urn:taro:tslac.50070 Employees Retirement System of Texas: An Inventory of Employees Retirement System Records at the Texas State Archives, 1942, 1947-2007, undated Finding aid by Nancy Enneking This EAD finding aid was created in part with funds provided by the Texas Telecommunications Infrastructure Fund Board for the Texas Archival Resources Online project. Texas State Library and Archives Commission August 2001 Finding aid encoded by Tony Black in EAD Version 1.0 as part of the TARO project, October 2000. Finding aid written inEnglish. May 2009. Revised by Rebecca Romanchuk, July 22, 2003. Revised by TARO, June 2002. Revised by Nancy Enneking, December 2001. Revised by Tony Black, May 2001. Revised by Tony Black, Overview Texas State Archives Employees Retirement System of Texas. Employees Retirement System records 1942, 1947-2007, undated The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. The programs offered by ERS include benefit payments for both service-related and disability-related retirements and benefits for survivors of active and retired members. These records document the interests, activities, and functions of ERS and consist of correspondence, memoranda, memorandums of understanding, contracts, statements, meeting files, copies of legislation, action plans, proposed resolutions, notes, drafts, printed materials, studies, reports, clippings, statistics, plans, financial records, speeches, presentations, calendars, publications, agreements, newsletters, press releases, pamphlets, and questionnaires, dating 1942, 1947-2007, and undated. 37.95 cubic ft. These materials are written in English. Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503); information relating to competition or bidding (V.T.C.A., Government Code, Section 552.104); and certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Most records created by Texas state agencies are not copyrighted and may be freely used in any way. State records also include materials received by, not created by, state agencies. Copyright remains with the creator. The researcher is responsible for complying with U.S. Copyright Law (Title 17 U.S.C.).

Technical Requirements

Microfilm readers are available in the Lorenzo de Zavala State Archives and Library Building. Ask staff members for exact locations.

Preferred Citation

(Identify the item and cite the series), Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Agency History

During the late 1930s, a group of state employees, some of whom eventually became the leaders of the Texas Public Employees Association, began thinking about a retirement system for state employees. Almost simultaneously, during World War II, officials of the Texas Highway Department were concerned by the loss of qualified employees to private industry and considered proposing a State Highway Department Retirement System. The two groups formed a coalition for all state employees that resulted in legislative action by the 49th Texas Legislature in 1945. Representatives George Parkhouse and Sherwood Brown sponsored House Joint Resolution 10, allowing Texans to vote in November 1946 to approve or reject the formation of a Retirement, Disability and Death Compensation Fund for state employees. The ballot measure passed, and, following two House-Senate Conference Committees, the Employees Retirement System of Texas (ERS) was created effective September 1, 1947 by House Bill 168, 50th Legislature, Regular Session, pursuant to a constitutional amendment (Article XVI, Section 67).

Legislation passed in 1955 by the 54th Legislature (Senate Bill 203, Regular Session) transferred the administration of the Judicial Retirement System of Texas to ERS. In November 1957, Texans approved a constitutional amendment that implemented a major reorganization of ERS, effective September 1, 1958, transforming the agency from a money-purchase plan (based on employer and employee contributions and interest earned divided by life expectancy), to a defined benefit plan (with retirement payments based on length of service and a final average salary). The old system would still be in effect for 10 years, effectively meaning that ERS operated two parallel retirement systems for a decade. In 1963, the membership of ERS expanded to include elected state officials, including legislators. District attorneys were included by the 60th Legislature in 1967 (Senate Bill 281, Regular Session).

The Board of Trustees' investment policies, except where specifically directed otherwise by the state constitution and statutes, are guided by the Prudent Person rule set forth in the constitution. The trustees have established investment objectives and investment operating policies to obtain the optimum return on ERS investments consistent with the assumption of prudent risk. The primary objective of ERS is to earn an absolute return on total investments that will ensure the payments due to ERS members and their beneficiaries at a reasonable cost to the taxpayers of the state.

ERS has the powers, privileges, and immunities of a corporation. Although the system is a separate legal entity and by statute must prepare a separate annual financial report, it is also considered a part of the State of Texas financial reporting entity and is included in the state's annual financial report.

ERS was limited in the beginning to investing only in government securities. During its first year, the $2.9 million in member and state contributions was invested in U.S. bonds. After the reorganization in 1958, investments were allowed, within specific parameters, in corporate securities, common stocks, preferred stocks, debentures, bonds, mortgages, etc. The first investment in corporate stocks was in 1960 when ERS purchased 10,000 shares in 30 corporations at a cost of $614 million. The change that possibly affected ERS operation more than any in its 50-year history came in 1975 (Senate Bill 90, 64th Legislature, Regular Session), when the Legislature created the Texas Employees Uniform Group Insurance Program to provide high quality health insurance and other optional coverages for employees, retirees and their eligible dependents beginning September 1, 1976. Known as UGIP, it has grown over the years and now also offers this health insurance coverage to most state institutions of higher education. In 1992 membership in UGIP was expanded to include employees of state institutions of higher education, junior colleges, and community colleges, other than the University of Texas and Texas A&M Systems (which are covered by the Teacher Retirement System of Texas).

Beyond the regular state employee retirement system, the Board of Trustees administers the following additional programs: Judicial Retirement System of Texas Plan One (established in 1955) and Plan Two (established in 1985) Death Benefits Program for Commissioned Peace Officers and Firemen (established in 1967) Uniform Group Insurance Program (UGIP, established in 1976) Law Enforcement and Custodial Officer Supplemental Retirement Program (established in 1979) Flexible Benefits Program (TexFlex, established in 1988) Proportionate Retirement Program (established in 1991) Deferred Compensation Program (transferred from the Office of the Comptroller to ERS in 1991)

Between 1947 and 1957, the Board of Trustees of the Employees Retirement System of Texas consisted of seven members, including four ex officio members (the State Life Insurance Commissioner, the Chairman of the Board of Control, the Chairman of the Texas Highway Commission, and the Attorney General) and three members nominated and elected by the members of the Retirement System. The composition of the Board was changed in 1957 to consist of the Attorney General or an Assistant Attorney General (ex officio), one member appointed by the Governor, one member appointed by the Chief Justice of the Supreme Court, one member appointed by the Speaker of the House of Representatives, and three members elected by the members. In 1963, the Attorney General was removed from the Board, leaving the current six members. The appointed members must be confirmed by the Senate. Terms are for six years, overlapping. Positions are non-salaried, and the chair rotates annually.

ERS has had seven Executive Directors: Gordon H. Lloyd, 1947-1970 (Executive Secretary)Everett L. Anschutz, 1970-1977Joseph N. Murphy Jr., 1977-1980Clayton T. Garrison, 1980-1990 Charles D. "Dickey" Travis, 1990-1996Sheila W. Beckett, 1996-2004Ann S. Fuelberg, 2004-present (as of 2009)

ERS began its operation with a $25,000 state appropriation and was housed in several rooms on North Congress Avenue, north of the Capitol, in an apartment building behind a drug store. ERS built and occupied its first building in 1966. At the end of fiscal year 2008, active membership in the system numbered 135,171 persons, with 73,266 retirees and beneficiaries receiving benefits.

(Sources include: Guide to Texas State Agencies, 11th edition (2001); a short summary of the Employees Retirement System of Texas on its website, at http://www.ers.state.tx.us/htdocs/about/history/default.aspx; the agency's Fiscal Year 2007 Annual Report, at http://www.ers.state.tx.us/htdocs/news/legislative/documents/ar_2007.pdf; and statistics found at the agency's website, at http://www.ers.state.tx.us/about/facts/default.aspx; all websites accessed April 2009.)

Scope and Contents of the Records

The first three series consist of meeting files and correspondence of the ERS Board of Trustees and its advisory committees: Board of Trustees minutes and exhibits, Advisory Committee records, and Board of Trustees correspondence. These records document work accomplished at each meeting, including administrative items, fiduciary responsibilities, payment of benefits, and legal issues; and written discussion of matters between Board members, the Executive Director of ERS, advisory committee members, and legislators. Committees represented are the Group Insurance/Benefits Advisory Committee of the Texas Employees Uniform Group Insurance Program, the Joint Coordinating Committee of State of Texas Investment Funds, and the Investment Advisory Committee.

The next three series document the Executive Division of ERS and the agency's division directors. Agency correspondence among ERS Executive Office and division office staff members and between ERS and other agencies, officials, state employees, and the general public cover policies, procedures, and operations of ERS and its benefit programs, as well as administrative issues regarding staffing and employees. Executive Director speeches and presentations concerning ERS programs and budget considerations were given at Board of Trustees workshops; to ERS executive and legislative staff briefings; to legislative committees concerned with health insurance, investment policies and practices, and appropriations; to state employee associations; and to personnel administrators of state employers. Calendars of the ERS Executive Director, division directors, and General Counsel document the daily schedules of those positions.

The results of research and studies by the agency, both for publication and for the development of the agency's programs, are maintained in two series. Reports illustrate the agency's interests in researching and studying issues such as pension and retirement plans around the country, the attitudes of Texas workers (both public and private) toward their retirement and insurance programs, the standards for HMOs (health maintenance organizations) and investment prospects, and the performance of the agency itself. Project files include materials on the examination and selection of insurance companies, particularly Blue Cross/Blue Shield; the development of responses to the agency's sunset review; and the development of insurance policy coverages and a police pension program. A number of files concern the creation and design of the statewide uniform group insurance program, authorized by the Texas Legislature during the 64th Legislative Session (1975).

Legislative files document studies of state legislation affecting ERS and legislation the agency wished to propose. The materials include correspondence and action plans regarding and in response to federal laws and legislation, and presidential orders. Major subjects include the expansion of the ERS system to include judges, law enforcement officers, district attorneys, and university professors; retirement credit for military service; inclusion of certain coverages in insurance contracts, such as for alcoholism, drug dependency, and mental illness; definitions of disability; and issues regarding taxes, contributions, and the payment of benefits.

Several smaller series complete this group of agency records. Financial records document the agency's budget development process as well as the development of its strategic plans. Organization charts display graphically the administrative organization of the entire agency, documenting both the titles of positions and the number of individuals employed within each division. Rules and regulations includes information on constitutional and statutory laws, descriptions and provisions of group insurance plans, ERS rules, and amendments and reforms to insurance plans and rules. Press releases and publications were intended for state agency benefit coordinators, computer users within ERS, and the employees of the State of Texas; these materials provide information regarding health insurance benefits, retirement benefits and annuities, new programs, and relevant changes in rules, policies, and laws. Surveys were completed for the National Council on Governmental Accounting (Financial Accounting Standards Board), the U.S. Postal Service, national corporations and research institutions, other Texas state agencies, the U.S. Congress, and the states of Wisconsin, Louisiana, and others.

To prepare this inventory, the described materials were cursorily reviewed to delineate series, to confirm the accuracy of contents lists, to provide an estimate of dates covered, and to determine record types.

Organization of the Records

These records include one large accession, 2002/112, that arrived in exceptionally poor order. In the hope of preserving what little original order and context survived the transfer of those records, the files of that accession have been left in the physical order in which they arrived, but they have been roughly intellectually, perhaps artificially, organized into loose series by State Archives staff. The researcher should review each of the series listings to ensure that they have identified all relevant files. The entire records are organized by State Archives staff into fourteen series:

Board of Trustees minutes and exhibits, 1947-2004, 7.72 cubic ft. Advisory Committee records, 1960-1966, 1970-1971, 1982-2000, 0.7 cubic ft. Board of Trustees correspondence, 1966-1996, 1.6 cubic ft. Agency correspondence, 1942, 1947-1999, 15.5 cubic ft. Executive Director speeches and presentations, 1996-2004, 0.8 cubic ft.Calendars, 2005-2007, 0.4 cubic ft.Reports, 1956, 1973-1984, 1986-1987, 1989-1991, undated, 1.45 cubic ft. Project files, 1970-1984, 1990-1993, undated, 2.25 cubic ft. Legislative records, 1947-1981, 1984, 1986-1988, undated, 4.4 cubic ft. Financial records, 1969-1994, undated, 2.25 cubic ft. Organization charts, 1985-2006, undated, 0.1 cubic ft. Rules and regulations, 1974-1985, undated, 0.3 cubic ft. Press releases and publications, 1960, 1963, 1973-1999, 0.24 cubic ft. Surveys, 1975-1980, 1982, 1989, 1994, 0.24 cubic ft. Index Terms

The terms listed here were used to catalog the records. The terms can be used to find similar or related records.

