Board meetings, strategic plans, and buyer signals from Travis Dillion’s organization
Jun 18, 2026·BoardMeeting
Board
Board of Directors Central Contra Costa Sanitary District Board Meeting
The Board discussed and adopted a resolution commending the City of Concord General Manager. The meeting included the confirmation of ordinance summaries and the authorization of a supply agreement with Constellation Energy Corporation. A construction contract was awarded to K.J. Woods Construction, Inc. for Lafayette sewer renovations. Additionally, the Board authorized an agreement for federal legislative advocacy, received updates on pending legislative matters including SB 501, SB 936, and AB 762, and addressed the CSDA election for representatives.
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Central Contra Costa Sanitary District Meeting Minutes
The committee reviewed the Q1 2026 investment analysis, including market commentary, fund performance, and asset balances. The advisory team presented on investment scoring methodology and confirmed that plan fees compare favorably to peer groups. The committee also discussed fiduciary education strategies regarding defined contribution and defined benefit plans, received the MissionSquare quarterly performance review, and initiated plans for an upcoming advisor RFP subcommittee. Additionally, future agenda items such as participant surveys and upcoming income products were identified.
Feb 4, 2026·BoardMeeting
Board
Central Contra Costa Sanitary District 401(a) Plan Meeting Minutes
The committee reviewed the investment scoring methodology and plan asset balances. They approved the elimination of the Small Cap Growth Fund II and mapped it to the Small Cap Growth Fund III. The committee also examined potential ERISA prohibited transaction concerns regarding common ownership of Wealthspire Retirement Advisory and Great Gray Trust Company, ultimately determining the fees and services remained reasonable. Additional agenda items included reviewing 2026 plan limits, accepting the annual DCAC report, approving a new employee checklist for the DC plan, discussing excess admin fee distributions, reviewing contracts for WellCents and Wealthspire, and authorizing the addition of a self-directed brokerage account option to the HRA.
Jan 1, 2026·StrategicPlan
Board
Central Contra Costa Sanitary District Strategic Plan 2026-2028
This strategic plan outlines the direction for Central Contra Costa Sanitary District for fiscal years 2026-2028. It is committed to protecting public health and the environment while operating in a fiscally responsible and customer-focused manner. The plan focuses on key priorities including enhancing customer satisfaction and stakeholder engagement, ensuring environmental stewardship and sustainability, fostering workforce diversity and development, maintaining strong governance and fiscal responsibility, upholding safety and security, improving infrastructure reliability, and promoting innovation and agility. The overarching goals involve developing a skilled workforce, replacing aging infrastructure, meeting regulatory requirements, and providing exceptional service.
Extracted from official board minutes, strategic plans, and video transcripts.
