407 LICENSED EMPLOYEE - TERMINATION OF EMPLOYMENT
407 LICENSED EMPLOYEE - TERMINATION OF EMPLOYMENT Jen@iowaschool… Sun, 07/14/2019 - 14:34407.1 LICENSED EMPLOYEE RESIGNATION
407.1 LICENSED EMPLOYEE RESIGNATIONA licensed employee who wishes to resign must notify the superintendent in writing within the time period set by the board for return of the contract. This applies to regular contracts for the licensed employee's regular duties and for an extracurricular contract for extra duty. Resignations of this nature will be accepted by the board.
The board may require an individual who has resigned from an extracurricular contract to accept the resigned position for only the subsequent school year when the board has made a good faith effort to find a replacement and the licensed employee is continuing to be employed by the school district.
Legal Reference: Iowa Code §§ 91A.2, .3, .5; 279.13, .19A (1999).
Cross Reference: 405.3 Licensed Employee Individual Contracts
405.4 Licensed Employee Continuing Contracts
407 Licensed Employee Termination of Employment
Approved 1/22/01 Reviewed 10-21-2020 Revised
407.2 LICENSED EMPLOYEE CONTRACT RELEASE
407.2 LICENSED EMPLOYEE CONTRACT RELEASELicensed employees who wish to be released from an executed contract must give at least twenty-one days notice to the superintendent. Licensed employees may be released at the discretion of the board. Only in unusual and extreme circumstances will the board release a licensed employee from a contract. The board shall have sole discretion to determine what constitutes unusual and extreme circumstances.
Release from a contract shall be contingent upon finding a suitable replacement. Licensed employees requesting release from a contract after it has been signed and before it expires may be required to pay the board up to $1,000 in teacher recruitment expenses incurred to locate and hire a suitable replacement. Upon written mutual agreement between the employee and the superintendent, the costs may be deducted from the employee's salary. Payment of these costs shall be a condition for release from the contract at the discretion of the board. Failure of the licensed employee to pay these expenses may result in a cause of action being filed in small claims court.
The superintendent is authorized to file a complaint with the Board of Educational Examiners against a licensed employee who leaves without proper release from the board.
Legal Reference: Iowa Code §§ 216; 272; 279.13, .19A, .46 (1999).
1978 Op. Att'y Gen. 247.
1974 Op. Att'y Gen. 11, 322.
Cross Reference: 405.3 Licensed Employee Individual Contracts
405.4 Licensed Employee Continuing Contracts
407.3 Licensed Employee Retirement
Approved 11/12/79 Reviewed 10-21-2020 Revised 1/22/01
407.3 LICENSED EMPLOYEE RETIREMENT
407.3 LICENSED EMPLOYEE RETIREMENTLicensed employees who will complete their current contract with the board may apply for retirement. No licensed employee will be required to retire at a specific age.
Application for retirement will be considered made when the licensed employee states in writing to the superintendent, no later than the date set by the board for the return of the employee's contract to the board, the intent of the employee to retire. The letter must state the employee's desire to retire and be witnessed by another party other than the principal or the superintendent. Applications made after the date set by the board for the return of the employee's contract to the board may be considered by the board if special circumstances exist. It shall be within the discretion of the board to determine whether special circumstances exist.
Board action to approve a licensed employee's application for retirement shall be final and such action constitutes nonrenewal of the employee's contract for the next school year.
Licensed employees who retire under this policy may qualify for retirement benefits through the Iowa Public Employees Retirement System.
Licensed employees and their spouse and dependents shall be allowed to continue coverage in the school district's group health insurance program at their own expense by meeting the requirements of the insurer.
Legal Reference: Iowa Code §§ 97B; 216; 279.46 (1999).
581 I.A.C. 21.
1978 Op. Att'y Gen. 247.
1974 Op. Att'y Gen. 11, 322.
Cross Reference: 401.14 Recognition for Service of Employees
407.4 Licensed Employee Early Retirement
Approved 1/22/01 Reviewed 10-21-2020 Revised
407.4 LICENSED EMPLOYEE SUSPENSION
407.4 LICENSED EMPLOYEE SUSPENSIONLicensed employees shall perform their assigned job, respect and follow board policy and obey the law. The superintendent is authorized to suspend a licensed employee pending board action on a discharge, for investigation of charges against the employee, and for disciplinary purposes. It shall be within the discretion of the superintendent to suspend a licensed employee with or without pay.
