1.1    .................... moves to amend H.F. No. 3082; S.F. No. 2720, as follows:
1.2Delete everything after the enacting clause and insert:

1.3"ARTICLE 1
1.4MSRS-CORRECTIONAL PLAN COVERAGE EXPANSION

1.5    Section 1. Minnesota Statutes 2007 Supplement, section 352.91, subdivision 3d,
1.6is amended to read:
1.7    Subd. 3d. Other correctional personnel. (a) "Covered correctional service" means
1.8service by a state employee in one of the employment positions at a correctional facility or
1.9at the Minnesota Security Hospital specified in paragraph (b) if at least 75 percent of the
1.10employee's working time is spent in direct contact with inmates or patients and the fact of
1.11this direct contact is certified to the executive director by the appropriate commissioner.
1.12    (b) The employment positions are as follows:
1.13    (1) baker;
1.14    (2) central services administrative specialist, intermediate;
1.15    (3) central services administrative specialist, principal;
1.16    (4) chaplain;
1.17    (5) chief cook;
1.18    (6) cook;
1.19    (7) cook coordinator;
1.20    (8) corrections program therapist 1;
1.21    (9) corrections program therapist 2;
1.22    (10) corrections program therapist 3;
1.23    (11) corrections program therapist 4;
1.24    (12) corrections inmate program coordinator;
1.25    (13) corrections transitions program coordinator;
1.26    (14) corrections security caseworker;
2.1    (15) corrections security caseworker career;
2.2    (16) corrections teaching assistant;
2.3    (17) delivery van driver;
2.4    (18) dentist;
2.5    (19) electrician supervisor;
2.6    (20) general maintenance worker lead;
2.7    (21) general repair worker;
2.8    (22) library/information research services specialist;
2.9    (23) library/information research services specialist senior;
2.10    (24) library technician;
2.11    (25) painter lead;
2.12    (26) plant maintenance engineer lead;
2.13    (27) plumber supervisor;
2.14    (28) psychologist 1;
2.15    (29) psychologist 3;
2.16    (30) recreation therapist;
2.17    (31) recreation therapist coordinator;
2.18    (32) recreation program assistant;
2.19    (33) recreation therapist senior;
2.20    (34) sports medicine specialist;
2.21    (35) work therapy assistant;
2.22    (36) work therapy program coordinator; and
2.23    (37) work therapy technician.
2.24EFFECTIVE DATE.This section is effective the day following final enactment.

2.25    Sec. 2. COVERAGE TRANSFER DATES.
2.26    (a) The coverage transfer under Minnesota Statutes, section 352.91, subdivision 3d,
2.27paragraph (b), clause (20), also covers employment in that position after December 11,
2.282007, for purposes of Minnesota Statutes, section 352.955, subdivisions 1, 3, 4, 5, and 6.
2.29    (b) The coverage change under Minnesota Statutes, section 352.91, subdivision 3d,
2.30paragraph (b), clause (25), is prospective only.
2.31EFFECTIVE DATE.This section is effective the day following final enactment.

3.1ARTICLE 2
3.2PERA BENEFITS FOLLOWING PRIVATIZATIONS

3.3    Section 1. Minnesota Statutes 2007 Supplement, section 353F.02, subdivision 4,
3.4is amended to read:
3.5    Subd. 4. Medical facility. "Medical facility" means:
3.6    (1) Bridges Medical Services;
3.7    (2) the City of Cannon Falls Hospital;
3.8    (3) Clearwater County Memorial Hospital doing business as Clearwater Health
3.9Services in Bagley;
3.10    (4) the Dassel Lakeside Community Home;
3.11    (5) the Fair Oaks Lodge, Wadena;
3.12    (6) the Glencoe Area Health Center;
3.13    (7) the Hutchinson Area Health Care;
3.14    (8) the Kanabec Hospital;
3.15    (9) the Lakefield Nursing Home;
3.16    (10) the Lakeview Nursing Home in Gaylord;
3.17    (11) the Luverne Public Hospital;
3.18    (12) the Northfield Hospital;
3.19    (13) the Oakland Park Nursing Home;
3.20    (14) the RenVilla Nursing Home;
3.21    (15) the Renville County Hospital in Olivia;
3.22    (16) the Rice Memorial Hospital in Willmar, with respect to the Department of
3.23Radiology and the Department of Radiation/Oncology;
3.24    (17) the St. Peter Community Healthcare Center; and
3.25    (17) (18) the Waconia-Ridgeview Medical Center; and
3.26    (19) the Worthington Regional Hospital.

