Police and Fire Department Retirement Plan
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
MEET THE POLICE AND FIRE RETIREMENT PLAN BOARD OF TRUSTEES
I. Police & Fire Board Administration
- A. Trustee Roster & Standing Committe Assignment
- B. Board Operations Polices & 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 Commitee Charter
- 8. Investment Committee Charter
- 9. Joint Personnel Committee Charter
- 10. Board Communication 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. Performance Evaluation Policy of the CEO and CIO of ORS
- 17. Policy regarding roles in Vendor selection
- 18. Strategic Planning Policy
- 19. Travel Policy
- 20. City Council Liaison to the Board
- 21. Monitoring & Reporting Policy
- 22. Board Self-Evaluation Report
II. Office of Retirement Services (ORS)
- A. Organization Chart/Phone Directory
- B. Chief Executive Officer Charter
- C. ORS Operations Presentation
- D. Current Fiscal Year Administrative Budget
- E. ACFR
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
- Investment Group Organizational Structure- Click on the link below:
- 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
VII. Retirement Benefits
- A. Retirement Benefit Fact Sheets
- B. Retirement Handbook Tier 1
- C. Retirement Handbook Tier 2- Under development