OSS SERP


San Diego Unified School District and the Operations Support Services (OSS) Unit have met and negotiated in good faith and agreed on an MOU for a Supplemental Early Retirement Program for 2016-2017.  The SERP will only be available to OSS Unit members in accordance with the terms contained in the MOU.

 

In order to be eligible OSS Unit members must meet all six criteria as set forth in the MOU, summarized below:

(1) Are OSS Unit members;

(2) Are permanent classified employees of the District as of February 21, 2017 (date of Board of Education adoption) or on a Leave of Absence (LOA) with return rights to a bargaining unit position;

(3) Five (5) years of District service as a permanent classified employee as of June 30, 2017 for traditional school or central office employees, or as of July 21, 2017 for year-round employees;

(4) Are eligible to retire under STRS (age 55 with 5 years of STRS service credit or age 50 with 30 years of STRS service credit) or PERS (age 50 with 5 years of PERS service credit) as of June 30, 2017, for traditional school or central office employees, or as of July 21, 2017, for year-round school employees;

(5) Submit all required SERP enrollment materials, STRS/PERS retirement eligibility documentation and District Letter of Resignation to the office of Public Agency Retirement Services (“PARS”) on or before May 5, 2017, and

(6) Have resigned from District employment on the last workday for the 2016-2017 school year, effective on or before June 30, 2017 for traditional school or central office employees, or on or before July 21, 2017 for year-round employees.

 

Orientation Meetings Flyer

 

Workshop Flyer

CalSTRS Flyer

CalPERS Flyer

 

Additional CALPERS meetings:

 

April 6, 2017
12:30 p.m. until 4:00 p.m.
Ed. Center Auditorium

Please note:  These meetings are for general questions about retirement.  The format of these meetings will be a one-on-one question and answer meeting.  No appointment necessary. 

 

Information on Medical Benefits

 

Frequently Asked Questions and Answers

 

The district and the OSS Unit agreed that the SERP must have sufficient plan participation in order to meet the district's fiscal and operational objectives by the enrollment deadline of April 21, 2017, in order for the SERP to go into effect for the OSS Unit.  These objectives include that the SERP will generate net savings, or no net cost, to the district's General Fund-Unrestricted, in the initial year of implementation and cumulatively over five years.  Further, the district reserves the right to determine which position vacated by retirement shall be filled.