3.27    Sec. 2. EFFECTIVE DATE.
3.28    (a) Section 1, clause 16, is effective the day after the governing body of the city of
3.29Willmar and its chief clerical officer timely comply with Minnesota Statutes, section
3.30645.021, subdivisions 2 and 3.
3.31    (b) Section 1, clause 19, is effective the day after the governing body of the city of
3.32Worthington and its chief clerical officer timely comply with Minnesota Statutes, section
3.33645.021, subdivisions 2 and 3.

4.1ARTICLE 3
4.2SMALL GROUP PROVISIONS

4.3    Section 1. PUBLIC EMPLOYEES RETIREMENT ASSOCIATION COVERAGE
4.4TERMINATION.
4.5    Subdivision 1. Eligibility. (a) An eligible individual specified in paragraph (b)
4.6is authorized to apply for a retirement annuity, provided necessary age and service
4.7requirements are met, under Minnesota Statutes, section 353.29 or 353.30, as applicable,
4.8as further specified under subdivision 2.
4.9    (b) An eligible individual is an individual who:
4.10    (1) was employed by Independent School District No. 535, Rochester, on October 6,
4.111993, and became a member of the Public Employees Retirement Association coordinated
4.12plan;
4.13    (2) terminated from Independent School District No. 535, Rochester, on December
4.1431, 2003;
4.15    (3) was elected to the Rochester City Council on April 22, 2003, and sworn in on
4.16May 5, 2003;
4.17    (4) was reelected to the Rochester City Council and took office in November 2004;
4.18    (5) continued to work for Olmsted County on a contract basis, while serving on
4.19the city council;
4.20    (6) elected under law then applicable to have Public Employees Retirement
4.21Association coordinated plan coverage for the city council elected service; and
4.22    (7) terminated Independent School District No. 535, Rochester, employment but is
4.23unable to commence receipt of a Public Employees Retirement Association coordinated
4.24plan annuity because of the continuing Public Employees Retirement Association
4.25coordinated plan coverage for the elected city council service and for Olmsted County.
4.26    Subd. 2. Retirement annuity. (a) Notwithstanding an irrevocable election to
4.27participate in the Public Employees Retirement Association coordinated plan as an elected
4.28official and continuation of elected service, an eligible individual under subdivision 1,
4.29paragraph (b), is deemed to have terminated membership under Minnesota Statutes, section
4.30353.01, subdivision 11b, following termination of the Olmsted County employment.
4.31    (b) If the requirements of paragraph (a) are satisfied, the eligible individual may
4.32apply for a retirement annuity under Minnesota Statutes, section 353.29 or 353.30, as
4.33applicable. In computing the annuity, the Public Employees Retirement Association
4.34must exclude salary due to the elected Rochester City Council service. Deferred annuity
4.35augmentation under Minnesota Statutes, section 353.71, applies to this annuity.
5.1    Subd. 3. Treatment of Rochester City Council contributions to the Public
5.2Employees Retirement Association. (a) All employee contributions to the Public
5.3Employees Retirement Association coordinated plan by an eligible individual in
5.4subdivision 1, paragraph (b), due to the elected Rochester City Council service, and all
5.5corresponding employer contributions, must be determined.
5.6    (b) An eligible individual under subdivision 1, paragraph (b), must elect, within
5.7one year of the effective date of this section or upon termination of elective service,
5.8whichever is earlier, a refund under Minnesota Statutes, section 353.34, subdivision 2,
5.9of employee contributions determined under paragraph (a), or coverage by the public
5.10employees defined contribution plan under Minnesota Statutes, chapter 353D, as further
5.11specified in paragraph (c).
5.12    (c) If public employee defined contribution plan coverage is elected under paragraph
5.13(b), contributions to that plan commence as of the first day of the pay period following
5.14this election, and accumulated employee and employer contributions determined under
5.15paragraph (a) must be transferred with six percent annual interest to an account for the
5.16eligible individual in the public employees defined contribution plan.
5.17    (d) If no election is made by an eligible individual by the required date in paragraph
5.18(b), the individual is assumed to have elected the refund indicated in paragraph (b).
5.19    (e) Upon an election under paragraph (b), or a mandatory refund under paragraph
5.20(d), all rights in the Public Employees Retirement Association coordinated plan due to
5.21elected Rochester City Council service are forfeited and may not be reestablished.
5.22EFFECTIVE DATE.This section is effective the day following final enactment.

