reglab/statecodes huggingface dataset:
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-05 - Equipment, supplies and initial inventory

Current through all regulations passed and filed through July 1, 2024
(A)
								All equipment as
			 defined in paragraph (R) of rule 3304:1-21-01 of the Administrative Code is
			 owned by BE and shall remain the property of BE at all times including after
			 the termination of a BGA, BOA or TBOA.
(B)
								Equipment shall
			 only be moved or transported by BE program personnel or a third party hired by
			 the BE program, but may be moved by an operator if the operator has received
			 written permission from their BE consultant.
(C)
								The BE program
			 shall be responsible for maintenance that is required to keep equipment
			 operational. Cleaning and general upkeep of equipment shall be the
			 responsibility of the operator as specified in the BGA for each
			 facility.
(D)
								All equipment shall be identified as BE property and
			 inventoried according to OOD policies and procedures. Notwithstanding this, all
			 vending and other specified equipment shall be affixed with an asset tag
			 identifying that the machine is owned by the BE program.
(E)
								BE shall provide
			 each suitable vending facility or site with an initial inventory taking into
			 account the items typically sold in the facility or site and any applicable
			 provisions in the bureau grantor agreement regarding items that are appropriate
			 for the facility or site. Once the suitable vending facility or site has been
			 established, BE may provide additional equipment in its discretion after
			 evaluating the business need.
(F)
								The operator
			 shall do all of the following with regard to the initial inventory, stock and
			 supplies:
(1)
									Sign a form to acknowledge the value of the initial
			 inventory provided by BE;
(2)
									Purchase any stock and supplies necessary for the
			 ongoing operation of the facility or site;
(3)
									Maintain the
			 stock and supplies on hand at an appropriate level for the facility or site and
			 following any applicable provisions in the bureau grantor agreement regarding
			 items that are appropriate for the facility or site; and
(4)
									Complete a
			 detailed inventory report of BE owned stock and supplies on hand and report the
			 amount with the December and June monthly operating reports and retain these
			 reports for six months after the date of submission. This detailed inventory
			 report is not required when there is a facility transitioned within thirty days
			 prior to the date of either the December or June monthly operating report.
			 Additional detailed inventory reports of stock and supplies may be required
			 when BE determines necessary for reasonable business purposes.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-06 - Bureau-operator, temporary bureau-operator agreements

Current through all regulations passed and filed through July 1, 2024
(A) Before an operator can be assigned to
			 operate a facility, the operator must agree to and sign a BOA or TBOA with the
			 BE program. A BOA shall specify all of the following:
(1) That the operator has received a copy of
			 the relevant agreement between the BE program and the grantor for the proposed
			 facility to which the operator will be assigned and agrees to operate the
			 facility in accordance with all of the terms contained within the
			 BGA;
(2) That the operator agrees
			 to operate the facility in compliance with Chapter 3304. of the Revised Code
			 and Chapter 3304:1-21 of the Administrative Code; and
(3) That the operator is to receive the net
			 monthly proceeds and agrees to pay service charges from the net monthly
			 proceeds from the facility which is operated under this agreement.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-07 - Closing, opening and transitioning a facility or site

Current through all regulations passed and filed through July 1, 2024
(A)
								The outgoing operator, incoming operator, and BE must
			 work collaboratively whenever a facility or site is to be transitioned to
			 ensure that disruptions in grantor service are minimized as much as
			 possible.
(B)
								When a facility or site transition occurs, BE shall do
			 all of the following:
(1)
									Schedule and notify the outgoing and the incoming
			 operator of the final date of operation for the outgoing operator, the
			 beginning date of operation for the incoming operator, and schedule a facility
			 or site transition date for all parties to be present;
(2)
									Complete a
			 closing inspection on the facility or site transition date noting facility or
			 site condition and cleanliness. BE shall request the incoming and outgoing
			 operators sign the inspection;
(3)
									Count all
			 remaining stock and supplies on hand that BE determines to be saleable and
			 usable for the location as well as perform its own equipment inventory to
			 ensure all BE purchased equipment is present, functional, and in good
			 condition; and
(4)
									Assure that an inventory form of that day's count and
			 either a BOA or TBOA have been signed by the operator for the facility or site
			 on the day of the closing inventory.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-08 - Reporting and set-aside fees

