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[{TableOfContents }]

!!!MINNESOTA PERA REPORT
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!!SET UP REQUIREMENTS
!!1. Setup new User Fields - IMUF
One new user field is needed to set up in the BEND table(P2K_ENROLLMENT_DETAILS) to translate and populate the PERA demographic record type (Type 42) for new employees where applicable.

The PERA_EXLCUDE_CODE user field should be set up to populate the exclusion code field (Positions 101-103)

!!2. Setup new User Defined Lexicons - IMLN
Three new User Defined Lexicons must be set up to specify the:

* PERA employment status
* PERA position class
* PERA position code


!!PERA Employment Status
Lexicon Name: PERA_EMPLOY_STATUS \\
Cross reference the EASD Change Reason with the PERA Employment status. Enter the PERA reportable Change Reason codes only in the SAVED VALUE column and enter the corresponding PERA status in the DISPLAYED VALUE column.  A PERA_SWITCH/SW row must exist in order to report those employees who switch PERA plans.

Any Change Codes that are not entered in this table are assumed to be not reportable to PERA.

!! PERA Position Class
Lexicon Name: PERA_POSITION_CLASS \\
This lexicon is used to cross reference the Group Code with the PERA Position Class Code.  Enter the Group Code under the SAVED VALUE column and enter the corresponding Position Class Code under the DISPLAYED VALUE column.

!! PERA Position Code
Lexicon Name:  PERA_POSITION_CODE \\
This lexicon is used to cross reference the reportable JOB CODES with the PERA Position Code.  Only the Job Codes that have equivalent PERA positions are required to be entered in this table.  Any Job Codes not listed in this table will automatically be translated to the OTHER PERA Position Code.  Enter the Job Code under the SAVED VALUE column and enter the PERA Position Code under the DISPLAYED VALUE column.

!! 3. Setup new Plan Type - IBPT
Plan Type Name: MNPERA (No exceptions) \\
Define the MN Public Employee Retirement Administration System benefit plan type.

!! 4. Setup new Plan - IBPN
Plan Name:  MNPERA \\
Define the MN_PERA Plans.  Users can define the Plan Code and the Plan Name, but the various PERA assigned Plan IDs must be entered as a COVERAGE within this Plan.  The PERA Plan ID must be entered as the first 2 characters in the Policy Number of the COVERAGE table.

!!5. Setup PERA Benefit Components - IBPN
Components section for the MN PERA Benefit Plans. Regular Date Components also applied where necessary.

