Davis School District
Benefits Orientation
Classified Employees
Tier 1
~Personal Leave and Sick Leave
Welcome Classified Employees – Tier 1
 If you were hired into a retirement eligible position at any Utah
Retirement Systems (URS) employer anytime before July 1, 2011
you are on Tier 1.
 If you were newly hired into a retirement eligible position on or after
July 1, 2011 your are on Tier 2 and will want to view that presentation.
Utah House Bill 255
 Please Note: Effective July 1, 2013 Classified Employees must be working a
minimum of 30 hours per week to qualify for Retirement and/or Leave Benefits –
unless they qualify for “grandfathering protection” based on previous eligibility
(see Utah H.B. 255 and the Davis Classified Agreement for more information).
 If you are working in a less-than-12-month position (less than 257 days per
year) and are authorized for 30+ hours per week, view this presentation.
 If you were in a position authorized to work between 20 and 29 hours
per week prior to July 1, 2013 and remain in that position you will remain
eligible for benefits under “grandfathering protection” and will want to
view the “Classified Tier 1 PLA” PowerPoint presentation.
 If you are working in a 12 month position (257 days) authorized for 30+
hours per week, please see the “Classified Tier 1 VAC and Sick”
PowerPoint presentation.
If you are still unsure which presentation you should view, please call Payroll at 801-402-5236.
Before We Begin
 The members of the Payroll Department are
always happy to answer your questions. Feel
free to call us anytime at (801)402-5282.
 This orientation will cover your Leave, Retirement
Benefits, Flexible Spending, etc. The Human
Resources/Insurance Department will notify you
of Insurance coverage options and benefits.
 Everything covered in this orientation is current
policy. Things can (and do) change all the time.
Make sure you stay informed about District and
State policy updates that might affect you.
Personal Leave (PLA)
 Employees who work less than 12 months (fewer than 257 contract days) and are
authorized to work 30 or more hours per week:
 2 days of PLA will be accrued each year*
 Employees with 15 or more years of eligible service in the District:
 1 additional day of PLA will be accrued*
 Employees who work 200 or more contract days per school year who do not
receive Vacation Leave and paid holidays:
 2 additional days of PLA will be accrued*
 A maximum of 10 PLA days can be used per school/contract year
 A maximum of 20 PLA days can be carried over to the next fiscal year
 Leave must be used by June 30th before the rollover to the new fiscal year on July 1st
 PLA is accrued at the beginning of each fiscal year (July 1st)
*A day is defined as hours per day authorized for the position. (Personal leave eligibility, accumulation, use and
carry-over are based on a single position, not a combination of positions.)
See the Davis Classified Agreement for more information
Sick Leave
Employees must be working in a position authorized for
6 or more hours per day to be eligible for Sick Leave.
 Sick Leave balances carry over from
year to year. There is no maximum.
First 3
years
Beginning with
the 4th
FULL year
9 month
7 days
10 days
10 month
8 days
11 days
11 month
9 days
12 days
*If you don’t work a full contract your first year
of employment, your leave will be prorated and
that year will not count as a full year for leave
accrual purposes.
13 days
(Sick leave eligibility is based on a single
position, not a combination of positions.)
12 month
10 days
 Leave accrual begins on July 1st
every year and continues each
month until all leave for the year has
been accrued.
Extended Leave
 Request a leave of absence from Human Resources in writing if
you will miss more than 10 consecutive contract days.
 Catastrophic Sick Leave Bank:
 Enroll during Open Enrollment
 Employees who wish to participate must donate 1 day of Sick Leave every contribution
year (whenever the Sick Leave Bank is low).

Employees who would like to start participating during a non-contribution year must donate
1 day of Sick Leave to initiate eligibility
 Only participating employees will be eligible to request Catastrophic Sick Leave from
the Sick Leave Bank for a catastrophic event (after all Sick Leave and Personal Leave
has been used).

All requests for Catastrophic Leave must be submitted to Human Resources in writing
For more information, see the Davis Educators’ Agreement
Extended Leave (cont.)
 Advanced Leave Requests
 Sick Leave – Employees can request an advance of up to 5 days in any 3 year period
 Personal Leave – Employees can request an advance of up to 5 days per school year,
which can be paid back with one and a half days of Sick Leave (per day advanced)

1 Day of Advanced Personal Leave = 1.5 Days of Sick Leave
 Family Medical Leave Act (FMLA)
 Employees can request a leave of absence of up to 12 calendar weeks (in a 12 month
period



Protects your job during your absence
The District will continue to pay its portion of your Insurance (if applicable)
Must have worked continuously for the District for at least 12 months
For more information, see the Davis Educators’ Agreement
Flexible Spending Account
 Set aside pre-tax dollars to pay for qualifying medical/dental and daycare expenses not covered by
Insurance.
 Benefits:




It’s an automatic Payroll deduction
Reimbursement Claims can be submitted anytime
You have full access to your annual healthcare contribution anytime
The NBS “Flex Card” (optional) works just like a credit card!

