Page 8 - DeferredComp-May2018

Item Description San M
2017 Annual Perfo
Investment Policy G. Review investment policy and
Review summarize, in writing, any Guarantee
recommended changes. $500 for failure to provide
review/summary within
specified timeframe.

Education Policy H. Review education policy and $500 for failure to provide
Review summarize, in writing, any review/summary within
recommended changes. specified timeframe.

Quarterly Reports A. Provide written summary of $500 per failure to
Quarterly Reports (as described in provide reports by
Section 6.2) to employer. specific date.

Plan/Participant C. Provide written Plan/Participant $1,000 per month for
Enhancement Enhancement Services (as failure to provide written
Services described in Section 6.5) to report within specified
employer. time.
Survey
A. Draft survey. $500 if failure to provide
draft survey.
Survey E. Repeat survey process steps
described above for surveys at 24, $1,000 for failure to
36, and 48 months after provide Executive
implementation. Summary and
Recommended Actions
On-Site Training A. Propose and schedule first year by 26th, 38th, and 50th
on-site training sessions and month.
content of training for decision- $500 for failure to provide
makers and administrative proposed training and
personnel. $500 for failure to provide
four training sessions in
any year of contract.