Dean's Directive No. 16/2022 ****************************************************************************************** * ****************************************************************************************** Title: Amendment to Dean's Directive No. 3/2017 as amended by Dean's Directi To implement: Act No. 111/1998 Coll., on Higher Education Date of effect: 1 January 2023 *========================================================================================= * Amendment to Dean's Directive No. 3/2017 as amended by Dean's Directive No. 21/2019: Rul Creation and Use of the Social Fund at FH CU *========================================================================================= ------------------------------------------------------------------------------------------ Article 1: Subject matter of the directive ------------------------------------------------------------------------------------------ This Dean's Directive No. 16/2022 amends and supplements Dean's Directive No. 3/2017 of 1 amended by Dean's Directive No. 21/2019 of 19 December 2019. ------------------------------------------------------------------------------------------ Article 2: Specific amendments and additions to Dean's Directive No. 3/2017 as amended by No. 21/2019 ------------------------------------------------------------------------------------------ 1.Article 1(1) is amended as follows: "1. An employee shall be entitled to a contribution to a supplementary pension scheme wi contribution, supplementary pension savings and private life insurance in the aggregate 400 per month." 2.In Article 7(4), the billing address of the faculty is changed as follows: "Charles University, Faculty of Humanities, Pátkova 2137/5, 182 00 Prague 8" ------------------------------------------------------------------------------------------ Article 3: Final Provisions ------------------------------------------------------------------------------------------ 1.This directive shall enter into force on the date of signature. 2.This directive shall enter into force on 1 January 2023. Prague, 21 November 2022 Ing. arch. Mgr. Marie Pětová, Ph.D. Dean *========================================================================================= * ************** FULL TEXT ************** *========================================================================================= *========================================================================================= * Full text of Dean's Directive No. 3/2017 as amended by Dean's Directive No. 21/2019 and Rules for the Creation and Use of the Social Fund at FH CU *========================================================================================= Title: Rules for the Creation and Use of the Social Fund at FH CU To implement: Act No. 111/1998 Coll., on Higher Education Date of effect: 1 April 2017 (Dean's Measure No. 3/2017 as amended by Dean's Measure No. 21/2019 s (Dean's Measure No. 3/2017 as amended by Dean's Measure No. 21/2019 a *========================================================================================= * Rules for the Creation and Use of the Social Fund at FH CU *========================================================================================= *========================================================================================= * PART I: Formation of the Social Fund *========================================================================================= 1.In accordance with Act No. 111/1998 Coll., on Universities, as amended, Charles Universi create a social fund (hereinafter referred to as the "Fund"). 2.In accordance with Article 21 of the Rules of Management of Charles University, the Soci the Faculty of Humanities (hereinafter referred to as "FH") consists of 1.3% of the volu charged to wages and wage compensation in a given annual accounting period. 3.The balance of the Fund shall be carried over to the following financial year at 31 Dece current year. *========================================================================================= * PART II: Use of the Fund *========================================================================================= In accordance with Article 21 of the Management Rules of Charles University, the Social Fu for: • contribution to supplementary pension insurance with state contribution and to supplemen savings, • contribution to private life insurance, • an interest allowance on a loan for housing purposes, • an interest allowance on a special-purpose loan for housing-related needs, • non-repayable financial assistance, • a contribution to the reimbursement of expenses related to the professional development ------------------------------------------------------------------------------------------ Article 1: Introductory provisions ------------------------------------------------------------------------------------------ 1.The employee is entitled to an allowance for supplementary pension insurance with a stat supplementary pension savings and private life insurance in the aggregate amount of CZK 2.The information on the application form is verified against the original supplementary p private life insurance contract. The allowance will be granted to the FH employee who me conditions below and submits a written application. 