San Bernardino County Employees Retirement Association
File #: 25-094    Name:
Type: Action Item
File created: 3/7/2025 In control: BOARD OF RETIREMENT
On agenda: 4/3/2025 Final action:
Title: Recommend that the Board approve and adopt updates to Actuary and Audit Policy No. 005 (Internal Audit Charter).
Attachments: 1. Exhibit A: Actuary and Audit Policy No. 005 (Internal Audit Charter) - Redline

 

FROM:                                           Amy McInerny, Chief Financial Officer

 

SUBJECT:                                          Approve updates to Actuary and Audit Policy No. 005 (Internal Audit Charter)                     

 

RECOMMENDATION:

title

Recommend that the Board approve and adopt updates to Actuary and Audit Policy No. 005 (Internal Audit Charter).                     

body

 

BACKGROUND:

Actuary and Audit Policy No. 005 formally defines SBCERA’s internal audit unit’s mission, independence, authority, and responsibility.

 

Actuary and Audit Policy No. 005 (Internal Audit Charter) was last reviewed in 2022.

 

Pursuant to General Policy No. 005, staff has conducted a review of Actuary and Audit Policy No. 005 and recommends renewal of Actuary and Audit Policy No. 005 without substantive change.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Amy McInerny

 

ATTACHMENTS:

Exhibit A:                     Actuary and Audit Policy No. 005 (Internal Audit Charter) - Redline