Have immediate access to your Flex funds without submitting claims
•
There is an $18 charge for the card per tax year
 If you have questions about Flexible Spending, please call Elizabeth in Payroll at (801)402-5236
National Benefit Services
1-800-274-0503 or 801-532-4000
www.nbsbenefits.com
What you need to know:
 As a NEW HIRE you can enroll in Flexible Spending for this year within 30 days of your hire date,
which is your first contract day. If you would like to enroll in Flex for next year you will need to
enroll during Insurance Open Enrollment, which is usually in November.
 You have to re-enroll in the Flexible Spending plan every year during Open Enrollment
 Flex is based on the tax year (January 1st to December 31st)*

There is a “Grace Period” that allows participants to incur additional expenses until
March 15th of the next tax year if necessary.*
 Keep your receipts, even if you are using the “Flex Card”.
 All funds need to be claimed through NBS by the last BUSINESS day in March of the next tax year.*
 Don’t overestimate your expenses:
 Use It or Lose It: If you don’t claim the money you have contributed by the deadline … you WILL lose it.*
 Contribution amounts cannot be adjusted unless you have a qualifying change of status.
*These deadlines may be different if you resign or retire in a year when you are enrolled in Flexible Spending.
Please contact Elizabeth in Payroll at (801) 402-5236 if you have any questions.
Utah Educational Savings Plan –
Utah’s 529 College Savings Plan
College is hard, but saving for it doesn’t have to be.
 UESP makes it a cinch to start saving for college.
 Does not require a minimum deposit or balance
 Stretch your educational dollars AND receive some wonderful tax incentives
 Get more information or open an account online at www.uesp.org or
call UESP at 1-800-418-2551.
Investments in UESP are not guaranteed.
Retirement Benefits: Tier 1
Pension
 The District fully funds your
retirement benefit (pension)
 As long as you are eligible for
retirement benefits (working 30+
hours per week) you are eligible for
this benefit … at NO COST TO YOU!
 You are fully vested after 4 years of
eligible employment
401(k)
 The District will contribute 1.5% of
your salary to your 401(k) each
month as long as you are eligible
for retirement benefits
 You can also contribute to your
401(k) but you are not required to
How Much Will My Pension Pay?
Pension Benefit Calculation
Example
Number of Eligible Years of Service
X
2%
X
Average Salary
(average of 3 highest years salary)
=
Basic Annual Benefit
/12
=
Basic Monthly Benefit
30 Years
X
2% (=60%)
X
$40,000
(average of 3 highest years salary)
=
$24,000/year
/12
=
$2,000/month
When Can I Retire?
 Your pension eligibility depends on
your age and years of service. Here
are the minimum qualifications:
 65 with at least 4 years of service
 62 with at least 10 years of service*
 60 with at least 20 years of service*
 Any age with at least 25 years of service*
 Any age with at least 30 years of service
*There is an early age reduction if you retire under
age 65 with fewer than 30 years of service
Early Age Reduction
If you have fewer than 30
years of service and
retire before age 65, your
benefit is reduced. You’ll
get 3% less for every
year between age 60
and 65 and 7% less per
year for every year
below age 60.
401(k) Options
You can choose where and how your 401(k) money is invested
All URS 401(k) contributions
will be invested in the
Medium Horizon Fund
unless otherwise specified.
PLEASE NOTE:
If you have already
received a paycheck,
Educators Mutual will
not be an option until
next year (JANUARY).
If you would like to
make a change at that
time, please notify the
Payroll Department
no later than
JANUARY 15th.
Employee Contributions (Voluntary)
1  401(k)
2  457
3  403(b) – Annuities
4  Traditional IRA
5  Roth IRA
You can contribute to none, one or more. The choice is yours.
Which Investment Plan
Should I Choose?
Consider your tax bracket before and after retirement:
 Pre-tax Deductions
 Lower your taxable income now
•
•
•
•
401(k)
457
403(b)
Traditional IRA
 Post-tax Deductions
 Pay your taxes now
• Roth IRA (Tax free growth)
Authorized Annuity Companies
For a complete listing of the Annuity companies and representatives
that are authorized to provide 403(b)’s and other investment
options to Davis School District employees, please contact the
Payroll Department at 801-402-5282.
www.urs.org
If you have questions about the
URS website or online enrollment,
call 801-366-7750
Your Account Number will be included
with your URS Enrollment Packet ,
which URS will mail to your home.
Questions?
Call Payroll: (801) 402-5282
 Personal Leave and Sick Leave
 Twyla: (801) 402-5326
 Extended Leave and Catastrophic Leave
 Marilyn: (801) 402-5327
 Flexible Spending
 Elizabeth: (801) 402-5236
 Retirement and 401(k)
 Holly: (801) 402-5176
 Cindy: (801) 402-5324
Thank You!
If you would like step-by-step
instructions for accessing
MyDSD Payroll Management
(where you can enter your
Direct Deposit and W-4 information,
make changes to Payroll and Personal
Profile information, and view/print
your pay stubs and W-2’s),
please see the
MyDSD Payroll Management
Orientation.