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Santa Clara County Civic Gallery Board of Supervisors agenda intelligence

Matter SCC-128178

Approve travel to Beaver Creek, Colorado for the Defined Contribution Plans Committee members Linda Castaldi, Connie Chew, David Phillips, Kristina Seldal, and Peggy Tomasso to attend the Colorado Public Plan Coalition Conference on August 19 through August 21, 2026.

Board of Supervisors
2 Documents on file 393 KB · 2 extracted · 2 AI summaries
File
SCC-128178
Type
Unknown
Status
Unknown
Requester
Unknown
Introduced
Unknown
Last synced
15 Jul 2026 · 03:16

The papers

01 234 KB

Report Printout

234 KB Extracted AI Summary
file Unknown sha 5a4b36f5df8a source Open source document ↗
Generated summary AI-assisted

This document outlines a recommendation for the Board of Supervisors to approve travel for five members of the Defined Contribution Plans Committee to attend the Colorado Public Plan Coalition Conference in Beaver Creek, Colorado, from August 19 to August 21, 2026. The travel is necessary for the committee members to gain insights on public deferred compensation and defined contribution plans. The total cost of attendance is $11,945, which will be reimbursed by Defined Contribution Plans assets, ensuring no impact on the General Fund. The document also discusses the background of the Deferred Compensation Plan and the Committee's responsibilities.

Key points
  • Travel approval requested for five Defined Contribution Plans Committee members.
  • Conference location: Beaver Creek, Colorado.
  • Conference dates: August 19 - August 21, 2026.
  • Total cost of attendance: $11,945, reimbursed by Defined Contribution Plans assets.
  • No impact on the General Fund.
  • Committee members are fiduciaries of the County's deferred compensation and defined contribution plans.
  • The conference will cover current trends, legislative changes, and investment market outlook.
Limitations
  • The document includes placeholders for certain sections that are not filled in.
  • The document does not specify the exact nature of the 'consequences of negative action' beyond the inability to attend the conference.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 4,975 chars
County of Santa Clara Employee Services Agency 128178 DATE: April 14, 2026 TO: Board of Supervisors FROM: David Huebner, Director, Employee Services Agency SUBJECT: Travel for Defined Contribution Plans Committee to the CPPC Conference in Beaver Creek, Colorado RECOMMENDED ACTION Approve travel to Beaver Creek, Colorado for the Defined Contribution Plans Committee members Linda Castaldi, Connie Chew, David Phillips, Kristina Seldal, and Peggy Tomasso to attend the Colorado Public Plan Coalition Conference on August 19 through August 21, 2026. FISCAL IMPLICATIONS There is no impact to the General Fund as a result of the recommended action. The total cost of in-person conference attendance for five Defined Contribution Plans Committee (DCPC) members is $11,945 and the cost will be reimbursed by Defined Contribution Plans assets. REASONS FOR RECOMMENDATION The County Travel Policy requires prior approval from the Board of Supervisors for travel of committees such as the DCPC. The DCPC, a seven-member committee, is requesting approval for five of its committee members to attend the Colorado Public Plan Coalition (CPPC) Conference from August 19 – August 21, 2026 in lieu of attending...
02 158 KB

CPPC 2026 Annual Conference Agenda Update

158 KB Extracted AI Summary
file Unknown sha 1a877422d545 source Open source document ↗
Generated summary AI-assisted

The source text indicates this attachment appears to be a draft document.

The document appears to be an agenda update for the CPPC 2026 Annual Conference, listing dates for August 19, 20, and 21, 2026.

Key points
  • Attachment name: CPPC 2026 Annual Conference Agenda Update
  • Matter file: SCC-128178
  • Dates listed: August 19, 20, and 21, 2026
Limitations
  • The text does not provide detailed information about the agenda or specific events planned for the conference.
  • The document appears to be incomplete as it only lists dates without additional context.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 54 chars
August 19, 2026 August 20, 2026 August 21, 2026