will be followed.
Legal Reference: Northeast Community Education Association v. Northeast Community School District, 402 N.W.2d 765 (Iowa 1987).
McFarland v. Board of Education of Norwalk Community School District, 277 N.W.2d 901 (Iowa 1979).
Iowa Code §§ 20.7, .24 (2003).
Cross Reference: 404 Employee Conduct and Appearance
413 Classified Employee Termination of Employment
Approved 11/1/2004 Reviewed 02/18/2008 Revised 05/21/2012
Code No. 413.5
CLASSIFIED EMPLOYEE DISMISSAL
The board believes classified employees should perform their jobs, respect board policy and obey the law. A classified employee may be dismissed upon thirty days notice or immediately for cause. Due process procedures shall be followed.
In the event that the superintendent does not want to exercise the authority to terminate a classified employee under board policy 411.1, it shall be the responsibility of the superintendent to make a recommendation for dismissal to the board. A classified employee may be dismissed for any reason, including, but not limited to, incompetence, willful neglect of duty, reduction in force, willful violation of board policy or administrative regulations, or a violation of the law.
Legal Reference: Iowa Code §§ 20.7, .24 (2003).
Cross Reference: 404 Employee Conduct and Appearance 413.4 Classified Employee Suspension
413.6 Classified Employee Reduction in Force
Approved 11/1/2004 Reviewed 02/18/2008 Revised 01/18/2010
05/21/2012
Code No. 413.6
CLASSIFIED EMPLOYEE REDUCTION IN FORCE
It is the exclusive power of the board to determine when a reduction in classified employees is necessary.
Employees who are terminated due to a reduction in force shall be given notice as soon as practical. Due process will be followed for terminations due to a reduction in force.
It shall be the responsibility of the superintendent to make a recommendation for termination to the board.
Legal Reference: Iowa Code §§ 20.7, .24 (2003).
Cross Reference: 407.6 Licensed Employee Reduction in Force 413.4 Classified Employee Suspension 413.5 Classified Employee Dismissal 703 Budget
Approved 11/1/2004 Reviewed 02/18/2008 Revised 05/21/2012
06/17/2019 06/17/2019
Code No. 415
CLASSIFIED EMPLOYEE SUBSTITUTES
The superintendent shall employ substitute and temporary classified employees. It shall be the responsibility of the building principal to maintain a list of classified substitutes who may be called upon to replace regular classified employees. Individuals whose names do not appear on this list will not be employed as a substitute without specific approval of the superintendent.
Legal Reference: Iowa Code §§ 20.9; 279.8 (2003).
Cross Reference: 411 Classified Employees - General
Approved 11/1/2004 Reviewed 02/18/2008 Revised 06/17/2019 06/18/2012
06/19/2017 06/17/2019