Series Description
State Employee Retirement System
1905-1927
R199.01, Box 1, Folders 1-13
Series 1
State Employee Retirement System Files
1905-1927
Physical Description: 13 file folders
Arrangement
Arranged chronologically by year.
Scope and Content
The SERS Files contain payroll information related to employees of the Department of Engineering on infrastructure improvement
projects under the Department of Engineering such as the Sonora and Mono State Highway, Lake Tahoe Wagon Road construction,
and river improvement projects. Payroll sheets include name of employees, occupations, number of days worked, and salaries.
Also included is a 1924-1927 payroll book, located at C1854.
Public Employee Retirement System
1899-1970
R199.02, Box 1-2, Folders 14-11
Series 1
Historical Files
1899-1970
Physical Description: 30 file folders
Arrangement
Arranged alphabetically by subject heading.
Scope and Content
Historical files consist of reports, speeches, publications, memoranda, and press clippings relating to a variety of subjects
such as state retirement plans prior to 1932 as well as SERS and PERS policy formation. Some of the most prominent subjects
include Attorney General Reports, Investment Policy Discussions, and Social Security and its application to state employees.
A number of the files concerns relations between SERS and the California State Employees Association and include correspondence,
reports, and meeting information for CSEA. Another interesting topics found in the series was was the fate of General Mariano
Guadalupe Vallejo's daughter Luisa Emparen, who was caretaker of the family estate under state employment. Another important
subject concerned proposed mergers of SERS and the Old Age Insurance Agency. Notable publications include Governor Henry Gage's
1899 inaugural address, Governor George Pardee's 1907 Second Biennial Message to the Legislature, and Commission on Pensions
of State Employees report (1929).
Board of Administration
1956-1991
R199.04, Box 4, Folders 7-16
Series 1
Legislative Bill Files
1983-1984
Physical Description: 10 file folders
Arrangement
Arranged numerically by bill number.
Scope and Content
The Board of Administration followed state bills dealing with retirement and provided bill analysis to determine what position
PERS would take on each bill. Although the collection only contains the 1983 to 1984 session, the bills related to many important
topics such as employee classification, PERS structure, budgets, interest rates, investment requirements and PERS investing
in South Africa.
R199.05, Box 4-9, Folders 17-2
Series 2
Meeting Files
1956-1978
Physical Description: 80 file folders
Arrangement
Arranged chronologically by meeting date.
Restriction
These files are RESTRICTED as per Government Code Section 7927.7 (formerly Gov. Code section 6254(c)) (unwarranted invasion
of personal privacy). The retirement claims contain significant personnel information including social security numbers.
Scope and Content
The Board of Administration meeting files contain the agendas, memorandum, and reports used during the meetings. The board
typically met once per quarter. The Board frequently discussed investment issues and the structure of SERS and PERS as well
as making policy decisions. Additionally, the Board dealt with retirement claims made by individuals. They reviewed important
cases and decided if individual cases required further adjudication.
R199.06, Box 9-10, Folders 8-16
Series 3
Meeting Transcripts
1975-1982
Physical Description: 35 file folders
Arrangement
Arranged chronologically by meeting date.
Scope and Content
The series contains verbatim meeting transcripts for the Board of Administration and Retirement Board. The transcripts documented
the issues that concerned PERS. While lacking agendas and other background distributed during the meetings, the files captured
board member's discussions on important issues such as investments, retirement cases, and administration.
Board of Administration - Building Committee
1977-1986
R199.03, Box 2-4, Folders 12-6
Series 1
Committee Meeting Files
1977-1986
Physical Description: 37 file folders
Arrangement
Arranged chronologically by meeting date.
Scope and Content
The Board of Administration created the Building Committee to oversee the construction of the PERS office in Sacramento. The
committee managed the site selection process, bidding process, construction, and budget management. The Lincoln School served
as the site for the new building and PERS faced litigation with the City of Sacramento over taxes and the proposed building's
affect on the city. Subjects included bidding, reports, site selection, and similar topics. The files include memoranda,
reports, and notes on the process. The committee debated many issues with the new building such as its environmental impact,
heating efficiency, building layout, and building techniques.
Board of Administration - Health Insurance Committee
1968-1975
R199.07, Box 10-11, Folders 17-7
Series 1
Committee Meeting Files
1968-1975
Physical Description: 10 file folders
Arrangement
Arranged chronologically by meeting date.
Scope and Content
The Health Insurance Committee Files primarily consists of agendas, which included PERS enrollment statistics, health insurance
solvency, Kaiser Permanente proposals, and demographic statistics. The Health Insurance Committee was a committee of the Board
of Administration and often held meetings on the same days as the Board of Administration.
Board of Administration- Investment Committee
1957-1991
R199.08, Box 11, Folders 8-16
Series 1
Committee Meeting Files
1957-1967
Physical Description: 9 file folders
Arrangement
Arranged chronologically by meeting date.
Scope and Content
The Investment Committee, a committee of the Board of Administration, managed fiscal matters for PERS. The committee's focus
on investment and fiduciary responsibility appear in each meeting, manifested in the meeting files. The majority of the series
consists of each meeting's agenda, which listed PERS investments and end-of-quarter returns. Additionally, the committee explored
investment options and future investment strategies.
R199.09, Box 11-16, Folders 17-5
Series 2
Proposals
1985-1991
Physical Description: 89 file folders
Arrangement
Arranged numerically by proposal number.
Scope and Content
The Investment Committee decided investment options for PERS, including determining which firms would be investment managers
for various portfolios. This series originated from two proposals, 90-60 and 90-73 and was arranged by proposal number with
relating correspondence following each proposal. Proposal 90-60 was for a proposal for a securities lending agent with Boston
Company, Bank of New York, and Citibank applying for consideration. Proposal 90-73 was for a high-yield fixed income manager
with Washington Square Advisors, Merrill Lynch, and Trust Company of the West applying for consideration. The committee rated
each applicant based on numerous performance standards. Reports, rough drafts, correspondence, memoranda, and investment notes
constitute the series.
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