Corporate Names: Employees Retirement System of Texas. Board of Trustees. Employees Retirement System of Texas. Investment Advisory Committee. Employees Retirement System of Texas. Group Insurance Advisory Committee. Employees Retirement System of Texas. Group Benefits Advisory Committee. Joint Coordinating Committee of State of Texas Investment Funds. Texas. Legislative Budget Board. Subjects: Pension trusts--Texas--Investments. Pension trusts--Texas--Evaluation. Pension trusts--Texas--Accounting. Employer-sponsored health insurance--Texas. Places: Texas--Officials and employees--Pensions. Texas--Officials and employees--Retirement. Document Types: Minutes--Texas--Pension trusts--1947-2004. Agendas--Texas--Pension trusts--1947-2004. Correspondence--Texas--Pension trusts--1942, 1947-2000. Reports--Texas--Pension trusts--1947-2004. Drafts (documents)--Texas--Pension trusts--1947-1994. Organizational charts--Texas--Pension trusts--1989-2006. Legislative records--Texas--Pension trusts--1947-1981, 1984, 1986-1988. Press releases--Texas--Pension trusts--1960, 1963, 1973-1999. Memorandums--Texas--Pension trusts--1942, 1947-1996. Financial records--Texas--Pension trusts--1969-1994. Contracts--Texas--Pension trusts--1942, 1947-1996. Plans (reports)--Texas--Pension trusts--1947-1994.Resolutions (administrative records)--Texas--Pension trusts--1947-1981, 1984, 1986-1988. Notes--Texas--Pension trusts--1947-1984, 1986-1988, 1990-1993. Clippings--Texas--Pension trusts--1970-1984, 1990-1993. Statistics--Texas--Pension trusts--1970-1984, 1990-1993. Speeches--Texas--Pension trusts--1988-1989, 1996-2004. Calendars--Texas--Pension trusts--2005-2007.Publications--Texas--Pension trusts--1974-1990.Agreements--Texas--Pension trusts--1974-1985. Newsletters--Texas--Pension trusts--1987-1990.Questionnaires--Texas--Pension trusts--1975-1980, 1982, 1989, 1994. Functions: Managing pension trusts. Managing employer-sponsored health insurance. Related Material

The following materials are offered as possible sources of further information on the agencies and subjects covered by the records. The listing is not exhaustive.

Texas State Archives

Texas Legislature, House Committee on Retirement and Aging, Records, 1976-1988, 7 cubic ft. [Restricted]Teacher Retirement System of Texas Board of Trustees minutes, agenda, and exhibits, August 1937-November 2000, 6.5 cubic ft. [There is no finding aid for these unprocessed records. Call numbers are 1998/206-1 thru 5 and 2005/026-1 thru 4.]Texas Municipal Retirement System minutes, 1947-2009, 0.5 cubic ft., including 2 reels 16mm microfilm. [There is no finding aid for these unprocessed records. Call numbers are 2006/209-1 thru 2.] Teacher Retirement System of Texas records, 1978-2002, 20 cubic ft. [There is no finding aid for these unprocessed records. Call numbers are 2003/158-1 thru 10, 2005 Accessions Box 1 (2005/151), and 2008/105-1 thru 10.] Processing Information

Board of Trustees and committee minutes processed by Tony Black, June 1998, September 2000

Addition of Board of Trustees and committee minutes accession, and finding aid encoded in EAD Version 1.0 as part of the TARO project by Tony Black, October 2000

Addition of Board of Trustees and committee minutes accessions, and updating of agency history by Tony Black, May 2001

Addition of Board of Trustees and committee minutes accession by Tony Black, December 2001

Addition of an accession of Board of Trustees and committee minutes; and addition of Advisory committee records, Board of Trustees correspondence, Agency correspondence, Reports, Project files, Legislative records, Financial records, Organization charts, Rules and regulations, Press releases and publications, and Surveys series by Nancy Enneking, June 2002

Finding aid converted from EAD 1.0 to 2002 by TARO using the conversion stylesheet v1to02.xsl, July 22, 2003

Addition of Board of Trustees and committee minutes, Board of Trustees correspondence, Agency correspondence, and Organization charts accessions; addition of Executive Director speeches and presentations and Calendars series; accession information updated for Press releases and publications; DACS compliance; and encoding to EAD 2002 standards by Rebecca Romanchuk, May 2009

Accession Information

Accession numbers: 1998/005, 1999/023, 2000/084, 2001/030, 2001/112, 2001/128, 2002/089, 2003/109, 2004/003, 2004/188, 2004/212, 2009/003, 2009/077, 2009/128

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on September 10, 1997; September 30, 1998; December 22, 1999; October 18, 2000; March 28, 2001; May 24, 2001; December 31, 2001; January 24, 2003; September 3, 2003; July 20, 2004; August 10, 2004; September 3, 2008; and December 30, 2008; and by the Texas Legislative Reference Library on May 12, 2009.

Other Formats for the Records

ERS Board of Trustees meeting minutes, 1947-1999, have been microfilmed and are available on four reels. For meetings prior to 1968 (with the exception of the July 16 and 21, 1947 meetings), these are the only copies available at the Texas State Archives.

Electronic versions of agenda and minutes of the Employees Retirement System of Texas Board of Trustees are available for the current year and for past years through 2002 at the agency's website, http://www.ers.state.tx.us/home/default.aspx.

Location of Originals

The record copies of minutes and agenda are maintained by the Employees Retirement System of Texas.

Detailed Description of the Records Board of Trustees minutes and exhibits, 1947-2004, 7.72 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Minutes of the ERS Board of Trustees, with accompanying exhibits, dating 1947-2004, document the work accomplished at each meeting, including administrative items, fiduciary responsibilities, payment of benefits, and legal issues. Administrative items include: certification of trustee election results, appointments of members to committees, proposal and adoption of operating budgets, selection of auditors, selection of advisors for portfolios, action on additions to the approved broker/dealer list, consideration of Requests for Proposals to conduct audits and to provide actuarial and other services, proposal and adoption of rules, discussion of legislation, and the executive director's report. Items related to the Board of Trustees' fiduciary responsibilities include: approval of transfers between accounts, consideration of investment of the system's assets, review and approval of investment transactions, consideration of investment advisors' recommendations, reports on auditing activity, and review of health insurance programs. Items concerning the payment of benefits include: consideration of supplemental benefits, reports of retirements and death benefits granted, reports on payments for occupational deaths, and reports of payments to survivors of law enforcement officers and firemen. Legal items are primarily appeals of contested cases for retirement and insurance.

Minutes listed below as missing in their paper format are included in the microfilm, 1947-1999. Minutes for 1947-1967 (with the exception of the July 16 and 21, 1947 meetings) are found in microfilm format only.

Arrangement

These records are arranged chronologically as they arrived from the agency.

Preferred Citation

(Identify the item), Board of Trustees minutes and exhibits, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 1998/005, 1999/023, 2000/084, 2001/030, 2001/112, 2001/128, 2002/089, 2003/109, 2004/003, 2004/188, 2004/212

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Technical Requirements

Microfilm readers are available in the Lorenzo de Zavala State Archives and Library Building. Ask staff members for exact locations.

Other Formats for the Records

Location of Originals

The record copies of minutes and agenda are maintained by the Employees Retirement System of Texas.

Processing Information

Processed by Tony Black, June 1998, September 2000

Additional accessions processed by Tony Black, October 2000, May 2001, December 2001

Additional accession processed by Nancy Enneking, June 2002

Additional accessions processed and DACS compliance by Rebecca Romanchuk, May 2009

Minutes, 1947-1999 [microfilm] 3640 September 1947 thru September 26, 1983 3641 October 24, 1983 thru January 24, 1989 3642 January 25, 1989 thru July 8-9, 1996 3643 August 14-15, 1996 thru December 8, 1999 Minutes and exhibits, 1947, 1968-2004 [paper] 2004/188-5July 16 and 21, 1947 1998/005-1 March 1968 1998/005-1 June 1968 1998/005-1 August 1968 1998/005-1 September 1968 1998/005-1 December 1968 1998/005-1 March 1969 1998/005-1[June 1969 missing] 1998/005-1 August 1969 1998/005-1 September 1969 1998/005-1[December 1969 missing] 1998/005-1 March 1970 1998/005-1 June 1970 1998/005-1 August 1970 1998/005-1 September 1970 1998/005-1 December 1970

[Includes Investment Advisory Committee.]

1998/005-1 January 1971 1998/005-1 March 1971

[Includes Investment Advisory Committee.]

1998/005-1 June 1971

[Includes Investment Advisory Committee.]

1998/005-1 August 1971 1998/005-1 September 1971 1998/005-1 December 1971 1998/005-1 March 1972 1998/005-1 June 1972 1998/005-1 August 1972 1998/005-1 September 1972 1998/005-1 December 1972 1998/005-1 March 1973 1998/005-1 June 1973 1998/005-1 August 1973 1998/005-1 September 1973 1998/005-1 December 1973 1998/005-1 March 1974 1998/005-1 June 1974 1998/005-2 August 1974 1998/005-2 December 1974 1998/005-2 January 1975 1998/005-2 March 1975 1998/005-2 June 1975 1998/005-2 August 1975 1998/005-2 September 1975 1998/005-2 October 1975 1998/005-2 November 1975 1998/005-2 December 1975 1998/005-2 February-March 1976 1998/005-2 April-May 1976 1998/005-2 June 1976 1998/005-2 August 1976 1998/005-2 September 1976 1998/005-2 October-November 1976 1998/005-2 December 1976 1998/005-2[February 1977 missing] 1998/005-2 March 1977 1998/005-2[May 1977 missing] 1998/005-2 June 1977 2001/112-8 July 1977

[Includes Personnel Committee minutes from April, May, and June 1977.]

1998/005-2 July-August 1977 1998/005-2 September 1977 1998/005-2 December 1977 1998/005-3 March 1978 1998/005-3 June 1978 1998/005-3 August 1978 1998/005-3 September 1978 1998/005-3 November 1978 1998/005-3 December 1978 1998/005-3 February 1, 1979 1998/005-3 February 1, 1979 1998/005-3[February 22, 1979 missing] 1998/005-3 March 1979 1998/005-3 June 1979 1998/005-3 August 1979 1998/005-3 September 1979 1998/005-3 November 1979 1998/005-3 December 1979 1998/005-3 March 1980 1998/005-3 April 1980 1998/005-3 June 1980 1998/005-3 July-August 1980 1998/005-3 September 1980 1998/005-3 November 1980 1998/005-3 December 1980 1998/005-3[January 1981 missing] 1998/005-3 March 1981 1998/005-3 April 1981 1998/005-3[June 1981 missing?]1998/005-3[August 1981 missing] 1998/005-3 September 1981 1998/005-3[December 1981 missing] 1998/005-4 March 17, 1982 1998/005-4 March 26, 1982 1998/005-4 May 1982 1998/005-4[June 1982 missing] 1998/005-4 August 1982 1998/005-4 September 1982 1998/005-4 October 1982 1998/005-4 December 1982 1998/005-4 February 1983 1998/005-4 March 1983 1998/005-4 May 1983 1998/005-4 June 1983 1998/005-4 August 1983 1998/005-4 September 1983 1998/005-4 October 1983 1998/005-5 December 1983 1998/005-5 January 1984 1998/005-5 March 1984 1998/005-5 April 1984 1998/005-5 June 1984 1998/005-5 August 9, 1984 1998/005-5 August 27, 1984 1998/005-5 September 1984 [includes transcript] 1998/005-5 October 1984 [includes transcript] 1998/005-5 December 1984 1998/005-5 January 1985 1998/005-6 February 1985 1998/005-6 March 1985 1998/005-6 April 1985 1998/005-6 May 1985 1998/005-6 June 1985 1998/005-6 August 1985 1998/005-6 September 1985 1998/005-6 October 1985 1998/005-6 December 1985 1998/005-6 January 1986 1998/005-6 February 1986 1998/005-6 March 1986 1998/005-6 April 1986 1998/005-6 June 1986 1998/005-6 July 1986 1998/005-6 August 1986 1998/005-6 September 15, 1986 1998/005-6 September 23, 1986 1998/005-6 October 1986 1998/005-6 December 1986 1998/005-7 January 1987 1998/005-7 February 1987 1998/005-7 March 1987 1998/005-7 April 1987 1998/005-7 May 1987 1998/005-7 June 1987 1998/005-7 July 1987 1998/005-7 August 1987 1998/005-7 September 1987 1998/005-7 October 1987 1998/005-7 November 1987 1998/005-7 December 1987 1998/005-7 January 1988 1998/005-7 February 1988 1998/005-7 March 1988 1998/005-7 April 1988 1998/005-7 May 1988 1998/005-7 June 1988 1998/005-7 July 1988 1998/005-7 August 1988 1998/005-7 September 13, 1988 1998/005-8 September 27, 1988 1998/005-8 October 4, 1988 1998/005-8 October 12, 1988 1998/005-8 October 25, 1988 1998/005-8 November 1988 1998/005-8 December 1988 1998/005-8 January 24, 1989 1998/005-8 January 25, 1989 1998/005-8 February 8 and 15, 1989 1998/005-8 February 28, 1989 1998/005-8 March 28, 1989 1998/005-8 March 29, 1989 1998/005-8 April 1989 1998/005-8 May 1989 1998/005-8 June 1989 1998/005-8 July 25, 1989 1998/005-8 July 26, 1989 1998/005-8 August 15, 1989 1998/005-8 August 29, 1989 1998/005-9 September 1989 1998/005-9 October 1989 1998/005-9 November 1989 1998/005-9 December 1989 1998/005-9 January 1990 1998/005-9 February 1990 1998/005-9 March 9 and 16, 1990 1998/005-9 March 27, 1990 1998/005-9 April 1990 1998/005-9 May 1990 1998/005-9 June 22 and 27, 1990 1998/005-9 June 29, 1990 1998/005-9 July 1990 1998/005-9 August 1990 1998/005-10 September 1990 1998/005-10 October 1990 1998/005-10 November 1990 1998/005-10 December 1990 1998/005-10 January 1991 1998/005-10 February 1991 1998/005-10 March 1991 1998/005-10 April 16-17, 1991 1998/005-10 April 25, 1991 1998/005-10 May 1991 1998/005-10 June 1991 1998/005-10 July 1991 1998/005-10 August 28, 1991 1998/005-10 August 29, 1991 1998/005-10 September 1991 1998/005-10 November 6, 1991 1998/005-10 November 7, 1991 1998/005-10 December 1991 1998/005-11 January 1992 1998/005-11 March 25, 1992 1998/005-11 March 26, 1992 1998/005-11 April 1992 1998/005-11 June 1992 1998/005-11 July 1992 1998/005-11 August 1992 1998/005-11 October 1992 1998/005-11 December 1992 1998/005-11 February 1993 1998/005-11 April 1993 1998/005-11 May 1993 1998/005-11 August 1993 1998/005-11 September 1993 1998/005-11 November 1993 1998/005-11 January 1994 1998/005-11 March 1994 1998/005-11 April 1994 1998/005-11 June 1994 1998/005-12 August 1994 1998/005-12 October 1994 1998/005-12 November 1994 1998/005-12 December 1994 1998/005-12 January 1995 1998/005-12 March 1995 1998/005-12 April 1995 1998/005-12 June 1995 1998/005-12 July 1995 1998/005-12 August 1995 1998/005-12 October 1995 1998/005-12 December 1995 2004/003February 19962004/003April 1996 1998/005-12 June 1996 1998/005-12 July 1996 1998/005-12 August 1996 1998/005-12 September 1996 1998/005-12 October 1996 1998/005-12 December 1996 1998/005-12 February 1997 1998/005-12 April 1997 1998/005-12 June 1997 1998/005-12 July 1997 1998/005-14 August 1997 1998/005-14 September 1997 1998/005-14 November 1997 1998/005-14 January 1998 1999/023-1 April 1998 1999/023-1 June 1998 1999/023-1 August 1998 1999/023-1 October 1998 1999/023-1 November 1998 1999/023-1 December 1998 1999/023-2 February 1999 1999/023-2 April 13, 1999

