Meeting Materials
2017 Meeting Materials
September 14, 2017
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PCCD OPEB Trust Exec Admin Job Description
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Peralta CCD OPEB Trust – Custodian Trustee RFP – draft
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Peralta CCD OPEB Trust – Discretionary Trustee RFP – draft
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Peralta CCD OPEB Trust – Investment Manager RFP – draft
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Peralta CCD OPEB Trust Board 2017_2018 Budget
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Peralta CCD OPEB Trust Retirement Board -Proposed Agreement for Legal Services.pdf
2016 Meeting Materials
November 14, 2016
October 13, 2016
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PCCD Investmentt Performance Update
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Retirement Board Bylaws with revisions draft
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Retirement Board Amendment to Trustee Agreement Oct 2016
July 14, 2016
May 19, 2016
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Investment Portfolio Update
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Memo re RB & District Responsibilities – UPDATED-clean
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Memo re RB & District Responsibilities – UPDATED-redline
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Memo re Status of Amendment to Discretionary Trustee Agreement
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Overview of the District’s Lifetime Health Benefits Plan
Apr. 14, 2016
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Memo re RB and District Responsibilities for OPEB Issues
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Redline of 2011 Bylaws with Amendment No 1
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Memo re Scope of OPEB Trust.Coverage
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Memo re Changes to Bylaws
Feb. 25, 2016
2015 Meeting Materials
Oct 8, 2015
Jul 23, 2015
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Investment Portfolio Update – July 23, 2015
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Discretionary OPEB Trust Agreement
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Amendments to Discretionary Trust Agreement
Apr 16, 2015
Jan 29, 2015
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Investment Portfolio Update
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Annual Financial Report 2014
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Measure A General Obligation Bonds Financial Audit Report 2014
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The Logic of Divestment
2014 Meeting Materials
Sept 11, 2014
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Investment Portfolio Update (w/correction)
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NB SRI Energy the Environment and Investment Process
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NB_SRI Energy and the Environment
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OPEB Substantive Plan
Jun 12, 2014
Mar 13, 2014
Jan 30, 2014
2013 Meeting Materials
Sept 12, 2013
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Investment Portfolio Update
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Peralta Swap MTMs 6-28-13
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Peralta CCD Swap Update 9-12-2013 Presentation
Jun 20,2013
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June 2013 Performance Report
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Peralta IPS – Jun 14 2013
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Peralta IPS – Jun 14 2013 (tracked changes)
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Peralta Revised IPS – June 2013
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Retirement Board Bylaws
Mar 14, 2013
2012 Meeting Materials
Dec 13, 2012
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ACCJC Letter – July 2, 2012
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Substantive Plan
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Annual Financial Report – June 30, 2012
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Investment Portfolio Review (revised)
Sept 13, 2012
Jun 14, 2012
Mar 15, 2012
Feb 16, 2012:
Jan 26, 2012:
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Neuberger Berman Portfolio Review – Jan 26, 2012
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Peralta MeetingPeraltaTrust Fee Schedule Institutional – FINAL 012412
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Peralta Meeting
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Peralta Comm College Summary Fee Sched 1-18
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Peralta IPS 1.24.2012
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Peralta OPEB Trust Agreement 1-12
2011 Meeting Materials
Apr 13, 2011
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Neuberger Berman Presentation
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OPEB Recommendation
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PCCD 2010 Actuarial Study
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Resolution 05-06-28
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Retiree Health Benefit Program Fund Investment Policy
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Retirement Board Bylaws
May 11, 2011
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2010 Comparative Performance
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Irrevocable/Revocable Trust
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Benefits Presentation
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Request for Quotation
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Monte Carlo Simulation
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Preliminary Performance Estimate
Jun 15, 2011
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Bylaws (revised)
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Monte Carlo
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Monte Carlo Simulation
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Neuberger Berman May 2011 Client Report
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Peralta Rebalance
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Preliminary Performance Estimate Through May 31, 2011
Sept 14, 2011
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PCCD 2011- POB Refunding Distribution List
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PCCD 2011-OPEB Refunding, Sept. 9 Financing Schedule
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Sept. 14, 2011 Peralta Review
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Discretionary Turstee Memo
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Peralta ESG
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PCCD Summary Performance Slide -August 2011
Oct 13, 2011
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Estimated Performance thru Sept 30, 2011
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Disclosures PROFORMA
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Estimated Performance thru June 30, 2011 – Current Portfolio
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Estimated Performance thru June 30, 2011 – SRI Portfolio
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OPEB Refunding Timeline
Nov 17, 2011