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Please note: this meeting's minutes have not been finalized yet. Actions taken on legislation and their results are not available.
Meeting Name: Federated City Employees' Retirement System and Federated City Employees' Health Care Trust Agenda status: Final
Meeting date/time: 4/16/2026 8:30 AM Minutes status: Draft  
Meeting location: City Hall, Wing Rooms 118-120 200 E. Santa Clara St., San Jose, CA 95113
Published agenda: Agenda Agenda Accessible Agenda Accessible Agenda Published minutes: Not available Meeting Extra1: Not available Meeting Extra2: Not available  
Agenda packet: Not available
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction DetailsVideo
14-10594 1a. Service RetirementMark A. Ambler, Maintenance Worker I, Parks, Recreation and Neighborhood Services, effective April 25, 2026; 9.36* years of service.   Not available Not available
14-10588 1b. Service RetirementVictor M. Carmona, Water System Operations Superintendent I, Environmental Services Department, effective March 28, 2026; 25.55* years of service.   Not available Not available
14-10582 1c. Service RetirementGovan M. Hill, Senior Engineering Technician, Environmental Services Department, effective April 25, 2026; 12.56* years of service.   Not available Not available
14-10592 1a. Early RetirementHassan K. Basma, Associate Engineer, Department of Transportation, effective April 25, 2026; 10.57* years of service.   Not available Not available
14-10593 1b. Early RetirementPaul R. Harden, Supervising Environmental Services Specialist, Planning, Building and Code Enforcement, effective April 2, 2026; 11.23* years of service. (With Reciprocity - 3.66 PERS + 7.57 CSJ = 11.23 YOS)   Not available Not available
14-10591 1a. Deferred VestedRussell D. Chung, Engineer II, Fire Department, effective April 25, 2026; 26.12* years of service. (With Reciprocity - 8.28 CSJ + 17.83 PERS = 26.12 YOS)   Not available Not available
14-10562 1b. Deferred VestedAndrew B. Dorso, Building Inspector, Combination Certification II, Planning, Building and Code Enforcement, effective April 18, 2026; 11.211* years of service. (With Reciprocity - 1.21 CSJ + 10.00 LACERS = 11.21 YOS)   Not available Not available
14-10596 1c. Deferred VestedBrenda K. Eldridge, Senior Office Specialist, Information Technology Department, effective May 1, 2026; 8.86* years of service. (With Reciprocity - 1.46 CSJ + 7.40 ACERA = 8.86 YOS)   Not available Not available
14-10652 1d. Deferred VestedRichard Langston, Wastewater Mechanic I, Environmental Services Department, effective April 1, 2026; 8.36* years of service. (With Reciprocity - 1.12 CSJ + 7.23 PERS = 8.36 YOS)   Not available Not available
14-10595 1e. Deferred VestedPeter K. Owen, Program Manager II, Finance Department, effective May 2, 2026; 20.40* years of service. (With Reciprocity - 1.94 CSJ + 5.45 SamCERA + 13.00 CalPERS = 20.40 YOS)   Not available Not available
14-10590 1f. Deferred VestedMeenaxi Raval, Planner IV, Planning, Building and Code Enforcement, effective, April 20, 2026; 5.22* years of service.   Not available Not available
14-10585 1g. Deferred VestedKimberly Shunk, Director, City Manager’s Office, effective May 5, 2026; 23.53* years of service. (With Reciprocity - 3.48 CSJ + 20.05 PERS = 23.53 YOS)   Not available Not available
14-10581 1h. Deferred VestedAnnie To, Deputy Director, Finance Department, effective April 1, 2026; 36.42* years of service. (With Reciprocity - 9.50 EBMUD + 1.98 CSJ + 24.93 PERS - 36.42 YOS)   Not available Not available
14-10578 1a. Board Minutes ApprovalApproval of the Board Minutes of March 19, 2026.   Not available Not available
14-10579 1a. Return ContributionsVoluntary | Involuntary   Not available Not available
14-10580 1a. Communication and Information ReportReport of the Monthly Board Expenses for February 2026. Receive and file.   Not available Not available
14-10621 1b. Communication and Information ReportMayor's March Budget Message for Fiscal Year 2026-2027.   Not available Not available
14-10597 1c. Communication and Information ReportRequest for Consideration of Reasonably Good Cause for Trustee Chandra’s absence.   Not available Not available
14-10649 1d. Communication and Information ReportEducational Travel Reports: · CALAPRS General Assembly 2026, March 8 - 11, 2026, Carlsbad, CA by Spencer Horowitz.   Not available Not available
14-10586 1a. Travel/Conference AttendanceAnurag Chandra, Trustee · 2026 Milken Institute Global Conference, Beverly Hills, CA, May 3 - 6, 2026.   Not available Not available
