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Agmt12 Bartel Associates, LLC - possible RWC SC Fire Acturial Issues
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Agmt12 Bartel Associates, LLC - possible RWC SC Fire Acturial Issues
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Last modified
10/30/2012 11:50:38 AM
Creation date
10/29/2012 9:30:54 AM
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Agreement
Contractor Name
Bartel Associates, LLC
PROJECT NAME
Possible Redwood City Fire Dept, Full Service Coontract w/ San Carlos- Ca;PERS & OPEB Acturial Issues
RMP File Number
904
Date
10/26/2012
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Exhibit A <br /> Scope of Services <br /> Brian Ponty � <br /> October 16, 2012 �� � <br /> Page 2 <br /> 3. Other,unanticipated tasks- We suggest establishing an additional budget of$5,000 for items not <br /> anticipated. <br /> ■ The above fees include one meeting with Redwood City. <br /> ■ The above fees are estimated and do not include time for: <br /> • More than one meeting. Time for additional meetings and/or conference calls may increase <br /> fees. However,we would not anticipate this increase would be significant unless mare than 2 <br /> or 3 meetings are required. <br /> • An E.�cutive Summary. We will provide the City a discussion outline with significant detail, <br /> but this document is meant to allow us to explain results when we meet. It is not meant to be a <br /> stand-alone explanation of results. An Executive Summary is a stand-alone report <br /> summarizing our results. Our fees to prepare an Executive Suinmary for either the CaIPERS <br /> study or the OPEB study would be approximately$1-1,500 for each project. <br /> ■ Hourly rates include provision for miscellaneous expenses. <br /> To complete our review,please provide us: <br /> ■ Census data for the 18 San Carlos active firefighters: name,gender,birth date,medical plan, <br /> single/2-party/family coverage,total CaIPERS service including service at other agencies(if <br /> available),and expected annual compensation at Redwood City. <br /> ■ Copy of Redwood City's Ca1PERS Safety June 30,2010 Actuarial Valuation,and the June 30, <br /> 2011 valuation when available. <br /> ■ Copies of other CaIPERS valuation and contribution rate related correspondence,if appropriate. <br /> ■ Employer Paid Member Contributions(EPMC): <br /> • Does the City pay EPMC or not? <br /> • If so then are amounts paid included in pensionable wages? <br /> • If included in pensionable wages are they included by a contract amendment or resolution and <br /> reported each pay period? <br /> We are prepared to begin this project immediately. I look forward to working with you and the City. <br /> Sincerely, <br /> �;�� �.? ���:� <br /> John E.Bartel <br /> President <br /> c Cathy Wandro,Bartel Associates,LLC <br /> Bianca Lin,Bartel Associates,LLC <br /> o:\prospects\city of redwood city\calpers\ba redwoodci 12-10-16 fire merge fee letter-email.docx <br /> 411 Horcl .Avcnuc,tiuitc 101 •San Rlata>,(:alifornia 94�02 <br /> f7dCl2Y1:6�0/3�?-1600 �f�l,k'.'G50/345-805? •Iveb:�vww.b��rtcl-as�ociatc�.com <br />
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