3.An employee shall be granted an allowance if: a.the employment relationship at FH is established by an employment contract, b.the employee's agreed working hours are at least 0.5 hours per week (i.e. at least 20 c.his/her employment at the FH has been continuous for at least 1 year at the date of ap d.the employment relationship with the University lasted continuously for at least one y prior to the appointment/employment at the faculty and the amount of full-time employm e.has, in accordance with the relevant legislation, a supplementary pension scheme, supp pension savings with a state contribution or private life insurance, and the sum of hi contributions for these purposes amounts to at least CZK 500 per month. 4.Applications for the allowance are submitted to the FH Personnel Department, which asses for the allowance, including verification of data, keeps records of allowances granted a other related tasks. 5.The information given by the staff member in the application shall be verified in accord Article 1(3) and by comparison with the staff records. 6.If the employee has fulfilled the conditions for granting the allowance, the allowance s at the earliest from the first day of the month following the date of application. The a be paid monthly at the time of the employee's salary statement for the calendar month in direct transfer to the relevant pension fund or insurance company account specified in t application. 7.In the event of termination of the employment of the employee to whom the allowance is p allowance shall be paid, except as provided in Article 1(8)(f), for the last time with t slip. In the event of termination of employment as provided for in Article 1(8)(f), the shall be paid in respect of the calendar month preceding the month in which the employme immediately or in which the staff member is dismissed. 8.An FH employee who is awarded and paid an allowance shall lose the right to receive the a.his/her employment at FH was terminated, b.the type of employment relationship has changed to other than principal or concurrent, first day following the occurrence of that fact, c.the agreed working time has changed and does not comply with Article 1(3)(b), d.the worker is not in a registration status (e.g. taking parental leave, unpaid leave l calendar month or more, etc.), e.the contract for supplementary pension insurance, supplementary pension savings or pri insurance has expired, f.the employment relationship with the employee has been terminated immediately or FH, a has given notice to the employee for reasons for which it could have terminated the em relationship with the employee immediately or for a serious breach of an obligation ar legal regulations relating to the work performed by the employee or for a continuous l breach of these obligations, g.breaches the obligations set out in Article 1(11) to (13). 9.If the grounds for the allowance cease to exist, each employee shall be entitled to the month in which the conditions for the allowance were last met. 10In accordance with Section 27 of Act No. 42/1994 Coll., on supplementary pension insuran contribution, as amended, and in accordance with Section 10 of Act No. 427/2011 Coll., o pension saving, the employee is obliged to notify the relevant pension fund or pension c writing of the fact that the employer will make a contribution to the supplementary pens supplementary pension saving, and the amount of the contribution, immediately after beco with the decision on the award of the contribution. 11In accordance with Act No.37/2004 Coll., on the insurance contract, as amended, the empl to take all necessary actions in accordance with the private life insurance contract imm being informed of the decision to grant the contribution. 12The employee is always obliged to inform the employer in writing of all the data decisiv provision of the contribution and changes thereto, i.e. in particular the data provided application for the provision of the contribution from the social fund (change of pensio of insurance company, address of the fund or insurance company, contract number, bank co account number, etc.). The employee must notify the change of data without undue delay. shall be fully liable for any damage caused by failure to comply with the above obligati ------------------------------------------------------------------------------------------ Article 2: Housing loan interest allowance ------------------------------------------------------------------------------------------ 1.Employee of FH CU, a.whose employment relationship with FH CU lasts at least three years, b.who reaches the age of 40 or less in the current calendar year, c.whose amount of working time in relation to FH CU is and has been for at least three y d.whose employment relationship with the University lasted continuously for at least thr immediately prior to his/her appointment/employment at the faculty and the amount of e 1.0, e.who proves that in the previous calendar year he/she paid, within the relevant tax yea on the loan which is decisive for the determination of the tax base pursuant to Sectio of Act No. 586/1992 Coll, on income taxes, in the amount of at least CZK 1 000, where such interest was claimed by the employee or his spouse, and provided that for the pur directive, housing need means exclusively the housing need related to the employee's o residence referred to in Section 15(3)(a), (c) to (g) and (h) in conjunction with (a) of this Act; and f.who does not claim a contribution under this Article for the same purpose at another p University in the current calendar year may be granted a contribution from the Social amount of 40 % of the deduction for interest paid in the current calendar year, up to 10 000. 