Current through all regulations passed and filed through July 1, 2024
(A)
								All reports,
			 service charges, or other payments operators may be required to submit, shall
			 be submitted electronically to BE, which shall include telephone reporting.
			 Should BE consider substantive changes in the format it prescribes, BE will
			 actively participate with OVRC before implementation. Notwithstanding this, the
			 MOR due when transitioning in or out of a facility or site shall be submitted
			 using the method prescribed by BE.
(B)
								Each month, each
			 operator shall submit a set-aside fee to BE which shall be calculated as
			 follows:
(1)
									Net proceeds up to one thousand dollars shall be assessed a
			 set-aside fee of ten per cent; plus
(2)
									Net proceeds
			 above one thousand dollars but less than two thousand five hundred dollars
			 shall be assessed a set-aside fee of fifteen per cent; plus
(3)
									Any remaining net
			 proceeds above two thousand five hundred dollars shall be assessed a set-aside
			 fee of twenty per cent.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-09 - Program penalties

Current through all regulations passed and filed through July 1, 2024
(A)
								When a service
			 charge or other payment owed to the BE program is unpaid, incomplete, or late,
			 the BE program manager shall proceed as follows:
(1)
									If this is the
			 first occurrence for the operator in the current federal fiscal year, the
			 operator shall receive a written warning.
(2)
									If this is the
			 second occurrence for the operator in the current federal fiscal year, a fee of
			 one hundred dollars shall be applied to the current balance owed and be added
			 to the billing invoice for the next service charge.
(3)
									If this is the
			 third occurrence or more for the operator in the current federal fiscal year, a
			 fee of two hundred dollars shall be applied to the current balance owed and be
			 added to the billing invoice for the next service charge and the operator shall
			 be placed on a performance improvement plan.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-10 - Operator performance improvement

Current through all regulations passed and filed through July 1, 2024
(A)
								BE with
			 participation of the local selection panel shall place an operator on a
			 performance improvement plan where there is a pattern of evidence demonstrating
			 that an operator has violated the provisions of Chapter 3304:1-21 of the
			 Administrative Code. The performance improvement plan, and any amendments,
			 shall:
(1)
									Be
			 drafted with participation from the local selection panel;
(2)
									State the
			 violation(s) to be cured and the timeframe to cure the violation(s);
			 and
(3)
									Be provided to the operator in writing and in
			 accessible format.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-11 - Authority and responsibility of BE

Current through all regulations passed and filed through July 1, 2024
BSVI has authority and responsibility
				for administration of the BE program consistent with 34 CFR 395, Chapter 3304.
				of the Revised Code, and Chapter 3304:1-21 of the Administrative Code. In
				addition to these responsibilities the BE program shall:
(A)
								Actively
			 participate, as defined in paragraph (B) of rule
			 3304:1-21-01 of the
			 Administrative Code, with the OVRC on major administrative decisions and in
			 policy and program development;
(B)
								Make every
			 reasonable effort to provide all licensees with information in an accessible
			 format, as defined in paragraph (A) of rule
			 3304:1-21-01 of the
			 Administrative Code;
(C)
								Make every reasonable effort to schedule meetings and
			 hearings with licensees in an accessible facility;
(D)
								Negotiate and
			 enter into agreements, settlement agreements or contracts;
(E)
								Participate with
			 the local selection panel to seek and secure suitable vending
			 facilities;
(F)
								Have the right of access to any
			 facility;
(G)
								Establish training programs for entry into the program,
			 for upward mobility, and to assist operators;
(H)
								Market and
			 promote BE;
(I)
								Upon request, provide to each licensee access to
			 requested program and financial data relevant to the operation of the BE
			 program, including quarterly and annual financial reports;
(J)
								Upon request,
			 refer qualified candidates whenever possible to operators with personnel
			 vacancies;
(K)
								Perform periodic inspections of
			 inventory;
(L)
								Perform quarterly inspections of sites and facilities
			 and prepare a written inspection report and visit each facility
			 quarterly;
(M)
								Actively participate with the OVRC to draft and
			 promulgate policies and procedures for the efficient operation of the BE
			 program;
(N)
								Participate with the local selection panel to seek and
			 secure suitable sites;
(O)
								Inform the local selection panel of any disputes with
			 grantors that may result in the loss of a facility;
(P)
								If funds are
			 available, BE shall provide a benefit payment to eligible operators by March
			 first after the OVRC recommendation to provide payout. Any benefit payment to
			 an operator or licensee shall be first applied toward outstanding program debt,
			 prior to payment to the licensee or operator;
(Q)
								For all
			 administrative rules in this chapter filed in compliance with Chapter 119. of
			 the Revised Code and for which BSVI conducts a public hearing, at least thirty
			 days before the public hearing for the administrative rules, BSVI shall provide
			 the notice of public hearing to all licensed operators in the preferred format
			 and to radio reading services; and
(R)
								Apply rules and
			 policy in a uniform manner.
Replaces: 3304:1-21-11
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-12 - Ohio vendors representative committee

