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San Bernardino County Employees Retirement Association
File #: 25-193.1    Name:
Type: Consent Item
File created: 5/23/2025 In control: BOARD OF RETIREMENT
On agenda: 6/5/2025 Final action:
Title: Approve and adopt updates to Education and Training Policy No. 001 (Trustees Education/Training Policy).
Attachments: 1. Exhibit A: Education and Training Policy No. 001 (Trustees Education/Training Policy)
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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FROM:                                           Debby Cherney, Chief Executive Officer

 

SUBJECT:                                            Education and Training Policy No. 001 (Trustees Education/Training Policy)

 

RECOMMENDATION:

title

Approve and adopt updates to Education and Training Policy No. 001 (Trustees Education/Training Policy).

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BACKGROUND:

General Policy No. 005 involves the periodic 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 Education and Training Policy No. 001 (Trustees Education/Training Policy) and recommends two areas of change:

 

1.                     Updating the list of optional education providers and sponsors; and

2.                     Updating the documentation section to remove the requirement for a signed verification form for attendance at educational events.  Trustees already provide a verbal report at each Board meeting on events attended at the expense of SBCERA.  In addition, each year, SBCERA publishes on its website a compliance report listing all trustee educational hours. 

 

COMMITTEE REVIEW:

The Administrative Committee reviewed this item at its May 22, 2025 meeting, and recommends Board approval with a 4-0 vote. Trustee Bracco participated in the absence of Committee Member Erickson.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Operational Excellence & Efficiency

 

STAFF CONTACT:

Debby Cherney

 

ATTACHMENTS:

Exhibit A:                     Education and Training Policy No. 001 (Trustees Education/Training Policy)