PERS Document Index

Litigation

Arken

Break in Service

City of Eugene & EWEB

Henderson

HB 2003 & HB 2004

Hughes

Other

Robinson

Strunk

White

Other

Articles

Commentary

Audio Files

Audit Reports

Legislation

Letters

Oregon Administrative Rules

Other Documents

Press Release

Studies

PERB Packets

2002-2003

2005

2006

2007

2008

This page contains all the PERB board meeting packet material currently available.  Some of the packets run over 200 pages.  The first link for each month contains all the documents provided the board.  Only blank pages and notes about future meetings have been removed.

After the consolidated packet file, all the documents are listed in the order they appear in the packet.  New packet material will be posted when it becomes available.  If you have either a hard copy or electronic copy of missing packets, please contact the site administrator if you are willing to share the documents.

PERB Board Meetings

Agenda conference call agenda - October 31, 2002

Agenda - December 10, 2002

Meeting summary - December 10, 2002

Executive session agenda - January 13, 2003

Conference call agenda - January 23, 2003

Conference call agenda - January 27, 2003

Conference call revised agenda - January 27, 2003

Agenda - February 11, 2003

Agenda conference call agenda - February 25, 2003

Agenda and attachments - January 7, 2005

Agenda - January 7, 2005

HB 2020 Business Management Plan for Wages Report

Board Legislative Position

PAM Corp Fidelity Bond Claim Settlement

Return to Index

Agenda and attachments - March 31, 2004

Agenda and attachments - January 25, 2005

Agenda - January 25, 2005

Minutes - December 10, 2004

Minutes - January 7, 2005

Investment Returns - December 31, 2004

Budget Report - January 14, 2004

HB 2020 Employer Reporting Business Mgmt Plan - January 19, 2005

HB 2020 Appendix - January 19, 2005

OAR Six-Month Waiting Period - January 11, 2005

OAR Police & Fire Equal to or Better - January 11, 2005

OAR PERS Creditable Service - January 11, 2005

OAR Federal Tax Rules - January 11, 2005

2005 Mid-Year Earnings Crediting - January 14, 2005

2003 Valuation Results & 2005 Employer Rates - January 18, 2005

OAR Rules for Optional & Alternative Retirement Plans - Jan 11, 2005

OAR Direct Rollovers - January 11, 2005

OAR Public Employers Participation - January 11, 2005

OAR IAP Employer Acct. Contributions - January 11, 2005

2005 Legislative Update - January 18, 2005

Return to Index

Agenda and attachments - February 18, 2005

Agenda - February 18, 2005

Minutes - Jan 25, 2005

Budget Report - February 8, 2005

HB 2020 Update - February 11, 2005

2003 Valuation & July Employer Rates - February 8, 2005

2004 Preliminary Earnings Crediting - February 11, 2005

OAR Rule Adoption Equal to or Better - February 7, 2005

OAR PERS Membership Eligibility - February 7, 2005

OAR Creditable Service in Chapter 238 Program - February 7, 2005

OAR - Tax Rules - February 7, 2005

OAR Rule Definitions - February 7, 2005

Legislative Update - February 11, 2005

Return to Index

Agenda and attachments - March 29, 2005

Agenda - March 29, 2005

Minutes - February 18, 2005

Investment Returns - February 28, 2005

Budget Report - March 15, 2005

HB 2020 Update - March 18, 2005

Trading Restrictions OSGP - March 18, 2004

OAR Alternate Payee Withdrawal - March 18, 2005

OAR Six-Month Waiting Period - March 18, 2005

2005 Legislative Update - March 18, 2005

Strunk Effect & Implementation - March 18, 2005

OAR Earnings Crediting & COLA Rules - March 18, 2005

2004 Earning Crediting - March 21, 2005

Return to Index

Agenda and attachments - April 15, 2005

Agenda - April 15, 2005

Minutes - March 29, 2005

OAR Electronic Funds Transfers - April 1, 2005

OAR Employer Reporting - April 1, 2005

Police & Fire Mortality Study - April 5, 2005