Current through all regulations passed and filed through July 1, 2024
(A) The OVRC is fully representative of all
			 blind licensees issued licenses by BSVI pursuant to Chapter 3304. of the
			 Revised Code.
(1) The OVRC is comprised of
			 seven representative districts in Ohio.
(a)
			 The OVRC shall vote on the district boundaries at the meeting preceding October
			 first.
(b) Districts shall be
			 centered around Columbus, Zanesville, Akron-Canton, Cleveland, Toledo,
			 Cincinnati, and Dayton.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-13 - License denial, suspension, or revocation

Current through all regulations passed and filed through July 1, 2024
(A)
								BSVI may deny,
			 revoke, or suspend a license upon proof that the licensee or applicant:
(1)
									Engages in fraud,
			 material deception, or material misrepresentation as an applicant or as a
			 licensee in the BE program;
(2)
									Pleads guilty to
			 or is convicted of a criminal activity;
(3)
									Carries or
			 possesses a firearm or concealed weapon in violation of law, regulation, or
			 policy at the licensee's facility;
(4)
									Is under the
			 influence of alcohol, or illegal substances, or abused controlled substances at
			 the work place or otherwise knowingly fails to maintain a drug-free work
			 environment;
(5)
									Is determined to be mentally incompetent by a court
			 order;
(6)
									Cannot perform an operator's duties, as described in
			 rule
			 3304:1-21-04
			 of the Administrative Code;
(7)
									For past due
			 program charges pursuant to paragraph (E) of rule
			 3304:1-21-09 of
			 the Administrative Code;
(8)
									The operator or licensee no longer meets the definition
			 of an individual who is blind/legally blind;
(9)
									Has had the BOA
			 terminated at least two times pursuant to paragraphs (C)(1), (C)(2), and (C)
			 (5) of rule
			 3304:1-21-06
			 of the Administrative Code; or
(10)
									As otherwise
			 specified in this chapter.
Ohio Administrative Code › Title 3304:1 - Business Enterprise Program › Chapter 3304:1-21 - Part 21 - Business Enterprise Program › Section 3304:1-21-14 - Informal resolution, grievance and arbitration

Current through all regulations passed and filed through July 1, 2024
(A)
								OOD establishes
			 this rule to satisfy the requirement of affording a fair hearing to licensees
			 as required by
			 20
			 USC 107b(6) and
			 34 CFR
			 395.13, in effect on the effective date of
			 this rule.
(B)
								A licensee dissatisfied with any BSVI action arising
			 from the operation or administration of the BE program, including employment
			 decisions and ministerial decisions, is encouraged, but not required, to first
			 attempt a pre-grievance meeting with the assigned area manager to resolve any
			 issue.
BE shall schedule an informal
			 meeting within thirty days of receiving the written request. This request for
			 informal resolution is not a grievance.
Ohio Administrative Code › Title 3306 - School Employees Health Care Board › Section 3306-1-01 to 3306-3-03

Current through all regulations passed and filed through July 1, 2024
Rules 3306-1-01 to  3306-3-03renumberedasrules 123-6-01 to  123-6-09as authorized by §  515.60   of H.B. 153 of the 129th General
			 Assembly.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-01 - Rules

Current through all regulations passed and filed through July 1, 2024
(A) Except as
			 otherwise provided in Chapter 3307. of the Revised Code, the
			  retirement board shall adopt
			 rules pursuant to section
			 111.15 of the Revised
			 Code.
(B) Any person or
			 organization may obtain notice of any proposed amendment, rescission, or
			 adoption of a rule by making a written request to be placed on the mailing list
			 to receive the retirement board's meeting agenda. Notice need not be provided
			 to more than one representative of an organization.
(C) The retirement system shall take all
			 actions requested or required by the legislative service commission to
			 facilitate publication of rules in the Administrative Code. Notice and
			 information about any adopted rule or rule change shall also be provided to
			 employers and, where applicable, shall also be reported in
			 communications sent to members, contributors,
			 retirants, and benefit recipients.
Effective: 6/4/2017
Five Year Review
				(FYR) Dates: 03/17/2017 and
				06/04/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.04
Prior
				Effective Dates: 12/23/76, 12/26/97, 7/1/01 (Emer.), 9/17/01,
				7/24/08
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-02 - Notice of meetings

