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San Bernardino County Employees Retirement Association
File #: 26-112    Name:
Type: Information Item
File created: 3/9/2026 In control: BOARD OF RETIREMENT
On agenda: 3/13/2026 Final action:
Title: Review of SBCERA's Technology Evolution and Strategic Direction.
Attachments: 1. Exhibit A: IS Presentation
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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FROM: Joe Michael, Chief Information Officer

SUBJECT: Informational: Technology Evolution and Strategic Direction

RECOMMENDATION:
title
Review of SBCERA's Technology Evolution and Strategic Direction.
body

BACKGROUND:
Over the past two decades, SBCERA's technology environment has evolved from County-dependent infrastructure to an independent, modernized, and security-focused enterprise platform. This evolution reflects deliberate governance decisions aligned with SBCERA's fiduciary responsibilities, mission, and adopted Strategic Pillars.
The acceleration of digital transformation during the COVID-19 period required rapid deployment of cloud services, remote access solutions, and formalized cybersecurity controls. That period successfully ensured uninterrupted pension operations and member service continuity.

Today, SBCERA is no longer in rapid transformation mode. The organization is in a deliberate maturation and optimization phase focused on:

* Strengthening security maturity
* Formalizing governance and documentation standards
* Simplifying architectural complexity
* Expanding data and analytics capabilities
* Planning for long-term platform sustainability

Technology is not a parallel initiative - it is the enabling infrastructure beneath our Strategic Pillars.

Over the next 18-24 months, SBCERA will develop security governance documentation aligned with recognized frameworks such as NIST, advance security controls under a Zero Trust framework, enhance analytics capabilities, and proactively evaluate long-term system sustainability - all while maintaining operational stability.
Evolution of SBCERA's Technology Environment

2002-2010: Establishment of Operational Independence
In the early 2000s, SBCERA transitioned away from County-hosted systems toward independent operational control.
Key developments included:

* Procurement of SBCERA's current facility and dedicated operational infrastructure
* Implementation of Pension Gold Version 2
*...

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