CHAPTER 801. STATE PENSION REVIEW BOARD

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GOVERNMENT CODE

TITLE 8. PUBLIC RETIREMENT SYSTEMS

SUBTITLE A. PROVISIONS GENERALLY APPLICABLE TO PUBLIC RETIREMENT

SYSTEMS

CHAPTER 801. STATE PENSION REVIEW BOARD

SUBCHAPTER A. GENERAL PROVISIONS

Sec. 801.001. DEFINITIONS. In this chapter:

(1) "Board" means the State Pension Review Board.

(2) "Public retirement system" means a continuing, organized

program of service retirement, disability retirement, or death

benefits for officers or employees of the state or a political

subdivision, or of an agency or instrumentality of the state or a

political subdivision, and includes the optional retirement

program governed by Chapter 830, but does not include:

(A) a program, other than the optional retirement program, for

which benefits are administered by a life insurance company;

(B) a program providing only workers' compensation benefits;

(D) an individual retirement account or individual retirement

annuity within the meaning of Section 408, or a retirement bond

within the meaning of Section 409, of the Internal Revenue Code

of 1986 (26 U.S.C. Section 409);

(E) a plan described by Section 401(d) of the Internal Revenue

Code of 1986 (26 U.S.C. Section 401);

(F) an individual account plan consisting of an annuity contract

described by Section 403(b) of the Internal Revenue Code of 1986

(26 U.S.C. Section 403); or

(G) an eligible state deferred compensation plan described by

Section 457(b) of the Internal Revenue Code of 1986 (26 U.S.C.

Section 457).

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Amended by Acts 1985, 69th Leg., ch. 143, Sec. 1, eff.

Sept. 1, 1985. Renumbered from Vernon's Ann.Civ.St. Title 110B,

Sec. 11.001 and amended by Acts 1989, 71st Leg., ch. 179, Sec. 1,

eff. Sept. 1, 1989.

SUBCHAPTER B. ADMINISTRATIVE PROVISIONS

Sec. 801.101. PENSION REVIEW BOARD. The State Pension Review

Board is an agency of the state.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.101 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.102. COMPOSITION OF BOARD. (a) The board is composed

of nine members.

(b) Appointments to the board shall be made without regard to

the race, color, disability, sex, religion, age, or national

origin of the appointees.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.102 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989. Amended by Acts 1991, 72nd Leg., ch. 624, Sec. 1, eff.

Sept. 1, 1991; Acts 2001, 77th Leg., ch. 18, Sec. 1, eff. Sept.

1, 2001.

Sec. 801.1021. CONFLICT PROVISIONS. (a) A person is not

eligible for appointment as a member of the board if the person

or the person's spouse:

(1) is employed by or participates in the management of a

business entity or other organization receiving funds from the

board;

(2) owns or controls, directly or indirectly, more than a 10

percent interest in a business entity or other organization

receiving funds from the board; or

(3) uses or receives a substantial amount of tangible goods,

services, or funds from the board, other than compensation or

reimbursement authorized by law for board membership, attendance,

or expenses.

(b) A person may not serve as a member of the board or act as

the general counsel to the board if the person is required to

activities for compensation on behalf of a profession related to

the operation of the board.

Added by Acts 1991, 72nd Leg., ch. 624, Sec. 2, eff. Sept. 1,

1991.

Sec. 801.103. MEMBERS APPOINTED BY GOVERNOR. (a) The governor

shall appoint, with the advice and consent of the senate, seven

members to the board.

(b) The governor shall appoint to the board:

(1) three persons who have experience in the fields of

securities investment, pension administration, or pension law but

who are not members or retirees of a public retirement system;

(2) one person who is a fellow of the Society of Actuaries, a

member of the American Academy of Actuaries, or an enrolled

actuary under the federal Employee Retirement Income Security Act

of 1974 (29 U.S.C. Sec. 1001 et seq.);

(3) one person who has experience in the field of governmental

finance;

(4) one person who is a contributing member of a public

retirement system; and

(5) one person who is receiving retirement benefits from a

public retirement system.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Amended by Acts 1989, 71st Leg., ch. 164, Sec. 1, eff. Aug.

28, 1989. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.103 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989 and by Acts 1989, 71st Leg., ch. 1100, Sec. 4.03(a), eff.

Sept. 1, 1989.

Sec. 801.104. MEMBERS APPOINTED BY OTHERS. (a) The lieutenant

governor shall appoint to the board one member of the senate.

