Meetings, budgets, and plans from this organization.
Jan 1, 2027·Strategic plan
Orange County Employees Retirement System Strategic & Business Plan 2027-2029
This document presents the 2027-2029 Strategic & Business Plan for the Orange County Employees Retirement System (OCERS). The plan is built upon five strategic goals: Fund Sustainability, Excellent Service and Support, Risk Management, Talent Management, and Effective Governance. It also includes a forward-looking Vision 2030, emphasizing Enhanced Member Services, Technology Modernization, and Organizational Excellence, all aimed at delivering exceptional retirement services, adapting to evolving needs, and ensuring a resilient future for OCERS.
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Orange County Employees Retirement System Disability Committee Meeting
The committee held a session to review disability retirement applications, including the case of a Deputy Sheriff. The agenda included standard procedures for public comments, closed sessions for reviewing medical records and disability applications, and reports from closed sessions. Future meetings were also noted.
Oct 19, 2026·Board meeting agenda packet
Orange County Employees Retirement System Board of Retirement Regular Meeting
The board meeting agenda focuses on several key administrative and governance actions, including the approval of numerous service-connected disability retirement applications. The Board will address a request for review regarding a CEO benefit determination, approve the 2027-2029 Strategic and Business Plan, and authorize the 2027 Staffing Plan, which entails the creation and funding of multiple staff positions. Additionally, the agenda includes establishing voting direction for the upcoming SACRS business meeting and appointing a representative for labor negotiations. Policy revisions to be considered for adoption include the Planning Policy, Conflict of Interest Code, Pensionable Compensation Policy, Records Management Policy, and Trustee Education Policy.
Oct 19, 2026·Board meeting agenda
Orange County Employees Retirement System Board of Retirement Regular Board Meeting
The board addressed several key items, including the recognition of new retirees, approval of various administrative policies including Planning, Conflict of Interest, Pensionable Compensation, Records Management, and Trustee Education. The board considered numerous disability retirement applications and reviewed a request for administrative review of a CEO benefit determination. Additional discussions covered the 2027-2029 Strategic and Business Plan, the 2027 Staffing Plan, voting direction for the upcoming SACRS business meeting, and the designation of a labor negotiator for CEO compensation. Informational updates regarding the 2027 board meeting calendar, trustee stipends, and benchmarking reports were also presented.