14-10589 1b. Travel/Conference AttendanceJohn Flynn, CEO · NCPERS Chief Officers Summit 2026, Newport Beach, CA, June 15 - 16, 2026.   Not available Not available
14-10650 1c. Travel/Conference AttendanceReimbursement Spencer Horowitz, Chair · CALAPRS General Assembly 2026, Carlsbad, CA. March 8 - 11, 2026.   Not available Not available
14-10653 1a. Communication and Information ReportFiduciary Insurance and Waiver of Recourse Fees for Policy Year March 2026-2027.   Not available Not available
14-10648 1d. ItemNotification of the death of Ramona Sierras-Hodge, Senior Office Specialist, retired March 22, 2008, died February 5, 2026. No survivorship benefits.   Not available Not available
14-10565 1a. InvestmentsOral update from the CIO of Retirement Services, Jay Kwon.   Not available Not available
14-10566 1a. ItemOral update from the CEO of Retirement Services, John Flynn.   Not available Not available
14-10567 1b. ItemOral update from the City Council Liaison to the Board.   Not available Not available
14-10619 1c. ItemDiscussion and action on the proposed administrative budget for fiscal year 2026-2027.   Not available Not available
14-10647 1d. ItemDiscussion and action on adoption of updated City Policy Manual #3.3.2 - Management Performance Program Policy for ORS Operations.   Not available Not available
14-10569 1a. ItemOral update from the Chair of the Investment Committee.   Not available Not available
14-10568 1a. ItemOral update from the Chair of the Audit/Risk Committee.   Not available Not available
14-10570 1a. ItemOral update from the Chair of the Governance Committee. · Nomination and Election of Governance Committee Vice Chairs. · Discussion and action to recommend adoption of the Governance Review Framework. · Discussion and action to recommend adoption of new Policy on Policies. · Discussion and action to recommend adoption of the new Public Comment Policy. · Discussion on Q2’26 policies: Board of Administration Charter, CEO & CIO Performance Evaluation Policies. · Discussion and action on CEO authority to approve new and updated City Policies.   Not available Not available
14-10563 1b. ItemMinutes of the January 15, 2026 Joint Governance Committee meeting. Receive and file.   Not available Not available
14-10643 1c. ItemDiscussion and action to adopt the Governance Review Framework and multi-year workplan for the review and update of board governance documents.   Not available Not available
14-10644 1d. ItemDiscussion and action to adopt the new Policy on Policies.   Not available Not available
14-10645 1e. ItemDiscussion and action to adopt the new Public Comment Policy.   Not available Not available
14-10646 1f. ItemDiscussion and action to recommend delegating authority to the Chief Executive Officer to approve City policies applicable to the operations of the Office of Retirement Services.   Not available Not available
14-10571 1a. ItemOral update from the Chair of the Disability Committee.   Not available Not available
14-10572 1a. ItemOral update from the Vice-Chair of the Joint Personnel Committee. · Nomination and election of Chair of Joint Personnel Committee. · Nomination and election of Vice-Chair of Joint Personnel Committee. · Discussion and action on the Investment Team Compensation. · Discussion and action on 2025-2026 CEO Performance Evaluation, including process and evaluation criteria. · Discussion and action on 2025-2026 CIO Performance Evaluation, including process and evaluation criteria. · Discussion on CEO & CIO Performance Evaluation Policies.   Not available Not available
14-10584 1b. ItemMinutes of the January 27, 2026 Joint Personnel Committee meeting. Receive and file.   Not available Not available
14-10622 1c. ItemDiscussion and action on the FY2026 CEO Performance Evaluation metrics and weightings recommended by the Joint Personnel Committee.   Not available Not available
14-10623 1d. ItemDiscussion and action on the FY2026 CIO Performance Evaluation metrics and weightings recommended by the Joint Personnel Committee.   Not available Not available
14-10573 1a. Education & TrainingCALAPRS 2026 Program Calendar.   Not available Not available
14-10574 1b. Education & TrainingQuarterly Trustee Education Opportunities Report.   Not available Not available
14-10575 1c. Education & TrainingSACRS Spring Conference 2026, Olympic Valley, CA, May 12 - 15, 2026.   Not available Not available
14-10576 1d. Education & TrainingNCPERS Trustee Educational Seminars (TEDS), Las Vegas, NV, May 16 - 17, 2026.   Not available Not available
14-10577 1e. Education & TrainingNCPERS The Annual Conference & Exhibition (ACE), Las Vegas, NV, May 17 - 20, 2026.   Not available Not available