2.The condition of 1.0 working time does not apply to an employee who is a holder of a dis card, ZTP or ZTP/P. 3.The absolute value of the maximum limit is set at CZK 10,000, although the amount may be given calendar year by a directive of the Dean. 4.Compliance with the condition under paragraph 1(d) shall be demonstrated in the manner p in Section 38l(1)(b) of Act No. 586/1992 Coll. and by a certificate evidencing the appli interest deduction as follows: a.the first application for an interest allowance on a home loan shall be made by the em 1.an application for a grant containing an affidavit from the employee that: • the loan agreement presented is directly linked to his current or future residence • all the documents submitted are true and any changes to them shall be reported imm donor, • claimed the interest deduction either at the time of the annual payroll tax settle relevant payroll office or at the time of the income tax settlement with the relev • does not claim in the current calendar year a contribution under this Article for purpose at another unit of the University, 2.loan agreement, 3.in the case of the purchase of an object of housing need (apartment house, family ho construction of these houses or flat), an extract from the title deed, 4.a certificate from the building society on the amount of interest paid in the previo year on the building savings loan or on another loan granted by the building society with the building savings loan and reduced by the state contribution, or a certifica foreign bank or its branch on the amount of interest paid in the previous calendar y mortgage loan or on another loan granted by the relevant bank in connection with the and reduced by the state contribution, b.must be submitted annually in subsequent applications: • a request for a contribution, • a certificate from the building society on the amount of interest paid in the past c on the building savings loan or other loan provided by the building society in conne building savings loan or a certificate from a bank, foreign bank or its branch on th interest paid in the past calendar year on the mortgage loan or other loan provided bank in connection with the mortgage loan and reduced by the state contribution. 5.The employee may be required to provide additional information necessary for the award o 6.The allowance is paid in one lump sum in the current calendar year. ------------------------------------------------------------------------------------------ Article 3: Contribution to interest on a special-purpose loan for housing-related needs ------------------------------------------------------------------------------------------ 1.Employee of FH CU, a.whose employment relationship with FH CU lasts at least three years, b.who reaches the age of 40 or less in the current calendar year, c.whose amount of working time in relation to FH CU is and has been for at least three y d.whose employment relationship with the University lasted continuously for at least thr immediately prior to his/her appointment/employment at the faculty and the amount of e 1.0, e.who proves that he or she paid at least CZK 1 000 in interest on a special-purpose loa related needs in the last calendar year; and f.who does not claim a contribution under this Article for the same purpose at another p University in the current calendar year is entitled to a contribution from the Social amount of 40 % of the interest paid on the special-purpose loan, up to a maximum of CZ current calendar year. 2.The condition of 1.0 working time does not apply to an employee who is a holder of a dis card, ZTP or ZTP/P. 3.Purpose loan means a loan granted to an FH CU employee by a bank, branch of a foreign ba society, for which it can be demonstrated on the basis of the loan agreement that the lo for a.the acquisition, construction, reconstruction or modernisation of an apartment or fami including the related purchase of land, b.purchase of household equipment or furnishings, c.payment for the transfer of membership rights and obligations in a cooperative, or for a share in a legal entity, if the participant becomes a tenant of the apartment or has to use the apartment in the apartment building or family house owned by the legal enti transfer of membership rights and obligations or the transfer of the share relates; or d.to settle obligations between citizens related to housing needs. 4.Compliance with paragraph 1(d) shall be demonstrated as follows: a.the first application for an interest allowance on a special-purpose loan for housing- shall be made by the employee: 1.an application for a grant containing an affidavit from the employee that: • the purpose-built loan agreement submitted is directly linked to his current or fu • all the documents submitted are true and any changes to them shall be reported imm donor, • does not claim in the current calendar year a contribution under this Article for purpose at another unit of the University, 2.a special-purpose loan agreement, 3.in the case of the purchase of a home, an extract from the title deed, 4.a certificate from a building society, bank or branch of a foreign bank stating the interest paid in the previous calendar year on the special-purpose loan. b.must be submitted annually in subsequent applications: • a