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Inventory of the California Public Employee Retirement System Records
R199  
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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 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.