(b) The speaker of the house of representatives shall appoint to

the board one member of the house.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.104 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.106. TERMS OF OFFICE. Members of the board hold office

for staggered terms of six years, with the terms of three members

expiring on January 31 of each odd-numbered year.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.106 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.1061. REMOVAL. (a) It is a ground for removal from

the board that a member:

(1) does not have at the time of taking office the

qualifications required by Section 801.103 or 801.104;

(2) does not maintain during service on the board the

qualifications required by Section 801.103 or 801.104;

(3) is ineligible for membership under Section 801.1021;

(4) cannot, because of illness or disability, discharge the

member's duties for a substantial part of the member's term; or

(5) is absent from more than half of the regularly scheduled

board meetings that the member is eligible to attend during a

calendar year without an excuse approved by a majority vote of

the board.

(b) The validity of an action of the board is not affected by

the fact that it is taken when a ground for removal of a board

member exists.

ground for removal exists, the executive director shall notify

the presiding officer of the board of the potential ground. The

presiding officer shall then notify the governor and the attorney

general that a potential ground for removal exists. If the

potential ground for removal involves the presiding officer, the

executive director shall notify the next highest ranking officer

of the board, who shall then notify the governor and the attorney

general that a potential ground for removal exists.

Added by Acts 1991, 72nd Leg., ch. 624, Sec. 3, eff. Sept. 1,

1991. Amended by Acts 2001, 77th Leg., ch. 18, Sec. 2, eff. Sept.

1, 2001.

Sec. 801.1062. TRAINING PROGRAM. (a) A person who is appointed

to and qualifies for office as a member of the board may not

vote, deliberate, or be counted as a member in attendance at a

meeting of the board until the person completes a training

program that complies with this section.

(b) The training program must provide the person with

information regarding:

(1) this chapter;

(2) the programs operated by the board;

(3) the role and functions of the board;

(4) the rules of the board, with an emphasis on the rules that

relate to disciplinary and investigatory authority;

(5) the current budget for the board;

(6) the results of the most recent formal audit of the board;

(7) the requirements of:

(A) the open meetings law, Chapter 551;

(B) the public information law, Chapter 552;

(D) other laws relating to public officials, including conflict

of interest laws; and

(8) any applicable ethics policies adopted by the board or the

Texas Ethics Commission.

reimbursement, as provided by the General Appropriations Act, for

the travel expenses incurred in attending the training program

regardless of whether the attendance at the program occurs before

or after the person qualifies for office.

Added by Acts 2001, 77th Leg., ch. 18, Sec. 3, eff. Sept. 1,

2001.

Sec. 801.107. SUNSET PROVISION. The State Pension Review Board

is subject to Chapter 325 (Texas Sunset Act). Unless continued in

existence as provided by that chapter, the board is abolished and

this chapter expires September 1, 2013.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Amended by Acts 1985, 69th Leg., ch. 479, Sec. 217, eff.

Sept. 1, 1985. Renumbered from Vernon's Ann.Civ.St. Title 110B,

Sec. 11.107 and amended by Acts 1989, 71st Leg., ch. 179, Sec. 1,

eff. Sept. 1, 1989. Amended by Acts 1991, 72nd Leg., ch. 624,

Sec. 4, eff. Sept. 1, 1991; Acts 1991, 72nd Leg., 1st C.S., ch.

17, Sec. 5.18, eff. Nov. 12, 1991; Acts 2001, 77th Leg., ch. 18,

Sec. 4, eff. Sept. 1, 2001.

Sec. 801.108. COMPENSATION; EXPENSES. A member of the board is

entitled to reimbursement by the state for actual and necessary

expenses incurred in performing the functions of the board. A

member of the board who also is a member of the legislature is

ineligible to receive compensation for service performed as a

board member.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Amended by Acts 1987, 70th Leg., ch. 58, Sec. 1, eff. Sept.

1, 1987. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.108 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.109. MEETINGS. The board shall meet at least three

times each year and may meet at other times at the call of the

presiding officer or as provided by board rule.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.109 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.110. PRESIDING OFFICERS. The governor shall designate

a member of the board as the presiding officer of the board to

serve in that capacity at the will of the governor.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.110 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989. Amended by Acts 2001, 77th Leg., ch. 18, Sec. 5, eff. Sept.

1, 2001.

Sec. 801.111. EXECUTIVE DIRECTOR; EMPLOYEES. (a) The board

shall employ an executive director to be the executive head of

the board and perform its administrative duties.

(b) The executive director may employ staff members necessary

for administering the functions of the board.

separate the policy-making responsibilities of the board and the

management responsibilities of the executive director and the

staff of the board.

(d) The executive director or the executive director's designee

shall develop a system of annual performance evaluations. All

merit pay for board employees must be based on the system

established under this subsection.

(e) Repealed by Acts 2009, 81st Leg., R.S., Ch. 614, Sec. 4(13),

eff. June 19, 2009.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.111 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989. Amended by Acts 1991, 72nd Leg., ch. 624, Sec. 5, eff.

