Guidance on Retirement Pipeline Employees and Extra-Duty Payroll

    Purpose

    This guidance is intended to clarify expectations regarding pipeline employees, extra-duty work, and payroll submission procedures. The goal is to ensure consistency across the District, maintain compliance with contractual expectations, and eliminate confusion regarding additional compensation.

    1. 1

      Key Guidance and Expectations

      1. Retirement Pipeline Employees and Extra-Duty Work

      Employees participating in the retirement pipeline may continue to perform assignments or duties they were handling prior to entering the retirement pipeline. Once an employee enters the retirement pipeline, however, the employee must not accept any new assignments or receive extra-duty compensation through payroll for duties that were not part of the employee's regular assignment before entering the pipeline.

      • Their contractual salary/pay

      • Approved stipends associated with their assignment

      • ESY (Extended School Year / Summer School)

      Pipeline employees must not submit additional payroll sheets (Green Sheets) for new assignments or duties that were not part of their regular assignment before entering the retirement pipeline. This includes, but is not limited to, substitute teaching, period subbing, supervision duties, before- or after-school tutoring, extracurricular activities, curriculum work, or paid professional development sessions. Participation in new compensated activities may result in earnings exceeding 6% of the employee's prior year's creditable earnings.

      The only exception to this will be employees who are on an extended contract per language stated within the BEA contract. 

      2. Payroll Submission Procedures

      Starting SY 27, employees who enter the pipeline or are currently on it may continue to perform extra-duty work as long as their earnings do not exceed 6% of their prior year's creditable earnings.

      If additional time or responsibilities arise at the building level, administrators should work directly with employees regarding:

      • Flex time arrangements

      • Schedule adjustments

      • Other non-payroll solutions aligned with District expectations

      3. Annual Notification Process

      To ensure clear communication moving forward:

      Human Resources Responsibilities

      Each August, Human Resources will:

      • Send a communication to all pipeline employees outlining compensation expectations

      • Clarify that employees may continue duties and compensation arrangements that were in place before entering the retirement pipeline, but may not accept new extra-duty assignments or compensation after entering the pipeline

      • Remind buildings that pipeline employees should not be asked to take on new duties that were not part of their regular assignment before entering the pipeline, including substitute teaching, period subbing, supervision, tutoring, extracurricular activities, or paid professional development

      • Reinforce that additional payroll sheets will not be accepted

      BEA Responsibilities

      Each employee on the pipeline performing extra-duty responsibilities, such as substitute teaching, period subbing, supervision duties, before- or after-school tutoring, extracurricular activities, or paid professional development sessions, must reach out to the BEA President or Vice-President. The BEA will assist the employee in tracking creditable earnings to ensure they do not exceed 6% of the employee's prior-year creditable earnings. 

      BEA will create tracking sheets for each pipeline employee performing extra duties and will reach out to the Payroll Department to meet periodically and ensure the employee is in compliance. 

      4. Retirement Letter Language

      The District will also review and revise retirement-related documentation to provide clearer language regarding pipeline employment expectations.

      Future retirement letters and related documents will clarify that:

      • The pipeline employee may continue to perform any assignments or duties you were handling prior to entering the retirement pipeline. However, once you have entered the retirement pipeline, you must not accept any new assignments or receive extra-duty compensation through payroll for duties that were not part of your regular assignment before entering the pipeline. This includes, but is not limited to, substitute teaching, period subbing, supervision duties, before- or after-school tutoring, extracurricular activities, or paid professional development sessions. Participation in these new activities could result in your earnings exceeding 6% of your prior year's creditable earnings. 
      • These letters are provided to the employee once their retirement is Board-approved

    2. 2

      Administrator and Building Expectations

      Principals, supervisors, and secretaries should:

      • Review payroll submissions carefully for pipeline employees

      • Avoid approving extra-duty payroll sheets for new assignments or duties that were not part of a pipeline employee's regular assignment before entering the pipeline

      • Communicate concerns or questions to BEA, Human Resources or Payroll prior to submission

      • Utilize flex scheduling or other approved operational solutions when additional support is needed

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