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Agmt12 Bartel Associates, LLC
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Agmt12 Bartel Associates, LLC
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Last modified
10/30/2012 10:58:47 AM
Creation date
10/17/2012 1:45:04 PM
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Template:
Agreement
Contractor Name
Bartel Associates, LLC
PROJECT NAME
Acturial Consultant for valuation of the City's retiree healthcare plan.
RMP File Number
904
Date
10/12/2012
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Exhibit A <br /> Brian Ponty Scope of Services <br /> September 17,2012 ��, � <br /> Page 4 � � <br /> information, including retirees who waived coverage. If the City wants us to use the CaIPERS data <br /> extract for the valuation, it should(1)add PERSable compensation to each active record, (2)add <br /> bargaining unit or employee group to each active and retiree record if results are needed by <br /> employee group, (3)remove any retirees who are not eligible to participate in the City's retiree <br /> healthcare plan, for example, if they did not retire directly from the City. <br /> • In order to maintain confidentiality,please do not provide Social Security numbers for the <br /> employee number. We will delete any files that include Social Security numbers and request a <br /> revised file. <br /> We may need additional data depending on our review of the City's retiree medical plan design. <br /> Timing <br /> Normally,the valuation results meeting is set about 6 to 8 weeks after we receive all the requested <br /> information and the City replies to any questions we may have after our initial review of the requested <br /> data. <br /> We look forward to continue working with you and the City. Please call me at 650-377-1601 or Cathy <br /> Wandro at 650-377-1606 with any questions. <br /> Sincerely, <br /> �� �. <br /> ��� <br /> John E. Bartel <br /> President <br /> c: Cathy Wandro,Bartel Associates, LLC <br /> O:�Prospects\City of Redwood City\OPEB�2013�BA RedwoodCi 12-09-ll OPEB GASB 45 fee letter for 6-30-13 Valuation.docx <br /> 411 Borel Avenue,Suite 101 •San Mateo,California 94402 <br /> main:650/377-1600 •fax:650/345-8057 •web:www.bartel-associates.com <br />
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