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<chapter num="03" heading="Membership—Teachers' Pension System and Teachers' Retirement System—Scope" title_num="22" subtitle_num="04">
  <regulation prefix="Regulation" num=".01" heading="Application.">
    <text>This chapter applies only to the Teachers' Pension System and the Teachers' Retirement System.</text>
  </regulation>
  <regulation prefix="Regulation" num=".02" heading="Terms that Include Certain Public School and Board of Education Personnel.">
    <text>The terms “clerk”, “helping teacher”, “principal”, “superintendent”, “supervisor”, or “teacher” in State Personnel and Pensions Article, §§22-205(a)(1) and 23-206(a)(1), Annotated Code of Maryland, include the following employees of a day school in the State under the authority and supervision of a county board of education or the Baltimore City Board of School Commissioners:</text>
    <paragraph num="A.">
      <text>Individuals who are eligible for a certificate under Education Article, Title 6, Annotated Code of Maryland, who perform teaching duties or who perform administrative or supervisory duties in the teaching field;</text>
    </paragraph>
    <paragraph num="B.">
      <text>Principal employees on the central staff who supervise one or more of the following categories:</text>
      <paragraph num="(1)">
        <text>Transportation,</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Building operations (includes maintenance, custodial, repair operations, and security services), or</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Food services;</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Audiologists with proper degrees;</text>
    </paragraph>
    <paragraph num="D.">
      <text>Bookmobile drivers who are designated as driver/clerks;</text>
    </paragraph>
    <paragraph num="E.">
      <text>Bus attendants for handicapped children;</text>
    </paragraph>
    <paragraph num="F.">
      <text>Dietitians with appropriate degrees;</text>
    </paragraph>
    <paragraph num="G.">
      <text>Occupational therapists with proper degrees;</text>
    </paragraph>
    <paragraph num="H.">
      <text>Professional speech pathologists with proper degrees;</text>
    </paragraph>
    <paragraph num="I.">
      <text>Psychiatrists;</text>
    </paragraph>
    <paragraph num="J.">
      <text>Psychologists;</text>
    </paragraph>
    <paragraph num="K.">
      <text>Psychometrists with proper degrees;</text>
    </paragraph>
    <paragraph num="L.">
      <text>Registered nurses;</text>
    </paragraph>
    <paragraph num="M.">
      <text>Social workers with appropriate degrees;</text>
    </paragraph>
    <paragraph num="N.">
      <text>Classroom teacher aides;</text>
    </paragraph>
    <paragraph num="O.">
      <text>Physical therapists; and</text>
    </paragraph>
    <paragraph num="P.">
      <text>Braillists.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".03" heading="Terms that Do Not Include Certain Employees of a Board of Education.">
    <paragraph num="A.">
      <text>The terms “clerk”, “helping teacher”, “principal”, “superintendent”, “supervisor”, or “teacher” in State Personnel and Pensions Article, §§22-205(a)(1) and 23-206(a)(1), Annotated Code of Maryland, do not include the employees, listed in §B of this regulation, of a day school in the State under the authority and supervision of a county board of education or the Baltimore City Board of School Commissioners.</text>
    </paragraph>
    <paragraph num="B.">
      <text>The following employees of a day school are not included within the terms described in §A of this regulation:</text>
      <paragraph num="(1)">
        <text>Administrative assistants to the superintendent;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Architects;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Artists;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>Assessments specialists;</text>
      </paragraph>
      <paragraph num="(5)">
        <text>Audiovisual technicians;</text>
      </paragraph>
      <paragraph num="(6)">
        <text>Bus drivers;</text>
      </paragraph>
      <paragraph num="(7)">
        <text>Cafeteria and food service workers;</text>
      </paragraph>
      <paragraph num="(8)">
        <text>Community aides and specialists;</text>
      </paragraph>
      <paragraph num="(9)">
        <text>Construction workers;</text>
      </paragraph>
      <paragraph num="(10)">
        <text>Consultants;</text>
      </paragraph>
      <paragraph num="(11)">
        <text>Counselor aides and assistants;</text>
      </paragraph>
      <paragraph num="(12)">
        <text>Custodians;</text>
      </paragraph>
      <paragraph num="(13)">
        <text>Draftsmen;</text>
      </paragraph>
      <paragraph num="(14)">
        <text>Driver education aides;</text>
      </paragraph>
      <paragraph num="(15)">
        <text>Educational TV technicians;</text>
      </paragraph>
      <paragraph num="(16)">
        <text>Engineers;</text>
      </paragraph>
      <paragraph num="(17)">
        <text>Financial aid and job counselors;</text>
      </paragraph>
      <paragraph num="(18)">
        <text>Foremen;</text>
      </paragraph>
      <paragraph num="(19)">
        <text>Fringe benefits personnel;</text>
      </paragraph>
