FROM: Debby Cherney, Chief Executive Officer
Barbara Hannah, Chief Counsel
SUBJECT: Review SBCERA Organizational Chart and Reporting Responsibilities
RECOMMENDATION:
title
Review SBCERA Organizational Chart and Reporting Responsibilities.
body
BACKGROUND:
At its June 4, 2026 Board Meeting, the Board requested a presentation on the SBCERA Organizational Chart to discuss alignment of departments.
According to Article 1 Section 2 of the SBCERA By-Laws, "the CEO shall be the administrator of the Association and shall be responsible for the management of the retirement office including, but not limited to, the retirement fund, operating budget, appointment and management of personnel and the other day-to-day activities of the Association... and to hire, evaluate, and terminate employees to the extent provided for in an Employment Resolution or similar document approved by the Board and take such actions as are appropriate to carry out any other decision made or approved by the CEO pursuant to a delegation of authority granted by the Board to the CEO for such decision."
According to Article 1 Section 3 of the SBCERA By-Laws, "the Chief Counsel may hire, evaluate, and terminate subordinate attorneys and legal support staff to the extent provided for in an Employment Resolution or similar document approved by the Board."
In the wake of the 2023 Impasse proceedings with SEIU Local 721, the Board approved Terms and Conditions of Employment in December 2023, which complement the Employment Resolution, which terms were also adopted for unrepresented employees. The represented then decertified their representation by SEIU Local 721 in March 2024. No additional resolutions or terms have been adopted by the Board and these remain our guiding documents. Copies of the Board action items from December 2023 are attached as Exhibits B and C, respectively. A link to the SBCERA By-Laws can be found here: https://sbcera-int.policystat.com/policy/18156777/lat...
Click here for full text