Retirement Reporting

• 2023-2024 Certificated Work Days Calendar (CDAYS) 05/03/2023 (PDF)
• CalSTRS Reduced Workload Program - Contracts for 2023-2024 04/26/2023 (PDF)
• CalSTRS Retirement Incentive Programs ED2016-06 04/13/2016 (PDF)
  • CalSTRS Employer Retirement Incentive Documentation Checklist (PDF)
  • CalSTRS Retirement Incentive Program - Employer Certification of Member Eligibility MS 187 (PDF)
  • CalSTRS Retirement Incentive Program - Certification of Employer Participation MS 1169-1 (PDF)
  • CalSTRS Retirement Incentive Program - Certification Information MS 1169-2 (PDF) 
• CalPERS "Golden Handshake" documents:
  • CalPERS Optional Benefits Listing - PERS CON40 (Rev. 08/20) (PDF)
  • CalPERS Procedures for Calculation of Estimated Cost - PERS Con3 Co. Schs. (Section 20904)(Rev. 12.14.2018) (PDF)

Employer Rates

• 2023-2024 Employer Rates - STRS, PERS, Social Security, and Medicare 01/03/2024 (PDF)
• 2023-2024 Employer Rates - STRS, PERS, Social Security, and Medicare 06/26/2023 (PDF)
• 2022-2023 Employer Rates - STRS, PERS, Social Security, and Medicare 01/03/2023 (PDF)
• 2022-2023 Employer Rates - STRS, PERS, Social Security, and Medicare 07/01/2022 (PDF)
• 2021-2022 Employer Rates - STRS, PERS, Social Security, and Medicare 01/14/2022 (PDF)
• 2021-2022 Employer Rates - STRS, PERS, Social Security, and Medicare 06/28/2021 (PDF)
• 2020-2021 Employer Rates - STRS, PERS, Social Security, and Medicare 01/11/2021 (PDF)
• 2020-2021 Employer Rates - STRS, PERS, Social Security, and Medicare 07/21/2020 (PDF)
• 2019-2020 Employer Rates - STRS, PERS, Social Security, and Medicare 08/12/2019 (PDF)
• 2018-2019 Employer Rates - STRS, PERS, Social Security, and Medicare 07/03/2018 (PDF)
• 2017-2018 Employer Rates - STRS, PERS, Social Security, and Medicare 07/03/2017 (PDF)
• 2016-2017 Employer Rates - STRS, PERS, Social Security, and Medicare 02/27/2017 (PDF)

Year-to-Date Summary

• PERS / STRS 2023-2024 Year-to-Date Summary (as of December 2023) 03/05/2024 (PDF)
• PERS / STRS 2022-2023 Year-to-Date Summary (as of June 2023) 08/10/2023 (PDF)
• PERS / STRS 2022-2023 Year-to-Date Summary (as of December 2022) 04/04/2023 (PDF)
• PERS / STRS 2021-2022 Year-to-Date Summary (as of June 2022) 08/04/2022 (PDF)
• PERS / STRS 2021-2022 Year-to-Date Summary (as of December 2021) 03/07/2022 (PDF)
• PERS / STRS 2020-2021 Year-to-Date Summary (as of June 2021) 08/16/2021 (PDF)
• PERS / STRS 2020-2021 Year-to-Date Summary (as of December 2020) 03/01/2021 (PDF)
• PERS / STRS 2019-2020 Year-to-Date Summary (as of June 2020) 07/29/2020 (PDF)
• PERS / STRS 2018-2019 Year-to-Date Summary (as of June 2019) 08/28/2019 (PDF)
• PERS / STRS 2017-2018 Year-to-Date Summary (as of June 2018) 08/30/2018 (PDF)
• PERS / STRS 2017-2018 Year-to-Date Summary (as of December 2017) 03/15/2018 (PDF)
• PERS / STRS 2016-2017 Year-to-Date Summary (as of June 2017) 08/17/2017 (PDF)
• PERS / STRS 2016-2017 Year-to-Date Summary (as of December 2016) 02/14/2017 (PDF)