Strunk Contingency Budget Packages - April 7, 2005

Legislative Update - April 6, 2005

Return to Index

Agenda and attachments - May 20, 2005

Agenda - May 20, 2005

Minutes - April 15, 2005

Budget Report - May 10, 2005

OAR Definitions - May 9, 2005

2006 Health Insurance Plan - May 6, 2005

OAR Disability Allowances - May 9, 2005

Legislative Update - May 9, 2005

Return to Index

Agenda and attachments - June 24, 2005

Agenda - June 24, 2005

Minutes - May 20, 2005

Investment Returns - May 31, 2005

Budget Report - June 13, 2005

Mercer Report Equal to or Better Test - June 14, 2005

OAR Health Ins. Program Definitions - June 13, 2005

Rule Making Changes - June 13, 2005

Electronic Fund Transfers - June 13, 2005

IAP Remediation Policy - June 13, 2005

Legislative Update - June 13, 2005

Return to Index

Agenda and attachments - August 5, 2005

Agenda - August 5, 2005

Minutes - June 24, 2005

Investment Returns - June 30, 2005

Budget Report - July 25, 2005

OAR Alternate Payee Withdrawal - July 25, 2005

Advisory Committee OSGP - July 15, 2005

IAP Remediation Update - July 25, 2005

Legislative Update - July 25, 2005

IAP Earnings Crediting - August 5, 2005

Return to Index

Agenda and attachments - September 23, 2005

Agenda - September 23, 2005

Minutes - August 5, 2005

Investment Returns - July 31, 2005

Budget Report - September 23, 2005

HB 2020 Update Employer Reporting - September 23, 2005

Health Insurance Update - September 23, 2005

OAR Interest Rate on Benefit Underpayments - September 23, 2005

Misc. Rule Changes Chapter 459 - September 23, 2005

Health Insurance Definitions - September 23, 2005

Police & Fire ETOB Final Ruling - September 23, 2005

Contested Cases Action - September 23, 2005

OAR Disability Allowances - September 23, 2005

City of Eugene Decision - September 23, 2005

Return to Index

Agenda and attachments - October 21, 2005

Agenda - October 21, 2005

Minutes - September 23, 2005

Budget Report - October 21, 2005

IAP Remediation - October 21, 2005

HB 2020 Update - October 21, 2005

Chapter 459 Rule Changes - October 21, 2005

OAR Underpayment of Benefits - October 21, 2005

OAR Social Security Penalties - October 21, 2005

OAR - Membership Eligibility - October 21, 2005

OAR Creditable Service - October 21, 2005

OAR Overpayment Recovery - October 21, 2005

Strunk Project Business Plan - October 21, 2005

OAR Earnings Crediting Rules - October 21, 2005

2004 Final Earnings Crediting - October 21, 2005

Return to Index

Agenda and attachments - November 18, 2005

Agenda - November 18, 2005

Minutes - October 21, 2005

Investment Returns - September 30, 2005

HB 2020 Employer Reporting - November 18, 2005

OAR OPSRP Definitions - November 18, 2005

OAR Membership Eligibility - November 18, 2005

OAR Creditable Service - November 18, 2005

Earning Crediting Policy - November 18, 2005

Statutory Reserve Provisions - November 1, 2005

OAR Underpayment Interest - November 18, 2005

Strunk Policy Issues - November 18, 2005

Return to Index

Agenda and attachments - December 16, 2005

Agenda - December 16, 2005

Minutes - November 18, 2005

HB 2020 Update - December 16, 2005

Budget Report for 2005 - December 16, 2005

OAR Reemployment of Retirees - December 16, 2005

OAR Overpayment Recovery - December 16, 2005

OAR Definitions - December 16, 2005

OAR 238 Membership - December 16, 2005

OAR Creditable Service - December 16, 2005

Strunk Project Priorities - December 16, 2005

Return to Index

Agenda and attachments - January 27, 2006

Agenda - January 27, 2006

Minutes - January 27, 2006

Investment Returns - December 31, 2005

Budget Report - January 27, 2006

HB 2020 Update - January 27, 2006

Mercer Purchasing Power Study - December 28, 2005

Actuary Transition - January 27, 2006

OAR Member Reemployment - January 27, 2006

OAR Salary Definitions - January 27, 2006