      <paragraph num="(20)">
        <text>Health aides;</text>
      </paragraph>
      <paragraph num="(21)">
        <text>Human relations, equal opportunity, affirmative action personnel;</text>
      </paragraph>
      <paragraph num="(22)">
        <text>Inspectors;</text>
      </paragraph>
      <paragraph num="(23)">
        <text>Institutional research and development personnel;</text>
      </paragraph>
      <paragraph num="(24)">
        <text>Interagency programs and planning personnel;</text>
      </paragraph>
      <paragraph num="(25)">
        <text>Interns;</text>
      </paragraph>
      <paragraph num="(26)">
        <text>Janitors;</text>
      </paragraph>
      <paragraph num="(27)">
        <text>Laboratory aides/technicians;</text>
      </paragraph>
      <paragraph num="(28)">
        <text>Mail room couriers, messengers/clerks;</text>
      </paragraph>
      <paragraph num="(29)">
        <text>Maintenance workers;</text>
      </paragraph>
      <paragraph num="(30)">
        <text>Media specialists (review and evaluation centers);</text>
      </paragraph>
      <paragraph num="(31)">
        <text>Nurses' aides;</text>
      </paragraph>
      <paragraph num="(32)">
        <text>Ombudsmen;</text>
      </paragraph>
      <paragraph num="(33)">
        <text>Photographers;</text>
      </paragraph>
      <paragraph num="(34)">
        <text>Plant operations personnel;</text>
      </paragraph>
      <paragraph num="(35)">
        <text>Printers;</text>
      </paragraph>
      <paragraph num="(36)">
        <text>Public relations specialists, specialists in public relations publications and public information;</text>
      </paragraph>
      <paragraph num="(37)">
        <text>Purchasing agents or officials;</text>
      </paragraph>
      <paragraph num="(38)">
        <text>Quality assurance personnel and testing and evaluation personnel;</text>
      </paragraph>
      <paragraph num="(39)">
        <text>Reading/study skills technicians;</text>
      </paragraph>
      <paragraph num="(40)">
        <text>Repairs personnel;</text>
      </paragraph>
      <paragraph num="(41)">
        <text>Safety and insurance specialists;</text>
      </paragraph>
      <paragraph num="(42)">
        <text>School business managers—administrative assistants;</text>
      </paragraph>
      <paragraph num="(43)">
        <text>Security personnel;</text>
      </paragraph>
      <paragraph num="(44)">
        <text>Site acquisition personnel;</text>
      </paragraph>
      <paragraph num="(45)">
        <text>Site development personnel;</text>
      </paragraph>
      <paragraph num="(46)">
        <text>Site planning personnel;</text>
      </paragraph>
      <paragraph num="(47)">
        <text>Staff development and career programs personnel;</text>
      </paragraph>
      <paragraph num="(48)">
        <text>Statisticians;</text>
      </paragraph>
      <paragraph num="(49)">
        <text>Student affairs and student activities personnel;</text>
      </paragraph>
      <paragraph num="(50)">
        <text>Therapist aides/assistants;</text>
      </paragraph>
      <paragraph num="(51)">
        <text>Transportation personnel;</text>
      </paragraph>
      <paragraph num="(52)">
        <text>Warehousemen; and</text>
      </paragraph>
      <paragraph num="(53)">
        <text>An individual who is employed under a federal public service employment program.</text>
      </paragraph>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04" heading="Personnel Employed by a University or State College.">
    <paragraph num="A.">
      <text>“Educational institution” means:</text>
      <paragraph num="(1)">
        <text>The University of Maryland System;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Morgan State University;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>St. Mary's College; or</text>
      </paragraph>
      <paragraph num="(4)">
        <text>The Maryland Higher Education Commission.</text>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>The following employees of an educational institution are eligible for membership:</text>
      <paragraph num="(1)">
        <text>Faculty members; and</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Individuals who hold unclassified positions that are under the jurisdiction of an educational institution.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Resident doctors are not eligible for membership.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".05" heading="Personnel Employed by a Community College.">
    <text>The following personnel of a community college or regional community college established under Education Article, Title 16, Annotated Code of Maryland, are eligible for membership:</text>
    <paragraph num="A.">
      <text>Faculty members;</text>
    </paragraph>
    <paragraph num="B.">
      <text>Employees who hold a position that is designated as a professional position that involves specialized skill, education, and knowledge and the employees' labor is predominantly intellectual rather than physical or manual; and</text>
    </paragraph>
    <paragraph num="C.">
      <text>Clerical employees.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".06" heading="Public Library Personnel Eligible for Membership.">
