Police and Fire Department Retirement Plan
POLICE AND FIRE DEPARTMENT HOME
THE OFFICE OF RETIREMENT SERVICES
CITY OF SAN JOSE
STANDARD OPERATING PROCEDURES (SOP)
POLICE AND FIRE DEPARTMENT RETIREMENT PLAN
"Our mission is to ensure prompt, professional delivery of services and benefits to our members, and to collect, invest, and expend system assets in a prudent, fair, and timely manner."
Quick Navigation: Police and Fire Trustee SOP
New Board Member Orientation
MEET THE POLICE AND FIRE RETIREMENT PLAN BOARD OF TRUSTEES
a. Outside Consultants
I. Police & Fire Board Administration
- a. Trustee Roster & Standing Committee Assignment
- b. Board Operations Policies & Charters 1-22
- 1. Audit Committee Charter
- 2. Board Chair Charter
- 3. Board of Administration Charter
- 4. Board Vice-Chair Charter
- 5. Chief Executive Officer Charter & Succession Planning Policy
- 6. Chief Investment Officer Charter & Succession Planning Policy
- 7. Governance Committee Charter
- 8. Investment Committee Charter
- 9. Joint Personnel Committee Charter
- 10. Board Communications Policy
- 11. Board Education Policy
- 12. Board Performance Assessment Policy
- 13. Code of Conduct
- 14. Policy and Procedure
- 15. Policy on Election of Board Officers
- 16. CEO Performance Evaluation Policy
- 17. CIO Performance Evaluation Policy
- 18. Monitoring & Reporting Policy
- 19. Policy Regarding Roles in Vendor Selection
- 20. Strategic Planning Policy
- 21. Travel Policy
- 22. Council Representative to the Board - Charter
23. Board member development and training conference information- in progress
24. Disability Retirement Application Rules and Procedures
a. Disability Committee Charter
II. Office of Retirement Services (ORS)
- a. Organization Chart/Phone Directory
- b. Chief Executive Officer Charter
- d. Current Fiscal Year Administrative Budget
- e. ACFR(Annual Comprehensive Financial Report)
III. Governing Laws
- a. State Retirement Laws
- b. San Jose City Charter - Retirement Plan(s)
- c. Brown Act and City Sunshine Ordinance - Open Meetings
- d. Conflicts of Interest
- e. Public Records Act
IV. Fiduciary Standards/Responsibilities
V. Investments of Assets
- a. Chief Investment Officer Charter
- 1a. Investment Group Organizational Structure
- b. Investment Policy Statement - Click on Link below:
- c. Asset Allocation
- d. Annual Prefunding Process and Report
- e. Risk Management System/Process
- f. Fiscal Year End Performance Report - Open the PDF and click on the link.
- g. Calendar Year Fee Report
VI. Actuarial Valuations
- a. Pension Valuation Presentation
- b. Pension Valuation Report
- c. OPEB Valuation Presentation
- d. OPEB Valuation Report
- e. 5-year Contribution Projection Letter
- f. Actuarial Audit for the Pension Valuation
- g. Actuarial Audit for the OPEB Valuation