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STATE RETIREMENT & PENSION SYSTEM

REPORTS (MANDATED)


FROM AGENCY

Annual Consolidated Report on fiscal transactions, accumulated cash & securities, & actuarial valuation of assets & liabilities to be published (Code State Personnel & Pensions Article, sec. 21-112).

Annual Internet Project Plan to Secretary of Information Technology (Chapter 9, Acts of 2008; Code State Finance & Procurement Article, sec. 3A-305(a)(3)).

Annual Report to Governor & Joint Committee on Pensions on funding progress of retirement & pension systems due Dec. 15 (Chapter 397, Acts of 2011).

Annual Report to Board of Public Works, Senate Budget & Taxation Committee, House Appropriations Committee, & Joint Committee on Pensions on real estate sales or purchases approved by Board of Trustees due Oct. 1 (Chapter 506, Acts of 2008; Code State Personnel & Pensions Article, sec. 21-123).

Annual Report to General Assembly on actual expenditure to procure & retain investment management services during preceding fiscal year due Dec. 31.

Annual Report to Joint Committee on Fair Practices & State Personnel Oversight, Department of Transportation, & Office of Minority Affairs on procurement contracts awarded to minority business enterprises, including number & names of prime contractors & subcontractors due Sept. 30 (Code State Finance & Procurement Article, sec. 14-305; Chapter 619, Acts of 2010).

Annual Report to Joint Committee on Pensions on members rehired under employees' or teachers' pension system, & members participating in alternate contributory pension selection due Oct. 1, through 2016 (Chapter 397, Acts of 2011; Code State Personnel & Pensions Article, sec. 23-215.1).

Annual Report to Joint Committee on Pensions on summary of complaints regarding mailings received by retirees due Dec. 31 (Chapter 714, Acts of 2010; Chapters 431 & 432, Acts of 2011; Code State Personnel & Pensions Article, sec. 21-128).

Annual Report to Senate Budget & Taxation Committee, House Appropriations Committee, & Joint Committee on Pensions on salaries & salary increases of certain employees in Investment Division & how many such employees left their employment in preceding fiscal year due Oct. 1 (Chapters 561 & 562, Acts of 2012; Code State Finance & Procurement Article, sec. 21-122).

Annual Report to Senate Budget & Taxation Committee, House Appropriations Committee, & Joint Committee on Pensions on venture capital investments due Oct. 1 (Chapter 614, Acts of 2010; Code State Personnel & Pensions Article, sec. 21-123).

Annual Report to Department of Budget & Management & Department of General Services on condition of each public improvement under its jurisdiction due May 31 (Code State Finance & Procurement Article, sec. 4-408).

Annual Report to Department of the Environment on procurement of recycled materials, including percent of recycled materials in gross purchases, due Sept. 1 (Code State Finance & Procurement Article, sec. 14-405).

Annual Report to Equal Employment Opportunity Coordinator on Equal Employment Opportunity Program due Oct. 15 (Chapter 347, Acts of 1996; Code State Personnel & Pensions Article, sec. 5-205).

Annual Report to Records Management Division of Department of General Services on forms management due July 31 (Chapter 286, Acts of 1984; Code State Government Article, sec. 10-608).

Annual Report to Secretary of Budget & Management on personnel matters due Oct. 15 (Code State Personnel & Pensions Article, sec. 4-301).

Biannual Report to Department of Legislative Services on Board of Trustees attendance due June 30 & Dec. 31 (Chapter 403, Acts of 2003; Code State Personnel & Pensions Article, sec. 21-104).

Biannual Report to Department of Legislative Services on Board of Trustees training due June 30 & Dec. 31 (Chapter 403, Acts of 2003; Code State Personnel & Pensions Article, sec. 21-108).

Biannual Report to Senate Budget & Taxation Committee, House Appropriations Committee, & Joint Committee on Pensions on divestiture from the Republic of Sudan due Oct. 1 (Chapter 342, Acts of 2008; Code State Personnel & Pensions Article, sec. 21-123.1).

Report to Joint Committee on Pensions on accuracy & clarity of section 24-401 & Title 29, subtitle 4, of State Personnel & Pensions Article pertaining to cost-of-living adjustments for retirees due Nov. 1, 2011 (Chapter 599, Acts of 2011).


FROM UNITS WITHIN AGENCY

Annual Report of Executive Director to Board of Trustees for State Retirement & Pension System (to include commissions paid) due Dec. 15 (Code State Personnel & Pensions Article, sec. 21-120).

Annual Report of Investment Committee to General Assembly & Governor's Office of Minority Affairs on use of minority business enterprise brokerage & investment firms due Sept. 1 (Chapters 600 & 601, Acts of 2008; Code State Personnel & Pensions Article, sec. 21-116).

Quarterly Report of Investment Division to Board of Trustees for State Retirement & Pension System on commissions paid on investments (Code State Personnel & Pensions Article, sec. 21-122).

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