Santa Barbara County Employees' Retirement System "SBCERS"

Board Policies

Governance

   A. Charters

        Board of Retirement Charter

        Chair

        Vice Chair 

       Secretary   

       Chief Executive Officer

        Operations Committee

   B. By-Laws  

   C. Communications Policy  

   D. Board Policy Development Process 

 

Board of Retirement

   A. Code of Conduct   

   B. Conflict of Interest Code   

   C. Trustee Education Policy   

   D. Trustee Elections Policy   

   E. Trustee Travel Policy    

   F. SACRS Delegate Policy

   G. iPad Usage Policy

 

Administration

    A. Budget Approval Process   

    B. Interest Crediting and Available Earnings Policy        

    C. Public Records Act Policy   

    D. Service Provider Selection Policy   

    E. Pension Enhancement Review Policy   

    F. Employer Records Audit Policy

   G. Normal Retirement Age Regulations

   H. Record Retention Policy

    I.  Errors, Corrections and Collections Policy

   J.  CEO Review Guidelines

  

 

Disability

   A. Disability Retirement Procedures  

   B. Effective Date Policy  

   C. Retention of Assignment of Referees Policy 

 

Investments

   A. Investment Policy Statement   

   B. Private Equity Investment Policy   

   C. Real Estate Investment Policy   

   D. Private Infrastructure and Natural Resources Policy   

   E. Proxy Voting Policies   

   F. Placement Agent Policy   

   G. Securities Litigation Policy    

   H. Consultant Oversight Policy

 

To view the documents on this page, you must have installed Acrobat© Reader©. Click the icon at the left to download Acrobat© Reader© from the internet.