|__Pay Component__|__ Name__|__Source__|__Description__
|B2010|Regular Pensionable Earnings (Pay Type 01)|Pay Element/Pay PC|Total employee earnings for the reporting period that are deemed pensionable.  It must be stored in a Pay PC that the report program can access.
|B2012|Regular Employer Contribution Amount|Pay Element or system calculated|Regular ER Contribution.  The system will calculate this amount using the ER rate.
|B2014|Regular Employee Deduction Amount|Pay Element or system calculated| Regular Deduction Amount for the Pay Period based on the regular pay period salary.  The system will calculate this amount using the EE rate.
|B2016|Additional ER Contribution on Regular Earnings|Pay Element|Additional ER Contribution Amount
|B2020|Earning Adjustment (Pay Type 02, A)|Pay Element|Pensionable Salary Adjustment
|B2022|ER Deduction Adjustment|Pay Element or system generated|ER Contribution Amount that is based on the Salary Adjustment
|B2024|EE Contribution Adjustment|Pay Element or system generated|Deduction Amount based on the Earning Adjustment
|B2026|Additional ER Contribution on Adjustment Pays|Pay Element|Additional ER Contribution Amount
|B2040|Grievance Earning (Pay Type 04)|Pay Element/Pay PC|Total grievance earnings for the reporting period that are deemed reportable
|B2042| Grievance Employer Contribution Amount|Pay Element or system calculated|Grievance ER contribution amount.  The system will calculate this amount using the ER rate.
|B2044|Greivance Employee Deduction|Pay Element or system calculated|EE Deduction Amount for the Pay Period based on the Grievance Pay.  The system will calculate this amount using the EE rate.
|B2046|Additional ER amount on grievance pays|Pay Element or system generated|Additional ER amount on Grievance Pay
|B2050|Retroactive Earning (Pay Type 05)|Pay Element|Pensionable Retroactive Salary
|B2052|Retroactive ER Contribution|Pay Element or system generated|ER Contribution amount that is based on the Retroactive Salary
|B2054| Retroactive EE Deduction|Pay Element or system generated|EE Deduction amount based on the Retroactive Earning
|B2060|Omitted Earnings (Pay Type 06)|Pay Element|Omitted Pays
|B2062|Omitted ER Contribution|Pay Element or system generated|ER Contribution Amount that is based on the Omitted pays
|B2064|Omitted EE Deduction (Pay TYpe 06)|Pay Element|Omitted EE Deduction Amount
|B2066|Additional ER Amount on Omitted Pay|Pay Element or system generated|Additional ER amount on Omitted pay
|B2070|Lump Sum Comp Pay Out|Pay Element|Total Lump Sum Payout
|B2072|ER Contribution on Lump Sum Payout|Pay Element or system generated|ER Contribution on Lump Sum Payout
|B2074| EE Deduction on Lump Sum Payout|Pay Element or system generated|EE Deduction on Lump Sum Payout
|B2076|Additional ER Amount on Lump Sum Payout|Pay Element or system generated|Additional ER amount on Lump Sum Payout
|B0290|Member Hours|Pay Component|Use for Definition only.  It must have an Hours PC associated to it for reporting pruposes.


!!6. Setup PERA Contribution Rates - IBPN
The RATES section of the MN PERA Plan (only the EE, ER and User 1 rates are used, and are expressed as a percentage).  The User 1 Rate is used to define the Additional ER contribution RATE.

!!PROCESSING
* Once the set up of the MN PERA Benefit Plan Types and Plans is complete, the Pay Elements for each Benefit Component must be established.  The Plan setup will be used as the definition for processing.
* All Employee/Employer Amounts calculated through this Plan will be reported on the File and the Report.
* Normally, only PERA Record Types of 30, 31 AND 38 will be created.
* When a new employee starts the PERA deduction, or there is a change of employment status, or address change, then Record Type 42 will be created under a separate demographic file.
* A change of employment status, including new employment, is defined as the record having a Change Reason Code that is defined in the User Lexicon PERA_EMPLOY_STATUS.
* A switch in PERA plans must occur at the end of a Pay period.  Example: The old Plan will be terminated at the end of a pay period and the new Plan will be effective at the beginning of the immediately following pay period.  In this case, a New record for the new Plan and a Termination record for the old Plan will be created. A switch of the plans must be identified with PERA_SWITCH as the Change Reason code.

!! REPORTING PROCESS
* The Pay Calendar and Pay Issue Date must be entered.
* The six-character PERA employer ID must be entered.  This number can be defaulted through the IMPM form.
* The Detail File Name is 200 bytes long and contains the required 30, 31 and 38 Record Types.
* The Enroll File Name is 400 bytes long and contains the optional 42 Enrollment Record Type.


!!MAGNETIC MEDIA REPORTING
 __Report Header Record - Type 30__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|Record Transaction Type|Character|2|1-2|30| 
|Employer Number|Number|6|3-8| |Unique Employer ID, assigned by PERA
|Paid Date|CCMMYYDD|8|9-16|Required|Pay Issue Date CCYYMMDD
|Increase/Decrease|Character|1|17-17|Required|+ = Increase/Positive, - = Decrease/Negative
|Contribution Total|Number|14|18-31| |Two decimal positions.  Net total of all Employer and Member amounts reported.
|Number of Plan Summary Records|Number|6|32-37| |Computed
|Filler| |163|38-200|Filler. Pad with Blanks|Unused - Reserved for future expansion

