Skip to main content
California Department of Education Logo

Highlights of CalSTRS Employer Directive 2003-06

This document is Attachment A to the letter of Retirement Incentive Program Guidance.

The school employer must:

  • Demonstrate a cost savings over a period of time of their choice. Determine that the net effect of granting the two additional years of service credit will result in a net savings to the employer.

  • Take formal action at any time to offer the 2-Year Retirement Incentive Program (adopt a resolution consistent with the provisions of California Education Code (EC) sections 22714 and 44929), specifying the inclusive period of participation (window period), which for the two additional years of service must be at least 60, but not more than 120, consecutive days.

  • Pay for the entire cost of the incentive, including administrative fees. Payment may be made in one lump sum or in deferred payments over an eight-year period.

  • Offer the retirement incentive within a designated period of time (referred to as a window period).

  • Offer the retirement incentive program to all employees eligible to retire in the program.

  • Prepare and submit for certification the following forms to the County Superintendent of Schools (County Superintendent) or State Superintendent of Public Instruction (SSPI), as appropriate:

    • Certification of Employer Participation, Form MS 1169-1
    • Certification Information, Forms MS 1169-2 and MS 1169-3
    • Employer Certification of Member Eligibility, Form MS 187

Upon approval, the County Superintendent or SSPI, as appropriate, must submit the forms listed above to the California State Teachers’ Retirement System (CalSTRS) certifying that the employer and employee meet all requirements of EC sections 22714 and 44929, authorizing two additional years of service credit.

The entire Employer Directive 2003-06 is located on the California State Teachers’ Retirement System External link opens in new window or tab. Web site .

Questions:   Financial Accountability & Information Services | | 916-322-1770
Last Reviewed: Monday, April 20, 2015

Share this Page

Recently Posted in Accounting

  • Interest Earned on Federal Funds Ltr (01-Feb-2016) (added 01-Feb-2016)
    The California Department of Education (CDE) letter dated February 1, 2016 reminding local educational agency (LEA) fiscal officials of the federal administrative requirements for remitting interest earned on advances of federal program funds.
  • District-Funded Students in COE Programs (added 29-Dec-2015)
    The following is guidance regarding accounting for district payments to county offices of education (COEs) for district-funded students in county-operated programs.
  • Annual Adjustment to Bid Threshold for Contracts (added 23-Dec-2015)
    Letter dated December 18, 2015, detailing the 2016 annual adjustment to bid threshold for contracts awarded by school districts.
  • Liability Limit for Willful Pupil Misconduct (added 23-Dec-2015)
    Letter dated December 18, 2015, to County and District Superintendents, Chief Business Officials, and Charter School Administrators with the Willful Pupil Misconduct Liability Limits.
  • Master List of SACS Resource Codes (PDF) (added 21-Dec-2015)
    Downloadable spreadsheet containing the history of all resource codes.