San Bernardino County Employees Retirement Association
File #: 24-330.2    Name:
Type: Action Item
File created: 11/19/2024 In control: BOARD OF RETIREMENT
On agenda: 12/5/2024 Final action: 12/5/2024
Title: Approve and adopt updates to Education and Training Policy No. 003 (Trustee Travel and Expense Policy).
Attachments: 1. Exhibit A: Proposed Education and Training Policy No. 003 (Trustee Travel and Expense Policy) - redline, 2. Exhibit B: Proposed Education and Training Policy No. 003 (Trustee Travel and

 

FROM:                                           Debby Cherney, Chief Executive Officer

 

SUBJECT:                                            Trustee Travel and Expense Policy

 

RECOMMENDATION:

title

Approve and adopt updates to Education and Training Policy No. 003 (Trustee Travel and Expense Policy).

body

 

BACKGROUND:

At the September 19, 2024 Administrative Committee meeting, the committee provided direction to staff regarding potential updates to the Education and Training Policy No. 003 (Trustee Travel and Expense).  Attached as Exhibit A is a redlined version of the policy, incorporating committee feedback.  For ease of review, attached as Exhibit B is a clean copy of the proposed policy. 

 

COMMITTEE REVIEW:

This item was reviewed by the Administrative Committee at its November 21, 2024 meeting, and recommends Board approval with a 3-0 vote.  Trustee Hatch and Rowe were absent.  Trustee Stafford participated in their absence.  The Committee discussed and recommended additional edits.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Debby Cherney

 

ATTACHMENTS:

Exhibit A:                     Proposed Education and Training Policy No. 003 (Trustee Travel and Expense Policy) - redline

Exhibit B:                     Proposed Education and Training Policy No. 003 (Trustee Travel and

Expense Policy) - clean