[Joint Board of Trustees/Investment Advisory Committee meeting]

1999/023-2 April 14, 1999 1999/023-2 June 1999 1999/023-2 July 1999 1999/023-2 August 13, 1999

[Joint Board of Trustees/Investment Advisory Committee meeting]

2000/084 August 18, 1999 2000/084 October 1999 2000/084 December 1999 2000/084 February 2000 2000/084 April 2000 2000/084 June 2000 2001/128 August 2000 2001/128 October 2000 2001/128 December 2000 2001/128 February 2001 2001/128 April 4, 2001 2001/128 April 18, 2001 2001/128 May 2001 2001/128 June 12, 2001 2001/128 June 13, 2001 2002/089 August 2001 2002/089 October 11, 2001 2002/089 October 12, 2001 2002/089 December 2001 2002/089 February 2002 2002/089 April 2002 2002/089 May 2002 2003/109August 20022003/109October 3, 20022003/109October 4, 2002

[Joint Board of Trustees/Investment Advisory Committee meeting]

2003/109November 2002

[Joint Board of Trustees/Investment Advisory Committee meeting]

2003/109December 10, 20022003/109December 11, 20022003/109February 20032003/109April 20032004/003June 20032004/003August 20032004/003October 16, 20032004/003October 17, 2003

[Joint Board of Trustees/Investment Advisory Committee meeting]

2004/003December 20032004/003February 20042004/003April 20042004/003May 2004 Advisory committee records, 1960-1966, 1970-1971, 1981-2000, 0.7 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Minutes, agenda, and occasional correspondence of three ERS advisory committees, 1960-1966, 1970-1971, 1981-2000, detail items of discussion and decisions made by these bodies. Agenda, meeting materials, and correspondence of the Joint Coordinating Committee of State of Texas Investment Funds (1960-1966) are followed by the minutes for three meetings of the Investment Advisory Committee (1970-1971, 1981-1986). Lastly, the majority of these records are the agenda, minutes, and attachments of the meetings of the Group Insurance Advisory Committee (1982-1991), and its successor the Group Benefits Advisory Committee (1991-2000), of the Texas Employees Uniform Group Insurance Program. Included in these latter minutes are copies of ERS Updates, reports of standing subcommittees (Supplemental Coverages, Communications, Retiree Issues, Trends/Plan Design, and others), and consideration of other insurance or benefits business. See the Board of Trustees minutes and exhibits series for minutes of joint Board of Trustees/Investment Advisory Committee meetings, 1970-1971, 1999, 2002-2003.

Arrangement

These records are arranged chronologically by State Archives staff.

Preferred Citation

(Identify the item), Advisory committee records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 1998/005, 1999/023, 2001/112

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Tony Black, June 1998

Additional accession processed by Tony Black, September 2000

Additional accession processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Joint Coordinating Committee for State of Texas Investment Funds 2001/112-6 1960-1966 2001/112-6 Staff Conference Committee for State of Texas, 1961-1962 Investment Advisory Committee 1998/005-1 Minutes, December 1970 1998/005-1 Minutes, March 1971 1998/005-1 Minutes, June 1971 2001/112-8 Correspondence, 1981-1983 2001/112-8 Work sessions, 1986 Group Insurance Advisory Committee minutes and agenda 1998/005-13 [June 1982 missing] 1998/005-13 September 15, 1982 1998/005-13 September 28, 1982 1998/005-13 December 1982 1998/005-13 May 1983 1998/005-13 September 1983 1998/005-13 October 1983 1998/005-13 November 1983 1998/005-13 December 1983 1998/005-13 January 1984 1998/005-13 February 7, 1984 1998/005-13 February 21, 1984 1998/005-13 March 1984 1998/005-13 October 1984 1998/005-13 November 1984 1998/005-13 February 1985 1998/005-13 May 1985 1998/005-13 November 1985 1998/005-13 February 1986 1998/005-13 July 1986 1998/005-13 November 1986 1998/005-13 March 1987 1998/005-13 June 1987 1998/005-13 September 1987 1998/005-13 October 1987 [agenda only] 1998/005-13 December 1987 1998/005-13 January 1988 1998/005-13 February 1988 1998/005-13 April 1988 1998/005-13 May 1988 1998/005-13 June 1988 1998/005-13 August 1988 1998/005-13 September 1988 1998/005-13 January 1989 1998/005-13 February 1989 1998/005-13 April 1989 1998/005-13 June 1989 1998/005-13 September 1989 1998/005-13 October 1989 1998/005-13 November 1989 1998/005-13 December 1989 [agenda only] 1998/005-13 January 1990 1998/005-13 February 1990 [agenda only] 1998/005-13 March 1990 1998/005-13 April 1990 1998/005-13 June 1990 1998/005-13[August 1990 missing] 1998/005-13 1998/005-13 September 1990 1998/005-13 January 1991 1998/005-13 February 1991 1998/005-13 March 1991 1998/005-13 April 1991 1998/005-13 May 1991 1998/005-13 June 1991 1998/005-13 August 1991 1998/005-13 September 1991 1998/005-13 January 1992 1998/005-13 April 1992 1998/005-13 June 1992 1998/005-13 October 1992 1998/005-13 January 1993 [agenda only] 1998/005-13[February 1993 missing] 1998/005-13 1998/005-13 April 1993 1998/005-13 July 1993 1998/005-13 October 1993 1998/005-13 December 1993 1998/005-13 February 1994 1998/005-13 March 1994 1998/005-13 April 1994 1998/005-13 May 1994 1998/005-14 October 1994 1998/005-14 February 1995 1998/005-14 March 1995 1998/005-14 October 1995 Group Benefits Advisory Committee agenda 1998/005-14 November 1995 1998/005-14 May 1996 1998/005-14 August 1996 [including minutes] 1998/005-14 October 1996 1998/005-14 January 1997 1998/005-14 March 1997 1998/005-14 May 1997 1998/005-14 September 1997 [including minutes] 1998/005-14 October 1997 1998/005-14 January 1998 1998/005-14 March 1998 [including minutes] 1998/005-14 May 1998 1999/023-2 November 1998 1999/023-2 December 1998 1999/023-2 February 1999 1999/023-2 March 1999 1999/023-2 June 1999 1999/023-2 September 1999 1999/023-2 February 2000 Board of Trustees correspondence, 1966-1996, 1.6 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Board of Trustees correspondence, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112, 2004/188

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accession processed, and DACS compliance by Rebecca Romanchuk, May 2009

2001/112-1 Board of Trustees election correspondence, 1967-1979 2001/112-1 Pension Review Board Biennial Report (with memorandum), 1983-1984 [loose] 2001/112-1 Trustees package, 1988-1990

[Contains issue papers on the Trustees' election process.]

2001/112-1 Board of Trustees correspondence: 2001/112-1 1978-1981 2001/112-1 1973-1978 2001/112-1 1969-1973 2001/112-1 1966-1969 2001/112-7 General correspondence, 1983-1988 2001/112-7 Board of Trustees - history of, election procedures, board meeting procedures, insurance contributions, 1976-1977, 1981-1985 2001/112-7 Run-off election of Trustees, correspondence, 1983 2001/112-8 Correspondence, 1983-1984 2001/112-8 General correspondence, 1981-1986 2004/188-5 Board of Trustees: 2004/188-5Jack D. Kyle, 1986-19932004/188-5B.L. Parker, 1988-19912004/188-5Gary R. Rodgers, 1986-19882004/188-5J. Michael Weiss, 1988-19942004/188-5Marcus L. Yancey, Jr., 1986-19922004/188-6Milton Hixson, 1995-1996 Agency correspondence, 1942, 1947-1996, 15.5 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. Agency correspondence was written in the course of the overall management of the agency and consists of correspondence, memoranda, memorandums of understanding, contracts, and statements dating 1942, 1947-1996. Correspondence is among ERS Executive Office and division office staff members and between ERS and other agencies, officials, state employees, and the general public. Topics of discussion include policies, procedures, and operations of ERS and its benefit programs, as well as administrative issues regarding staffing and employees. Leaders of ERS during this time period were Executive Secretary Gordon H. Lloyd, 1947-1970; and Executive Directors: Everett L. Anschutz, 1970-1977; Joseph N. Murphy Jr., 1977-1980; Clayton T. Garrison, 1980-1990; and Charles D. "Dickey" Travis, 1990-1996. Correspondence of Deputy Executive Director James T. Herod, 1989-1990, is also included in these records.

Arrangement

These records remain in the physical order in which they arrived but, where possible, some of them have been roughly arranged by State Archives staff into several groups based on what little remains of the original order. The groups are: general correspondence, interoffice memos, division files, reading files, and state agency correspondence and Executive Office files regarding other agencies and entities. Because the arrangement is rough, the researcher should review the entire list of files to ensure that they have identified all relevant files.