OAR Military Time Purchase - January 27, 2006

OAR Beneficiary Designation - January 27, 2006

OAR OPSRP Definitions - January 27, 2006

OAR Break in Service - January 27, 2006

OAR Over Pmt Recovery - January 27, 2006

OAR COLA Rules - January 27, 2006

Reserve Deployment Policy - January 27, 2006

Strunk Policy Issues - January 27, 2006

Contested Cases - January 27, 2006

Legislative Update - January 27, 2006

Return to Index

Agenda and attachments - February 24, 2006

Agenda - February 24, 2006

Minutes - January 27, 2006

Investment Returns - January 31, 2006

Budget Report - February 24, 2006

HB 2020 Update - February 24, 2006

Contested Cases - February 24, 2006

OAR Beneficiary Designation - February 24, 2006

OAR Member Reemployment - February 24, 2006

2005 Earnings Crediting - February 24, 2006

Strunk Plan Update - February 24, 2006

Legislative Update - February 24, 2006

Return to Index

Agenda and attachments - March 31, 2006

Agenda - March 31, 2006

Minutes - March 31, 2006

Budget Report - March 31, 2006

HB 2020 Update - March 31, 2006

Contested Cases - March 31, 2006

OAR Petitions for Reconsideration - March 31, 2006

OAR Rules of Procedure - March 31, 2006

OAR Military Purchase - March 31, 2006

OAR OPSRP Definitions - March 31, 2006

OAR Break in Service - March 31, 2006

OAR Beneficiary Designation - March 31, 2006

OAR Salary Definitions - March 31, 2006

OAR Beneficiary Designation - March 31, 2006

2005 Final Crediting Earnings - March 31, 2006

2004 Valuation Results - March 31, 2006

Legislative Update - March 31, 2006

Return to Index

Agenda and attachments - April 27, 2006

Agenda - April 27, 2006

Minutes - March 31, 2006

Investment Returns - March 31, 2006

Budget Report - April 27, 2006

HB 2020 Update - April 27, 2006

Contested Cases Action - April 27, 2006

OAR Contested Cases - April 27, 2006

OAR IAP Rules - April 27, 2006

Return to Index

Agenda and attachments - June 16, 2006

Agenda - June 16, 2006

Minutes - June 16, 2006

Investment Returns - April 30, 2006

Budget Report - June 16, 2006

HB 2020 Update - June 16, 2006

Contested Cases - June 16, 2006

Benefit Recalculation Letter - June 16, 2006

Strunk Policy Issues - June 16, 2006

OAR Contested Cases - June 16, 2006

OAR Procedure Rules - June 16, 2006

IAP Remediation Project - June 16, 2006

HB 2189 Lump-Sum Payments - June 16, 2006

Health Insurance Contract - June 16, 2006

Budget Requests - June 16, 2006

2007 Legislative Concepts - June 16, 2006

Strunk Project Plan Update - June 16, 2006

Mercer Experience Study 2005 Valuation - June 16, 2006

Mercer Economic Assumptions PERS & OPSRP - June 16, 2006

Return to Index

Agenda and attachments - July 21, 2006

Agenda - July 21, 2006

Minutes - July 21, 2006

Investment Returns - May 31, 2006

Budget Report - July 21, 2006

HB 2020 Update - July 21, 2006

Contested Cases - July 21, 2006

OAR Retirement Eligibility Police & Fire - July 21, 2006

OAR IAP Installment Payments - July 21, 2006

OAR Repeal Transitional Rules - July 21, 2006

Oregon Savings Growth Plan Overview - July 21, 2006

Deferred Compensation Committee - July 21, 2006

OAR Trading Restrictions - July 21, 2006

OAR Catch-Up Program - July 21, 2006

OAR OSGP Loan Program - July 21, 2006

Strunk Final Business Plan - July 21, 2006

Mercer 2005 Experience Study - July 21, 2006

HB 2189 Lump-Sum Payments - July 21, 2006

Agency Budget Request - July 21, 2006

PERS Legislative Concepts - July 21, 2006

Return to Index

Agenda and attachments - September 15, 2006

Agenda - September 15, 2006

Minutes - September 15, 2006

Budget Report - September 15, 2006

HB 2020 Update - September 15, 2006

Legislative Update - September 15, 2006

Contested Cases - September 15, 2006

OAR Lump-Sum Payment Rules - September 15, 2006

OAR Police & Fire Unit Purchases - September 15, 2006

OAR Military Credits - September 15, 2006