    <text>The following personnel in a public library established or operating under the Education Article, Title 23, Annotated Code of Maryland, are eligible for membership:</text>
    <paragraph num="A.">
      <text>Personnel holding a certificate or provisional certificate of library qualifications issued by the State Board of Education who perform librarian duties;</text>
    </paragraph>
    <paragraph num="B.">
      <text>Clerical employees of a public library, including material processors; and</text>
    </paragraph>
    <paragraph num="C.">
      <text>Public library associates meeting the standards set forth in COMAR 13A.05.04.03.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".07" heading="Certified Teachers—Early Childhood or Infant/Primary.">
    <paragraph num="A.">
      <text>Definitions.</text>
      <paragraph num="(1)">
        <text>In this regulation, the following terms have the meanings indicated.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Terms Defined.</text>
        <paragraph num="(a)">
          <text>“County board” means a county board of education or the Baltimore City Board of School Commissioners.</text>
        </paragraph>
        <paragraph num="(b)">
          <text>“Eligible teacher” means an individual who is:</text>
          <paragraph num="(i)">
            <text>Certified to teach early childhood education (nursery—3) or infant/primary (birth—grade 3) in accordance with regulations promulgated by the State Board of Education;</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>Employed by a county board to perform teaching duties in a position that requires a certificate in early childhood education (nursery—3) or infant/primary (birth—grade 3); and</text>
          </paragraph>
          <paragraph num="(iii)">
            <text>Enrolled as a member of the local pension system as a condition of employment instead of the Teachers' Pension System.</text>
          </paragraph>
        </paragraph>
        <paragraph num="(c)">
          <text>Local Pension System.</text>
          <paragraph num="(i)">
            <text>“Local pension system” means a retirement or pension system operated and administered by a county board for its employees.</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>“Local pension system” includes the Employees' Retirement System and the Employees' Pension System if the county board is a participating government unit.</text>
          </paragraph>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>Except as provided in §C of this regulation, an individual shall be enrolled in the Teachers' Pension System as a condition of employment if the individual:</text>
      <paragraph num="(1)">
        <text>Is certified to teach early childhood education (nursery—3) or infant/primary (birth—grade 3) in accordance with regulations promulgated by the State Board of Education;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Becomes an employee of a county board on or after March 1, 1999, in a position that requires a certificate in early childhood education (nursery—3) or infant/primary (birth—grade 3); and</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Performs teaching duties for the county board.</text>
      </paragraph>
    </paragraph>
    <paragraph num="C.">
      <text>Option to Decline Membership.</text>
      <paragraph num="(1)">
        <text>This section applies to an eligible teacher who was employed by a county board before March 1, 1999.</text>
      </paragraph>
      <paragraph num="(2)">
        <text>This section does not apply to an eligible teacher who:</text>
        <paragraph num="(a)">
          <text>Separated from employment with a county board before March 1, 1999; and</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Is not reemployed by a county board as an eligible teacher on or after March 1, 1999.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(3)">
        <text>Enrollment in the Teachers' Pension System.</text>
        <paragraph num="(a)">
          <text>Except as provided in §C(3)(b) of this regulation, an eligible teacher shall be enrolled in the Teachers' Pension System on or before January 1, 2000.</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Election to Decline to Transfer.</text>
          <paragraph num="(i)">
            <text>An eligible teacher may remain in the local pension system administered by the county board that employs the eligible teacher if the eligible teacher declines to transfer the eligible teacher's service credit from the local pension system to the Teachers' Pension System on or before December 1, 1999, as provided in §C(4) of this regulation.</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>An election by an eligible teacher to decline to transfer service credit is irrevocable.</text>
          </paragraph>
        </paragraph>
      </paragraph>
      <paragraph num="(4)">
        <text>Election to Decline to Transfer Form.</text>
        <paragraph num="(a)">
          <text>The Retirement Agency shall provide an election to decline to transfer to the Teachers' Pension System form to each county board.</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Each county board shall provide the Retirement Agency form to each eligible teacher who has the right to elect to decline to transfer to the Teachers' Pension System.</text>
