ACSA Partner Content

District Payroll Checklist Regarding Agency Fee Elimination

The Association of California School Administrators is the largest umbrella organization for school leaders in the United States, serving more than 17,000 California educators.

Issue link: https://content.acsa.org/i/1037339

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| | DISTRICT PAYROLL CHECKLIST REGARDING AGENCY FEE ELIMINATION STEPS RESPONSIBILITY Payroll Dept. Business Svcs. HR / Supt. Unions 1) Identify all nonmember employees currently paying agency fees ("List"). X X X X 2) Establish internal protocols for notifications and any reimbursements. X X X X a) Establish internal protocols to receive and implement written notifications from union officials regarding initiation and cessation of union dues and agency fee deductions and when additional verification may be required. X X X X b) Establish internal protocols for handling direct employee requests received to initiate and/or cease deduction of union dues and/or agency fees. X X X X c) Determine deadline(s) for district to receive written notifications from union officials regarding agency fee deductions. X X X X d) Establish internal protocols to process any retroactive reimbursements. X X 3) Ensure receipt of individual written notifications from union officials regarding initiation and cessation of agency fee deductions. X X X X 4) From List and individual written notifications, determine total amount of agency fees no longer deducted. X X 5) Communicate total amount of agency fees no longer deducted to HR/Supt. and Union(s). X X 6) Determine method of eliminating agency fee deductions; if needed, consult with COE. X X 7) Determine timing of eliminating agency fee deductions; if needed, consult with COE. X X a) Immediately initiate elimination of agency fee deductions on next payroll. X X 8) Determine method and timing of retroactive reimbursements for agency fees collected from June 27, 2018 through end of payroll period. X X a) Verify with union(s) regarding union reimbursement(s) to district, including amounts and timing. X X X

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