request for a contribution, • a certificate from a building society, bank or branch of a foreign bank stating the interest paid in the previous calendar year on the special-purpose loan. 5.The employee may be required to provide additional information necessary for the award o 6.The allowance is paid in one lump sum in the current calendar year. 7.The Dean may, by his/her directive, determine that the contribution under this section s in a given calendar year if, in view of the balance and previous use of the FH CU Social considered that its payment would jeopardize the payment of contributions under Part II, 7 of this Measure, or adjust the amount of the contribution for the relevant calendar ye ------------------------------------------------------------------------------------------ Article 4: Pre-registration of applications for the interest subsidy on the housing needs interest subsidy on the special-purpose housing needs loan ------------------------------------------------------------------------------------------ 1.An employee of the FH CU who meets the conditions under Article 2(1) or Article 3(1) of intends to apply for a contribution within the meaning of Article 2 or 3 of Part II of t shall notify the Secretary of the Faculty in writing by 1 June 2009. of the relevant cal information required for pre-registration, namely the amount of interest paid in the rel year for which he has claimed a deduction within the meaning of Article 2(1)(d) of Part directive or the amount of interest paid in the relevant calendar year within the meanin 3(1)(d) of Part II of this directive. 2.Pre-registration is a condition for being able to subsequently apply for a grant in the year. ------------------------------------------------------------------------------------------ Article 5: Applications for a contribution towards interest on a loan for housing needs an special-purpose loan for housing-related needs ------------------------------------------------------------------------------------------ 1.An employee who fulfils the conditions laid down in Article 2(1), Article 3(1) and Artic II shall submit to the FH Personnel Department an application for an interest allowance loan, accompanied by the documents referred to in Article 2(4) or Article 3(4) of Part I of the calendar year in question. Applications for the allowance submitted after this de disregarded. The allowance granted shall be paid by 31 July of the calendar year in ques a wire transfer to the staff member's account. ------------------------------------------------------------------------------------------ Article 6: Non-repayable financial assistance ------------------------------------------------------------------------------------------ Non-returnable financial assistance is provided to FH CU employees under the conditions se Measure No. 30/2018. ------------------------------------------------------------------------------------------ Article 7: Provision of an allowance to cover expenses related to the professional develop ------------------------------------------------------------------------------------------ 1.An employee whose working time in relation to the FH CU is and has been 1.0 for at least be granted an allowance for professional courses that are connected with the professiona of employees and are related to the subject of the University's activities (language cou training, etc.). 2.Employees can contribute up to a maximum of half the cost of the course, up to a maximum per year. 3.An employee who fulfils the condition referred to in paragraph 1 of this Article and int for a contribution towards the reimbursement of expenses related to professional develop communicate in writing to the Secretary of the Faculty the information required for regi the name of the professional course and the price of the course which he/she intends to period from 1 January to 30 June by 28 February at the latest, and which he/she intends period from 1 July to 31 December by 15 October of the relevant year at the latest. 4.The allowances will be paid on the basis of a request submitted to the Faculty's Human R Department, supported by an invoice for the relevant course and a statement from the Hea The invoice must be issued to the faculty's billing address (Charles University, Faculty Pátkova 2137/5, 182 00 Prague 8), with the participant's name in the text. The invoice w the course organiser by the due date, with the faculty staff subsequently being issued a the amount equal to the difference between the course price and the faculty contribution 5.The allowance cannot be claimed retrospectively. *========================================================================================= * PART III: Administration of the Fund *========================================================================================= The financial administration of the fund is carried out by the economist of the faculty. *========================================================================================= * PART IV: Transitional and final provisions *========================================================================================= This directive repeals Dean's Measure No. 13/2016. This directive shall enter into force and effect on the date of signature. Prague, 1 April 2017 Ing. arch. Mgr. Marie Pětová, Ph.D. Dean The first full text is effective from 1 January 2020. The second full text is effective from 1 January 2023.