5.23    Sec. 2. PERA-GENERAL; ST. PAUL PUBLIC WORKS EMPLOYEE;
5.24RETIREMENT ANNUITY REVOCATION.
5.25    (a) Notwithstanding any provision of Minnesota Statutes, chapter 353, to the
5.26contrary, an eligible person described in paragraph (b) is entitled to withdraw a retirement
5.27annuity application previously filed with the general employees retirement plan of
5.28the Public Employees Retirement Association and to apply for a disability benefit if
5.29determined to have been totally and permanently disabled as of the date of the termination
5.30of active employment.
5.31    (b) An eligible person is a person who:
5.32    (1) was born on March 9, 1949;
5.33    (2) was an employee of the Department of Public Works of the city of St. Paul
5.34prior to terminating active employment;
5.35    (3) suffered an employment-related shoulder injury on May 9, 2006;
6.1    (4) suffers from and has been treated for stress and related disorders; and
6.2    (5) filed an application for a retirement annuity from the general employees
6.3retirement plan of the Public Employees Retirement Association on December 12, 2006,
6.4without being provided with a disability benefit application and without being provided
6.5with any benefit counseling by the Public Employees Retirement Association.
6.6    (c) If the eligible person, upon withdrawing the retirement annuity application
6.7in writing and upon filing a disability benefit application with the Public Employees
6.8Retirement Association, is determined to have been totally and permanently disabled as
6.9of the date of the termination of active employment under Minnesota Statutes, sections
6.10353.01, subdivision 19, and 353.33, the eligible person is entitled to receive a disability
6.11benefit effective retroactively from the date on which the eligible person terminated active
6.12employment, under the same annuity option selection made on December 12, 2006. The
6.13amount of any increased benefit amount between the date of the termination of active
6.14employment and the disability determination date is payable in a lump sum as soon as
6.15is practicable following the disability determination date.
6.16    (d) If the previously filed retirement annuity application is withdrawn under this
6.17section and the eligible person is determined not to have been totally and permanently
6.18disabled as of the date of the termination of active employment, the prior retirement
6.19annuity application is reinstated.
6.20    (e) The authority to withdraw a previously filed retirement annuity application under
6.21this section expires on January 1, 2009.
6.22EFFECTIVE DATE.This section is effective the day following final enactment
6.23and applies to any eligible person who was a public employee on December 1, 2006.

