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OCALA (MARION COUNTY) · LOCALlocal legislationAgenda Ready
Local Impact

Ordinance 2026-9: Updates to City of Ocala Employee Pension Plan Assumptions

Original title: Ordinance 2026-9 to adopt recommended changes to actuarial assumptions and methods for the City of Ocala General Employees' Pension Plan, as outlined in the 2014-2024 Experience Study

March 3, 2026

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The Frame

What this does

The ordinance changes the mathematical formulas used to determine the funding requirements and long-term liabilities of the city's pension plan, which directly impacts the city's budget obligations and the plan's financial projections.

Who is mentioned in the record

Potentially affected actors named in the source documents. Mention is not a position.

City of Ocala General Employees

The pension plan members are affected by changes to the financial assumptions that determine the plan's long-term funding status.

City of Ocala Taxpayers

Taxpayers are affected because changes to pension funding requirements can impact the amount of city revenue allocated to the pension fund.

What changed

Last recorded activity March 3, 2026.

What's next

Next step not available in the current record.

Summary

This ordinance proposes adopting new and calculation methods for the City of Ocala General Employees' Pension Plan. These changes are based on findings from the 2014-2024 .

Why It Matters

The ordinance changes the mathematical formulas used to determine the funding requirements and long-term liabilities of the city's pension plan, which directly impacts the city's budget obligations and the plan's financial projections.

Key Facts

  • Ordinance 2026-9 formally adopts new actuarial assumptions and methods for the City of Ocala General Employees' Pension Plan.
  • The proposed changes are derived from the 2014-2024 Experience Study.
  • The ordinance was introduced to the City Council on November 10, 2025.
  • The document is currently in 'Agenda Ready' status.

Frequently Asked Questions

What is an actuarial assumption?
It is an estimate of future events—such as investment returns, salary increases, or life expectancy—used by actuaries to calculate the amount of money a pension plan needs to set aside today to pay future benefits.
What is an Experience Study?
An is a periodic review of a pension plan's actual performance compared to the assumptions previously used, used to determine if those assumptions need to be adjusted.

News Coverage

No news coverage found yet. Articles are indexed twice daily.

Discoveries

Patterns POLISCOPE noticed across the record. These are observations to investigate, not conclusions.

policy shift90% confidence

Decadal Review Cycle

The ordinance relies on a 10-year (2014-2024) Experience Study, suggesting a long-term periodic review cycle for pension assumptions.

Connected Entities

organizationCity of OcalaThe local government body responsible for the pension plan.Map →
organizationCity of Ocala General Employees' Pension PlanThe specific pension fund subject to the proposed actuarial changes.Map →

Sources

Open source document

webapi.legistar.com

Analysis Score

0–100
  • Significance65
    How much this matters to a regular citizen
  • Controversy20
    Intensity of disagreement among stakeholders
  • Entertainment5
    Compellingness for a non-policy-wonk reader
  • Buzz10
    Current news / social attention level

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