In the event of a suspension, appropriate due process shall 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; 279.13, .15-.19, .27 (1999).
Cross Reference: 404 Employee Conduct and Appearance
407 Licensed Employee Termination of Employment
Approved 111/20/89 Reviewed 10-21-2020 Revised 1/22/01
407.5 LICENSED EMPLOYEE REDUCTION IN FORCE
407.5 LICENSED EMPLOYEE REDUCTION IN FORCEThe board has the exclusive authority to determine the appropriate number of licensed employees. A reduction of licensed employees may occur as a result of, but not be limited to, changes in the education program, staff realignment, changes in the size or nature of the student population, financial situation considerations, and other reasons deemed relevant by the board.
The reduction in licensed employees, other than administrators, will be done through normal attrition if possible. If normal attrition does not meet the necessary reduction in force required, the board may terminate licensed employees.
It shall be the responsibility of the superintendent to make a recommendation for termination to the board. The process for reduction in force shall be as follows:
Endorsements and educational preparation within the grade level and subject areas in which the employee is now performing;
Relative skills, ability and demonstrated performance;
Qualifications for co-curricular programs; and
Number of continuous years of service to the school district. This will be considered only when the foregoing factors are relatively equal between licensed employees.
Due process for terminations due to a reduction in force shall be followed.
Legal Reference: Iowa Code §§
Cross Reference: 407.5 Licensed Employee Suspension
413.6 Classified Employee Reduction in Force
703 Budget
Approved 1/22/01 Reviewed 10-21-2020 Revised 8-16-17
407.6 LICENSED PERSONNEL EARLY RETIREMENT
407.6 LICENSED PERSONNEL EARLY RETIREMENTThe Board of Education of Emmetsburg Community School District realizes the benefits its students and teachers will derive in having a staff with a balance of experienced employees and beginning employees. The District will benefit by having a gradual rotation of employees.
The Emmetsburg Community School District will provide payments as specified in board policy exhibit 407.6E1 to approved licensed employees who apply for voluntary early retirement and meet the eligibility and application requirements for this policy. The final decision on the acceptance of the early retirement application rests solely with the Emmetsburg Community School District Board of Directors.
A. Eligibility Requirements:
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Licensed employee possesses an Iowa Code Chapter 279 employment contract with Emmetsburg Community School District and must be a full-time employee. Full-time licensed employees are licensed employees who work 40 hours per week and who are currently actively performing their assigned duties in the Emmetsburg Community School District.
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Licensed employees have reached age fifty-five (55) or will attain age fifty-five (55) on or before the actual date of retirement, which shall not be later than June 30, 2023, unless otherwise agreed to by parties.
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Licensed employee has completed or will complete at the end of the 2022-23 school year at least fifteen/twenty (15/20) years of consecutive contracted service as a licensed employee in the Emmetsburg Community School District. Consecutive employment must be without any voluntary interruptions of service. Absences due to reductions in force or due to approved leaves will not constitute a voluntary interruption in service, unless the absence or leave exceeds twenty-four (24) consecutive months in length. However, the period of time during which an employee is absent due to a reduction in force or due to an approved leave will not be counted for purposes of determining the minimum length of service required to establish eligibility.
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The licensed employee is not subject to discharge for cause or has not been discharged from employment by the Emmetsburg Community School District, except if due to staff reduction.
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The licensed employee has not previously received early retirement benefits from the Emmetsburg Community School District.
B. Application Requirements.
1. Licensed employees wishing to apply for voluntary early retirement may do so immediately after the Board adopts the policy and must submit the attached application to the Board Secretary with a letter of resignation on or before 3:30 p.m. on December 22, 2022. No late applications will be considered. The Emmetsburg Community School Board of Directors reserves the right to limit the number of approved applications for early retirement. If the Board determines, in its sole and complete discretion, that it will be necessary to limit the number of approved applications the Board will use a process based on the date and time of each individual application for early retirement using the earliest application filed as the starting point and then moving forward chronologically first to last, until the established number to be accepted is reached. If there is a tie between or among employees using the first-come, first-served basis rule because more than the set number of applications are received on the same date and time, the tie will be broken by using School District seniority of employees and the most senior employee(s) will be granted early retirements benefits.
2. The licensed employee must retire by June 30, 2023, unless an alternative retirement date is mutually agreed upon by the parties.