6.24    Sec. 3. PERA-P&F; TRANSFER OF SERVICE CREDIT FOR PRIOR MAPLE
6.25GROVE CITY EMPLOYMENT PERIOD.
6.26    Subdivision 1. Authorization. An eligible person described in subdivision 2 is
6.27authorized to have service credit transferred under subdivision 3 upon the payment of the
6.28additional amounts required under subdivision 4 and upon the substantiation of the nature
6.29of the employment under subdivision 5.
6.30    Subd. 2. Eligible person. For purposes of this section, an eligible person is a
6.31person who:
6.32    (1) was born on April 12, 1956;
6.33    (2) was initially employed by the city of Maple Grove on February 16, 1988;
6.34    (3) was employed as a full-time fire inspector by the fire-rescue department of the
6.35city of Maple Grove, including daytime response to fire calls, with retirement coverage
7.1by the coordinated program of the general employees retirement plan of the Public
7.2Employees Retirement Association, on April 2, 1990; and
7.3    (4) was transferred to retirement coverage by the public employees police and fire
7.4retirement plan as a fire inspector by Maple Grove city council action on January 1, 1996.
7.5    Subd. 3. Service credit transfer. (a) An eligible person, upon filing a written
7.6application as prescribed by the executive director of the Public Employees Retirement
7.7Association and upon compliance with subdivisions 4 and 5, shall have service credit
7.8for the period from April 2, 1990, to January 1, 1996, transferred from the coordinated
7.9program of the general employees retirement plan to the public employees police and
7.10fire retirement plan on the first of the month next following the receipt of the additional
7.11payments under subdivision 4.
7.12    (b) Upon the transfer of service credit under paragraph (a), the service credit of
7.13the eligible person in the coordinated program of the general employees retirement
7.14plan for the period from April 2, 1990, to January 1, 1996, is forfeited and may not be
7.15subsequently restored under Minnesota Statutes, section 353.35, or any other applicable
7.16provision of law.
7.17    Subd. 4. Additional payment amounts. (a) Accompanying the written application
7.18under subdivision 3, the eligible person shall include an additional member contribution
7.19payment for the period from April 2, 1990, to January 1, 1996. The additional member
7.20contribution payment amount is the difference between the member contribution rate
7.21under Minnesota Statutes, section 353.65, subdivision 2, and the member contribution rate
7.22under Minnesota Statutes, section 353.27, subdivision 2, applied to the eligible person's
7.23total covered salary for the period from April 2, 1990, to January 1, 1996, plus annual
7.24compound interest from August 1, 1993, to the date on which the payment is made at the
7.25rate of 8.5 percent.
7.26    (b) Upon receipt of the additional member contributions under paragraph (a), the
7.27executive director of the Public Employees Retirement Association shall notify the city
7.28of Maple Grove that the payment was made and the amount of the additional employer
7.29contribution. Within 30 days of the receipt of the notification from the Public Employees
7.30Retirement Association, the city of Maple Grove shall pay the additional employer
7.31contribution amount. The amount is the difference between the present value of the
7.32eligible person's combined retirement annuity from the coordinated program of the general
7.33employees retirement plan and from the public employees police and fire retirement plan
7.34as of the end of the month preceding the payment of the additional member contribution
7.35amount and the present value of the potential retirement annuity from the public employees
7.36police and fire retirement plan if the service credit transfer occurred as of the same date,
8.1reduced by the amount of the retirement plan asset transfer under paragraph (c) and by the
8.2amount of the additional member contribution amount. The present value computation
8.3must be made by the actuary retained under Minnesota Statutes, section 356.214, and must
8.4utilize the applicable actuarial assumptions under Minnesota Statutes, section 356.215.
8.5The additional employer contribution amount must be paid in a lump sum. If the additional
8.6employer contribution payment is not made in a timely fashion, the executive director of
8.7the Public Employees Retirement Association shall notify the commissioners of finance
8.8and revenue of that fact and the commissioners shall deduct the required amount from any
8.9state aid or other state payment amount applicable to the city, plus interest on the amount
8.10at the rate of one percent per month from the payment due date to the actual payment date.
8.11    (c) Upon the receipt of the additional member contribution under paragraph (a), the
8.12executive director shall transfer an amount equal to double the eligible person's member
8.13contributions to the coordinated program of the general employees retirement plan for the
8.14period from April 2, 1990, to January 1, 1996, plus compound interest at the annual rate
8.15of 8.5 percent from August 1, 1993, to the date of transfer from the general employees
8.16retirement fund to the public employees police and fire retirement fund.
8.17    Subd. 5. Public safety employment substantiation. Service credit is transferrable
8.18under this section only if the employment for the city of Maple Grove by the eligible
8.19person during the period from April 2, 1990, to January 1, 1996, is documented as
8.20constituting firefighter employment sufficient to qualify for public employees police and
8.21fire retirement plan membership and eligibility if the city of Maple Grove had adopted the
8.22resolution under Minnesota Statutes, section 353.64, subdivision 2, as of April 2, 1990.
8.23The city of Maple Grove and the eligible person must provide any relevant documentation
8.24required by the executive director of the Public Employees Retirement Association.
8.25    Subd. 6. Expiration. Authority to transfer service credit under this section expires
8.26on July 1, 2009.
8.27EFFECTIVE DATE.This section is effective the day following final enactment.