        </paragraph>
        <paragraph num="(c)">
          <text>To decline to transfer to the Teachers' Pension System, an eligible teacher shall complete the form and submit the completed form to the county board and the Retirement Agency on or before December 1, 1999.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(5)">
        <text>On or before January 1, 2000, each county board shall provide the Retirement Agency with a schedule showing the name, address, and Social Security number of each eligible teacher who:</text>
        <paragraph num="(a)">
          <text>Is eligible to be enrolled in the Teachers' Pension System; and</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Received the election to decline to transfer to the Teachers' Pension System form.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(6)">
        <text>For each eligible teacher who is enrolled in the Teachers' Pension System under §C(3)(a) of this regulation, the county board or the local pension system:</text>
        <paragraph num="(a)">
          <text>Shall certify to the Retirement Agency:</text>
          <paragraph num="(i)">
            <text>The amount of the individual's previous service credit as of June 30, 1998,</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>The amount of the individual's previous service credit from July 1, 1998 to the date of certification,</text>
          </paragraph>
          <paragraph num="(iii)">
            <text>The type of the individual's previous service credit,</text>
          </paragraph>
          <paragraph num="(iv)">
            <text>A record of the individual's earnable compensation,</text>
          </paragraph>
          <paragraph num="(v)">
            <text>The amount of the member contributions, including interest on the contributions, to the individual's credit in the local pension system,</text>
          </paragraph>
          <paragraph num="(vi)">
            <text>The tax attributes of the member contributions, and</text>
          </paragraph>
          <paragraph num="(vii)">
            <text>Any other information required by the Retirement Agency;</text>
          </paragraph>
        </paragraph>
        <paragraph num="(b)">
          <text>Shall deliver to the Retirement Agency any supporting documentation that the Retirement Agency believes is necessary; and</text>
        </paragraph>
        <paragraph num="(c)">
          <text>May not provide any benefit for service credit transferred to the Teachers' Pension System.</text>
        </paragraph>
      </paragraph>
      <paragraph num="(7)">
        <text>Transfer of Service Credit.</text>
        <paragraph num="(a)">
          <text>Except as provided in §D(7)(b) of this regulation, on enrollment in the Teachers' Pension System on or before January 1, 2000:</text>
          <paragraph num="(i)">
            <text>An individual's service credit accumulated under the local system shall be transferred from the local pension system to the Teachers' Pension System;</text>
          </paragraph>
          <paragraph num="(ii)">
            <text>The total member contributions, including interest on the contributions, to the individual's credit in the local pension system, if any, shall be transferred to the Teachers' Pension System; and</text>
          </paragraph>
          <paragraph num="(iii)">
            <text>The eligible teacher shall pay the rate of contribution applicable to a member of the Teachers' Pension System and is eligible for an allowance as provided under the Teachers' Pension System, determined by taking into account the transferred service credit.</text>
          </paragraph>
        </paragraph>
        <paragraph num="(b)">
          <text>If an eligible teacher transfers to the Teachers' Pension System from a local pension system that is noncontributory, on retirement the eligible teacher's retirement allowance shall be reduced by the actuarial equivalent of the accumulated contributions that would have been deducted if the individual had earned the transferred service credit under the Teachers' Pension System, including interest on those contributions, unless the eligible teacher pays the accumulated contributions, including interest on those contributions, to the Retirement Agency.</text>
        </paragraph>
      </paragraph>
    </paragraph>
  </regulation>
  <annotations>
    <annotation type="Authority">State Personnel and Pensions Article, §§21-108, 21-110, 22-205, 22-208, 23-206, and 23-210, Annotated Code of Maryland</annotation>
    <annotation type="History" subtype="Administrative History">Effective date: January 1, 1996 (22:26 Md. R. 2031)</annotation>
    <annotation type="History" subtype="Administrative History">Effective January 1, 1996, all of Title 22 was repealed and completely new regulations adopted. Codification and organization of the title were also completely changed. Consequently, the administrative histories of the revised Title 22 do not reflect regulatory activity before January 1, 1996. Refer to the old version of Title 22 or contact the Maryland State Archives for assistance.</annotation>
    <annotation type="History" subtype="Administrative History">Regulation .07 adopted effective September 6, 1999 (26:18 Md. R. 1378)</annotation>
  </annotations>
</chapter>