Preferred Citation

(Identify the item), Agency correspondence, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2004/188

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Executive Office of the Employees Retirement System of Texas on March 28, 2001 and August 10, 2004.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503); and certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accession processed, and DACS compliance by Rebecca Romanchuk, May 2009

2001/112-3 General correspondence: 2001/112-3 1947-1948 2001/112-3 1949-1953 2001/112-3 1954-1959 2001/112-3 1959-1969 2001/112-3 1960-1965 2001/112-3 1969-1970 2001/112-3 1970-1971 2001/112-3 1971-1972 2001/112-3 1972-1973 2001/112-3 1973-1974 2001/112-3 1974 2001/112-3 1974-1975 2001/112-3 1975-1976 2001/112-3 1976-1979 2001/112-3 1979-1980 2001/112-20 1980-1981 2001/112-20 1981-1982 2001/112-20 1982-1983 2001/112-20 1983-1984 2001/112-20 1984-1985 2001/112-2 General correspondence, Herod (Deputy Executive Director), 1989-1990 2001/112-2 Incoming from Herod, 1989-1990 2001/112-2 Incoming from Garrison (Executive Director), 1989-1990 2001/112-2 Outgoing to Garrison, 1989 2001/112-2 Outgoing to Herod, 1989 2001/112-2 General correspondence, 1989-1990 2001/112-2 Outgoing to Program Division Directors, 1989-1990 2001/112-2 Incoming from Flex(ible) Ben(efits Section), 1989-1990 2001/112-2 General correspondence, Insurance, 1989-1990 2001/112-2 GID (Group Insurance Division) miscellaneous, 1989-1990 2001/112-2 Incoming from GID, 1989-1990 2001/112-2 Outgoing to GID, 1990 2001/112-2 GIAC (Group Insurance Advisory Committee), 1989-1990 2001/112-2 Dan Stewart (Director of Flexible Benefits) speeches, 1988-1989 2001/112-2 Incoming from BC/BS (Blue Cross/Blue Shield), 1989-1990 2001/112-2 HMO (health maintenance organization) Association, 1989-1990 2001/112-2 Incoming from Administration, 1989-1990 2001/112-2 Incoming from DP (Data Processing?), 1990 2001/112-2 DCATS (Deferred Compensation Account Tracing System) Project, 1990 2001/112-2 Incoming from Accounting, 1989-1990 2001/112-2 Incoming from MB (Member Benefits), 1988-1990 2001/112-2 General correspondence, Member Benefits, 1989-1990 2001/112-2 General correspondence, 1989-1990 2001/112-2 General correspondence, Benefits Communication, 1989 2001/112-2 Incoming from Benefits Communication, 1989-1990 2001/112-2 Interoffice memos: 2001/112-2 Member accounts/refunds, 1984-1986, 1988 2001/112-2 Retirement, 1984-1987 2001/112-2 Social Security, 1984-1987 2001/112-2 Special programs, support services, 1984-1987 2001/112-2 Administrative assistant, 1985-1987 2001/112-4 Programs and General Counsel, 1982-1988 2001/112-5 Accounting, 1980, 1984, 1986, 1988 2001/112-5 Executive Office and Administration, 1982-1988 2001/112-5 Benefits communication, 1985 2001/112-5 Data processing, 1985-1987 2001/112-5 Governmental relations, 1987-1988 2001/112-5 Insurance, 1984-1988 2001/112-5 Internal Auditor, 1988 2001/112-5 Investments, 1983-1988 2001/112-8 Insurance, 1976-1978 2001/112-12 Memos, January-December 1989; January-June 1990 2001/112-12 Memos, January-December 1988 2001/112-12 Memos, January-December 1987 2001/112-12 Memos, April-December 1986 2001/112-12 Memos, January-March 1986 2001/112-20 Interoffice, 1967-1980 2001/112-2 Employee Retirement System, Division Director's code of professional ethics, undated 2001/112-2 Group Insurance, notices to state agencies, 1980-1982 2001/112-2 Member Benefits, notices to state agencies, 1977-1981 2001/112-2 Consultant services, 1977-1982 2001/112-2 Public disclosure/invasion of privacy, 1973-1978 2001/112-4 Governor's Budget Office, 1974-1993 2001/112-5 Texas State Employees Union, 1981-1987 2001/112-5 Texas State Employees Union, petitions, 1982 2001/112-5 Council of State Governments, 1980 2001/112-5 National Association of State Retirement Administrators, 1980-1985 2001/112-5 State Board of Insurance, 1976-1982 2001/112-6 Highway research program (eligibility of retired members of ERS to work for), 1953-1954 2001/112-7 Texas Research League, 1955-1957 2001/112-7 Suspense - Presidential freeze, 1971 2001/112-7 Garrison, Clayton T., correspondence, 1977 2001/112-7 ESO (Elected State Officials) retirement, 1978 2001/112-7 Letter to Ms. Carley from Texas Department of Mental Health and Mental Retardation regarding Blue Cross/Blue Shield pre-certification requirement, 1989 2001/112-7 Letter to the Chairman (Ms. Carley), 1989 2001/112-8 National Association of Securities Dealers, Inc., 1983-1984 2001/112-8 Correspondence to and from legislators re: distribution of ERS Summary of Retirement Benefits for Members of the Texas Legislature, 1984-1985 2001/112-8 Battleship Commission, 1977-1978 2001/112-8 HMO correspondence, 1977-1980 2001/112-8 Miscellaneous correspondence, insurance, 1976-1978 2001/112-8 Example of each letter to all state agency heads, 1982-1984 2001/112-8 GID (Group Insurance Division) correspondence, 1989 2001/112-8 GID miscellaneous, 1989 2001/112-9 Republic National Life Insurance, 1974 2001/112-9 Prior service - Hwy. (Texas Highway Department), 1942, 1947-1948 2001/112-9 Maintenance, 1947-1948, 1961 2001/112-9 Maintenance, Adjutant General's Department, 1947 2001/112-9 War Department correspondence re: dates of State of War to ascertain eligibility for ERS credit during military service, 1949 Division files: 2001/112-6 Executive office, Rudd & Wisdom, Inc., 1985-1988 2001/112-6 Administration - 401K plans, 1968 2001/112-6 Administration, general correspondence, 1981-1988 [includes organization charts] 2001/112-6 Administration, human resources, 1984-1987 2001/112-6 Administration, management by objectives, 1985-1988 2001/112-6 Texas Growth Fund, 1988-1989 2001/112-6 Investments, general correspondence, 1982-1988 2001/112-6 Investments, general information, 1985 2001/112-6 Investments, constitutional and statutory provisions, undated 2001/112-6 Investments, PepsiCo Securities litigation, 1985-1986 2001/112-6 Investments, policy book and prudent person rule, 1983, 1986 2001/112-6 Investments, South Africa divestiture, 1983-1985 2001/112-6 Programs, general information and correspondence, 1987-1988 2001/112-11 Accounting, general correspondence, 1981-1988 2001/112-11 Accounting, depository interest, 1985 2001/112-11 Accounting, liability, 1986 2001/112-11 Benefits communication, general correspondence, 1986 2001/112-11 Data processing, general correspondence, 1982-1986 2001/112-11 Data processing, computer access privileges, 1985 2001/112-11 Data processing, data processing projects, 1987 2001/112-11 Flexible benefits, General correspondence, general information, 1987-1988 2001/112-11 Group insurance, administration, 1987-1988 2001/112-11 Group insurance, AD&D (accidental death and dismemberment) benefits, 1985 2001/112-11 Group insurance, beneficiary designations, 1985 2001/112-11 Group insurance, Blue Cross/Blue Shield Contract 38000 and amendments, 1985-1993 2001/112-11 Group insurance, claims paid, 1987 2001/112-11 Group insurance, COBRA (Consolidated Omnibus Budget Reconciliation Act), 1986 2001/112-11 Group insurance, coverage for board members, 1984 2001/112-11 Group insurance, dependent coverage, 1984-1985 2001/112-11 Group insurance, disability benefits, 1985 2001/112-11 Group insurance, disposition of insurance appeals, 1984-1985 2001/112-11 Group insurance, fraudulent insurance, 1982-1986 2001/112-11 Group insurance, general correspondence, 1981-1988 2001/112-11 Group insurance, health maintenance organizations, 1982-1988 2001/112-11 Group insurance, group insurance advisory committee, 1986-1987 2001/112-11 Group insurance, insurance coverage on worker's compensation, 1984 2001/112-11 Group insurance, insurance premiums, 1984-1986 2001/112-11 Group insurance, life insurance, 1985-1986 2001/112-11 Group insurance, retiree insurance, 1984-1985 2001/112-11 Group insurance, specifications for bidding Senate Bill 1287 benefits, 1984 2001/112-11 Group insurance, state contributions, 1983-1984 2001/112-11 Group insurance, uniform group insurance program bidding, 1983-1984 2001/112-11 Judicial actuarial studies, 1982 2001/112-11 Judicial, county court at law conversion to district court, undated 2001/112-12 Legal section, general correspondence and general information, 1982-1987 2001/112-12 Legal section, administrative procedure and Texas Register Act, 1981, 1986 2001/112-12 Legal section, contested case procedures, 1984-1986 2001/112-12 Legal section, court reporter services, 1984-1986 2001/112-12 Legal section, hearing examiners, 1976-1988 2001/112-12 Legal section, denial letter and determination process, 1985-1986 2001/112-12 Legal section, open meetings act, 1985-1986 2001/112-12 Member benefits, general correspondence, information, and administration, 1977-1988 2001/112-12 Member benefits, closeout law, commissioned peace officers/custodial officers, 1979-1986 2001/112-12 Member benefits, disability retirement, death benefit plans, 1979, 1982, 1985-1987 2001/112-12 Membership of older employees, number of retirees by gross annuity category, 1977, 1981, 1988 2001/112-12 Member benefits, elective officials, divorce decrees, medical board, 1978, 1980, 1984-1987 2001/112-12 Member benefits, military service credit, 1971, 1977-1979, 1984-1986 2001/112-12 Member benefits, refunds, 1981, 1983, 1985-1986 2001/112-12 Member benefits, retirement booklet, reduction factors, 1982-1983, 1986 2001/112-12 Member benefits, service purchase, River Compact Commission in ERS, 1977-1978, 1985-1987 2001/112-12 Member benefits, TRS (Teacher Retirement System) service credit, 6228f benefits, 1976-1980, 1982, 1986 2001/112-12 Member benefits, temporary employees at TEC (Texas Ethics Commission), waiver of benefits, 1985 2001/112-12 Reading files:

[Correspondence, in chronological order, with index that includes the name of the author or recipient, the date, and the subject.]

