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Pamela Arends-King October 23, 2007 Page 4 CBAJ · Active and retired participant data in electronic fornlat (Excel workbook): · Active Data: name, employee number, sex, birth date, hire date, medical plan, single/2- party/family coverage, CalPERS medical plan code, CalPERS pension plan (Miscellaneous, Safety), bargaining or employee group, spouse's birth date (if available), sick leave hours balance, and annual base (or PERSable) compensation. Include any active employees who have waived coverage. · Retiree Data: name, employee number, sex, birth date, retirement date (if available), medical plan, single/2-party/family coverage, CalPERS medical plan code, spouse's birth date (if available), CalPERS pension plan (Miscellaneous, Safety), bargaining or employee group, remaining sick leave balance, portion of premium paid by the City, and portion of premium paid by the retiree. Include retirees (including surviving spouses) who have retired under CalPERS and participate in PEMHCA even if they are not eligible for a City contribution. · The City may request a data extract of its CalPERS PEMHCA database by calling the CalPERS Employer Contact Center at 888-225-7377. This data extract may be helpful to the City in assembling the requested employee census information. Note that the CalPERS data extract will not include some of the requested data, such as compensation and bargaining group. (We are available to assist if the City needs our help to merge and reconcile various data sources, but this will result in additional fees.) In lieu of providing individual pay records, the City can provide the average pay for Miscellaneous and Safety employees from the last CalPERS contribution report, indicating if the reported amount is semi-monthly pay (reported 24 times per year) or bi-weekly pay (reported 26 times per year). · In order to maintain confidentiality, please do not provide Social Security Numbers for the employee number. · We may need additional data, depending on our review of the City's benefit promise. We are prepared to begin this project immediately and can set meeting dates to discuss methods and assumptions and present valuation results as soon as we receive the above information. Normally the valuation results meeting is set approximately 4-6 weeks after the later of receipt of the above information or the methods and assumptions meeting. We look forward to working with you and the City. Sincerely, \IlL ~- ~ John E. Bartel President c; Doug Pryor, Bartel Associates Joe D'Onofrio, Bartel Associates o:\prmp~~15\C'jt). ofs3n!a ;ma\ba feller 07~ 10.19 opt:h fees ctn:iJ doc