Transparency and Reporting

SBCERA is committed to conducting business in an open, transparent, and impartial way. The following links provide information related to economic interests, travel, and education for Board members.


SBCERA Trustee Form 700 Filings

Certain government officials and employees are required to submit a Statement of Economic Interest, also known as the Form 700. The forms below contain summaries of each Trustee’s personal financial interests, including stocks, bonds, and other investments.

2018 Form 700s for SBCERA Trustees

SBCERA Positions that Manage Public Investments for the purposes of Section 87200 of the Government Code


SBCERA Trustee Training and Education

SBCERA's Board of Retirement Trustees Education and Training Policy requires that each Trustee obtain a minimum of 24 hours of education within two years of assuming office and for every subsequent two-year period, in which the Trustee continues to sit on the SBCERA Board.

Trustees Education and Training Policy

Trustees Education and Training Policy 2019 Annual Report
Trustees Education and Training Policy 2018 Annual Report
Trustees Education and Training Policy 2017 Annual Report
Trustees Education and Training Policy 2016 Annual Report
Trustees Education and Training Policy 2015 Annual Report
Trustees Education and Training Policy 2014 Annual Report
Trustees Education and Training Policy 2013 Annual Report


Additional Related Board Policies

Trustee Travel and Expense Policy
Gifts of Food and Drink Policy


Form 801 Reporting

California Form 801 is used to report certain payments received by state and local government agencies. It includes: (1) a payment for an official's travel expenses for the purpose of facilitating the public's business in lieu of a payment using agency funds; and (2) a payment that would otherwise be considered a gift or income to the benefiting official, but is instead accepted on behalf of the agency. 

Form 801 Report - Q2 2019 
Form 801 Report - Q4 2019