2001/112-12 Letters, January-June 1990 2001/112-12 Letters, January-March 1989 2001/112-12 Letters, April-June 1989 2001/112-12 Letters, July-December 1989 2001/112-12 Letters, January-June 1988 2001/112-12 Letters, July-December 1988 2001/112-12 Letters, July-December 1987 2001/112-12 Letters, April-June 1987 2001/112-12 Letters, January-March 1987 2001/112-12 Reading file, January-March 1986 2001/112-12 Letters, July-September 1986 2001/112-12 Letters, April-June 1986 2001/112-12 Letters, October-December 1986 2001/112-14 Flexible benefits, 1988-1989 2001/112-14 Group insurance, 1983, 1989 2001/112-14 Programs, 1989-1990 2001/112-14 Member Benefits Division, 1989 2001/112-14 Position Classification Act files, request for Attorney General opinions, analysis of pending legislation, and appreciation letters to legislature and governor, 1961-1969 2001/112-14 Post-doctoral training, 1971-1972 2001/112-14 Murphy, Joseph N., speaking engagements, 1972-1980 2001/112-14 Murphy, Joseph N., correspondence, 1976-1979 2001/112-14 Letters on retirement, 1973-1978 2001/112-14 Request for reduction factors, 1969-1970 2001/112-14 Correspondence to and from agency administrators and employees re: renewal of the insurance contract with Blue Cross-Blue Shield for 1982-1983 fiscal year, 1982 2001/112-14 Correspondence to and from state legislators re: renewal of the insurance contract with Blue Cross-Blue Shield for 1982-1983 fiscal year, 1982 2001/112-14 Exhibits sent to agency administrators and state legislators with insurance letter of April 20, 1984 2001/112-14 Metropolitan proposed rates, 1978 2001/112-14 Martin E. Segal Company, correspondence and survey, 1978, 1980, 1984 2001/112-14 Blue Cross/Blue Shield contract development correspondence, 1967-1977 2001/112-14 Letters to all state agency administrators, 1985-1987 2001/112-14 ERS Divisions, special projects, 1987 2001/112-14 ERS Division contingency plans, 1986 State agency correspondence and Executive Office files regarding other agencies and entities: 2001/112-15 Conflict of Interest Subcommittee, Public Servant Standards of Conduct Advisory Committee, 1982 2001/112-15 Texas Department of Corrections, 1989 2001/112-15 Court Administration, Office of, 1982-1986 2001/112-15 Criminal Justice, Texas Department of, 1992-1993 2001/112-15 Department of Criminal Justice, Institutional Division, 1980-1994 2001/112-15 Deaf, Commission for the, 1983, 1994 2001/112-15 Deep Water Port Authority, Texas, 1978 2001/112-15 Economic Development Commission, Texas, 1985 2001/112-15 Economy and Efficiency in State Government, Commission on, 1986 2001/112-15 Education Agency, Texas, 1991, 1993 2001/112-15 Texas Ethics Commission, 1992-1994 2001/112-15 Correspondence to all state agencies, 1979-1980, 1988-1992 2001/112-15 General Land Office, 1986-1987, 1990-1991 2001/112-15 Indian Affairs, Texas Commission for, 1975 2001/112-15 Incentive and Productivity Commission, Texas, 1990-1993 2001/112-15 General Services Commission, 1977-1994 2001/112-15 General Services Commission, Policy Advisory Committee, 1981-1982, 1993 2001/112-15 Department of Information Resources, 1986-1990 2001/112-15 Insurance, State Department of, 1978-1979, 1983-1994 2001/112-15 Governor's Committee on People with Disabilities, 1992-1993 2001/112-15 Health, Department of, 1981-1992 2001/112-15 Higher Education Coordinating Board, 1994 2001/112-15 Commission on Human Rights, 1983, 1990 2001/112-15 Human Services, Department of, 1977-1992 2001/112-15 Railroad Commission of Texas, 1982, 1990, 1992 2001/112-15 Rehabilitation Commission, Texas, 1978, 1984-1991 2001/112-15 Secretary of State, 1969, 1978-1993 2001/112-15 Securities Board, State, 1989, 1994-1995 2001/112-15 Office of State-Federal Relations, 1978, 1983-1984, 1987, 1990-1994 2001/112-15 Sunset Advisory Commission, 1983-1994 2001/112-15 Supreme Court of Texas, 1979-1992 2001/112-15 Surplus Property Agency, Texas, 1978 2001/112-15 Teacher Retirement System, 1987-1994 2001/112-15 Texas Growth Fund, 1986, 1992, 1995 2001/112-15 Transportation, State Department of, 1982-1992 2001/112-15 Treasury Department, 1983-1993 2001/112-15 University of Texas System, University of Texas at Austin, Texas A&M University, 1989-1990 2001/112-15 TENRAC (Texas Energy and Natural Resources Advisory Council), 1978 2001/112-15 Water Commission, Texas, 1986-1991 2001/112-15 Water Development Board, Texas, 1990, 1992 2001/112-15 Water Resources, Department of, 1971, 1982-1983 2001/112-15 Texas Worker's Compensation Commission, 1990, 1992-1993 2001/112-15 Workforce Commission, Texas (formerly Texas Employment Commission), 1978-1992 2001/112-15 Youth Commission, Texas, 1982, 1987, 1990-1995 2001/112-18 Automated Information and Telecommunications Council, 1987 2001/112-18 Comptroller of Public Accounts, correspondence, 1985-1986, 1990 2001/112-18 Battleship Texas Commission, 1976 2001/112-18 Employment Commission, 1981 2001/112-18 Good Neighbor Commission, 1982 2001/112-18 General Land Office, 1988 2001/112-18 Governor's Task Force on State Trust and Asset Management, 1982 2001/112-18 Highways and Public Transportation, 1972, 1982, 1984 2001/112-18 New ERS building correspondence, 1985 2001/112-18 AGO (Attorney General's Office), correspondence and procedures, 1982-1988 2001/112-18 Attorney General's Office, opinions, requests for opinions and advice, 1977-1988 2001/112-11 Human Resources, 1984, 1988, 1990 2001/112-11 Mental Health/Mental Retardation, 1981, 1987-1988 2001/112-11 Miscellaneous state agencies, 1989 2001/112-11 Office of State-Federal Relations, 1987 2001/112-11 Pension Review Board, 1981-1989 2001/112-11 Secretary of State's Office, 1982-1983 2001/112-11 State Auditor, 1981, 1986, 1989-1990 2001/112-11 State Purchasing and General Services Commission, 1985 2001/112-11 Sunset Commission, 1988 2001/112-11 Texas Board of Private Investigators and Private Security Agencies, 1984 2001/112-11 Texas Department of Corrections, 1984 2001/112-11 Texas Department of Health, 1984-1988 2001/112-11 Texas Department of Water Resources, 1982-1984 2001/112-11 Texas Rehabilitation Commission, 1987 2001/112-11 University of Texas, 1982, 1989 2001/112-11 National Association of Retirement Administrators, 1981-1987 2001/112-11 Pension and retirement systems (out of state), 1983-1987 2001/112-11 Public Employees Retirement System of Ohio, 1990 2001/112-11 Teacher Retirement System, 1980-1985 2001/112-11 Texas County and District Retirement System, 1982 2001/112-11 Texas Municipal Retirement System, 1981 2001/112-11 Attorney General, 1975-1993 2001/112-11 Auditor's Office, 1991-1994 2001/112-11 Administrative Hearings, State Office of, 1992-1993 2001/112-11 Advisory Committee on Intergovernmental Relations, Texas, 1983, 1985 2001/112-11 Aging, Texas Department of, 1982-1983, 1990 2001/112-11 Agriculture, Texas Department of, 1980, 1984-1992 2001/112-11 Air Control Board, 1989-1990 2001/112-11 Aircraft Pooling Board, 1981-1982, 1986 2001/112-11 Alcohol and Drug Abuse, Texas Commission on, 1990 2001/112-11 Alcoholic Beverage Commission, Texas, 1978, 1983, 1990, 1990 2001/112-21 State Auditor's Office, 1974-1991 2001/112-21 Automated Advisory System Advisory Council, 1982-1984 2001/112-21 Blind, Commission for the, 1980, 1990 2001/112-21 Blind and Visually Impaired, School for the, 1994 2001/112-21 Board of Law Examiners, 1992 2001/112-21 Commerce, Texas Department of, 1991-1992 2001/112-21 Comptroller of Public Accounts, 1974-1994 2001/112-21 Law Enforcement Officer Standards and Education, 1986 2001/112-21 Legislative Council, 1980, 1991 2001/112-21 Library and Archives Commission, 1981, 1983, 1985 2001/112-21 Mental Health and Mental Retardation, 1986-1994 2001/112-21 Merit System Council, Texas, 1984 2001/112-21 Office of Public Insurance Counsel, 1992-1994 2001/112-21 Parks and Wildlife Department, 1983-1991 2001/112-21 State Pension Review Board, 1980-1996 2001/112-21 Public Safety, Department of, 1979-1983, 1990-1992 Federal correspondence: 2001/112-15 U.S. Department of Commerce, 1991-1994 2001/112-15 U.S. Department of Treasury, 1991 2001/112-18 Letters to state agency administrators re: fraudulent insurance claims and GIAC (Group Insurance Advisory Committee) elections, 1978, 1982, 1984 2001/112-18 Correspondence, agency heads, 1978-1979 2001/112-18 Correspondence, agency heads, 1975-1978 2001/112-20 Memos from Jim Sessions to Mr. Garrison, 1987 2001/112-20 Correspondence from Executive Office, 1971-1972 2001/112-20 Pre-retirement seminars, 1975-1977 2004/188-1 State and local organizations: 2004/188-1 Texas Association of Public Employees Retirement Systems, 1989-1994 2004/188-1 Texas AFL-CIO (American Federation of Labor and Congress of Industrial Organizations), 1994 2004/188-1 Texas Public Employees Association, 1987-1993 2004/188-1 Texas State Employees Union, 1990-1991 2004/188-1Retired State Employees Association, 19932004/188-1Texas Retired Employees Association, Inc., 1977-19872004/188-1Texas Health Maintenance Organization Association, 1988-19912004/188-1Texas Research League, 1977-19942004/188-1City of Austin Employees Retirement Board, 19892004/188-1Texas County and District Retirement System, 1976-19942004/188-1Texas Municipal Retirement System, 1976, 1991 2004/188-1 National organizations: 2004/188-1ERS memberships, 1990, 19942004/188-1Government Finance Officers Association, 1989-19942004/188-1National Conference on Public Employee Retirement Systems, 19912004/188-1National Conference of State Legislators, 19892004/188-1Institute for Fiduciary Education, 1989-19922004/188-1International Foundation of Employee Benefit Plans, 1991-19942004/188-1National Association of State Retirement Administrators, 1985-1986, 19942004/188-1National Association of State Retirement Administrators, 1986-19872004/188-1National Association of State Retirement Administrators, 1987-19882004/188-1National Association of State Retirement Administrators, 1990-19942004/188-1STRIMA (State Risk and Insurance Management Association), 1990-1992 2004/188-1 Consultant information: 2004/188-1Consultants correspondence, 1990-19942004/188-1Alexander and Alexander Benefits Services, Inc., 1989-19912004/188-1Buck Consultants, 1981-1982 2004/188-2 Member benefits: 2004/188-2General correspondence, 1988-19942004/188-2Judicial Retirement System of Texas, Plans I and II, 1985-1986 2004/188-2 Support services correspondence, 1988-1997 2004/188-2 Group insurance: 2004/188-2Central Texas Health Plan, 1985-19862004/188-2HMO (health maintenance organization) correspondence, 1986-19962004/188-2COBRA (Consolidated Omnibus Budget Reconciliation Act of 1986), 19862004/188-2Correspondence, 1988-19942004/188-2HMO complaints, 1992, 19942004/188-2HealthSelect, 1987-19952004/188-2Higher Education Insurance Program, 1991-19942004/188-2Local school districts, 19922004/188-2National Health Security Act (health care reform), 19942004/188-2Strategic plan (Uniform Group Employees Program), 19902004/188-2Group Benefits Advisory Committee, 1976-19912004/188-2Group Benefits Advisory Committee, 1991-19942004/188-2Universal Life, 1987, 1994 2004/188-2 Correspondence: 2004/188-2Executive Officer, 1989-19922004/188-2Out of state, 1990-19932004/188-2Board of Trustees, 1987-1991 2004/188-2 Presentations by Executive Director Charles D. "Dickey" Travis, 1991-1994 2004/188-3 Investments: 2004/188-3Correspondence, 1989-19942004/188-3Callan Associates, 1991-19952004/188-3Duff and Phelps Investment Management Co., 1984-19922004/188-3International investments, 1989, 19942004/188-3Investment Advisory Committee, 1985-19922004/188-3NationsBank Corp., 19922004/188-3Texas Growth Fund, 1990-1994 2004/188-3 Executive Office correspondence: 2004/188-3Governor's Office, 1997-19982004/188-3House of Representatives,1997-19982004/188-3Senate, 1997-19982004/188-3General Services Commission, 1997-19982004/188-3Comptroller of Public Accounts, 1997-19982004/188-3Attorney General's Office, 19982004/188-3State Auditor's Office, 1997-19982004/188-3State agencies, 19982004/188-4Teachers Retirement System, 19982004/188-4Legislative Budget Board, 19982004/188-4Gifts log/letters, 1996-19982004/188-4UGIP (Uniform Group Insurance Program), 19982004/188-4GBAC (Group Benefits Advisory Committee), 19982004/188-4Callan Associates, 19982004/188-4Delloitte and Touche19982004/188-4Y2K (Year 2000), 19982004/188-4Miscellaneous, 19982004/188-4Investments Division, 1997-19982004/188-4Information Systems Division, 19982004/188-4Benefit Contracts Division, 1997-19982004/188-4Benefit Operations Division, 1998-19992004/188-4Customer Service Division, 19982004/188-4Finance and Administration Division, 19982004/188-4Internal Auditing Division, 19982004/188-4Legal Division, 1996-19982004/188-5Member correspondence, 19982004/188-5Blue Cross / Blue Shield, 19982004/188-5Surveys / questionnaires, 1997-19982004/188-6Governor's Office, 1982-19972004/188-6Lieutenant Governor's Office, 1983-19962004/188-6Senate, 1996-19972004/188-6House of Representatives, 1995-19972004/188-6Speaker's Office, House of Representatives, 1984-19912004/188-6State Auditor's Office, 1995-19972004/188-6Legislative Budget Board, 1994-19962004/188-6Comptroller of Public Accounts, 1993-19972004/188-6General Services Commission, 1995-19972004/188-6Department of Insurance, 1995-19972004/188-6 State agencies, 1995-19972004/188-6ERS members, 1995-19972004/188-6Consultant and customer correspondence, 1996-19972004/188-6ERS Divisions, 1995-19972004/188-7GBAC (Group Benefits Advisory Committee), 19972004/188-7Clinton Health Plan, 1993-19942004/188-7Deferred compensation program, 1990-19912004/188-7Communication plan, 1989-19902004/188-7Federal issues, 19902004/188-7Medical access services, 19912004/188-7Senate Bill 111 (Texas Performance Review), 19912004/188-7Texas Growth Fund, 19902004/188-7UGIP (Uniform Group Insurance Program), 1996-19972004/188-7Blue Cross / Blue Shield, 1995-19972004/188-7House Bill 2885, Insurance program for school district employees, 1992-19932004/188-7UGIP $100 million surplus (LBB - Legislative Budget Board), 19942004/188-7UGIP excess / contingency reserve funds, 19902004/188-7Investments Division, 1996-19972004/188-7Surveys and questionnaires, 1996-19972004/188-7Public retirement systems surveys and questionnaires, 1976, 1988-1997 Executive Director speeches and presentations, 1996-2004, 0.8 cubic ft.

Arrangement

These records are arranged chronologically as they arrived from the agency.

Preferred Citation

(Identify the item), Executive Director speeches and presentations, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2009/077

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on December 30, 2008.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Rebecca Romanchuk, May 2009

2009/077 Presentations by Sheila W. Beckett: 2009/0771996-2000[wallet]2009/0772001[wallet]2009/0772002[wallet]2009/0772003-2004[wallet] Calendars, 2005-2007, 0.4 cubic ft.

Arrangement

These records are arranged in roughly chronological order as they arrived from the agency.

