FROM: Amy McInerny, Chief Financial Officer
SUBJECT: Administration Policy No. 009 (Correcting and Reissuing 1099-Rs)
RECOMMENDATION:
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Approve and adopt updates to Administration Policy No. 009 (Correcting and Reissuing 1099-Rs).
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BACKGROUND:
General Policy No. 005 involves the review of Board Policies and indicates that the review shall be every three years.
Pursuant to General Policy No. 005, staff has conducted a review of Administration Policy No. 009 (Correcting and Reissuing 1099-Rs) and no substantive changes have been made. The policy is consistent with SBCERA practice.
Staff is therefore recommending adoption of the revised Administration Policy No. 009 attached as Exhibit A.
COMMITTEE REVIEW:
The Administrative Committee reviewed this item at its December 18, 2025 meeting, and recommends Board approval with a 4-0 vote.
BUDGET IMPACT:
None.
STRATEGIC PLANNING GOAL/OBJECTIVE:
Operational Excellence & Efficiency
STAFF CONTACT:
Amy McInerny
ATTACHMENTS:
Exhibit A: Administration Policy No. 009 (Correcting and Reissuing 1099-Rs) Redline