\\

 __Plan Summary Record - Type 31__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|Transaction Code|Character|2|1-2|31|Person Record Type|
|Employer Number|Number|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Number|2|9-10| |01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Increase/Decrease|Character|1|11-11| |Indicates whether the Plan Total is a positive or negative amount.  A negative amount cannot be reported for any DCP accounts. + = Increase/Positive, - = Decrease/Negative
|Plan Total|Number|12|12-23| |Two decimal places.  Net total of Employee and Employer contributions for the plan
|Increase/Decrease|Character|1|24-24| |Indicates whether the Member Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Member Total|Number|12|25-36| |Two decimal places.  Net total Member contribution amount
|Increase/Decrease|Character|1|37-37| |Indicates whether the Employer Total is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Employer Total|Number|12|38-49| |Two decimal places. Net total Employer contribution amount
|Increase/Decrease|Character|1|50-50| |Indicates whether the Additional Total is a positive or a negative.+ = Increase/Positive, - = Decrease/Negative
|Employer Additional Total| Number|12|51-62| |Two decimal places.  Net total Employer Additional contribution amount
|Number of Detail Records|Number|6|63-68| |Number of detail records associated with the Summary record

\\
 __Detail Contribution Transaction Record - Type 38__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|Transaction Code|Charcter|2|1-2|38|Record Type
|Employer Number|Number|6|3-8|Required|Unique Employer ID, assigned by PERA
|Plan ID|Character|2|9-10|Required|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19|Required|Must be the valid Social Security Number for the named employee. 
|Employee Last Name|Character|30|20-49| | 
|Employee First Name|Character|30|50-79| | 
|Employee Middle Initial|Character|1|80-80| | 
|Title After Name|Character|4|81-84| | 
|Payroll Coverage Start Date|YYYYMMDD|8|85-92| |Must not be greater than the Coverage End Date
|Payroll End Date|YYYYMMDD|8|93-100| | 
|Pay Type|Character|2|101-102| |01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103| |A for Adjustment, O if not adjustment
|Increase/Decrease|Number|1|104-104| |Use __-__ if Member amount is negative
|Member Amount|Number|9(8)V99|105-114| | 
|Increase/Decrease|Character|1|115-115| |Use __-__ if Eligible earning is negative
|PERA Eligible Earnings|Number|9(8)V99|116-125| | 
|Increase/Decrease Employer Amount|Character|1|126-126| |Use __-__ if amount is negative
|Employer Amount|Number|9(8)V99|127-136| |DCP Only
|School Fiscal Year|YYYY|4|137-140| | 
|Filler| |20|141-160|Required|Pad with Blanks
|Increase/Decrease Compensated Hours|Alpha Numeric|1|161-161| |Indicates whether the Compensated hours reported in positions 162-167 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Compensated Hours|Number|6|162-167|Optional|
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168| |Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay| |10|169-178| | |Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Required|Pad with Blanks|Unused - Reserved for future expansion


\\
 __Detail Contribution Adjustment Transaction Record - Type 38 Adjustment__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|Transaction Code|Number|2|1-2|38|Transaction code for the SDR header summary record
|Employer Number|Number|6|3-8| |Unique identifier, assigned by PERA
|Plan ID|Number|2|9-10| |01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19| |Must be a valid Social Security Number for the employee
|Filler| |65|20-84| |Pad these fields with blanks.  NOT used for an adjustment
|Payroll Coverage Start Date|8|85-92|YYYYMMDD| |Beginning date of payroll period being reported
|Payroll End Date|Number|8|93-100|Required| Ending date of the reported pay period
|Pay Type|Number|2|101-102| |01-Regular Pay 02-Adjustment or Lump Sum 04-Grievance Pay 05-Retroactive 06-Omitted Deduction
|Adjustment Indicator|Alpha Numeric|1|103-103| |A for Adjustment, O if not adjustment
|Increase/Decrease|Number|1|104-104| |Use __-__ if Member amount is negative
|Member Amount|Number|9(8)V99|105-114| | 
|Increase/Decrease|Character|1|115-115| |Use __-__ if Eligible earning is negative
|PERA Eligible Earnings|Number|9(8)V99|116-125| | 
|Increase/Decrease Employer Amount|Character|1|126-126| |Use __-__ if amount is negative
|Increase/Decrease Overtime Pay|Alpha Numeric|1|168-168| |Indicates whether the Overtime pay earnings reported in positions 169-179 is a positive or a negative. + = Increase/Positive, - = Decrease/Negative
|Overtime Pay|10|169-178| | |Portion of the PERA-eligible earnings reported in positions 116-125 that your organization considers overtime.
|Filler| |22|179-200|Pad with Blanks|Unused - Reserved for future expansion