8.28    Sec. 4. TEACHERS RETIREMENT ASSOCIATION COVERAGE ELECTION
8.29FOR CERTAIN MNSCU FACULTY MEMBERS.
8.30    (a) Notwithstanding any provision to the contrary of Minnesota Statutes, chapter
8.31354B, an eligible person described in paragraph (b) may elect prospective and retroactive
8.32retirement coverage under paragraph (c).
8.33    (b) An eligible person is a person who:
8.34    (1) was born on December 9, 1954;
9.1    (2) was initially employed by the Minnesota State Colleges and Universities system
9.2on a part-time basis at Metropolitan State University on January 12, 2004;
9.3    (3) was later employed in excess of 25 percent of full-time employment by the
9.4Minnesota State Colleges and Universities system in 2004;
9.5    (4) was covered by the higher education individual retirement account plan because
9.6of a failure of the Minnesota State Colleges and Universities system to advise about the
9.7default retirement coverage provision of Minnesota Statutes, section 354B.21, subdivision
9.83; and
9.9    (5) became a full-time employee of the Minnesota State Colleges and Universities
9.10system as a full-time faculty member at Metropolitan State University on July 17, 2007.
9.11    (c) An eligible person may elect retirement coverage by the Teachers Retirement
9.12Association rather than the higher education individual retirement account plan for faculty
9.13employment rendered after the date of the retirement coverage election under this section
9.14and for past Minnesota State Colleges and Universities system faculty employment from
9.15January 12, 2004, until the date of the retirement coverage election. The election must
9.16be made in writing, must be filed with the executive director of the Teachers Retirement
9.17Association, and must be accompanied with any relevant documentation required by the
9.18executive director of the Teachers Retirement Association.
9.19    (d) If an eligible person makes the retirement coverage election under paragraph (c),
9.20the eligible person's member contributions to the higher education individual retirement
9.21account plan must be transferred to the Teachers Retirement Association, with any earned
9.22investment returns on those contributions. If the transferred member contributions and
9.23investment earnings are less than the calculated amount of the member contribution that
9.24the eligible person would have made to the Teachers Retirement Association on the
9.25eligible person's compensation from the Minnesota State Colleges and Universities system
9.26for the period from on August 27, 2005, to the date of the retirement coverage election, if
9.27the person had been covered by the Teachers Retirement Association during the period,
9.28plus annual compound interest at the rate of 8.5 percent, the eligible person shall pay the
9.29balance of that calculated member contribution obligation within 30 days of the retirement
9.30coverage election. Any payment may be made through an institution-to-institution
9.31transfer from the eligible person's account in the Minnesota state deferred compensation
9.32program or the eligible person's tax-sheltered savings account under the federal Internal
9.33Revenue Code, section 403(b).
9.34    (e) Upon the transfer of the equivalent member contribution amount and any
9.35additional payments under paragraph (d), the balance of the eligible person's higher
9.36education individual retirement account plan account must be transferred to the Teachers
10.1Retirement Association. If the amounts under paragraph (d) and the individual retirement
10.2account plan account balance under this paragraph are less than the prior service credit
10.3purchase payment amount calculated under Minnesota Statutes, section 356.551, the
10.4Minnesota State Colleges and Universities system shall pay that difference within 60 days
10.5of the retirement coverage election date.
10.6    (f) Upon the transfers and payments under paragraphs (d) and (e), the eligible
10.7person must be credited by the Teachers Retirement Association with allowable and
10.8formula service for Minnesota State Colleges and Universities system employment since
10.9January 12, 2004.
10.10    (g) The authority to make a retirement coverage election under this section expires
10.11on January 1, 2009.
10.12EFFECTIVE DATE.This section is effective the day following final enactment.