Sept. 1, 1991; Acts 2001, 77th Leg., ch. 18, Sec. 6, eff. Sept.

1, 2001.

Amended by:

Acts 2009, 81st Leg., R.S., Ch.

614, Sec. 4(13), eff. June 19, 2009.

Sec. 801.1111. EQUAL EMPLOYMENT OPPORTUNITY. (a) The executive

director or the executive director's designee shall prepare and

maintain a written policy statement that implements a program of

equal employment opportunity to ensure that all personnel

decisions are made without regard to race, color, disability,

sex, religion, age, or national origin.

(b) The policy statement must include:

(1) personnel policies, including policies relating to

recruitment, evaluation, selection, training, and promotion of

personnel, that show the intent of the board to avoid the

unlawful employment practices described by Chapter 21, Labor

Code; and

(2) an analysis of the extent to which the composition of the

board's personnel is in accordance with state and federal law and

a description of reasonable methods to achieve compliance with

state and federal law.

(1) be updated annually;

(2) be reviewed by the state Commission on Human Rights for

compliance with Subsection (b)(1); and

(3) be filed with the governor's office.

(d) The governor's office shall deliver a biennial report to the

legislature based on the information received under Subsection

(c). The report may be made separately or as a part of other

biennial reports made to the legislature.

Added by Acts 1991, 72nd Leg., ch. 624, Sec. 6, eff. Sept. 1,

1991. Amended by Acts 2001, 77th Leg., ch. 18, Sec. 7, eff. Sept.

1, 2001.

Sec. 801.112. FINANCES AND EQUIPMENT. (a) The executive

director may set staff salaries, within the limits of

appropriated funds and subject to the approval of the board.

(b) The board may request and use staff assistance, equipment,

and office space from the Employees Retirement System of Texas.

revenue fund to the board for the payment of staff salaries and

operating expenses of the board.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.112 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.113. FUND. (a) The State Pension Review Board fund is

created in the state treasury. Money in the fund may be

appropriated only to assist in paying staff salaries, operating

and actuarial expenses of the board, and for such activities as

defined by Subsection (e) of this section.

(b) In this section:

(1) "Active member" means a person who is on the payroll of an

employing entity included in the coverage of a public retirement

system and who receives credit in the retirement system for

service performed in the position for which the person is paid.

(2) "Annuitant" means a person who receives periodic payments

from a public retirement system that are based on service that

was credited in the retirement system to a person who was an

active member.

to make an annual contribution to the State Pension Review Board

not to exceed 50 cents for each active member and annuitant of

the retirement system as of September 1 of the year for which the

contribution is made. The contribution is payable in a lump sum.

(d) Each public retirement system shall certify to the board and

to the comptroller of public accounts the amount of the annual

contribution to be made under Subsection (c) of this section. The

comptroller by rule may prescribe the form and content of

certifications. The comptroller shall deposit remittances

received under this subsection in the State Pension Review Board

fund.

(e) The board is authorized to conduct training sessions,

schools, or other educational activities for trustees and

administrators of public retirement systems. The board may also

furnish other appropriate services such as actuarial studies or

other requirements of systems and may establish appropriate fees

for these activities and services. The fees may be based on

whether or not the trustees, administrators, or systems

contribute to the State Pension Review Board fund under

Subsection (c) of this section. The net proceeds of these fees

shall be deposited in the fund.

(f) Under the provisions of Sections 403.094 and 403.095, the

dedication of the State Pension Review Board fund is reenacted,

and the fund is established as a special account within the state

treasury dedicated for the purposes defined by Subsections (a)

and (e).

Added by Acts 1989, 71st Leg., ch. 893, Sec. 1, eff. Sept. 1,

1989. Amended by Acts 1991, 72nd Leg., ch. 624, Sec. 7, eff.

Sept. 1, 1991; Acts 1993, 73rd Leg., ch. 628, Sec. 1, eff. Aug.

30, 1993.

Sec. 801.114. QUALIFICATIONS AND STANDARDS OF CONDUCT. The

executive director or the executive director's designee shall

provide to members of the board and to board employees, as often

as necessary, information regarding the requirements for office

or employment under this chapter, including information regarding

a person's responsibilities under applicable laws relating to

standards of conduct for state officers or employees.

Added by Acts 1991, 72nd Leg., ch. 624, Sec. 8, eff. Sept. 1,

1991. Amended by Acts 2001, 77th Leg., ch. 18, Sec. 8, eff. Sept.

1, 2001.

SUBCHAPTER C. POWERS AND DUTIES OF BOARD

Sec. 801.201. RULEMAKING. (a) The board shall adopt rules for

the conduct of its business.