Current through all regulations passed and filed through July 1, 2024
(A) This rule is adopted in compliance with,
			 and under the authority of division (F) of section
			 121.22
			 of the Revised Code,
(B) Any person
			 may ascertain the time and place of all regularly scheduled meetings of the
			 retirement board and the time, place, and purpose of all special meetings of
			 the retirement board by:
(1) Writing to one of
			 the following addresses:
"State Teachers Retirement System
275 East Broad Street
Columbus, Ohio 43215-3771"
Or "contactus@strsoh.org"
(2) Calling the following telephone number
			 during the normal business hours: (614) 227-4090 or, 888-227-7877, or
(3) Visiting the retirement system's website:
www.strsoh.org
.
In addition, any person may request, in writing, advance notice
				of all regular meetings of the retirement board. The retirement system shall
				maintain a list of all persons who have requested such notice and shall no
				later than five calendar days prior to each meeting, send to such persons by
				first class mail or e-mail an agenda of the meeting.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-03 - Release of names, addresses and account information

Current through all regulations passed and filed through July 1, 2024
Information contained in records kept by the retirement system
				shall be released to third parties or the public only in accordance with
				section
				3307.20 of the Revised Code
				and this rule.
(A) Except as
			 otherwise provided by division (E) of section
			 3307.20 of the Revised Code, the
			 following records may be released to a third party only upon the written
			 authorization of the person to whom the record pertains:
Any part of an individual's personal history record, including
				but not limited to, any record identifying beneficiary information, account
				balance, benefit or allowance paid or payable to any person, any record
				identifying the service history or service credit of a member or benefit
				recipient, medical reports and recommendations including those related to
				health care coverage for a disabled adult child as defined in rule
				3307:1-11-01
				of the Administrative Code, or any record that includes address, e-mail
				address, telephone number, social security number, appointments, requests,
				counseling information or correspondence with the retirement system.
(B)
			 The executive director of the retirement system may designate the staff members
			 who shall serve as custodians of the records of the system
			 for purposes of division (F) of section
			 3307.20 of the Revised
			 Code, and who are authorized to authenticate copies of records being sent
			 to any court or before any officer of this state.
Effective: 5/7/2020
Five Year Review
				(FYR) Dates: 6/4/2022
Promulgated Under:
				111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.20
Prior
				Effective Dates: 12/23/1976, 12/26/1981, 08/28/1982, 04/28/1986, 11/04/1991,
				05/08/1998, 07/01/2001 (Emer.), 09/17/2001, 07/18/2003, 07/24/2008, 03/23/2009
				(Emer.), 07/16/2009, 06/02/2013,
				06/04/2017
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-04 - Financial report

Current through all regulations passed and filed through July 1, 2024
Annually the 
				retirement system shall prepare and publish a comprehensive financial report
				that complies with all applicable statutory requirements and that is in
				accordance with generally accepted accounting principles.
Effective: 6/4/2017
Five Year Review
				(FYR) Dates: 03/17/2017 and
				06/04/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.121
Prior
				Effective Dates: 12/23/76, 12/26/97, 7/1/01 (Emer.),
				9/17/01
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-05 - Policy on investment department performance based incentive programs

Current through all regulations passed and filed through July 1, 2024
(A) Pursuant to
			 section 3307.04 of the Revised Code,
			 payment of employee bonuses are subject to the guidelines established by the
			  retirement board as
			 reflected in the performance based incentive award program for investment
			 exempt associates. The award program shall be reviewed and approved on an
			 annual basis by the board, and may be interpreted, amended, rescinded, and/or
			 terminated at any time in the board's discretion. The award program shall
			 establish target incentive awards based on the  retirement system's total fund performance and the investment
			 associates' individual goals. Any and all material
			 modifications to the award program, including, but not limited to the
			 determination of award program payouts and actual payouts, require the board's
			 prior approval.
(B) Participation
			 in the award program is limited to certain  retirement system investment professionals. Participation in
			 the award program in any one year does not confer the right to participate in
			 the program in the current or any other year and does not confer the right to
			 continued employment.
Effective: 6/4/2017
Five Year Review
				(FYR) Dates: 03/17/2017 and
				06/04/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.041
Prior
				Effective Dates: 5/5/05
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-1 - General Provisions › Section 3307-1-06 - Ohio-qualified agents and investment managers

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of division (A)(4) of
			 section 3307.152 and section
			 3307.154 of the Revised Code, an
			 investment manager may be designated as an "Ohio-qualified investment manager"
			 if the investment manager and/or any parents, affiliates, or subsidiaries of
			 the investment manager meets the requirements of divisions (A)(1) and (A)(2) of
			 section 3307.154 of the Revised Code.
(B) For purposes of section
			 3307.154 of the Revised Code,
			 "principal place of business" includes an office in which the agent or
			 investment manager regularly provides securities or investment advisory
			 services and solicits, meets with, or otherwise communicates with clients.
Effective: 6/4/2017
Five Year Review
				(FYR) Dates: 03/17/2017 and
				06/04/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.10
Rule
				Amplifies: 3307.152,
				3307.154
Prior
				Effective Dates: 5/5/05, 6/2/13
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-2 - Organization of Board › Section 3307-2-01 - Nomination and election of members of the retirement board

