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San Bernardino County Employees Retirement Association
File #: 23-436    Name:
Type: Action Item
File created: 10/18/2023 In control: BOARD OF RETIREMENT
On agenda: 11/2/2023 Final action:
Title: Approve the request to extend employment of SBCERA Retiree Yvonne Harmon from November 13, 2023 through May 13, 2024, because the standards of SBCERA Board Administration Policy No. 032 "Retirees Returning to Work," have been met.
Attachments: 1. Exhibit A: Board Summary Worksheet, 2. Exhibit B: Certification Form, 3. Exhibit C: Prior Certification Forms

FROM: Colin Bishop, Chief of Member Services

SUBJECT: Returning Retiree Certification: Yvonne Harmon

RECOMMENDATION:
title
Approve the request to extend employment of SBCERA Retiree Yvonne Harmon from November 13, 2023 through May 13, 2024, because the standards of SBCERA Board Administration Policy No. 032 "Retirees Returning to Work," have been met.
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BACKGROUND:
Ms. Harmon retired on March 27, 2021 and has been re-employed with the San Bernardino County Registrar of Voters since July 2022. The California Public Employees' Pension Reform Act of 2013 (PEPRA) places restrictions on retirees returning to work. In April 2018, the Board approved an updated version of its policy on "Retirees Returning to Work," which changed some of the processes for reviewing and permitting extensions for the re-employment of retirees, notably adding a provision for Board approval when the period of employment was either not specified or greater than 18 months.

Ms. Harmon's original re-employment period began on July 18, 2022 and expired on November 30, 2022. The department requested to extend Ms. Harmon's employment beginning December 1, 2022 which expired on June 30, 2023. The Department is now requesting an additional 6 months beginning November 13, 2023 through May 13, 2024, which requires SBCERA Board approval. (SBCERA policy requires that any requests to extend a returning retiree's reemployment beyond 18 consecutive months receive Board approval. Because the beginning date of Ms. Harmon's reemployment was July 18, 2022, any employment beyond January 18, 2024 must receive Board approval.)

Section 6 of the attached certification provides additional background information, citing that Ms. Harmon has over 10 years of experience working for the Registrar of Voters, specifically handling candidate statements. Without Ms. Harmon's assistance, the employer indicates that production of the Voter Information Guides could be affected.

Pursuant to Government Cod...

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