Meeting Materials
2018 Meeting Materials:
February 20, 2018
Tasks and Timelines for Subcommittee for New OPEB Trust
2017 Meeting Materials:
September 14, 2017
PCCD OPEB Trust Exec Admin Job Description
Peralta CCD OPEB Trust – Custodian Trustee RFP – draft
Peralta CCD OPEB Trust – Discretionary Trustee RFP – draft
Peralta CCD OPEB Trust – Investment Manager RFP – draft
Peralta CCD OPEB Trust Board 2017_2018 Budget
Peralta CCD OPEB Trust Retirement Board -Proposed Agreement for Legal Services.pdf
2016 Meeting Materials:
November 14, 2016
Retirement Board Workshop November 2016
PCCD Retirement Board Definitions
October 13, 2016
Board Agenda Items October 13, 2016
Peralta CCD RBOA Directors and Officers Liability Renewal Proposal
PCCD Investmentt Performance Update
Retirement Board Bylaws with revisions draft
Retirement Board Amendment to Trustee Agreement Oct 2016
July 14, 2016
May 19, 2016
Memo re RB & District Responsibilities – UPDATED-clean
Memo re RB & District Responsibilities – UPDATED-redline
Memo re Status of Amendment to Discretionary Trustee Agreement
Overview of the District’s Lifetime Health Benefits Plan
Apr. 14, 2016
Memo re RB and District Responsibilities for OPEB Issues
Redline of 2011 Bylaws with Amendment No 1
Memo re Scope of OPEB Trust.Coverage
Feb. 25, 2016
Investment Portfolio Update – Feb 25, 2016
2015 Meeting Materials:
Oct 8, 2015
Investment Portfolio Update – Oct 8, 2015
Jul 23, 2015
Investment Portfolio Update – July 23, 2015
Discretionary OPEB Trust Agreement
Amendments to Discretionary Trust Agreement
Apr 16, 2015
Investment Portfolio Update – Apr 16, 2015
Actuarial Report – March 19, 2015
Jan 29, 2015
Measure A General Obligation Bonds Financial Audit Report 2014
2014 Meeting Materials:
Sept 11, 2014
Investment Portfolio Update (w/correction)
NB SRI Energy the Environment and Investment Process
NB_SRI Energy and the Environment
Jun 12, 2014
April Investment Portfolio Update
June Investment Portfolio Update
Mar 13, 2014
Investment Portfolio Update -Feb 28, 2014
Jan 30, 2014
2013 Meeting Materials:
Sept 12, 2013
Peralta CCD Swap Update 9-12-2013 Presentation
Jun 20, 2013
Peralta IPS – Jun 14 2013 (tracked changes)
Peralta Revised IPS – June 2013
Mar 14, 2013
January 2013 Performance Report
2012 Meeting Materials:
Dec 13, 2012
Annual Financial Report – June 30, 2012
Investment Portfolio Review (revised)
Sept 13, 2012
Jun 14, 2012
Mar 15, 2012
Peralta Est Performance Feb 2012
Feb 16, 2012
NBTC Peralta Transition Procedures 2-13-12
Peralta Pro-forma through Jan 2012
Jan 26, 2012
Neuberger Berman Portfolio Review – Jan 26, 2012
Peralta MeetingPeraltaTrust Fee Schedule Institutional – FINAL 012412
Peralta Comm College Summary Fee Sched 1-18
Peralta OPEB Trust Agreement 1-12
2011 Meeting Materials:
Dec 8, 2011
Barclay FI Returns as of Oct 31, 2011
Peralta – NB Trust Dec 8, 2011
Peralta – Nov 30, 2011 FI Review
Nov 17, 2011
Peralta Nov 2011_AssetAllocRec
Retierment_Board_SWAP_Policy_Draft
Oct 13, 2011
Estimated Performance thru Sept 30, 2011
Estimated Performance thru June 30, 2011 – Current Portfolio
Estimated Performance thru June 30, 2011 – SRI Portfolio
Sept 14, 2011
PCCD 2011- POB Refunding Distribution List
PCCD 2011-OPEB Refunding, Sept. 9 Financing Schedule
PCCD Summary Performance Slide -August 2011
Jun 15, 2011
Neuberger Berman May 2011 Client Report
Preliminary Performance Estimate Through May 31, 2011
May 11, 2011
Preliminary Performance Estimate
Apr 13, 2011
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