Current through all regulations passed and filed through July 1, 2024
(A) The retirement
			 system shall forward notices for the nomination of candidates for "contributing
			 member" and/or "retired teacher member" of the retirement board to all school
			 superintendents, university presidents and other employers for publication, and
			 furnish notice to retired teacher members through appropriate means. Such
			 notice shall be issued no later than the first of December preceding the
			 election.
(B) Nomination of
			 candidates shall be made as set forth in section
			 3307.07
			 of the Revised Code and shall be on petition forms prepared and distributed by
			 the retirement system. Petition forms shall clearly state the term of office.
			 Petitions filed on forms other than those indicated herein will not be
			 accepted.
(C) Nominating petitions
			 containing original signatures written in ink must be
			 received by the retirement system on or before
			 four-thirty p.m. on the last Friday in February.
(D)
			 At the board's directive the executive director may contract with an
			 independent firm to administer the elections.
(E) Except where the only nominated candidate
			 takes office pursuant to section
			 3307.071
			 of the Revised Code, the retirement system shall list the names of all properly
			 qualified candidates on a ballot, arranging for the orderly rotation of names
			 on the ballot. On or before the fifth of April, ballots and return envelopes
			 shall be sent to all eligible members and retirants of the retirement system at
			 the eligible member's or retirant's last known complete address.
(F) Voting shall be permitted by paper,
			 telephone and/or internet ballots.
(G) All ballots must be received in the
			 retirement system or independent firm office not later than four-thirty p.m.,
			 on the first Monday in May.
(H) The
			 retirement system or its designee shall deliver
			 the ballot results to a board of tellers, appointed by the retirement system.
			 The tellers shall meet in person, remotely or a combination of the two on the
			 first Saturday after the first Monday in May to certify the results of the
			 election.
(I)
								Pursuant to section
			 3307.071
			 of the Revised Code, when only one candidate has been nominated for the
			 position, the secretary of state shall certify the candidate for office as if
			 elected.
(J)
								If after the first Monday in May no qualified candidate
			 has been nominated for a position on the retirement board, the retirement board
			 shall elect a new member in accordance with section
			 3307.06 of the
			 Revised Code and rule
			 3307-2-02
			 of the Administrative Code at the last regularly scheduled board meeting before
			 the new member's term begins.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-2 - Organization of Board › Section 3307-2-02 - Election of successor member when vacancy occurs on the retirement board

Current through all regulations passed and filed through July 1, 2024
If a vacancy occurs after an election
				of the retirement board but prior to the start of the elected board member's
				term or during the term of office of any elected member of the retirement
				board, the remaining members of the retirement board shall elect a successor
				member, as specified in section
				3307.06 of the
				Revised Code, in the following manner:
(A) Upon being notified that a vacancy
			 occurs, each remaining member of the retirement board shall have forty-five
			 days in which to nominate one eligible candidate for consideration of election
			 to the vacancy by notifying the secretary to the board of such
			 nomination.
(B) The secretary to
			 the retirement board shall notify each nominee of his/her nomination and
			 request that within ten days of receipt of the notice he/she submit to the
			 retirement board biographical information related to his/her nomination on a
			 questionnaire which shall be identical to the one used for the last regular
			 election of a member to the retirement board.
(C) At the first meeting of the retirement
			 board following the deadline for receipt of said questionnaires, the retirement
			 board, through successive public votes, shall elect the successor member.
			 Through successive public votes those nominees receiving the lowest number of
			 votes shall be dropped from the list of nominees. The nominee receiving a
			 majority of votes cast shall be elected the successor member and shall hold
			 office until the first day of the new term that follows the next board election
			 that occurs not less than ninety days after the successor member's
			 election.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-2 - Organization of Board › Section 3307-2-03 - Board member education and travel policy

Current through all regulations passed and filed through July 1, 2024
Section
				3307.15 of the Revised Code
				mandates that the retirement board and other fiduciaries of the fund will
				discharge their duties with care, skill, prudence, and diligence under the
				circumstances then prevailing that a prudent person acting in a like capacity
				and familiar with such matters would use in the conduct of an enterprise of a
				like character and with like aims; and by diversifying the investments of the
				retirement system so as to minimize the risk of large losses, unless under the
				circumstances it is clearly prudent not to do so.
Education of board members is both appropriate and essential to
				successfully carrying out these fiduciary duties. Board members have an
				obligation to select such methods of learning as will best enable them to
				acquire the information and skills needed. In the process of making that
				selection, board members also have the responsibility to ensure that the
				expenses incurred are both reasonable and necessary, and that attendance at
				meetings does not compromise the integrity of the retirement system or
				unreasonably further a personal financial interest of individuals.
When board members pursue educational opportunities or travel
				in any capacity as a board member of the retirement system, members shall
				adhere to the board policies titled "Board Member Education" and "Board Member
				Travel and Expenses" as amended from time to time.
Five Year Review (FYR) Dates:
				03/16/2017 and
				03/16/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04,
				3307.041
Rule
				Amplifies: 3307.10
Prior
				Effective Dates: 11/5/95, 7/1/96, 3/17/97 (Emer.), 9/17/01, 7/1/02, 5/5/05,
				7/24/08
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-2 - Organization of Board › Section 3307-2-04 - Payment of allowances and benefits