(b) For the purpose of performing its duties under Section

801.202(1) or (2), the board by rule may require clarification of

information provided by a public retirement system in a report

that is required by law and is required to be filed with the

board. A rule adopted under this subsection may not be enforced

against a public retirement system if compliance with the rule

would cause the system to incur a major expense.

(1) adopt a brief standard form that will assist the board in

efficiently determining the actuarial soundness and current

financial condition of a public retirement system; and

(2) require that a retirement system submitting information

required for the review or study described under Section

801.202(1) or (2) include the form with the submission.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Amended by Acts 1985, 69th Leg., ch. 800, Sec. 1, eff. June

15, 1985. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.201 and amended by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff.

Sept. 1, 1989. Amended by Acts 2001, 77th Leg., ch. 18, Sec. 9,

eff. Sept. 1, 2001.

Sec. 801.202. GENERAL DUTIES. The board shall:

(1) conduct a continuing review of public retirement systems,

compiling and comparing information about benefits, creditable

service, financing, and administration of systems;

(2) conduct intensive studies of potential or existing problems

that threaten the actuarial soundness of or inhibit an equitable

distribution of benefits in one or more public retirement

systems;

(3) provide information and technical assistance on pension

planning to public retirement systems on request; and

(4) recommend policies, practices, and legislation to public

retirement systems and appropriate governmental entities.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.202 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.203. REPORTS TO LEGISLATURE AND GOVERNOR. (a) The

board shall present to the legislature and the governor, in

November of each even-numbered year, a public report explaining

the work and findings of the board during the preceding two-year

period and including drafts or recommendations of any legislation

relating to public retirement systems that the board finds

advisable.

(b) The board shall file annually with the governor and the

presiding officer of each house of the legislature a complete and

detailed written report accounting for all funds received and

disbursed by the board during the preceding fiscal year. The

annual report must be in the form and reported in the time

provided by the General Appropriations Act.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.203 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989. Amended by Acts 1991, 72nd Leg., ch. 624, Sec. 9, eff.

Sept. 1, 1991.

Sec. 801.204. INSPECTION OF RECORDS. In performing its

functions, the board may inspect the books, records, or accounts

of a public retirement system during business hours of the

system.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.204 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.205. SUBPOENA. (a) The board, if reasonably necessary

in the course of performing a board function, may subpoena

witnesses or books, records, or other documents. The presiding

officer of the board shall issue, in the name of the board, only

such subpoenas as a majority of the board may direct.

(b) A peace officer shall serve a subpoena issued by the board.

If the person to whom a subpoena is directed fails to comply, the

board may bring suit to enforce the subpoena in a district court

of the county in which the witness resides or in the county in

which the books, records, or other documents are located. If the

district court determines that good cause exists for issuance of

the subpoena, the court shall order compliance. The district

court may modify the requirements of a subpoena that the court

determines are unreasonable. Failure to obey the order of the

district court is punishable as contempt.

enforce a subpoena.

Acts 1981, 67th Leg., p. 1876, ch. 453, Sec. 1, eff. Sept. 1,

1981. Renumbered from Vernon's Ann.Civ.St. Title 110B, Sec.

11.205 by Acts 1989, 71st Leg., ch. 179, Sec. 1, eff. Sept. 1,

1989.

Sec. 801.206. PUBLIC ACCESS AND TESTIMONY. (a) The board shall

prepare and maintain a written plan that describes how a person

who does not speak English or who has a physical, mental, or

developmental disability may be provided reasonable access to the

board's programs.

(b) The board shall develop and implement policies that provide

the public with a reasonable opportunity to appear before the

board and to speak on any issue under the jurisdiction of the

board.

Added by Acts 1991, 72nd Leg., ch. 624, Sec. 10, eff. Sept. 1,

1991.

Sec. 801.207. COMPLAINTS. (a) The board shall maintain a file

on each written complaint filed with the board. The file must

include:

(1) the name of the person who filed the complaint;

(2) the date the complaint is received by the board;

(3) the subject matter of the complaint;

(4) the name of each person contacted in relation to the

complaint;

(5) a summary of the results of the review or investigation of

the complaint; and

(6) an explanation of the reason the file was closed, if the

board closed the file without taking action other than to

investigate the complaint.

(b) The board shall provide to the person filing the complaint

and to each person who is a subject of the complaint a copy of

the board's policies and procedures relating to complaint

investigation and resolution.

complaint, shall notify the person filing the complaint and each

person who is a subject of the complaint of the status of the

investigation unless the notice would jeopardize an undercover

investigation.

Added by Acts 2001, 77th Leg., ch. 18, Sec. 10, eff. Sept. 1,

2001.

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