3. An employee’s application for early retirement benefits is not, in itself, a resignation of a contract with the School District nor does it require the Board to accept the application. However, acceptance by the Board of an employee’s application for early retirement will be considered a voluntary resignation and termination of his/her continuing contract. If the Board does not accept the employee’s application, the employee’s contract will continue in effect.
C. Benefits
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Basic Terms
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Early retirement benefits are offered as an inducement to, and consequence of, retirement and are not to be construed as a continuation of salary
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In the event of death of the employee after July 1, of the completion of the retirement fiscal year, but prior to payment of the cash benefit, if any, by the School District, any balance shall be paid to the employee’s designated beneficiary or estate. The District shall not make any cash benefit payment, if any, if the employee dies before July 1, of the completion of the retirement fiscal year, even though the early retirement may have been approved.
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Continuation of Insurance
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As provided by Iowa Code Section 509A.13, the employee retiring under the early retirement program may be eligible to continue participation in the School District’s group insurance plan at the School District’s expense for a single employee policy up to a maximum benefit amount of $10,000 per fiscal year. If the single policy premium in a fiscal year exceeds $10,000, or if the retiree elects family insurance coverage, the retiree employee will be responsible for the difference. An employee who wishes to continue participation in the School District’s group insurance plan must be less than 65 years of age or not yet eligible for Medicare, must meet the requirements of the insurer and must pay the monthly premium amount, if applicable, in full to the board secretary prior to the due date for the School District’s premium payment to the insurer, if any is due.
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More specific information regarding the insurance benefit is outlined in the attached Exhibit.
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Nothing herein shall limit the School District's ability to change the terms of its existing health and major medical insurance plan. This policy in no way guarantees that a participating Employee will be provided any certain level of benefits during the time of the Employee’s/retiree’s participation in the insurance benefits portion of the early retirement program.
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Benefit Payment
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An eligible employee who is approved for early retirement shall receive:
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A total cash benefit of $45,000 payable over a three-year period with $20,000 paid in Year 1, $15,000 paid in Year 2 and $10,000 paid in Year 3.
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Payout of unused sick days available as of June 30, 2022 at a rate of $50.00 per day (payable in July 2023).
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See attached Exhibit for timing of payments.
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Taxes
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Employees are advised to seek independent advice with regard to tax or financial consequences associated with any action taken by them under this plan.
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Review
The Emmetsburg Community School District Board of Directors has complete discretion to offer or not to offer an early retirement plan for licensed employees. The Board may discontinue the School District’s early retirement plan at any time. The Early Retirement Policy will be in effect for the 2022-23 school year only.
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Benefits allowed individuals for a previously approved early retirement application shall continue in effect if the early retirement policy is discontinued by the Emmetsburg Community School District Board of Directors.
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Licensed employees may continue on the School District’s health insurance policy until they reach Medicare eligibility. The cost of the policy will remain with the School District up to a maximum annual amount of $10,000.
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Licensed employees may elect a family policy at the employee’s expense as long as the plan is a continuance of their current plan. The Board of Directors reserves the right to modify the policies, its carrier and benefits administrator offered within the district.
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A licensed employee who elects to participate in the School District’s early retirement program will become a retired employee and will be entitled to all rights and privileges of an employee under applicable law and policies of Emmetsburg Community School District. Licensed employees who elect to participate in the early retirement program shall not seek application for future employment with the Emmetsburg Community School District. However, the District may hire a licensed employee who elects to participate in the early retirement program as a substitute teacher or other eligible position at the discretion of the superintendent. Any benefits not provided by this policy that were previously given during employment are forfeited upon return of employment as a substitute employee.
5.The Board reserves the right to waive any requirement or condition of this policy at its discretion and at any time. Any decision by the Board to waive a requirement or condition which is a part of this policy shall not establish any precedent with regard to any other request for a waiver.
6. This plan shall terminate on June 30, 2023. Notwithstanding the termination of this plan, employees who are granted benefits pursuant to this plan will continue to receive such benefits as set forth herein.
7. The adoption of this Early Retirement Plan shall not vest any right in any employee whether or not the employee is currently eligible for early retirement. The Board shall have the complete discretion to amend or repeal this plan or any provisions thereof at any time with or without notice and shall not be obligated to provide any benefits to any employee after the date of such amendment or repeal, except to those employees whose early retirement pursuant to this plan has commenced prior to amendment or repeal.
