Orange County Employees Retirement System Board of Retirement Personnel Committee Meeting
The Personnel Committee focused on the 2027 Staffing Plan, discussing amendments and additions to regular and limited-term positions. Key discussions involved the creation of new IT positions, including an IT Manager (Enterprise Data Manager) and an AI Automation Developer, as well as the conversion of a limited-term Data Analyst to a regular position. The committee also addressed incentive compensation plan changes, updates on classification maintenance and compensation studies, and recruitment needs for various departments to support the Pension Administration System implementation and ongoing operational efficiency.
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Orange County Employees Retirement System Board of Retirement Strategic Planning Workshop
The strategic planning workshop covered various operational and investment topics for the system. Key discussions included an overview of the organization's current state and membership, a status update on the new headquarters project, and a presentation on SaaS in the age of AI. The board also reviewed succession planning strategies, examined geopolitical impacts on technology, trade, and energy, and discussed frameworks for managing investment risk, including data usage and manager research tools.
Aug 31, 2026·Board meeting
Orange County Employees Retirement System Personnel Committee Meeting Minutes
The Personnel Committee discussed and approved the proposed 2027 staffing plan, which includes creating two new positions, funding five limited-term positions, and creating one new limited-term position and one new career ladder, resulting in an increase of budgeted headcount from 150 to 158. The committee also recommended that the Board adopt technical amendments to the Incentive Compensation Plan to clarify performance ranges and methodology. Additionally, updates were provided regarding the County's classification maintenance study and the OCERS direct compensation study. A written report on the Employer Data Partnership Project was reviewed, with direction provided for future status reports on compliance.
Aug 31, 2026·Board meeting agenda packet
Orange County Employees Retirement System Personnel Committee Meeting
The Personnel Committee reviewed the proposed 2027 Staffing Plan, which includes requests for new regular and limited-term positions across several departments, including Investments, Information Technology, Member Services, and Communications, to support strategic initiatives and pension administration. Key action items included establishing a career ladder for an investment officer, reviewing proposed amendments to the Incentive Compensation Plan, and discussing the creation of a Senior Staff Attorney classification. Additionally, the committee addressed revisions to the CEO Performance Evaluation Policy and received updates regarding classification maintenance studies, direct compensation studies, and employer data partnership progress.
