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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

Fiduciary Insurance Overview

PCCD Investmentt Performance Update

Retirement Board Bylaws with revisions draft

Retirement Board Amendment to Trustee Agreement Oct 2016

July 14, 2016

Investment Portfolio Update

May 19, 2016

Investment Portfolio Update

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

Memo re Changes to Bylaws

Feb. 25, 2016

Investment Portfolio Update – Feb 25, 2016

2015 Meeting Materials:

Oct 8, 2015

Investment Portfolio Update – Oct 8, 2015

OPEB Plan Timeline Memo

OPEB Program Update 10-8-2015

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

Investment Portfolio Update

Annual Financial Report 2014

Measure A General Obligation Bonds Financial Audit Report 2014

The Logic of Divestment

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

OPEB Substantive Plan

Jun 12, 2014

April Investment Portfolio Update

June Investment Portfolio Update

Mar 13, 2014

Investment Portfolio Update -Feb 28, 2014

Jan 30, 2014

Investment Portfolio Update

2013 Meeting Materials:

Sept 12, 2013

Investment Portfolio Update

Peralta Swap MTMs 6-28-13

Peralta CCD Swap Update 9-12-2013 Presentation

Jun 20, 2013

June 2013 Performance Report

Peralta IPS – Jun 14 2013

Peralta IPS – Jun 14 2013 (tracked changes)

Peralta Revised IPS – June 2013

Retirement Board Bylaws

Mar 14, 2013

Peralta CCD Actuarial Report

January 2013 Performance Report

2012 Meeting Materials:

Dec 13, 2012

ACCJC Letter – July 2, 2012

Substantive Plan

Annual Financial Report – June 30, 2012

Investment Portfolio Review (revised)

Sept 13, 2012

Portfolio Review

Jun 14, 2012

NBTC Review

Mar 15, 2012

Peralta Est Performance Feb 2012

Feb 16, 2012

AAC Outlook 1Q12

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 Meeting

Peralta Comm College Summary Fee Sched 1-18

Peralta IPS 1.24.2012

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

Disclosures PROFORMA

Estimated Performance thru June 30, 2011 – Current Portfolio

Estimated Performance thru June 30, 2011 – SRI Portfolio

OPEB Refunding Timeline

Sept 14, 2011

PCCD 2011- POB Refunding Distribution List

PCCD 2011-OPEB Refunding, Sept. 9 Financing Schedule

Sept. 14, 2011 Peralta Review

Discretionary Turstee Memo

Peralta ESG

PCCD Summary Performance Slide -August 2011

Jun 15, 2011

Bylaws (revised)

Monte Carlo

Monte Carlo Simulation

Neuberger Berman May 2011 Client Report

Peralta Rebalance

Preliminary Performance Estimate Through May 31, 2011

May 11, 2011

2010 Comparative Performance

Irrevocable/Revocable Trust

Benefits Presentation

Request for Quotation

Monte Carlo Simulation

Preliminary Performance Estimate

Apr 13, 2011

Neuberger Berman Presentation

OPEB Recommendation

PCCD 2010 Actuarial Study

Resolution 05-06-28

Retiree Health Benefit Program Fund Investment Policy

Retirement Board Bylaws

  • Retirement Board

    Thursday 5 August 2021
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  • Peralta Community College District

    The District comprises four colleges serving northern Alameda County.
  •