10.13    Sec. 5. TEACHERS RETIREMENT ASSOCIATION; SERVICE CREDIT
10.14PURCHASE AUTHORIZATION.
10.15    (a) Notwithstanding any provision of Minnesota Statutes, chapter 354, to the
10.16contrary, an eligible person described in paragraph (b) may purchase allowable and
10.17formula service credit under Minnesota Statutes, section 354.05, subdivisions 13 and 25,
10.18from the Teachers Retirement Association, for the period of prior out-of-state teaching
10.19service specified in paragraph (c), by making the payment required under paragraph (d).
10.20    (b) An eligible person is a person who:
10.21    (1) was born on April 7, 1976;
10.22    (2) was a teacher at the Edwardsville High School in O'Fallon, Illinois, during the
10.231998-1999, 1999-2000, 2000-2001, and 2001-2002 school years;
10.24    (3) was a teacher for Independent School District No. 196, Rosemount, at the
10.25Apple Valley High School during the 2002-2003, 2003-2004, 2004-2005, 2005-2006,
10.26and 2006-2007 school years; and
10.27    (4) was on a leave of absence from Independent School District No. 196,
10.28Rosemount, for the 2007-2008 school year.
10.29    (c) The period of prior service credit available for purchase is up to 4.188 years,
10.30representing Illinois teaching service rendered during the 1998-1999, 1999-2000,
10.312000-2001, and 2001-2002 school years. The prior service credit may not exceed one year
10.32of service credit in any school year and may not include any prior teaching service that
10.33entitles the eligible person to a current or deferred age and service retirement annuity or
10.34disability benefit from the Illinois Teachers Retirement System or that was previously
11.1subject to a prior service credit purchase from another defined benefit public employee
11.2retirement plan.
11.3    (d) The purchase payment amount under this section is the amount calculated under
11.4Minnesota Statutes, section 356.551. If permitted by federal law and Illinois state law, the
11.5purchase payment obligation may be met in whole or in part by an institution to institution
11.6transfer of the eligible person's account balance in the Illinois Teachers Retirement System.
11.7    (e) The election to purchase prior service credit under this section must be made
11.8in writing and must be filed with the executive director of the Teachers Retirement
11.9Association. The executive director of the Teachers Retirement System may require the
11.10documentation of the applicability of this section and any other relevant information
11.11from the eligible person.
11.12EFFECTIVE DATE; EXPIRATION.This section is effective the day following
11.13final enactment and expires on January 1, 2010.

11.14    Sec. 6. PERA-GENERAL; HENNEPIN COUNTY ELECTED SERVICE
11.15CREDIT PURCHASE.
11.16    (a) Notwithstanding any provision of law to the contrary, an eligible person
11.17described in paragraph (b) is entitled to purchase allowable service credit from the general
11.18employees retirement plan of the Public Employees Retirement Association for the period
11.19of service as elected county commissioner for Hennepin County that is not otherwise
11.20covered under Minnesota Statutes, chapter 353, if the eligible person makes the payment
11.21required under paragraph (d).
11.22    (b) An eligible person is a person who:
11.23    (1) was born on November 18, 1946;
11.24    (2) was elected as a Hennepin County commissioner in November 1978 and was
11.25sworn in as a commissioner on January 2, 1979.
11.26    (c) The eligible person described in paragraph (b) may apply to the executive
11.27director of the Public Employees Retirement Association to make the service credit
11.28purchase under this section if the eligible person also elects to participate in the general
11.29employees retirement plan of the Public Employees Retirement Association governed
11.30by Minnesota Statutes, chapter 353, effective on the first day of the next following
11.31month. The application must be in writing and must be accompanied with necessary
11.32documentation of the applicability of this section and of any other relevant information
11.33that the executive director may require.
11.34    (d) Allowable service credit under Minnesota Statutes, section 353.01, subdivision
11.3516, must be granted by the general employees retirement plan of the Public Employees
12.1Retirement Association to the person upon the receipt of the prior service credit purchase
12.2payment amount required under Minnesota Statutes, section 356.551. The payment
12.3obligation must be offset first by a transfer of the account balance to the credit of the
12.4eligible person from the defined contribution plan of the Public Employees Retirement
12.5Association. If that transfer is insufficient, the balance of the service credit purchase
12.6payment may be made from amounts to the credit of the eligible person under Minnesota
12.7Statutes, section 352.96 or 383B.46.
12.8    (e) Authority for an eligible person to make the prior service credit purchase
12.9under this section expires on December 31, 2008, or upon the termination of service as
12.10a Hennepin County commissioner, whichever is earlier.
12.11EFFECTIVE DATE.This section is effective the day following final enactment."
12.12Delete the title and insert:
12.13"A bill for an act
12.14relating to retirement; various retirement plans; adding two employment
12.15positions to the correctional state employees retirement plan; including certain
12.16departments of the Rice Memorial Hospital in Willmar and the Worthington
12.17Regional Hospital in privatized public employee retirement coverage; authorizing
12.18various prior service credit purchases; authorizing certain service credit and
12.19coverage transfers; authorizing a disability benefit application to be rescinded;
12.20authorizing a retirement coverage termination; amending Minnesota Statutes
12.212007 Supplement, sections 352.91, subdivision 3d; 353F.02, subdivision 4."