 __Demographic Record - Type 42__
|__Data Element__|__Data Type__|__Length__|__Position__|__Validation__|__Description__
|Transaction Code|Character|2|1-2|42|Record Type
|Employer Number|Number|6|3-8|Required|Unique Identifier, Assigned by PERA
|Plan ID|Number|2|9-10|PERA Plan Code|01-Basic, 02-Coordinated, 03-Police and Fire, 07-Privatization, 11-Correctional, 12-Police Consolidated, 13-Fire Consolidated, 14-DCP Ambulance, 15-DCP Physician, 16-DCP Elected Official, 17-DCP City Manager, 99-Exempt
|Social Security Number|Number|9|11-19|Must be a valid Social Security Number for the employee
|Last Name|Character|30|20-49|Required|
|First Name|Character|30|50-79| | 
|Middle Initial|Character|1|80-80| | 
|Title Following Name|Character|4|81-84| | 
|Most Recent Hire Date|CCYYMMDD|8|85-92|Required |Date employee is to begin work in the current position held.  Must be on or before the Eligibility Date.
|Eligibility Date|CCYYMMDD|8|93-100| | 
|Exclusion Code|Character|3|101-103| |UDF
|Member Employment Status|Character|2|104-105| |User Defined Lexicon
|Member Employment Status Effective Date|CCYYMMDD|8|106-113| |For Termination/Death, report last date worked. Otherwise effective date.
|Position Code|Character|4|114-117| |Job Code User Lexicon
|Position Class|Character|2|118-119| |Group Code User Lexicon
|Job Title|Character|20|120-149|Optional| 
|Birth Last Name|Character|30|150-179|Optional|Employee name at birth, if different then current name 
|Gender|Character|1|180-180| | 
|Date of Birth|CCYYMMDD|8|181-188| | 
|Address Attn|Character|30|189-218| | 
|Address 1|Character|40|219-258| | 
|Address 2|Character|40|259-298| | 
|City|Character|20|299-318| | 
|State|Character|2|319-320| | 
|Zip Code|Number|5|321-325| | 
|Zip + four|Character|4|326-329| | 
|Filler| |71|330-400|Required|Pad with Blanks


!!Report Parameters &amp; Filters

||Report Parameters||
|Plan Type|Mandatory, LOV available
|Plan Code|Optional, LOV available
|Department Code|Optional, LOV available
|Pay Category|Optional, LOV available
|Include Reversal|Optional, LOV available, &lt;YES/NO&gt;
|Reversal Pay Category|Optional, LOV available
|Pay Calendar|Mandatory, LOV available\\Limits the process to the pay calendar specified. 
|Pay Issue Date|Mandatory, Date, LOV available\\This field displays the pay issue date. 
|PERA Employer ID|Mandatory,text\\
|Create File|Optional, LOV available, &lt;YES/NO&gt;\\The report may be run without creating an interface file (normally for testing purposes). 
|Directory Name|Mandatory, text\\Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example, the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used. 
|Detail File Name|Mandatory, text\\Enter the name of the file that will be created in the interface directory specified.
|Enroll File Name|Mandatory, text\\Enter the name of the file that will be created in the interface directory specified.
|Include Exception|Optional, LOV available, &lt;YES/NO&gt;
|Exception Level|Mandatory, LOV available\\A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance. 
 
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![Notes|Edit:Internal.RBMNPERA] 	
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