OAR Retirement Eligibility - September 15, 2006

OAR Deferred Compensation - September 15, 2006

OAR Trading Restrictions - September 15, 2006

OAR Catch-UP Program - September 15, 2006

OAR Savings Growth Plan Loan - September 15, 2006

OAR Account Installments - September 15, 2006

OAR Repeal of Transition Rules - September 15, 2006

2005 Valuation Results - September 15, 2006

Return to Index

Agenda and attachments - October 20, 2006

Agenda - October 20, 2006

Minutes - September 15, 2006

Investment Results - August 31, 2006

Budget Reports - October 20, 2006

HB 2020 Update - October 20, 2006

PERS Workload - October 20, 2006

Insurance Program Contracts - October 20, 2006

Legislative Update - October 20, 2006

Contested Cases - October 20, 2006

OAR Withdrawal from OPSRP - October 20, 2006

OAR Service Rights - October 20, 2006

OAR Crediting Earnings - October 20, 2006

OAR Power of Attorney - October 20, 2006

OAR Lump-Sum Payments - October 20, 2006

OAR Purchase of Units - October 20, 2006

OAR Military Service Credits - October 20, 2006

OAR Retirement Eligibility - October 20, 2006

Federal Pension Protection Act - October 20, 2006

Mercer Actuarial Equivalency Factors - October 20, 2006

Financial Model Proposal - October 20, 2006

RIMS Project Update - October 20, 2006

Return to Index

Agenda and attachments - November 17, 2006

Agenda - November 17, 2006

Minutes - November 17, 2006

Investment Returns - September 30, 2006

HB 2020 Update - November 17, 2006

Actuarial Equivalency Factors - November 17, 2006

Contested Cases - November 17, 2006

OAR Rights of Service - November 17, 2006

OAR Withdrawals - November 17, 2006

OAR Lump-Sum  Rules - November 17, 2006

OAR Unit Purchases - November 17, 2006

OAR Military Credits - November 17, 2006

HB 2189 Lump-Sum Payments - November 17, 2006

Customer Satisfaction Survey - November 17, 2006

Legislative Concepts - November 17, 2006

Return to Index

Agenda and attachments - January 12, 2007

Agenda - January 12, 2007

Minutes - November 17, 2006

Investment Report - November 30, 2006

HB 2020 Update - January 12, 2007

Budget Update - January 12, 2007

Contested Cases - January 12, 2007

OAR Pension Withdrawal - January 12, 2007

OAR Deferred Compensation - January 12, 2007

OAR Trading Restrictions - January 12, 2007

OAR Catch-UP Program - January 12, 2007

OAR OSGP Loan Program - January 12, 2007

OAR Service Rights - January 12, 2007

OAR Earnings Crediting - January 12, 2007

Strunk Plan Update - January 12, 2007

Return to Index

Agenda and attachments - February 16, 2007

Agenda - February 16, 2007

Minutes - January 12, 2007

Investment Returns - December 31, 1006

HB 2020 Update - February 16, 2007

Budget Update - February 16, 2007

Insurance Contracts - February 16, 2007

Contested Cases - February 16, 2007

OAR - Minor Rule Changes - February 16, 2007

OAR Withdrawal of Contributions - February 16, 2007

OAR Power of Attorney - February 16, 2007

OAR Direct Rollover Rules - February 16, 2007

2006 Earnings Crediting - February 16, 2007

Return to Index

Agenda and attachments - March 30, 2007

Agenda - March 30, 2007

Minutes - February 16, 2007

Investment Returns - February 28, 2007

HB 2020 Update - March 30, 2007

Budget Update - March 30, 2007

Contested Cases - March 30, 2007

OAR Withdrawals of Contributions - March 30, 2007

OAR Disability Benefit Rules - March 30, 2007

Financial Modeling Results - March 30, 2007

2006 Earnings Crediting - March 30, 2007

Legislative Updates - March 30, 2007

Return to Index

Agenda and attachments - May 18, 2007

Agenda - May 18, 2007

Minutes - March 30, 2007

Investment Returns - March 31, 2007

HB 2020 Update - May 18, 2007

Budget Report - May 18, 2007

Contested Cases - May 18, 2007

OAR Directed Rollover - May 18, 2007

OAR Judge Member Rules - May 18, 2007

