San Bernardino County Employees Retirement Association
File #: 19-983    Name:
Type: Action Item
File created: 6/17/2020 In control: BOARD OF RETIREMENT
On agenda: 7/2/2020 Final action: 7/2/2020
Title: Approve the request to extend re-employment of Marguerite Finneran as Recurrent Sergeant for the San Bernardino County Sheriff's Department, from April 2, 2020 to April 1, 2021, because an extreme necessity exists to continue the retiree's employment beyond the 18-month limit, and thus the standards of SBCERA Board Benefits Policy No. 032: "Retirees Returning to Work," have been met.
Attachments: 1. Exhibit A: Board Summary Worksheet, 2. Exhibit B: Certification Forms and Attachments, 3. Exhibit C: Additional Questions, 4. Exhibit D: Prior Certification Form

FROM: Colin Bishop, Chief of Member Services

SUBJECT: Returning Retiree Certification Marguerite Finneran

RECOMMENDATION:
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Approve the request to extend re-employment of Marguerite Finneran as Recurrent Sergeant for the San Bernardino County Sheriff's Department, from April 2, 2020 to April 1, 2021, because an extreme necessity exists to continue the retiree's employment beyond the 18-month limit, and thus the standards of SBCERA Board Benefits Policy No. 032: "Retirees Returning to Work," have been met.
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BACKGROUND:
Ms. Finneran retired on March 3, 2018 as a Sergeant from the County of San Bernardino Sheriff's Department and has been re-employed for the past two years as a Recurrent Sergeant in the Sheriff's Civil Liabilities Division. Her initial reemployment in March 2018 was certified by SBCERA staff, consistent with the Board's policy on "Retirees Returning to Work." That certification was set to expire on March 31, 2020, but it was extended pursuant to SBCERA Board of Retirement Resolution 2020 - 003, which provided for an extension for retirees with certifications expiring between March 4, 2020 and June 4, 2020.

For this current reemployment request, the department contends that Ms. Finneran's specialized knowledge and assistance is critical in assisting with the back log of department statements related to SBCERA Disability Retirement applications and the increased workload required for Use of Force Reporting to the State Department of Justice under AB71.

The Sheriff's Department experienced a 79% increase in Disability Retirement applications filed between 2016 and 2019, and the department anticipates the trend to continue for this current year. The department contends that Finneran's re-employment is crucial in clearing the backlog and maintaining timely completion of the department statements along with enhanced communication with SBCERA.

The Civil Liabilities Division is seeking to add another position and once approved a...

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