Preferred Citation

(Identify the item), Calendars, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2009/003

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on September 3, 2008.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Rebecca Romanchuk, May 2009

2009/003 Division director and above electronic calendar printouts: 2009/00320052009/00320062009/0032007[2 folders] Reports, 1956, 1973-1984, 1986-1987, 1989-1991, undated, 1.45 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Reports, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

2001/112-1 Police Pension Study Report, 1973-1974 2001/112-2 All statewide retirement systems, undated 2001/112-5 Texas Research League, material received, 1956 2001/112-5 Study of American Attitudes Toward Pensions and Retirement, Louis Harris and Associates, Inc., 1979 2001/112-5 Report on the Results of a Dental Insurance Questionnaire for the Employees Retirement System of Texas, Buck Consultants, June 1, 1982 2001/112-7 Performance and funds management report, 1989 2001/112-7 A Report on a Study of Organization, Staffing, and Compensation of the Investment Office, Touche Ross & Co., August 31, 1984 2001/112-8 Public utility investment prospects in Texas, 1986 2001/112-8 Buck Consultants - Criteria for Evaluation of Health Maintenance Organizations for ERS, 1982 2001/112-8 Feasibility Study to Determine the Cost of Providing Retirement Service Credit for Certain County Child Welfare Workers, in response to Senate Concurrent Resolution 41, 66th Legislature, 1979 2001/112-14 Miscellaneous reports and plans re: group insurance: 2001/112-14 Microcomputer report, 1989 2001/112-14 Special reports on group insurance division operations, 1989 2001/112-14 Renewal Rating Report, Uniform Group Insurance Program of the Employees Retirement System of Texas, 1990-1991 2001/112-14 Packet - Washington Updates, supplemental retirement arrangements, and tax qualifications, 1989 2001/112-14 Health Plan Statistical Data and Program Orientation, Uniform Group Insurance Program, 1989 2001/112-14 Maxicare closure, 1989 2001/112-14 MBO (Management By Objective?) Program for FY (fiscal year) 1989 2001/112-14 Transfer of Insurance Report Reconciliation Responsibilities from GID (Group Insurance Division) to Accounting, 1987 2001/112-14 Report on the Results of a Survey of the Life, Accident, and Health Insurance Benefits and Coverages Commonly Provided in Private Industry for the Employees Retirement System of Texas, 1982 2001/112-14 Report on the Results of a Survey of the Life, Accident, and Health Insurance Benefits and Coverages Commonly Provided in Private Industry for the Employees Retirement System of Texas, 1982 2001/112-14 A.G. Becker, 1983-1984 2001/112-14 Employees Retirement System Performance Review, 1983 2001/112-14 ERS annual report (distribution and attachments), 1970-1979 2001/112-14 Uniform Group Insurance Program Issues: Past, Present, Future 1976 to 1982 [loose] 2001/112-14 Feasibility Study to Determine the Cost of Providing Retirement Service Credit for Certain County Child Welfare Workers, in response to Senate Concurrent Resolution No. 41, Sixty-sixth Legislature, 1979 2001/112-14 Interim report, 66th Legislature, the Joint Study Committee on Public Pension Plans, 1978 Project files, 1970-1984, 1990-1993, undated, 2.25 cubic ft.

The Employees Retirement System of Texas (ERS) oversees retirement and health benefits for State of Texas employees to provide for, protect, and enhance the economic well-being of members, retirees, and their beneficiaries through effectively managing benefit programs, using sound actuarial principles and available resources consistent with applicable laws. ERS project files consist of correspondence, memoranda, notes, printed materials, minutes, studies, reports, drafts, clippings, and statistics, dating 1970-1984, 1990-1993, and undated. Projects include the examination and selection of insurance companies, particularly Blue Cross/Blue Shield, the development of responses to the agency's sunset review, and the development of insurance policy coverages and a police pension program. A number of files concern the creation and design of the statewide uniform group insurance program, authorized by the Texas Legislature during the 64th Session. The files document the work of a group of state employees to ascertain the insurance needs of employees and their dependents, to recommend benefits, and to work with the Trustees in implementing the program. The consulting firm of Peat, Warwick, Mitchell & Company was hired to complete the final program specifications and to supervise the insurance carriers bidding process.

Arrangement

These records are generally arranged in the order in which they arrived from the agency, though several items that appear to be a part of the same project have been intellectually grouped together by State Archives staff.

Preferred Citation

(Identify the item), Project files, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, records of members, annuitants, retirees, beneficiaries, and alternate payees under retirement plans administered by the Employees Retirement System of Texas (V.T.C.A., Government Code, Section 815.503), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

2001/112-5 Memorandum of Advisory Comments Relating to Procedures and Controls of Blue Cross/Blue Shield, by Alexander Grant, 1982 2001/112-5 Report to Subcommittee on Appropriative Matters Regarding the Uniform Group Insurance Program, 1982 2001/112-5 Examination of Metropolitan Claims, by Alexander Grant, 1978-1981 2001/112-5 Examination of Blue Cross Claims, by Alexander Grant and Company, September 1, 1981 - August 31, 1982 2001/112-5 Examination of Blue Cross Claims, and Memorandum of Advisory Comments Relating to Procedures and Controls of Blue Cross and Blue Shield of Texas, by Alexander Grant and Company, 1980-1982 2001/112-5 Coopers & Lybrand CPAs, Audit of Blue Cross/Blue Shield, 1983 2001/112-5 UGIP (Uniform Group Insurance Program) plan prior to September 1, 1976, 1971-1976 2001/112-5 Blue Cross Audit, Alexander Grant, 1978 2001/112-5 General correspondence, Blue Cross/Blue Shield, 1975-1980 2001/112-5 Group 35044, Blue Cross/ Blue Shield, 1970-1975 2001/112-5 Uniform Group Insurance Program, Issues: Past, Present, Future, 1976-1978 [loose] 2001/112-5 Complaint letters, insurance, 1985 2001/112-5 Employees Uniform Group Insurance Program: Analysis and Evaluation of the Proposals in Response to the April 1979 Specifications, 1979 2001/112-7 I.H. Sunset (Sunset Commission), 1992-1993 [4 files] 2001/112-7 Bond exchange accounting, 1972-1975 2001/112-8 Group Insurance working papers, 1975 2001/112-8 I.K. (MHMR - Mental Health and Mental Retardation) School Closures, 1992-1993 2001/112-8 II.F.2.b. Coverage eligibility of prostheses, 1991 2001/112-8 II.F.2.i. UGIP (Uniform Group Insurance Program) funding methodology, 1977, 1990 2001/112-19 I.G.1. Annual Membership Fees (each member of regular retirement program to pay $2), 1990 2001/112-19 I.G.5. FY 1992-1993 Operating Budget, 1990 2001/112-19 I.G.18. Real Information Systems (Flippo), 1990-1991 2001/112-19 I.G.24. USA Healthnet Inc., (Mark White), 1991-1992 2001/112-8 III.I. Organization and compensation committee (Board of Trustees), 1990 2001/112-2 Loose records: 2001/112-2 III.C.1 Uniform Group Insurance Plan, FY 1990 2001/112-2 III.C.1 Rate and utilization data, 1990 [confidentiality requested in letter and stamped on document] 2001/112-2 III.C.1 Texas Higher Education Coordinating Board Health Care Study, 1989 2001/112-19 Blue Cross/Blue Shield final settlement of agencies, 1977-1978 2001/112-9 Aetna, Blue Cross, Prudential, Metropolitan Life correspondence, 1975-1976 2001/112-9 Interested insurance companies, correspondence, 1975-1976 2001/112-9 Consultant correspondence, miscellaneous, 1975-1976 2001/112-9 Description of consultation required, qualifications of bidders, 1975 2001/112-9 35999 information, undated 2001/112-9 Peat, Warwick, Mitchell & Co., 1975-1976 2001/112-9 Report on the Uniform Statewide Insurance Plan, Peat, Warwick, Mitchell & Co., 1976 2001/112-9 Consultant contracts and progress reports, 1976 2001/112-9 Information regarding insurance programs for 1975-pre UGIP (Uniform Group Insurance Program) (individual programs), 1975 [2 wallet files] 2001/112-9 Employees Uniform Group Insurance Benefits Specifications, Peat, Warwick, Mitchell & Co., 1977 2001/112-14 Touche Ross & Co., 1984 2001/112-14 Staff analysis of investment advisor candidates, 1983 2001/112-14 Letters re: canvassing large organizations to determine their interest in entering into consulting agreement to provide investment advisor services for equity portion of ERS, 1983 2001/112-14 Police officers pension study task force, 1972-1973 2001/112-14 Police pension study, 1972-1976 2001/112-14 A Program to Improve Retirement Protection for Police Officers in the State of Texas, 1974 2001/112-14 Administration of Employees Retirement Act, financial statements, notes, comments, 1976-1977 2001/112-14 Group 28500, enrollments and premiums, 1977, 1980 2001/112-14 Negotiations for the premiums rates, 1981-1982 2001/112-18 Intergovernmental Personnel Act, 1971-1973 2001/112-18 Intergovernmental Personnel Task Force, 1972-1973 2001/112-18 Governor's Task Force on State Employees' Health Insurance Quality and Cost Containment, 1983-1984 2001/112-18 The Governor's Task Force on State Employee Health Insurance, Quality and Cost Containment, 1984 2001/112-18 Insurance bids, supplemental maternity benefits, 1978-1979 2001/112-18 Insurance for contract year, 1979 2001/112-18 Metropolitan correspondence, 1977-1980 2001/112-18 Comparison of monthly premiums for uniform group health insurance program, FY 1983-1984 2001/112-18 BRILAB (Bribery and Labor), 1980 2001/112-18 Final accounting, Metropolitan contract #25900-G, 1982 2001/112-18 Results, Uniform Group Insurance questionnaire survey for FY 1978-1979 2001/112-19 Executive Director statistics, planning and correspondence, 1973-1977 Legislative records, 1947-1981, 1984, 1986-1988, undated, 4.4 cubic ft.

Arrangement

These records are arranged in the physical order in which they arrived from the agency. Where possible records in this series have been intellectually grouped in bill number order by legislative session, and files documenting proposed legislation developed by the Texas Public Employees Association have been grouped together, by State Archives staff. All other files remain in the order in which they were found.

Preferred Citation

(Identify the item), Legislative records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Because of the possibility that portions of these records fall under Public Information Act exceptions including, but not limited to, certain addresses, telephone numbers, and personal family information (V.T.C.A., Government Code, Section 552.117), an archivist must review these records before they can be accessed for research. The records may be requested for research under the provisions of the Public Information Act (V.T.C.A., Government Code, Chapter 552). The researcher may request an interview with an archivist or submit a request by mail (Texas State Library and Archives Commission, P.O. Box 12927, Austin, TX 78711), fax (512-463-5436), email (Dir_Lib@tsl.state.tx.us), or see our web page (http://www.tsl.state.tx.us/agency/customer/pia.html). Include enough description and detail about the information requested to enable the archivist to accurately identify and locate the information. If our review reveals information that may be excepted by the Public Information Act, we are obligated to seek an open records decision from the Attorney General on whether the records can be released. The Public Information Act allows the Archives ten working days after receiving a request to make this determination. The Attorney General has 45 working days to render a decision. Alternately, the Archives can inform you of the nature of the potentially excepted information and if you agree, that information can be redacted or removed and you can access the remainder of the records.