8. Should any portion of this policy be in conflict with state or federal rules, regulations or laws, that portion of the policy shall be invalid, and all other portions remain in full force and effect. Any decision by the Board to waive a requirement or condition which is part of this policy shall not establish any precedent with regard to future requests for a waiver.
9. The Board is the final arbiter of all questions of interpretation under this plan, including but not limited to, questions of eligibility or benefit calculations.
Approved 1/22/01 Reviewed 9/16/15 Revised 11/22/22
407.6E1 LICENSED PERSONNEL - EARLY RETIREMENT EARLY RETIREMENT APPLICATION AND AGREEMENT, COVENANT NOT TO APPLY AND WAIVER OF LIABILITY CLAIMS
407.6E1 LICENSED PERSONNEL - EARLY RETIREMENT EARLY RETIREMENT APPLICATION AND AGREEMENT, COVENANT NOT TO APPLY AND WAIVER OF LIABILITY CLAIMSThe Emmetsburg Community School District and the employee, ________________________, agree as follows:
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In consideration of the benefits to be provided to the employee in accordance with the Early Retirement Policy, ___________________________, agrees to immediately sign and submit a letter of resignation to be effective at the end of the fiscal year, June 30, 2023, unless an alternate date is agreed to.
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____________________________ is advised that he/she has the right to consult with an attorney prior to signing the Agreement.
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____________________________ acknowledges that he/she was given at minimum forty-five (45) days to consider this Agreement. The forty-five (45) days will expire on Dec. 22,2022.
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Following the signing of this Agreement, ____________________________ shall have seven (7) days to revoke this Agreement, and this Agreement shall not be effective until the seven (7) days have expired.
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____________________________ hereby releases and discharges the Board of Directors of the School District, and any and all officers, employees, representatives or agents of the school district from any and all liability whatsoever, including all claims, demands or causes of action which he/she has or may ever claim to have by reason of of his/her employment with the school district and the termination of of his/her employment with the school district, and ____________________________ specifically waives any rights which he/she may have or ever claim to have arising under the Age Discrimination in Employment Act of 1967 (29 U.S.C. Sec 621, et. Seq.), excluding any claims which may arise after the day of signing this Agreement.
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____________________________ agrees that this Agreement is entered into freely and voluntarily and solely in reliance upon his/her own knowledge, belief and judgment and not upon representations made by the school district or others on its behalf.
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The undersigned employee agrees by this covenant to not apply for employment in the Emmetsburg Community School District at any time in the future. Consideration for this covenant and agreement is the payment by the Emmetsburg Community School District of the early retirement benefits. The effect of this agreement and covenant is to prevent the undersigned employee from making an application in the future for employment and when denied that employment, making a claim that the district discriminated by virtue of age, race, religion, creed, color, national origin, sex, sexual orientation, gender identity, or disability, by not rehiring the undersigned employee. The above prohibition shall not prevent the School District from volunteering to offer employment to employees at its own election.
The undersigned employee further acknowledges and understands that this covenant is part of the Early Retirement Program in the Emmetsburg Community School District and if the covenant were not utilized, the benefits that were available to the undersigned employee would be of a lesser value than the undersigned employee would be able to elect.
Employee ___________________________________ Date ___________________
1. Year 1 Payout $10,000 (1st Half July 2023)
$10,000 (2nd Half January 2024)
$20,000
2. Year 2 Payout $7,500 (1st Half July 2024)
$7,500 (2nd Half January 2025)
$15,000
3. Year 3 Payout $5,000 (1st Half July 2025)
$5,000 (2nd Half January 2026)
$10,000
4. Unused Sick Days $___________________________(Paid July 2023)
($50 per unused sick day balance at June 30, 2023)
5. Single Policy Insurance Premium with district maximum obligation annually (fiscal year) of $10,000 until eligible for Medicare. If the single policy premium exceeds $10,000 in a year, the early retiree will be responsible for the difference. An early retiree may be enrolled in a family plan at the cost of the early retiree. Early retirees that have an obligation to the district for premiums will send payment to the district at the beginning of each month. In regards to the payment process, this requirement will only change if the requirements with the insurance provider change.
_____________________Approved _________________________Not Approved
___________________________ ___________________________________
Date Superintendent, Emmetsburg CSD
___________________________ ____________________________________
Date Board President, Emmetsburg CSD
_____________________________ ___________________________________
Date Board Secretary, Emmetsburg CSD
______________________________ ___________________________________
Date Employee