SBCERA Trustee Statements of Economic Interest (Form 700
Certain government officials and employees are required to submit
a Statement of Economic Interest, also known as the Form 700.
This form contains summaries of each Trustee’s personal financial
interests, including stocks, bonds, and other investments.
To access Trustee Form 700 filings,click the link below.
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.
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.
SBCERA Positions that Manage Public Investments for the Purposes
of Section 87200 of the Government Code
Board of Retirement Trustees
Chief Executive Officer
Chief Investment Officer
Senior Investment Officer
SBCERA and SEIU Local 721 Fact-Finding Report
After more than two years of bargaining for a successor
Memorandum of Understanding, on October 16, 2023, SBCERA and SEIU
Local 721 participated in a fact-finding hearing to resolve the
impasse. Both sides presented their case to a panel including
SBCERA’s chosen representative, SEIU’s chosen representative, and
the Chair of the panel who is a neutral third party from the
State Mediation and Conciliation Service (SMCS) agreed upon by
SBCERA and SEIU.
On November 1, 2023 the panel issued its advisory report
containing its recommendations for resolving the impasse. In
accordance with state law, SBCERA is posting the full report. The
advisory report will also be agendized for a public hearing at a
future Board meeting.