Current through all regulations passed and filed through July 1, 2024
The 
				retirement system is authorized to pay monthly retirement allowances, disability
				benefits and other statutorily mandated benefits during the interim period
				which may occur between the date such allowances and benefits are payable and
				the date the retirement board can act as provided in Chapter 3307. of the
				Revised Code, as such authority so granted is considered necessary to the
				proper operation of the retirement system.
Effective: 6/4/2017
Five Year Review
				(FYR) Dates: 03/17/2017 and
				06/04/2022
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.04
Prior
				Effective Dates: 12/23/76, 12/26/81, 7/1/01 (Emer), 9/17/01, 7/24/08, 6/2/13,
				9/4/14
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-3 - Employer Duties › Section 3307-3-01 - Employer duties

Current through all regulations passed and filed through July 1, 2024
Each employer shall timely contribute, deduct, make payments
				and report in compliance with the provisions of Chapter 3307. of the Revised
				Code and the Administrative Code and shall provide the
				 retirement system with the
				information it requires to carry out its duties.
Effective: 5/3/2018
Five Year Review
				(FYR) Dates: 2/16/2018 and
				05/03/2023
Promulgated
				Under: 111.15
Statutory
				Authority: 3307.04
Rule
				Amplifies: 3307.211,
				3307.213,
				3307.26,
				3307.28,
				3307.29
Prior
				Effective Dates: 07/01/2001 (Emer.),
				09/17/2001
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-3 - Employer Duties › Section 3307-3-02 - Employer reporting

Current through all regulations passed and filed through July 1, 2024
(A) Each employer shall annually
			 on or
			 before the first Friday of August submit a report for the
			 preceding school year certifying service credit, contributions on earned
			 compensation and such other information as the retirement system may specify
			 for each teacher employed during the twelve-month period ending on the
			 preceding thirtieth of June.
(1) Such annual
			 report shall be in the form and format specified by the retirement system;
			 and
(2) Such annual report shall
			 include each teacher employed in a position covered by the retirement system
			 during that twelve-month period .
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-3 - Employer Duties › Section 3307-3-03 - Contributions

Current through all regulations passed and filed through July 1, 2024
(A) Member
			 contributions made pursuant to section
			 3307.26 of the Revised Code
			 shall be due with the payroll report specified by paragraph (B) of rule
			 3307-3-02 of the Administrative
			 Code, but shall in no case be paid by an employer later than the fifth business
			 day after a pay date.
(B) Any
			 employer contributions not made by deduction from amounts
			 allocated under Chapter 3317. of the Revised Code as specified by section
			 3307.31 of the Revised Code
			 shall be due with the payroll report specified by rule
			 3307-3-02 of the Administrative
			 Code, but shall in no case be paid by an employer later than the fifth business
			 day after a pay date.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-3 - Employer Duties › Section 3307-3-04 - Back posting

Current through all regulations passed and filed through July 1, 2024
(A)
								An employer may in writing request that the
			 certification made by its prior annual reports be amended, provided:
(1)
									Its request explains the reasons for its omission or
			 error.
(2)
									It is in the form and
			 format specified by the retirement system.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-3 - Employer Duties › Section 3307-3-05 - Employer penalties and interest

