Kentucky
General Assembly

01/13/22	introduced in House to Committee on Committees (H)
01/26/22	to State Government (H)
02/10/22	reported favorably, 1st reading, to Calendar with Committee Substitute (1) and Committee Amendment (1-title)
02/11/22	2nd reading, to Rules floor amendment (1) filed to Committee Substitute
02/14/22	floor amendment (2) filed to Committee Substitute
02/15/22	floor amendments (3) and (4) filed to Committee Substitute posted for passage in the Regular Orders of the Day for Wednesday, February 16, 2022
02/16/22	floor amendment (5) filed to Committee Substitute
02/17/22	3rd reading, passed 97-0 with Committee Substitute (1), floor amendments (3), (4), (5), and committee amendment (1-title)
02/18/22	received in Senate to Committee on Committees (S)
02/22/22	to State & Local Government (S)
03/16/22	reported favorably, 1st reading, to Calendar with Committee Substitute (1) floor amendment (1) filed to Committee Substitute
03/17/22	2nd reading, to Rules floor amendment (2) filed to Committee Substitute
03/21/22	floor amendment (3-title) filed posted for passage in the Regular Orders of the Day for Thursday, March 24, 2022
03/22/22	floor amendment (4) filed to Committee Substitute
03/24/22	passed over and retained in the Orders of the Day
03/25/22	passed over and retained in the Orders of the Day
03/29/22	3rd reading, passed 35-0 with Committee Substitute (1) and Floor Amendments (1), (2), (3-title) and (4) received in House to Rules (H) taken from Rules posted for passage for concurrence in Senate Committee Substitute (1), floor amendments (1), (2), (4) and (3-title) House concurred in Senate Committee Substitute (1) and Floor Amendments (1), (2) and (4) passed 91-1 with Floor Amendment (3-title)
03/30/22	enrolled, signed by Speaker of the House enrolled, signed by President of the Senate delivered to Governor
04/11/22	Vetoed
04/13/22	received in House to Rules (H) taken from Rules posted for passage for consideration of Governor's veto veto overridden passed 74-23 received in Senate to Rules (S) posted for passage for consideration of Governor's veto veto overridden passed 30-7
04/14/22	received in House enrolled, signed by Speaker of the House enrolled, signed by President of the Senate delivered to Secretary of State (Acts Ch. 216)

Amendment	House Committee Substitute 1
Fiscal Impact Statement	Actuarial Analysis to House Committee Substitute 1
Summary	Retain original provisions, and amend KRS 61.505 to require the Kentucky Public Pensions Authority (KPPA) to conduct an annual performance evaluation of the executive director, pre-approve future unclassified positions, and approve an annual personnel report before submission to the Public Pension Oversight Board; authorize the KPPA to appoint no more than six unclassified employees of the Office of Investments whose positions shall be exempt from the personnel system's classified service and related salary limitations, but subject to a written salary and classification plan fixing a range of compensation and written terms of employment adopted by the KPPA; and require the KPPA to approve the biennial budget unit request before submission by the Authority; amend KRS 61.510, 61.520, 61.702, and 78.510 to make technical changes; EMERGENCY.
Index Headings	Effective Dates, Emergency - Kentucky Public Pensions Authority, housekeeping bill State Agencies - Kentucky Public Pensions Authority, biennial budget unit request submission, preapproval State Agencies - Kentucky Public Pensions Authority, unclassified employees Budget and Financial Administration - Kentucky Public Pensions Authority, biennial budget unit request submission, preapproval

Amendment	House Committee Amendment 1
Sponsor	J. Miller
Summary	Make title amendment.
Index Headings	Title Amendments - HB 297

Amendment	House Floor Amendment 1
Sponsor	J. Miller
Summary	Amend KRS 61.510 and 78.510 to refine the definition of "objective medical evidence" to exclude the testimonial statements of the person applying for disability retirement.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Agencies - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Employees - Kentucky Public Pension Authority, Disability retirement, definition of objective medical evidence

Amendment	House Floor Amendment 2
Sponsor	J. Tipton
Summary	Retain original provisions; amend KRS 61.510 and 78.510 to amend the definition of a "regular full-time position" to add that exempted emergency positions shall also include a position utilized by the employer during a federal or state emergency declared by the President or Governor to address needs during and as a result of the emergency; make amended definition RETROACTIVE to March 1, 2020 and provide that contact tracers employed by health departments in emergency positions due to the COVID-19 pandemic shall be exempt through December 31, 2022.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time Retroactive Legislation - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time State Agencies - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time

Amendment	House Floor Amendment 3
Sponsor	R. Webber
Summary	Retain original provisions; amend KRS 61.505 to provide that payment of the initial setup costs and annual costs attributable to establishing a separate CERS board and the KPPA shall sunset on June 30, 2024, and beginning on and after July 1, 2024, any annual administrative and investment costs shall be allocated to each retirement system as determined by the KPPA without attribution to the establishment of a separate CERS board and the KPPA.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, allocation of costs between systems State Agencies - Kentucky Public Pensions Authority, allocation of costs between systems Counties - County Employees Retirement System, KPPA, allocation of costs