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

Bill files: 2001/112-2 Senate Bill 357 information and action plan, 1989 2001/112-19 Senate and House Joint Resolutions, 1962-1971 2001/112-19 House and Senate Bills, amendments, 1947, 1963 2001/112-19 House Bill 169, 50th Legislature, 1951 2001/112-19 House Bill 349, 58th Legislature, 1963 2001/112-19 House Bill 12, undated 2001/112-19 House and Senate Bills, 61st Legislature, 1969 2001/112-19 Senate Bill 55, 61st Legislature, 1969 2001/112-19 Senate Bill 389, Judges, 61st Legislature, 1969 2001/112-19 Senate Committee Investigating Investments, 1959-1962 62nd and 63rd Legislatures: 2001/112-19 House and Senate Bills, 1971 2001/112-19 Senate Bill 531, 1971 2001/112-19 Senate Bill 572, Early retirement for judges, 1971 2001/112-19 House Concurrent Resolution 58, 1971 2001/112-19 Senate Bills 53, 872, 925 and House Bills 224 and 1553, 1973 2001/112-19 63rd Legislature, 1973 2001/112-19 House Bill 6, 1973 2001/112-4 House Bill 750, relating to the payment of sums to the ERS, amending Section 4, Chapter 352, Acts of the 50th Legislature, 1947; and Senate Bill 899 membership, service, funding, benefits and expense fund of ERS, amending the Employees Retirement Act, 1971, 1973 64th Legislature, 1975: 2001/112-13 Monitoring file 2001/112-13 Senate Bill 56 2001/112-19 Senate Bill 18 2001/112-19 Senate Bill 1, Doggett, (also proposed committee amendment) See House Bill 2, 10% salary increase 2001/112-19 Senate Bill 56, certified copies and committee substitute, 2001/112-19 Senate Bill 28 [loose] 2001/112-19 Senate Bill 464, Doggett, Social security, relating to federal old age and survivors insurance coverage for certain public employees and employees receiving salaries from funds administered by county board of school trustees and declared emergency 65th Legislature, 1977: 2001/112-10 House Bill 25, Wilson, Optional membership in ERS 2001/112-10 House Bill 48, Leland, Payroll deductions for certain public employee organizations 2001/112-10 House Bill 49, Clark, Inclusion of certain coverages in insurance contract (sickness of alcoholism) 2001/112-10 House Bill 75, Coleman, Amending T.R.S. (Teachers Retirement System) relating to contributions and benefits 2001/112-13 House Bill 87, Kaster, Insurance coverage for certain cancer radiation centers by joint underwriting association (Senate Bill 27) 2001/112-10 House Bill 106, Harris, Redefining the term Peace Officer 2001/112-10 House Bill 118, Washington, Judicial retirement with 20 years (Senate Bill 12) 2001/112-13 House Bill 128, Simpson, Appointment, territorial jurisdiction, assignment, and use of number and term of office of notary public 2001/112-13 House Bill 132, Hudson, Service retirement allowance under ERS for Law Enforcement Officers (6228a) 2001/112-13 House Bill 148, Authorization for discovery entry on land or other property and use of reports in agency proceedings 2001/112-13 House Bill 149, Maloney, Parties to administrative proceedings may file exceptions and replies to administrative decisions 2001/112-13 House Bill 151, Hudson, Supplemental pay for law enforcement officers who work in excess of 40 hour work week 2001/112-10 House Bill 152, Jones of El Paso, Credit Court of Domestic Relations for judicial retirement purpose 2001/112-10 House Bill 176, Green, Add to list of peace officers certain persons of school districts 2001/112-10 House Bill 253, Kubiak, Age of minor child of deceased peace officer (Article 6228f) 2001/112-10 House Bill 290, Semos, Inclusion of judges and credit for prior service as a judge of these courts 2001/112-13 House Bill 314, Regulation of the style and format of certain periodic reports to the governor or the legislature 2001/112-10 House Bill 339, Allen, Creation of a state personnel system and a state personnel board having powers, duties, and functions regarding employment policies and practices of certain state agencies 2001/112-13 House Bill 360, Vale, The right to psychological services and reimbursement for service under certain policies and certificates of group insurance and hospital plans 2001/112-13 House Bill 364, Advances for travel expenses of state officials and employees 2001/112-10 House Bill 396, Olson, Creation of state personnel system (also see Senate Bill 127 and House Bill 339) 2001/112-10 House Bill 408, Polumbo, Reinstatement of service credit in the Texas County and District Retirement System 2001/112-10 House Bill 446, Edwards, Eligibility for military service credit in the Employees Retirement System of Texas 2001/112-10 House Bill 470, Hudson, Period for vesting of benefits for certain persons in the Texas County and District Retirement System 2001/112-13 House Bill 510, Presnel 2001/112-13 House Bill 514, Powers of fiduciaries and custodian with regard to certain securities 2001/112-13 House Bill 580, A process for legislative review of proposed rules of state agencies 2001/112-13 House Bill 609, Benedict, Active duty, assignment, and compensation of former district judges 2001/112-13 House Bill 612, Amending the Texas Education Code under the TRS system (Senate Bills 74 and 550 and House Bill 797 combined) 2001/112-10 House Bill 614, Bryant, Creation of state and local charitable deduction committees 2001/112-13 House Bill 617, Wyatt, Proportionate service retirement benefits 2001/112-13 House Bill 625, Blake, The lease of space for state agencies 2001/112-13 House Bill 628, Weddington, A system for gathering and dispensing notices of certain job responsibilities 2001/112-10 House Bill 742, Cartwright, The deposit of all or part of a state employee's monthly salary in a designated account 2001/112-10 House Bill 846, Peveto, New tax code 2001/112-13 House Bill 890, Military leave of absence and restoration of employment to veterans 2001/112-13 House Bill 940, Blythe, Relating to audits, reports, and actuarial studies of certain Public Retirement System 2001/112-10 House Bill 979, Increase in monthly benefits payable by the TRS system 2001/112-10 House Bill 980, Creation of public school group insurance plan 2001/112-10 House Bill 1032, Evans, Establishing a prosecuting attorney retirement system 2001/112-13 House Bill 1033, Salary of Criminal D.A. (District Attorney) 2001/112-10 House Bill 1063, Evans, Estate tax exemption for certain annuities and individual retirement accounts exempted under federal law 2001/112-10 House Bill 1080, Clark et al., Retirement benefits based on years of service for members of the Judicial Retirement System 2001/112-10 Prosecuting Attorney Retirement System 2001/112-10 House Bill 1115, Moreno, Credit in state-financed public retirement systems for service as a federal employee 2001/112-10 House Bill 1129, Cates, Uher, Hubenak, Collaza, Law enforcement supplemental benefits 2001/112-10 House Bill 1154, Kubiak, Retirement benefits for teachers employed by Texas Youth Council 2001/112-10 House Bill 1303, Wyatt, Practice of law by a person retired under the Judicial Retirement System 2001/112-10 House Bill 1369, Wyatt, Credit in the Judicial Retirement System for service as a county judge 2001/112-10 House Bill 1457, Wilson, Contributions to the Employees, Teacher, and Judicial Retirement System of Texas 2001/112-13 House Bill 1466, Laney, Assistant prosecuting attorneys 2001/112-10 House Bill 1545, Tejada, Continuation of certain insurance benefits after death of insured 2001/112-10 House Bill 1546, Cartwight, Method of payment of salaries of state employees 2001/112-10 House Bill 1561, Wyatt, Disposition and allocation of certain state revenue 2001/112-10 House Bill 1572, Hernandez, Practice of law by retired judges 2001/112-10 House Bill 1597, Salaries of certain district personnel 2001/112-13 House Bill, 1796, Craddick, Notice of certain meetings that are open to the public 2001/112-10 House Bill 1882, Davis, Credit in the ERS for certain military service 2001/112-10 House Bill 1930, Nugent, Transfer of land to ERS (Senate Bill 1250) 2001/112-10 House Bill 2017, Hill of Travis, Death benefit plan for active employees 2001/112-13 House Bill 2067, Withholding warrants to persons owing delinquent taxes 2001/112-13 House Bill 2194, Relating to the disposition of surplus of state property 2001/112-13 House Concurrent Resolution 78, Application for state employment 2001/112-10 Senate Bills 8, 13, 31, 49, and 51 2001/112-13 Senate Bill 12, Brooks, Judicial retirement with 20 years (see House Bill 118) 2001/112-13 Senate Bill 20, Doggett, State pays social security contribution 2001/112-4 Senate Bill 12 and Senate Bill 20, Judicial retirement and state contributions to OASI (Old Age and Survivors Insurance) 2001/112-4 Senate Bill 37 and Senate Bill 54, Defense of state officers and employees by the Attorney General and periodic review and termination of certain state regulatory agencies and advisory committees 2001/112-13 Senate Bill 37, Moore, Defense of state officers and employees by Attorney General 2001/112-13 Senate Bill 54, Doggett (received no copy) (see House Bill 154 by Wilson) 2001/112-13 Senate Bill 65, Schwartz, Active duty, assignment, and compensation of former district judges 2001/112-4 Senate Bill 65 and Senate Bill 93, Active duty, assignment, and compensation of former district judges and exclusion of higher education from Uniform Insurance Program 2001/112-10 Senate Bill 74, Aiken and Snelson, Affecting the Teacher Retirement System 2001/112-10 Senate Bill 79, Farabee, Compensation of certain retired district judge 2001/112-10 Senate Bill 89, Brooks, Prevention of drug dependence and to treatment and rehabilitation of drug-dependent persons 2001/112-10 Senate Bill 90, Relating to ERS; amending Chapter 352, Acts of the 50th Legislature, 1947, and amended (Article 6228a, VTCS (Vernon's Texas Civil Statutes)) 2001/112-13 Senate Bill 90 [loose] 2001/112-13 Senate Bill 93, Traeger, Exclusion of higher education employees from uniform insurance 2001/112-13 Senate Bill 95, Traeger, Providing retirement and annuity insurance and group life, accident, and health insurance for employees of public community/junior and senior colleges 2001/112-4 Senate Bill 95, Providing insurance for employees of public community/junior and senior colleges and universities 2001/112-4 Senate Bill 102 and Senate Bill 146, issuance of duplicate state warrants and definition of peace officers 2001/112-13 Senate Bill 102, Doggett, Issuance of duplicate warrants under certain circumstances 2001/112-10 Senate Bill 127, Meier, Creation of state personnel system (also see House Bill 339 and House Bill 396) 2001/112-10 Senate Bill 134, Jones of Harris, Public access to certain information in the custody of governmental bodies 2001/112-13 Senate Bill 146, Mengden, Definition of Peace Officer 2001/112-10 Senate Bill 179, Clower, Deposit a portion of a state employee's monthly salary in a designated account 2001/112-13 Senate Bill 193, Exemption from inheritance taxes of community property interests in annuities and individual retirement accounts 2001/112-4 Senate Bill 193 and Senate Bill 266, Exemption from inheritance taxes of community property interests in annuities and individual retirement accounts and judicial retirement credit for service on on domestic relations and juvenile courts 2001/112-10 Senate Bill 195, Meier, Inclusion of judges of certain special statutory courts in the state judicial retirement system 2001/112-10 Senate Bill 211, Aiken, General appropriations bill 2001/112-10 Senate Bill 255, Parker, Credit in the Employee Retirement for certain service performed for a county child welfare board 2001/112-10 Senate Bill 261, Harris, Availability of certain information maintained by governmental bodies as public information 2001/112-10 Senate Bill 263, Harris, Reasonable charges by governmental bodies for providing the public with access to information 2001/112-13 Senate Bill 266, Relating to judges 2001/112-10 Senate Bill 312, Moore, The liability of the state for certain actions of state officers or employees 2001/112-10 Senate Bill 319, Truan, The definition of permanent and total disability as used in determining eligibility for assistance grants 2001/112-10 Senate Bill 321, Truan, The payment of benefits and the amount of benefits to be paid under certain policies of group insurance 2001/112-13 Senate Bill 332, Biennial reports by the governor on the organization and efficiency of state agencies 2001/112-13 Senate Bill 343, Moore, Retirement benefits of judges who retire at or before 70 years of age 2001/112-4 Senate Bill 343, Senate Bill 332, and Senate Bill 513, biennial reports, retirement benefits of state judges, accounting and inventory of state property 2001/112-10 Senate Bill 376, Hance, The defense of and payment of damages in certain causes of action against certain state employees 2001/112-10 Senate Bill 457, Moore, Eligibility for certain retirement benefits under the Judicial Retirement System of Texas 2001/112-10 Senate Bill 466, Mauzy, Retired district judges or appellate judges sitting as commissioners to the courts of civil appeals 2001/112-10 Senate Bill 474, Jones of Taylor, Requirement that each agency of the state file an annual statement of financial condition with the comptroller and the governor 2001/112-10 Senate Bill 478, Mauzy, Pension contributions on offset benefits and pension benefits of employees of political subdivisions who are incapacitated from work due to injury 2001/112-13 Senate Bill 513, Transfer of certain duties of the Comptroller of Public Accounts 2001/112-10 Senate Bill 550, Moore, Increase in monthly benefits by the Teacher Retirement System to certain annuities 2001/112-13 Senate Bill 559, Mengden, TRS providing for the security of the system's assets, increasing the permissible number of days a retired member may be employed as a substitute employee 2001/112-4 Senate Bill 559 and Senate Bill 612, Teachers Retirement System and central clearing house for computer software 2001/112-10 Senate Bill 564, Doggett, Defining Peace Officer, an act amending Article 2.12, Code of Criminal Procedure, 1965 2001/112-13 Senate Bill 612, Computer software 2001/112-10 Senate Bill 621, Mauzy, Assignment, rights, and duties of judges of the special juvenile courts 2001/112-10 Senate Bill 623, Longoria, The creation, jurisdiction, administration, and procedures of the Texas State Wide Court 2001/112-10 Senate Bill 644, Hance and Traeger, Supplemental retirement benefits for certain peace officers and custodial officers 2001/112-10 Senate Bill 647, Mengden, Serving retirement benefits for commissioned peace officers of the State Board of Control 2001/112-10 Senate Bill 652, Doggett, Defining members of the Board of Regents of the University of Texas System as appointed officers of a major state agency 2001/112-10 Senate Bill 711, Schartz and Mauzy, Individual's access to personally identifiable information maintained by a state agency 2001/112-4 Senate Bill 737, Senate Bill 756, and Senate Bill 759, Use of private consultants, defining creditable service, abolition of State Building Commission and State Building Fund 2001/112-13 Senate Bill 737, Doggett, Use of private consultants by state agencies 2001/112-13 Senate Bill 747, Commissioning certain security officers as peace officers, vetoed 2001/112-13 Senate Bill 754, Moore, Increase in monthly benefits payable by the Employees Retirement System to certain annuitants (75 cent bill) 2001/112-4 Senate Bill 754 and Senate Bill 792, Increase in ERS monthly benefits 2001/112-10 Senate Bill 755, Moore, Relating to retirement pay for certain judges 2001/112-10 Senate Bill 756, Moore, Defining creditable service (clean up bill) 2001/112-13 Senate Bill 759, Abolition of the State Building Commission and State Building Fund and transfer powers to the State Board of Control 2001/112-10 Senate Bill 778, Moore, Interest charges on the purchase of service not previously established for retirement (100% bill) 2001/112-13 Senate Bill 792, Establishing and governing the Texas County and District Retirement System 2001/112-4 Senate Bill 793, Senate Bill 859, and Senate Bill 912, Establishing the Texas County and District Retirement System, three year average bill, amending Administrative Procedure and Texas Register Act 2001/112-13 Senate Bill 793, Amending Chapter 127, Acts of the Regular Session of the 60th Legislature 2001/112-10 Senate Bill 795, Mengden, Reinstatement of active membership in the Teacher Retirement System of certain retired members of the System 2001/112-10 Senate Bill 830, Doggett, Establishing uniform grievance procedures; providing for policies, practices, procedures for certain state agencies; defining terms and declaring emergency 2001/112-13 Senate Bill 859, three year average bill 2001/112-10 Senate Bill 901, Brooks, Open meetings of government bodies 2001/112-13 Senate Bill 912, Certain sections of the Administrative Procedure and Texas Register Act 2001/112-13 Senate Bill 917, Funding deferred compensation programs for certain public employees 2001/112-4 Senate Bill 917 and Senate Bill 949, Funding deferred compensation plans and retirement allowance of judges 2001/112-13 Senate Bill 949, Brooks, Retirement allowance of judges of this state while assigned to a court or serving as a commissioner to the Court of Criminal Appeals 2001/112-10 Senate Bill 1026, Clower, Notice of a hearing in a contested case under the Administrative Procedure and Texas Register Act 2001/112-10 Senate Bill 1027, Clower, Failure to provide public notice of the meetings of certain governmental bodies 2001/112-4 Senate Bill 1045, Senate Bill 1183, and Senate Bill 1212, lump sum death benefit for teachers, uniform group insurance, retirement benefits for teachers employed by the Texas Youth Council 2001/112-13 Senate Bill 1045, Doggett, $5000 lump sum death benefit for teachers 2001/112-10 Senate Bill 1086, Ogg, Compensation of certain retired district judges 2001/112-10 Senate Bill 1132, Clower, Comprehensive health insurance coverage and health care cost quality control 2001/112-10 Senate Bill 1157, Moore, Providing for standard provisions and provisions of conversion on group insurance 2001/112-10 Senate Bill 1166, Doggett, Group life and health insurance for certain retired public employees and their survivors 2001/112-13 Senate Bill 1183, Traeger, Insurance bill 2001/112-10 Senate Bill 1205, Doggett, Transfer of land (same as House Bill 1930) 2001/112-13 Senate Bill 1212, Jones, Retirement benefits employed by teachers of the Texas Youth Council (same as House Bill 1145) 2001/112-4 Senate Bill 1310, Travel reimbursement and state participation in insurance premiums 2001/112-13 Senate Bill 1310, (Same as House Bill 2242), Travel expense and insurance premiums 2001/112-10 Senate Bill 1328, Contributions to and benefits payable under TRS System 2001/112-10 House Joint Resolution 83, Wilson of Harris, Relating to the contributions of the state retirement systems 2001/112-10 The Sixty-Fifth Texas Legislature, 1977-1978 2001/112-10 TPEA (Texas Public Employees Association) Insurance-Retirement Committee, 1977 2001/112-10 Aiken letter, 1977 2001/112-10 Service retirement benefits for appointive officers and employees, 1977 2001/112-10 Legislators with 20 years service (Head), 1977 2001/112-10 Increase in monthly benefits, 10% bill, 1977 2001/112-10 Sick leave, 1977 2001/112-10 Uniform Group Insurance Benefit Act, undated 2001/112-10 Central Education Agency, 1976 2001/112-10 65th Legislature, 1976-1977 2001/112-6 Legislative correspondence, 1948-1968 2001/112-6 Phase 2 - Presidential executive order 11615, 1971-1972 2001/112-6 Presidential freeze order no. 11615, 1971 2001/112-6 Proposed retirement bill (House Bill 925 and Senate Bill 531), 1971 2001/112-6 Resource data, interim study, 1967-1977 2001/112-6 U.S. Congress, general correspondence, 1986-1988 2001/112-6 Trustee resolution to Texas Congressional Delegation, 1984 2001/112-6 Present constitution, Senate Joint Resolution 3, 64th Legislature, amends Senate Joint Resolution 39, undated 2001/112-6 Texas Constitution, 1974-1977 2001/112-6 Federal legislation, 1966-1981 2001/112-6 ERS interpretations, 1970 2001/112-6 Survey of Texas Independent School Districts with Respect to Requirements of House Bill 2885, 1992 [2 copies] 2001/112-6 Draft Subtitle A General Provisions and Subtitle B Provisions Generally Applicable to Public Retirement Systems, A Subtitle of Proposed Title IIOB Public Retirement Systems, 1980 2001/112-6 Draft Subtitle C Employees Retirement System of Texas, A Subtitle of Proposed Title IIOB Public Retirement Systems, 1980 [2 copies] 2001/112-6 94th Congress, 2nd Session, House Resolution 13040, bill notes, statistics, 1976 2001/112-7 TPEA (Texas Public Employees Association): 2001/112-7 Legislation, 1978 2001/112-7 Retired chapter, 1977-1979, 1984-1985 2001/112-7 1973 2001/112-7 1973-1977 2001/112-7 1978-1988 2001/112-7 Legislative Committee and Employee Assistance Plan, 1970-1980 2001/112-7 Insurance and Retirement Committee, 1978 2001/112-9 General file, 1973-1974 2001/112-9 Legislative committee, 1972-1973 2001/112-9 EMPACT (Employees Political Action Council of Texas), 1973-1976 2001/112-9 TPEA through August 31, 1971, 1949-1962, 1966-1971 2001/112-9 TPEA, 1971-1974 2001/112-9 Resolutions, 1970 2001/112-9 Resolutions, 1971 2001/112-18 EMPACT (Employees Political Action Council of Texas), 1972-1973 2001/112-8 Investment bills follow-up correspondence, 68th Legislature, House Bill 1699, House Bill 1701, and House Concurrent Resolution 117 [empty] 2001/112-8 Texas Department of Human Resources, House Bill 1812, 1980 2001/112-9 Senate Bill 439, 1949 2001/112-9 Reciprocity, (Senate Bill) 438, 1949-1950 Financial records, 1969-1994, undated, 2.25 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Financial records, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