Additional Information

• my|CalPERS for Employers (select employers and business partners)
  • CalPERS SSSA AIR 04/03/2023 sample (PDF)
• CalSTRS Secure Employer Website

CalPERS Reporting

• CalPERS AESD-2 Member Action Request for "0269 San Diego County Schools" 02/2024 (PDF)
• CalPERS AESD-2 Member Action Request for "0246 San Diego County Office of Education" 02/2024 (PDF)
• CalPERS - 1001 Notice of Exclusion from CalPERS Membership (03/2023) (PDF)
• CalPERS - 1187 Reciprocal Self-Certification Form (12/2023) (PDF)
• SDCOE 308 Verification of Membership Status in a California Public Retirement System (Rev. 11/16) (PDF)

CalSTRS Reporting

• CalSTRS CB 5333 Cash Balance Benefit Program Election (Rev. 04/23) (PDF)
• CalSTRS ES 0350 Permissive Membership (Rev. 04/23) (PDF)
• CalSTRS ES 0372 Retirement System Election (Rev. 04/23)​ (PDF)
• CalSTRS ES 1161 Reduced Workload Program Eligibility Certification (Rev. 04/23) (PDF)
• CalSTRS RF 1360 Refund Application (Rev. 12/22) (PDF)
• CalSTRS SR 0554E Express Benefit Report (Rev. 01/20) (PDF)
• Certification Of Freedom From Contagious Or Infectious Disease (PDF)
• District Calendar - Certificated Days and Hours (CDAYS) (xls)
• Salary Computation Worksheet (Rev 07/2008) (.xls)
• CalSTRS Retiree paid via SDCOE Commercial Warrant form (enterable) March 2022 (PDF)
• SDCOE 308 Verification of Membership Status in a California Public Retirement System (Rev. 11/16) (PDF)

Other Information

• Employee Social Security Name or Number Correction Request Form (Rev. 11/2004) (PDF)
• Salary Overpayment Computation - Form 113:
  • For 2010 and PRIOR (.xls)
  • Starting 2011 and 2012 (.xls)
  • Starting 2013 (.xls)
  • For 6% PERS Members as of 01/01/13 (PEPRA) (.xls)

E-Memos

• PeopleSoft, HCM, New Hires, FICA Status field in Job Data Rev. 07/2021 (PDF)

CalPERS

• CalPERS Furloughs
  • How to handle Classified CalPERS furloughs in PeopleSoft HCM 05/2020 (PDF)
  • CalPERS Circular Letter 200-005-11 AB1651 Implementation 01/06/2011 (PDF)
  • CalPERS Circular Letter 200-066-10 AB1651 Information 10/21/2010 (PDF)
  • CalPERS Circular Letter 200-040-20 Information on Furloughs 08/18/2020 (PDF)
• CalPERS - Resignations and Retirements - AESD-2 form requested
• CalPERS - Summer School Reporting Procedure (PDF)
• Inquiry Access to my|CalPERS Procedure (PDF)

CalSTRS

• CalSTRS Furloughs
  • How to handle Certificated CalSTRS furloughs in PeopleSoft HCM 05/2020 (PDF)
  • CalSTRS Employer Information Circular Vol. 35 Issue 06 Effects of Reduction in School Funds 09/21/2020 (PDF)
• CalSTRS Refund Application RF1360 Processing Procedure (PDF)
• CalSTRS Service Credit Discrepancy Procedure (PDF)
• Access to CalSTRS Secure Employer Website (SEW) (PDF)
  • CalSTRS Secure Employer WebSite Registration Notification (DOCX)
  • Secure Employer WebSite Access Request (PDF)

Retroactive Pay

• Retirement Reporting Unit documents:
  • SDCOE Retirement Reporting Unit Retro Pay Procedures 04/17/2024 (PDF)
  • CalPERS Reporting, New Requirement, Off Salary Schedule Payment (05/18/2021) (PDF)
  • Retroactive Pay - Certificated September 2021 (fill-in form) (PDF)
  • Retroactive Pay - Classified September 2021 (fill-in form) (PDF)