Current through all regulations passed and filed through July 1, 2024
(A) Annual reports submitted later than the
			 date specified by paragraph (A) of rule
			 3307-3-02 of the Administrative
			 Code shall be subject to a penalty of five hundred dollars per day, up to a
			 maximum of two thousand dollars. Such penalty may, at the sole discretion of
			 the retirement system, be waived if before the original due date the retirement
			 system approved an employer's request to submit its report by a date mutually
			 agreed upon at the time of the request, but in no case later than five days
			 after the report was due. If a report is received after the date mutually
			 agreed upon under this paragraph, the penalty will be assessed beginning with
			 the original date the report was due.
(B) Payroll reports submitted later than the
			 dates specified by paragraph (B) of rule
			 3307-3-02 of the Administrative
			 Code may be subject to a penalty of up to five hundred dollars per day, up to a
			 maximum of two thousand dollars.
(C) Member and employer contribution payments
			 shall be due with each payroll report and late payments may, at the sole
			 discretion of the retirement system, be subject to interest as specified by
			 paragraph (E) of this rule.
(D)
			 Employers shall calculate, report and certify contributions, credit and
			 compensation in accordance with the applicable provisions of the statutes and
			 rules. An employer may, at the sole discretion of the retirement system, be
			 required to repay the retirement system for any amounts paid by the retirement
			 system as the result of employer errors in reporting or certifying information
			 to the retirement system.
(E)
			 Interest may, at the sole discretion of the retirement system, be charged to an
			 employer for past due payments of member and employer contributions, or other
			 employer obligations, as follows:
(1) Interest
			 will be compounded beginning with the month payment is due through the month of
			 payment; and
(2) Interest will be
			 compounded at the actuarially assumed rate; and
(3) Interest will be compounded for a full
			 month for any portion of a month.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-4 - Membership and Contribution › Section 3307-4-01 - Membership and contribution

Current through all regulations passed and filed through July 1, 2024
(A)
			 Membership in the  retirement
			 system may be denied to the following categories of teachers employed on a
			 temporary basis:
Visiting faculty members appointed to an academic chair in
				Ohio, provided;
(1) The appointment
			 will not exceed two years;
(2) The
			 faculty member will terminate employment upon completion of the
			 appointment;
(3) The faculty member
			 will remain the employee of a school, college or university other than an Ohio
			 public employer.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-5 - Alternative Retirement Plans › Section 3307-5-01 - Alternative retirement plans

Current through all regulations passed and filed through July 1, 2024
(A) Each institution of higher education with
			 an academic employee eligible to elect an alternative retirement plan under
			 division (B) of section
			 3305.05 of the Revised Code
			 shall give notice of the hiring to the  retirement system.
(1)
			 Notice shall be given when the institution enters into a contractual
			 relationship with the employee, but in no case later than ten days after the
			 employee's first day on the institution's payroll.
(2) Notice shall be given when an employee
			 changes to a classification that qualifies the employee to elect an alternative
			 retirement plan, but in no case later than ten days after the effective date of
			 the employee's new classification.
(3) Notice shall be given when an employee
			 participating in an alternative retirement plan who is employed in a position
			 covered by the public employees retirement system or school employees
			 retirement system becomes employed in a position covered by this retirement
			 system and continues participation in the alternative retirement system, but in
			 no case later than ten days after the effective date of the first date of
			 employment in a position covered by this system.
(4) Notice shall be given in the manner and
			 form prescribed by the 
			 retirement system, and shall set forth the employee's name, address, social
			 security number, date of birth, gender and any other information required by
			 the  retirement
			 system.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-6 - Compensation for Services to Teacher Professional Organizations › Section 3307-6-01 - Compensation for services to teacher professional organizations

Current through all regulations passed and filed through July 1, 2024
(A) As used in this
			 rule:
(1) "Base compensation" shall mean the
			 base salary specified by a contract under section
			 3319.08 of the Revised Code for
			 employment as a teacher.
(2) "Base
			 contract daily rate" shall mean the base salary specified by a contract under
			 section 3319.08 of the Revised Code
			 divided by the number of days or partial days of service required by that
			 contract.
(3) "Employer" shall be
			 as defined by section
			 3307.01 of the Revised Code.
(4) "Teacher professional
			 organization" shall mean an organization of teaching professionals that
			 qualified as an employee organization under the terms of section
			 4117.01 of the Revised Code.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-7 - Guardianship › Section 3307-7-01 - Guardianship

Current through all regulations passed and filed through July 1, 2024
(A) As used herein,
			 "recipient" shall mean any person who is eligible to receive a payment or
			 benefit under Chapter 3307. of the Revised Code.
(B) Election of or payment of benefits or
			 other monies shall be by and through a duly appointed guardian of the estate or
			 other person specified by court order if:
(1)
			 A recipient is under the age of eighteen and is not in the custody and care of
			 a natural or adoptive parent; or
(2) A recipient is  age 
			 eighteen or older, but has been adjudicated
			 incompetent by a court with jurisdiction over the recipient; or
(3)
									A recipient is
			 age eighteen or older and has been determined to qualify for benefits under
			 section 3307.66 of the Revised Code as a
			 result of physical or mental incompetency determined by a doctor of medicine or
			 osteopathic medicine appointed by the retirement board and the recipient's
			 attending doctor of medicine or osteopathic medicine determines the recipient
			 is incapable of handling his or her financial matters because of the physical
			 or mental incompetency. Such determination shall be made in accordance with
			 section 3307.66 of the Revised Code and
			 the procedures set forth in paragraph (H) of rule
			 3307:1-8-01 of
			 the Administrative Code.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-8 - Payment of Benefits › Section 3307-8-01 - Payments of benefits

