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Proposal to Provide Actuarial Valuation of OPEB Liabilities <br />For the City of Santa Ana <br />April 17, 2014 <br />3. Project Team <br />Catherine (Cathy) MacLeod and Francis (Mike) Schauer are both senior actuaries and <br />consultants who will be responsible for preparing the City's valuation. Both Ms. MacLeod <br />and Mr. Schauer are Fellows of the Society of Actuaries, Members of the American <br />Academy of Actuaries, and Enrolled Actuaries. Ms. MacLeod is also a Member of the <br />American Society of Pension Professionals & Actuaries and Mr. Schauer is also a Fellow of <br />the Conference of Consulting Actuaries. <br />Cathy and Mike will serve as co- managers for this assignment, Both provide outstanding <br />service to their clients and are highly qualified to provide the type of actuarial support <br />requested by the City, focusing their current practice on GASB 45 consulting for public <br />entities. Each has extensive experience providing services on pension, medical, and other <br />employee benefit plans to corporate, public and non - profit organizations. Support staff, <br />including one or more of our 3 actuarial analysts who are devoted entirely to GASB 45 work, <br />will be assigned based on the City's needs. <br />The primary office locations where work will be performed are: <br />Sacramento Office: <br />1750 Creekside Drive, Suite 200 <br />Sacramento, CA 95833 <br />Tel: (9 16) 244 -1100 <br />Fax: (855) 242 -8919 <br />Portland Office: <br />5200 SW Macadam Avenue, Suite 310 <br />Portland, OR 97239 <br />Tel: (503) 429 -0462 <br />Fax: (855) 242 -8919 <br />Resumes for Mr. Schauer and Ms. MacLeod are on the following two pages. <br />Bickmore <br />