Training

• Retirement in PeopleSoft - 2023 PeopleSoft Conference presentation revised for 23_24 FY (PDF)

Charter Welcome Packet (see pages 3-5 for Retirement Reporting)

SDCOE Required Documents

• SDCOE Agreement for Charter School Retirement Reporting Services 2023-2024 (PDF)

SDCOE Information Documents 

• SDCOE Fee Schedule - Charter School Section 2023-2024 (PDF)
• SDCOE Fee Schedule - Charter School Section 2022-2023 (PDF)
• CalSTRS Charter Reporting Due Dates for FY 2023-2024 (PDF)
• CalPERS Charter Reporting Due Dates for FY 2023-2024 (PDF)

CalSTRS Information Documents

• CalSTRS Employer Information Circular Vol. 37, Issue 04, June 11, 2021
• CalSTRS Employer Directive 2011-03, September 19, 2011
• CalSTRS Employer Directive 2020-03, May 4, 2010
• CalSTRS Employer Information Circular Vol. 20 Issue 5, March 22, 2004
• CalSTRS Employer Directive 2001-01, Jan. 19, 2001

CalSTRS Required Documents

From CalSTRS website:

Charter school application for CalSTRS activation

A charter school electing the option to offer CalSTRS retirement program must apply for CalSTRS activation. CalSTRS activation requires valid and executed documentation including but not limited to the following:

• CalSTRS Activation Packet ES1796.
• Governing Board Minutes, Official Memorandum or Resolutions adopting the following:
  • Charter Petition.
• Memorandum of Understanding.
• CalSTRS Activation Application.
• Electronic copy of Charter Petition, Memorandum of Understanding, Board Approved Resolutions.
• Proof of Registration to the California Department of Education – Application or notice for a CDS Code.

Forms to complete: 

• CalSTRS Application for CalSTRS Activation ES1796 REV May, 2020 (PDF)
  • Includes Pre-Tax Deductions for Voluntary Receivable Resolution (Section 4 on Page 6) 

CalSTRS Required File Layouts 

• CalSTRS C118 Master Revised for 2023-2024 (XLSX)
• CalSTRS F496 Help Revised for 2023-2024 (XLSX)​

SDCOE Procedures for CalSTRS

• Charter School CalSTRS Procedures Rev 07_2023.pdf

CalSTRS Required (as needed) File Layouts 

• CalSTRS Employer Address File Specification - July 2012
• CalSTRS SEW F496 File Specification - September 2016
  • HEX Characters
• CalSTRS Match File Specification - December 2012
• CalSTRS MR87 File Specification - December 2012

CalPERS Information Documents  

• CalPERS Circular Letter No. 200-050, June 4, 1999
• CalPERS Public Agency and Schools Reference Guide

CalPERS Required Documents 

• CalPERS Circular Letter — New Charter School Certification Form for Charter Schools Requesting to Participate in the CalPERS Plan (PDF)
• CalPERS School Applicant Questionnaire (PDF)
  • Copy of the charter approval for the establishment of the Charter School
  • Charter Petition
  • Articles of Incorporation
  • By laws
  • Audited Financial Report
• CalPERS Resolution to Tax Defer Member Paid Contributions — IRC 414(h)(2) Employer Pick-Up (.doc)
• CalPERS Employer Resolution Tax Deferred Deduction Plan for Service Credit Purchases (.doc)

CalPERS Required File Layouts 

• https://www.calpers.ca.gov/docs/employer-technical-toolkit-calpers.zip
  • my|CalPERS Data Element Definitions For Payroll Contribution Reporting File, Revised July 2019 (PDF)
• CalPERS AESD-2 Member Action Request for San Diego County Schools 02/2024 (PDF)
• CalPERS Charter School Spreadsheet — Alpha Template 2023-2024 (XLSX)
• CalPERS 626 Master Revised for 2023-2024 (XLXS)

SDCOE's Retirement Reporting team can be reached at:

• Fax: 858-279-2953
• Location: 6401 Linda Vista Road, Room 605, San Diego, CA 92111