Current through all regulations passed and filed through July 1, 2024
(A) As
			 used in this rule, "alternate payee" and "participant" shall be as defined by
			 section 3105.80 of the Revised
			 Code.
(B) All monthly benefits or
			 partial lump-sum option plan benefits paid directly to the recipient on and
			 after October 1, 2010 shall be paid by electronic funds transfer.
(C) Notwithstanding paragraph (B) of this
			 rule;
(1) Benefit recipients or alternate
			 payees whose addresses are outside of the United States may choose to receive
			 benefits by electronic funds transfer to a bank in the United States, but are
			 not required to do so; and
(2) The
			 retirement system, in its sole discretion, may issue payment by paper checks to
			 any benefit recipient or alternate payee if determined to be necessary for
			 administrative purposes and/or if payment by electronic funds transfer is
			 impracticable.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-9 - Division of Property Orders › Section 3307-9-01 - Division of property orders

Current through all regulations passed and filed through July 1, 2024
(A) For purposes of this rule:
(1) "Order" means an order described in
			 section 3105.81 of the Revised
			 Code.
(2) "Alternate payee,"
			 "benefit," "lump sum payment" and "participant" have the meanings set forth in
			 divisions (A) to (D) of section
			 3105.80 of the Revised
			 Code.
Ohio Administrative Code › Title 3307 - State Teachers Retirement System › Chapter 3307-10 - Faculty Practice Plan › Section 3307-10-01 - Faculty practice plan

Current through all regulations passed and filed through July 1, 2024
(A) As
			 used in this rule:
(1) Employer shall mean a
			 state university as defined in section
			 3345.011 of the Revised Code
			 .
(2) Academic
			 services shall mean services provided as a faculty member of the employer
			 including instructional services, other class-room related services or
			 research.
(3) Faculty practice plan
			 shall mean an affiliated entity of an employer recognized by the employer as
			 its college of medicine central practice group.
(4) Implementation date shall mean any date
			 after the initial effective date of this rule on which a physician who was
			 employed by both an employer and its faculty practice plan:
(a) becomes employed solely by an employer
			 and
(b) is no longer employed by
			 both an employer and its faculty practice plan.
(5) Clinical services shall mean services
			 involving medical treatment, practice, observation or diagnosis.
(6) Physician shall mean a person employed by
			 an employer who provides academic services or clinical services and whose
			 earnings include payment for academic services or clinical services.
(7) Base compensation shall mean that amount
			 of annualized compensation on which the physician contributed to STRS Ohio for
			 the fiscal year immediately preceding the implementation date, or the most
			 recent fiscal year prior to the fiscal year immediately preceding the
			 implementation date in which the physician had contributing service with STRS
			 Ohio, and such increases as are permitted under paragraph (B)(3) of this
			 rule.
(8) Academic promotion shall
			 mean promotion in any faculty track from assistant professor to associate
			 professor or promotion in any faculty track from associate professor to full
			 professor.
(9) Administrative
			 promotion shall mean the addition of any administrative responsibilities for
			 the provision of academic services for which the physician is paid, except an
			 academic promotion.
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-2 - Service Credit › Section 3307:1-2-01 - Service credit

Current through all regulations passed and filed through July 1, 2024
(A) As
			 used in section
			 3307.53
			 of the Revised Code and this rule:
(1)
			 "Full-time service" means employment as a teacher under a contract that:
(a) Requires teaching service that begins and
			 ends on either:
(i) The first and last day of
			 a year consisting of three hundred sixty-five days; or
(ii) The first and last day of a school year
			 of at least the minimum hours required by sections
			 3313.48
			 and
			 3314.03
			 of the Revised Code or two semesters; and
Ohio Administrative Code › Title 3307:1 - Defined Benefit › Chapter 3307:1-3 - Restoration and Purchased Credit › Section 3307:1-3-01 - Interest rate and cost calculation for restoration and purchased service

Current through all regulations passed and filed through July 1, 2024
Except to the extent otherwise
				specified by the Revised Code or the Administrative Code, in any calculation of
				cost for the restoration or purchase of service credit under sections
				3307.50 to
				3307.79 of the Revised Code in
				which interest is to be compounded, the rate used shall be eight per cent
				compounded annually regardless of whether the restoration or purchase is paid
				in a single payment or through a payroll deduction plan.
Replaces: 3307:1-3-01