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BICKMORE & ASSOCIATES, INC.-2014
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BICKMORE & ASSOCIATES, INC.-2014
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Last modified
2/4/2015 1:00:28 PM
Creation date
7/25/2014 3:59:01 PM
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Contracts
Company Name
BICKMORE & ASSOCIATES, INC.
Contract #
N-2014-098
Agency
Finance & Management Services
Expiration Date
6/2/2015
Insurance Exp Date
12/15/2015
Destruction Year
2020
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Actuarial Valuation of Other Post - Employment Benefit Programs as of <br />April 1, 2012 for the City of Sample City <br />Appendix 1 <br />Determination of Blended Discount Rate <br />The following outlines the methodology used to determine a "blended" discount rate for <br />determining the value of the City's OPEB obligations and Annual Required Contribution for <br />City employees. The calculation takes into account the value of funds already accumulated <br />in an irrevocable OPEB trust account assumed to earn an average of 7.0% per year. The <br />portion of benefits not funded through the trust is assumed to be funded by local agency <br />investments earning a long term average rate of return of 4.0% per year. The City has no <br />current plans to contribute to the OPEB trust in future years. <br />Calculation of Blended Discount Rate <br />Based on Funded Ratio <br />Trust assets, April 1, 2012 <br />5,761,456 <br />Assumed pay -as- you -go discount rate <br />4.00% <br />Assumed prefunding discount rate <br />7.00% <br />APVPB on 4/1/12 determined using pre - funding rate <br />37,088,907 <br />Assets as % of prefunding APVPB <br />15.53% <br />Blended discount rate based on funded ratio: <br />a. 7.0% times 15.53% <br />1.09% <br />b. (100% - 15.53 %) times 4.00% <br />3.38% <br />c. Sum of a. plus b. <br />4.47% <br />Bckmore _ <br />
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