OAR PERS Hearing Process - May 18, 2007

OAR Document Receipt Date - May 18, 2007

OAR Loan Program - May 18, 2007

Legislative Update - May 18, 2007

Return to Index

Agenda and attachments - June 15, 2007

Agenda - June 15, 2007

Minutes - May 18, 2007

Investment Returns - April 30, 2007

HB 2020 Update - June 15, 2007

Budget Report - June 15, 2007

Contested Cases - June 15, 2007

OAR Judge Member Rules - June 15, 2007

OAR Review of Staff Action - June 15, 2007

OAR Document Receipt Date - June 15, 2007

OAR OSGP Loan Program - June 15, 2007

OSGP Appointments - June 15, 2007

Health Insurance Program - June 15, 2007

Legislative Update - June 15, 2007

Return to Index

Agenda and attachments - July 20, 2007

Agenda - July 20, 2007

Minutes - June 15, 2007

Investment Returns - May 31-2007

HB 2020 Update - July 20, 2007

Budget Report - July 20, 2007

Contested Cases - July 20, 2007

OAR Direct Rollovers - July 20, 2007

OAR Judge Member Rules - July 20, 2007

OAR Report Dates - July 20, 2007

OAR OSGP Loan Program - July 20, 2007

OAR Lump-Sum Payments - July 20, 2007

OAR Strunk Project Update - July 20, 2007

Legislative Update - July 20, 2007

Return to Index

Agenda and attachments - September 21, 2007

Agenda - September 21, 2007

Minutes - July 20, 2007

Investment Returns - August 31, 2007

HB 2020 Update - September 21, 2007

Budget Report - September 21, 2007

2007 Replacement Ratio & Purch. Power Study - September 21, 2007

OAR OPSRP Withdrawal Rule - September 21, 2007

OAR Administrative Review & Appeal - September 21, 2007

OAR Crediting Employer Earnings - September 21, 2007

OAR Lump-Sum Payments - September 21, 2007

OAR Employee Prior Period Contributions - September 21, 2007

OAR Membership Eligibility Rules - September 21, 2007

OAR Earnings Crediting Employers - September 21, 2007

OAR Eliminate Break-in-Service - September 21, 2007

OAR Distribution for Severance of Employment - September 21, 2007

OAR Equal to or Better Police & Fire - September 21, 2007

OAR IAP Account Installments - September 21, 2007

OAR Domestic Relations Orders - September 21, 2007

OAR Reemployment of Member - September 21, 2007

Legislation Implementation - September 21, 2007

Legislative Process - September 21, 2007

Retiree Payment Maps - September 21, 2007

Hartman Memo Lump-Sum Payments - September 21, 2007

Hartman Letter Equal to or Better Rule - September 21, 2007

Legislative Process - September 21, 2007

Return to Index

Agenda and attachments - October 19, 2007

Agenda - October 19, 2007

Minutes - September 21, 2007

Investment Returns - September 30, 2007

Employer Reporting Program - October 19, 2007

Budget Report - October 19, 2007

Customer Service Survey - October 19, 2007

OAR Withdrawal Rules - October 19, 2007

OAR Earning Credit Employer Lump-Sum - October 19, 2007

OAR Lump-Sum Payments by Employers - October 19, 2007

OAR Eligibility Rules - October 19, 2007

OAR Earning Crediting - October 19, 2007

OAR Break in Service - October 19, 2007

OAR Alternate Payees OSGP - October 19, 2007

OAR ETOB Rules - October 19, 2007

OAR IAP Account Installments - October 19, 2007

OAR Notice of Contest Rule - October 19, 2007

OAR Reemployment - October 19, 2007

2006 Valuation Report - October 19, 2007

Return to Index

Agenda and attachments - November 16, 2007

Agenda - November 16, 2007

Minutes - November 16, 2007

Investment Returns - September 30, 2007

Employer Reporting - November 16, 2007

Budget Report - November 16, 2007

Customer Satisfaction Survey - November 16, 2007

Future Legislative Sessions - November 16, 2007

Action on Contested Cases - November 16, 2007

OAR Withdrawal Rules - November 16, 2007

OAR Lump-Sum Earnings Crediting - November 16, 2007

OAR Lump-Sum Employer Rules - November 16, 2007

OAR Eligibility Rules - November 16, 2007