Amendment	House Floor Amendment 4
Sponsor	J. Miller
Summary	Amend KRS 61.510 and 78.510 to refine the definition of "objective medical evidence" to exclude the testimonial statements of the person applying for disability retirement; amend KRS 61.510 to make technical correction; amend KRS 61.702 and 78.5536 to permit the Personnel Cabinet to rate those retirees over 65 impacted by the Medicare Secondary Payer Act who are added to the Kentucky Employees Health Plan (KEHP) separately from other employees and retirees in the KEHP for the purpose of determining medical insurance premiums; and amend KRS 18A.225 to make conforming changes.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Agencies - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Agencies - Kentucky Public Pensions Authority, Retirees over age 65, conditions required to include in KEHP State Agencies - Personnel Cabinet, Retirees over age 65, conditions required to include in KEHP State Employees - Kentucky Public Pension Authority, Disability retirement, definition of objective medical evidence

Amendment	House Floor Amendment 5
Sponsor	J. Tipton
Summary	Retain original provisions; amend KRS 61.510 and 78.510 to amend the definition of a "regular full-time position" to add that exempted emergency positions shall also include a position utilized by the employer during a federal or state emergency declared by the President or Governor to address needs during and as a result of the emergency; make amended definition RETROACTIVE to March 1, 2020 and provide that individuals employed by health departments in emergency positions due to the COVID-19 pandemic shall be exempt through December 31, 2022; RETROACTIVE.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time State Agencies - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time Retroactive Legislation - Kentucky Public Pensions Authority, emergency position exemptions in definition of regular full-time

Amendment	Senate Committee Substitute 1
Fiscal Impact Statement	Actuarial Analysis to Senate Committee Substitute 1
Summary	Retain original provisions; amend KRS 61.505 to require the Kentucky Public Pensions Authority (KPPA) to report by November 15, 2022, and by November 15 of each fiscal year, the annual administrative and investment expenses of the Kentucky Retirement Systems (KRS) and County Employees Retirement System (CERS) as prorated between the systems, including the process used to divide the costs, the amount assigned to each system itemized by category, and any efforts by the systems or the Authority to reduce administrative costs and staffing needs; amend KRS 61.515 and 78.520 to direct that pension trust fund assets attributable to hazardous/nonhazardous members are not expended to pay the benefits of members of the other position type/plan (hazardous/nonhazardous); amend KRS 61.701 to direct that health insurance trust fund assets attributable to members of one system (KERS, CERS, or SPRS) or position type/plan (hazardous/nonhazardous) are not expended to pay the benefits of members of another system or position type; amend KRS 61.702 and 78.5536 to make technical and conforming changes relating to prior legislation.
Index Headings	Public Officers and Employees - County Employees Retirement System, KPPA, require reporting of division of costs to PPOB State Agencies - Kentucky Public Pensions Authority, KRS and CERS, require reporting of division of costs to PPOB Actuarial Analysis - Kentucky Public Pensions Authority, KRS and CERS, require reporting of division of costs to PPOB Technical Corrections - HB 297/SCS 1

Amendment	Senate Floor Amendment 1
Sponsor	P. Wheeler
Summary	Retain original provisions; except remove new language in KRS 61.510 and 78.510 changing the definition of "objective medical evidence."
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Agencies - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence State Employees - Kentucky Public Pensions Authority, Disability retirement, definition of objective medical evidence

Amendment	Senate Floor Amendment 2
Sponsor	J. Higdon
Summary	Retain original provisions; amend KRS 7A.220 to add additional legislative members to the Public Pensions Oversight Board.
Index Headings	General Assembly - Public Pension Oversight Board, membership Legislative Research Commission - Public Pension Oversight Board, membership Retirement and Pensions - Public Pension Oversight Board, membership

Amendment	Senate Floor Amendment 3
Sponsor	J. Higdon
Summary	Make title amendment.
Index Headings	Title Amendments - HB 297/GA

Amendment	Senate Floor Amendment 4
Sponsor	C. McDaniel
Summary	Retain original provisions; amend KRS 61.510 and 78.510 to provide that nominal fees paid to volunteers shall not be aggregated among multiple participating employers; amend KRS 61.675 and 78.625 to provide that employers shall not be required to report data on volunteers to the retirement systems provided the volunteers earn equal to or less than a "nominal fee" as defined by KRS 61.510 or 78.510 and only if the nominal fees are exempt from being considered creditable compensation for retirement purposes; amend KRS 61.680 to conform.
Index Headings	Retirement and Pensions - Kentucky Public Pensions Authority, reporting requirements on volunteers