2001/112-4 Legislative Budget Board correspondence: 2001/112-4 1994 2001/112-4 1993-1994 2001/112-4 1992-1993 2001/112-4 1991-1992 2001/112-4 1990-1991 2001/112-4 1989-1990 2001/112-4 1987-1989 2001/112-4 1986-1987 2001/112-7 1981, 1983, 1989 2001/112-16 Prior to FY 1976-1977, (1973-1976) 2001/112-16 1976-1977 2001/112-16 1977-1978 2001/112-16 1978-1979 2001/112-16 1979-1980 2001/112-16 1980-1981 2001/112-16 1981-1982 2001/112-16 1982-1983 2001/112-16 1983-1984 2001/112-16 1984-1985 2001/112-16 Budget information, 1980-1981 2001/112-16 Budget estimates, 1984-1985 2001/112-16 Assumptions / LBB (Legislative Budget Board) request:

[The following untitled files consist of different budget estimates based upon differing variables, such as the amount of the next legislative salary increase, the growth rate, merit increases, and insurance contributions.]

2001/112-16 (Estimates for), FY 1980-1981 [7 untitled files] 2001/112-16 (Estimates for), FY 1978-1979 [20 untitled files] 2001/112-16 Approved figures, December 14, 1976 [6 untitled files] 2001/112-17 Zero-based budgeting, 1973 2001/112-17 State contributions, 1976-1978 2001/112-17 ERS expenditures, FY 1978 2001/112-17 ERS budget request by division, FY 1985 2001/112-17 ERS statement of funds: 2001/112-17 1970-1971 2001/112-17 1972-1973 2001/112-17 1973-1974 2001/112-17 1974-1976 2001/112-17 1977-1978 2001/112-17 1978-1979 2001/112-17 1980-1981 2001/112-17 Budget estimates: 2001/112-17 1977 2001/112-17 1982-1983 2001/112-17 1984-1985 2001/112-17 Comparison of 1984 budget and expenditures with 1985 proposed budget summary, undated 2001/112-17 Internal budget: 2001/112-17 1969-1973 2001/112-17 1973-1974 2001/112-17 1974-1975 2001/112-17 1975-1976 2001/112-17 1976-1977 2001/112-17 1977-1978 2001/112-17 1978-1979 2001/112-17 Budget: 2001/112-17 1970-1971 2001/112-17 1971-1972 2001/112-17 1972-1973 2001/112-17 1972-1974 2001/112-17 1974-1975 2001/112-17 1974-1977 2001/112-17 1977-1978 2001/112-17 1982-1983 2001/112-17 Schedule of classified positions, operating budget for fiscal year ending August 31, 1980-1981 2001/112-17 Schedule of classified positions, operating budget for fiscal year ending August 31, 1982 2001/112-17 Committee on Appropriations correspondence, 1984 2001/112-17 Creditable service of contributing members as of August 31, 1975 2001/112-17 Operating budget, FY 1988 2001/112-17 Operating budget, FY 1988-1989 2001/112-17 Budget estimates, 1978-1979 2001/112-18 Support data, budget request for Uniform Group Insurance Program, undated Organization charts, 1985-2006, undated, 0.1 cubic ft.

See also the series Press releases and publications for an additional organization chart in the file Press releases and pamphlets and the series Correspondence in the files Administration, general correspondence.

Arrangement

These records are arranged in chronological order as they arrived from the agency.

Preferred Citation

(Identify the item), Organization charts, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2004/188, 2009/003

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Additional accessions processed, and DACS compliance by Rebecca Romanchuk, May 2009

2001/112-5 Organization charts, undated 2004/188-1 Organization charts, 1985, 1989, 1991, 1996, 2004 2009/003 Organization charts, 1989-2006 Rules and regulations, 1974-1985, undated, 0.3 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Rules and regulations, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

2001/112-7 Laws: Constitutional and Statutory Provisions, Employees Retirement System of Texas, September 1981 2001/112-7 Laws: Constitutional and Statutory Provisions, Amended, Employees Retirement System of Texas, September 1983 2001/112-7 Investment Policy, Amended, Employees Retirement System of Texas, September 1983 2001/112-7 Uniform Group Insurance Program of the State of Texas for Employees Under Age 65 and Retirees Under Age 65, undated 2001/112-7 Uniform Group Insurance Program of the State of Texas: Comprehensive Medical Plan and Term Life Insurance, Dependents' Life Insurance, Accident Insurance and Disability Insurance for Active State Employees Under Age 70, undated 2001/112-7 Rules of the Employees Retirement System, 1981 [untitled binder] 2001/112-7 Memorandum and agreement regarding amendments and reforms to insurance plans and rules, 1983, 1985 [loose] 2001/112-8 Investment limitations and restrictions, policies, rules, regulations, 1974-1984 2001/112-8 Tarrant Health Protection Plan, Inc., 1978-1979 2001/112-14 Direct deposit for retirees, 1983 Press releases and publications, 1960, 1963, 1973-1999, 0.24 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Press releases and publications, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession numbers: 2001/112, 2009/128

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

Accession information updated, and DACS compliance by Rebecca Romanchuk, May 2009

2001/112-2 Update newsletter, 1990 2001/112-2 Computers newsletter, 1990 2001/112-2 Newsletters, 1987-1989 2001/112-22 Getting the Most From Your Health Insurance Plan, 1988 [2 copies] 2001/112-22 Press releases and pamphlets, 1960, 1963, 1973-1999 Surveys, 1975-1980, 1982, 1989, 1994, 0.24 cubic ft.

Arrangement

These records are arranged in the order in which they arrived from the agency.

Preferred Citation

(Identify the item), Surveys, Employees Retirement System of Texas records. Archives and Information Services Division, Texas State Library and Archives Commission.

Accession Information

Accession number: 2001/112

These records were transferred to the Archives and Information Services Division of the Texas State Library and Archives Commission by the Employees Retirement System of Texas on March 28, 2001.

Restrictions on Access

Materials do not circulate, but may be used in the State Archives search room. Materials will be retrieved from and returned to storage areas by staff members.

Restrictions on Use

Processing Information

Processed by Nancy Enneking, June 2002

DACS compliance by Rebecca Romanchuk, May 2009

2001/112-2 Surveys, 1989 2001/112-6 Completed questionnaires, 1975-1980, 1982, 1994 2001/112-6 National Council on Governmental Accounting, Financial Accounting Standards Board, 1976-1979