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Articles


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   ARTICLE I - MEMBERSHIP
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  1. Affiliate membership is available to a retirement-related business or institutional investment related company or firm subject to:
    1. Recommendation of two regular members who must be from two different county retirement systems.
    2. Submission of an appropriate letter of application approved by a majority vote of the Executive Committee.
    3. Payment of the annual affiliate membership dues as set forth under Article III, Sections 3 and 5 of the By-Laws.
  2. The Board of Directors must approve affiliate membership for a firm during a Board of Directors meeting and record that approval in the minutes.
  3. All affiliate firms in good standing as of November 8, 1991 are grandfathered.
  4. Any applications pending as of November 8, 1991 will be considered for membership. No new applications will be considered until further notice.
  5. Affiliate membership will be automatically canceled if annual dues are not paid within the time set.
  6. The Board of Directors may cancel affiliate membership if a firm does not abide by SACRS policies.
  7. Affiliate membership is approved and provided to a firm, not an individual.
  8. Affiliate Member firms will lose their membership any time they fail to send an employee for two consecutive conferences or three conferences in the last five years.
  9. The long-range goal is to limit affiliate member firms to no more than 215 firms. The desired ratio of plan sponsor to affiliate attendees at conferences shall be one to one point five.
  10. Each affiliate member firm and 2 employee representatives shall be listed in the SACRS Membership Roster. SACRS correspondence and conference registration materials will be mailed to both affiliate employee representatives. These representatives will be responsible for dissemination of all SACRS information to appropriate employees of their firm, submitting all conference registration materials and making sure that their firm complies with all SACRS policies.
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ARTICLE II - CODE OF CONDUCT
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Adopted: September 18, 2012
SACRS Affiliate Members Professional Code of Conduct

 SACRS is committed to providing a conference environment free from bullying or harassment and maintaining a conference environment where all attendees are treated with both dignity and respect.  As such, all Affiliates are expected to conduct themselves in a responsible and respectful manner during the Conference hours and outside the Conference hours when participating at any SACRS sponsored Conferences.  At no time should an Affiliates’ behavior reflect badly upon the SACRS Board of Directors, System Members, or Affiliate Members. 

What are harassment and bullying?

Harassment is any unwanted physical, verbal or non-verbal conduct which has the purpose or effect of affecting a person’s dignity or creating an intimidating, hostile, degrading, humiliating or offensive environment. Physical conduct ranges from touching, pinching, pushing or brushing past someone to grabbing, shoving, punching and other forms of physical assault. In addition to the manner in which persons speak to and about one another, written material and pictures (including that disseminated by interactive and digital technologies) can be used to harass. This can include emails, comments made on social networking sites, text messages, film clips and photographs taken using cameras in mobile phones as well as content uploaded onto websites including social networking sites.

What kinds of penalties may SACRS Board of Directors impose if a SACRS Affiliate member is found in violation of the SACRS Code of Conduct?

SACRS Board of Directors may impose four penalties:


(a) Warning and/or Censure
(b) Suspension of membership for a specific period of time for either/or both the individual or member firm
(c) Termination of membership for the individual member
(d) Termination of membership for the firm

In all cases, when an accused member has been found in violation of the SACRS Code of Conduct by final action of the Board of Directors, or the Affiliate Committee, a notice of discipline is recorded in the Board of Directors Minutes. 

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   ARTICLE III - DUES
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  1. Affiliate members shall pay annual dues in the amount determined by the Board of Directors.
  2. Annual dues are due and payable July 1 and are delinquent July 31, of each year.
  3. Annual dues shall be $1,000 per affiliate member firm effective July 1, 2004.
  4. Further dues adjustments shall be based on the SACRS budget.