OAR Earnings Crediting Loss of Membership - November 16, 2007

OAR Break in Service & Retirement Credit - November 16, 2007

OAR Alternate Payee - November 16, 2007

OAR Equal to or Better Police & Fire - November 16, 2007

OAR Account Installments - November 16, 2007

OAR Notice of Contest Rules - November 16, 2007

OAR Reemployment of Retired Members - November 16, 2007

OAR Employer Disputes - November 16, 2007

Delegation of Subpoena Authority - November 16, 2007

Mercer Actuarial Valuation 12-31-2006 - November 16, 2007

2006 Actuarial Equivalency Factors - November 16, 2007

Agenda and attachments - February 15, 2008

Agenda - February 15, 2008

Minutes - February 15, 2008

Investment Returns - February 15, 2008

Variable Account Restructure - February 15, 2008

Employer Reporting & Outreach Program - February 15, 2008

Budget - February 15, 2008

Ways & Means Report on Strunk Project - February 15, 2008

Early Rretirees Insurance Update - February 15, 2008

HB 2423 Changes to Admin. Procedures - February 15, 2008

OAR 3rd reading Administrative Review & Appeal - February 15, 2008

OAR Employer Contributions for Prior Periods - February 15, 2008

OAR Hartman Letter #1 - February 15, 2008

OAR Staff Actions & Determinations - February 15, 2008

OAR Equal to or Better Police & Fire - February 15, 2008

OAR Hartman Letter #2 - February 15, 2008

OAR Definitions - February 15, 2008

OAR Benefits Option & Commencement of Allowance - February 15, 2008

OAR Emergency Withdrawals - February 15, 2008

2007 Earnings Crediting preliminary - February 15, 2008

Legislative Concepts for 2009 - February 15, 2008

Legislation Re-employed Retired Members - February 15, 2008

Legislation Employer Pick-a-Plan - February 15, 2008

Legislation Creditable Service for Retroactive Pmts - February 15, 2008

Legislation Tier 2 & Disability Benefits - February 15, 2008

Legislation Tax Qualification - February 15, 2008

Agenda and attachments - March 28, 2008

Agenda - March 28, 2008

Minutes - March 28, 2008

Investment Returns - February 28, 2008

Budget Report - March 28, 2008

OAR Model Rules of Procedure - March 28, 2008

OAR Definition of Salary Rules - March 28, 2008

OAR Admin. Appeals Process Rules - March 28, 2008

OAR Staff Actions & Employers Rules - March 28, 2008

OAR Employer Contributions for Prior Periods - March 28, 2008

OAR Benefit Option and Disability Allowance Rule - March 28, 2008

OAR Emergency Withdrawal Appeals - March 28, 2008

OAR Creditable Service / Retroactive Salary - March 28, 2008

2007 Final Earnings Crediting - March 28, 2008

2007-09 Legislative Concepts - March 28, 2008

Contested Cases Delegation Options - March 28, 2008

Agenda and attachments - May 16, 2008

Agenda - May 16, 2008

Minutes - May 16, 2008

Investment Returns - March 31, 2008

Budget Report - May 16, 2008

One-Time Variable Transfer - May 16, 2008

OAR Creditable Service Payment Rules - May 16, 2008

OAR Rollovers to Roth IRAs Rules - May 16, 2008

OAR Public Records Rules - May 16, 2008

OAR Employer Participation Rules - May 16, 2008

OAR Optional Retirement Plan Rule - May 16, 2008

OAR Final Order Authority Contested Cases - May 16, 2008

2009-11 Agency Budget Development - May 16, 2008

Business Case Outline - May 16, 2008

Workload Transaction vs. Postions - May 16, 2008

Strategic Outlook - May 16, 2008

Return to Index

The goal of this site is to provide a central library of PERS documents.  The site owner believes all documents are in the public domain.  If you are the owner of a document and believe it is not in the public domain, please contact the site administrator and it will be removed until a determination about the public status can be made.

Suggestions and links to new documents should be submitted to the site administrator.


Last revised:
5/14/08

Comments and suggestions can be sent to the site administrator.