Payroll System Replacement Project

Subject: Increase in Maintenance Rates and Rules for Determining Taxable Status of Maintenance Deductions Bulletin No. 100
Date:   5/28/99
Employees Affected:    Employees With Taxable or Non-Taxable Maintenance

In accordance with the Budget Policy Reporting Manual, Revised Item B-300, issued on March 12, 1999, maintenance rates were increased beginning Period 1, March 25, 1999 for Institution agencies and April 1, 1999 for Administration agencies.

NOTE: All SUNY employees in bargaining units 08 and 13 are excluded from this increase. The maintenance rate changes for these agencies will be effective in July. A separate bulletin will be issued in June to provide instructions for SUNY agencies.

The Office of the State Comptroller will produce a special listing to identify employees in each agency who currently have maintenance deductions. This listing will be distributed in a separate mailing.

On-Line Procedures

Since the increase to maintenance rates is retroactive, adjustments can be processed over multiple pay periods. These adjustments can be made by increasing the new bi-weekly maintenance deduction amount by the amount of the adjustment. It will be necessary to restore the new bi-weekly amount after the retroactive adjustment has been collected. To report changes to maintenance deductions, use the path Start, Compensate Employees, Maintain Payroll Data U.S., Use, General Deduction Data Agency, Update/Display.

Attached are the rules for determining the taxable status of maintenance deductions for State employees (Attachment A) and the Budget Policy Reporting Manual, revised item B-300 (Attachment B).

Questions regarding this bulletin may be directed to the Payroll Deductions mailbox.