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   ARTICLE IV - CONFERENCE
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  1. The conference may be attended only by affiliate member firms in good standing approved by the Board of Directors in advance.
  2. The conference may be attended by only two employees from each affiliate member firm (and their spouses). This limit does not include guest speakers from an affiliate firm who are on the regular conference program.
  3. Registration fees are set by the Board of Directors and are due at the discretion of the Board of Directors.
  4. Affiliate members may not host any marketing or social function during periods when official SACRS functions are scheduled and/or during the SACRS official day.
  5. All official SACRS functions shall be hosted by SACRS. Official SACRS functions are events that are scheduled by the Board of Directors, listed in the conference program, and available to all qualified conference attendees.
  6. There is no limit on the number of affiliate representatives who may attend a private party hosted by the affiliate member firm.
  7. Registration fees for conference meetings may be charged to all members who attend the conference in addition to annual dues.
  8. All conference registrants, including no-shows, must pay registration fees.
  9. All future registration will be subject to a firm's being in good standing at time of registration.
  10. Registration fees effective August 23, 20111 shall be paid by each affiliate employee for each conference as follows:
    • $1,020, if paid at least 30 days before the conference,
    • $1,130, if paid within 30 days of the conference,
    • $1,280, if paid at the conference.
    • The $150 surcharge for registration at the conference will be reflected separately on the affiliate employee's receipt. There shall be no fee for the employee's spouse.
  11. A firm may request and receive a refund of registration fees if such request is received up to the "deadline" date as established by the Board of Directors for each conference and as published in the registration materials. Any notices or cancellation received after the "deadline" date and any registration received for a delegate who neither canceled nor attended the conference ("no show") shall not be refunded.
  12. Affiliate members are prohibited from holding any type of sales discussion or handing out any type of marketing materials or firm brochures during the conference. Affiliates may briefly state their firm's functions if requested by a pension representative.
  13. Whenever possible, membership on the Affiliate Committee shall be balanced to represent the various disciplines.
  14. Guest speakers who are on the regular conference program need not be from affiliate member firms.

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   ARTICLE V - AFFILIATE MEMBER COMMITTEE
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  1. The Affiliate Member Committee shall consist of nine individuals appointed by the President for three-year terms on a rotating basis.
  2. Each Three-year term shall expire on November 30. The President of SACRS shall appoint or re-appoint at his/her discretion in consultation with the Affiliate Chair.
  3. The purpose of the Committee is to provide on-going assistance and input to the SACRS Board of Directors, Education and Program Committees and to represent the affiliate membership.
  4. Duties:
    1. Advise the Board of Directors on conference program content and conference social events.
    2. Assist in developing the program (topics, speakers, etc.).
    3. Assist in planning the social events at the conference.
    4. Establish rules of "Fair Play" (code of ethics) which are supportive of SACRS' mission and conference goals.
    5. Provide between-conference support and assistance in furthering SACRS' mission and activities.
  5. The President shall fill any individual vacancies on the Affiliate Member Committee as they occur.
  6. Membership on the Affiliate Member Committee is provided to individuals, not firms.
  7. Committee membership shall cease if the individual leaves employment with a member firm and fails to obtain employment with another member firm within a reasonable period as determined by the President.
  8. The Committee shall elect a Chair for a two-year term who shall serve on the Program Committee. A Chair elected to fill a partial term may be elected to a subsequent two-year term. An Affiliate Chair may serve more than one full two-year term, but not consecutively.
  9. The Committee Chairman shall be a non-voting ex-officio member of the Board of Directors.
  10. The Committee shall elect a Vice-Chair for a two-year term who shall serve on the Program Committee. The Committee Vice Chair shall be a non-voting ex-officio member of the Board of Directors.
  11. Affiliate members are encouraged to attend all open sessions at the SACRS conferences.

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   ARTICLE VI - AFFILIATE EMERITUS
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  1. Designee must have been retired from active employment with an Affiliate employer for at least one year.
  2. Designee must have been the designated representative from an active member Affiliate firm or firms in good standing of SACRS for ten years preceding Designee's retirement.
  3. Designee must request the status of Affiliate Emeritus to the Chair of the Affiliates. The Chair of the Affiliates must make a written request to the President of SACRS. The President of SACRS must submit the written request to the Board of Directors of SACRS for its approval.
  4. Upon approval by the Board of Directors, the President of SACRS (or the Administrator) will notify the Designee of the Committee's action upon the Designee's request.
  5. Upon acceptance of an Affiliate Emeritus (AE), the AE is entitled to attend SACRS conferences at the same costs required of a regular Affiliate. The AE will be a non-voting member of the Affiliates and will not pay the Affiliate annual dues and NOT do any marketing.
  6. The Affiliate Emeritus is not required to meet the attendance requirements of active affiliate members for this is a lifetime designation.

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(Adopted December 6, 1991)  (Amended January 18, 1995)  (Amended June 15, 1999)  (Amended September 16, 2003)  (Amended March 16, 2004) (Amended September 16, 2008) (Amended September 18, 2012)
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