Please note: this meeting's minutes have not been finalized yet. Actions taken on legislation and their results are not available.

Meeting Details

Meeting Name: BOARD OF RETIREMENT Agenda status: Final
Meeting date/time: 9/3/2026 9:00 AM Minutes status: Draft  
Meeting location: Board Room
348 W. Hospitality Lane, 1st Floor, San Bernardino, CA 92408 Live stream access: https://sbcera.legistar.com/calendar.aspx
Published agenda: Agenda Agenda Published minutes: Not available  
Meeting video:  
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction DetailsVideo
26-381 11. RecognitionView recent feature of our We Are SBCERA video series.   Not available Not available
26-376 12. Consent ItemApprove minutes of regular meeting conducted on August 6, 2026.   Not available Not available
26-365 13. Consent ItemApprove the Nonservice-Connected Disability Retirement with Supplemental Retirement Allowance of Sheila Flores - San Bernardino County - Human Services.   Not available Not available
26-362 14. Consent ItemCorrect the effective date of the Service-Connected Disability Retirement of David Manning - San Bernardino County - Probation.   Not available Not available
26-170 15. Consent ItemApprove the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Dena Mendez - San Bernardino County - Arrowhead Regional Medical Center.   Not available Not available
26-367 16. Consent ItemApprove the Service-Connected Disability Retirement application of Luis Perez - San Bernardino County - Sheriff.   Not available Not available
26-361 17. Consent ItemApprove the Service-Connected Disability Retirement application of James Porter - San Bernardino County - Sheriff.   Not available Not available
26-322 18. Consent ItemApprove the Service-Connected Disability Retirement application of William Rozinka - San Bernardino County - County Fire.   Not available Not available
26-324 19. Consent ItemApprove the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Andres Padilla Ramirez - San Bernardino County - Sheriff.   Not available Not available
26-359 110. Consent ItemApprove the request to extend the employment of Glenda Jackson from September 19, 2026, through August 11, 2027, in accordance with SBCERA Benefits Policy No. 032, “Retirees Returning to Work.”   Not available Not available
26-356.1 111. Consent ItemApprove and adopt updates to Benefits Policy No. 023 (Adjustment to the Pensionable Compensation Limit Policy).   Not available Not available
26-364.1 112. Consent ItemApprove and adopt updates to Benefits Policy No. 029 (Standard for Determining the Eligibility of a Continuance for a Survivor Benefit).   Not available Not available
26-363.1 113. Consent ItemApprove and adopt updates to General Policy No. 022 (Authorization to Approve Service Retirements).   Not available Not available
26-358.1 114. Consent ItemApprove a contract with Presidio to provide consulting and implementation services for the Data Classification and Microsoft 365 Information Governance Implementation Project in an amount not to exceed $224,500.00 and authorize the Chief Executive Officer to execute the agreement.   Not available Not available
26-386 115. Consent ItemApprove the attendance and related expenses of Louis Fiorino to the IDAC 5th Annual Global Summit in Newport Beach, CA on September 22-24, 2026.   Not available Not available
26-387 116. Consent ItemApprove the attendance and ratify related expenses of Louis Fiorino to the Value Edge 2026 Public Funds Forum to be held in Laguna Beach, CA, on September 8-10, 2026.   Not available Not available
26-382 117. Action ItemAction on Deferred Items from Consent, if any.   Not available Not available
26-375 118. Receive and FileReport on the Administrative Committee meeting conducted on August 20, 2026.   Not available Not available
26-317.1 119. Receive and FileReview SBCERA Organizational Chart and Reporting Responsibilities.   Not available Not available
26-354 120. Receive and FileService Retirements and Change Effective Dates Approved by the Chief Executive Officer.   Not available Not available
26-383 121. Executive ReportChief Executive Officer.   Not available Not available
26-389 122. Executive ReportChief Counsel.   Not available Not available
26-371 123. Executive ReportChief Investment Officer.   Not available Not available
26-384 124. Trustees ReportReport by the Trustees concerning conferences and other meetings attended (as specified by Education & Training Policy No. 003 - “Trustee Travel and Expense Policy”).   Not available Not available
26-374 125. Other Closed Session ItemsPurchase or sale of particular, specific pension fund investments pursuant to Government Code Section 54956.81.   Not available Not available
26-392 126. Other Closed Session ItemsCONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION (Paragraph (1) of subdivision (d) of Section 54956.9) Case Name Unspecified: Disclosure would jeopardize existing settlement negotiations.   Not available Not available
26-390 127. Other Closed Session ItemsPUBLIC EMPLOYEE PERFORMANCE EVALUATION: Chief Investment Officer.   Not available Not available
26-357 128. Closed SessionReview and determine the Service-Connected Disability Retirement application of Richard P. Debevec - San Bernardino County - Sheriff.   Not available Not available
24-129.3 129. Closed SessionReview the transcript or summary of all testimony, all other evidence received by the referee, together with the supplemental briefs submitted by the parties, and, pursuant to Rule 31 of SBCERA’s Procedures for Disability Retirement Applications and Formal Hearings, render a decision and take such action as, in the Board’s opinion, is indicated by the evidence in the Service-Connected Disability Retirement Application of Ken Marshall - San Bernardino County - Sheriff.   Not available Not available
26-385 130. Open SessionReport by Counsel on actions taken in Closed Session.   Not available Not available
26-391 131. Action ItemDetermine the Board discretionary portion of the Investment Incentive Award for the Chief Investment Officer for the fiscal year ended June 30, 2026, up to 5% of base salary.   Not available Not available