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May 11, 2016 <br />City of Santa Ana <br />Attn: Executive Director of Finance and Mgmt Services <br />Finance Department, 3rd Floor <br />20 Civic Center Plaza M-17 <br />Santa Ana, CA 92702 <br />Re: Proposal to Provide Actuarial Services for Other Post Employment Benefits (OPER) <br />Attached is our proposal for Bickmore to provide services to complete an actuarial valuation of <br />other post -employment benefit (OPER) liabilities under GASB 45 for the City of Santa Ana (the City). <br />We have read fully the City's Request for Proposal (RFP) and all related Addenda issued by the City. <br />We can confirm that Bickmore meets the Firm Qualification requirements listed in the RFP. We also <br />acknowledge that, if selected, Bickmore will be required to agree to the contract, insurance and <br />business license/tax certificate requirements described in the RFP. <br />The proposal and costs stated herein are valid for no less than 90 days from the closing date and <br />time stated in the RFP. We recognize the expense involved In having this study prepared I§ not <br />trivial. We have the knowledge and experience needed to provide excellent service to the City and <br />look forward to the opportunity to demonstrate our capabilities. <br />The primary office locations where work will be performed are: <br />Sacramento Office: Portland Office: <br />1750 Creekside Drive, Suite 200 5200 SW Macadam Avenue, Suite 310 <br />Sacramento, CA 95833 Portland, OR 97239 <br />www.bickmore.net <br />The three central adjectives that describe Bickmore are: Integrity, Relationships and Service. The <br />best perspective about how we perform our services should come from other agencies we work <br />with. We encourage the City to contact the named references we provided in Exhibit B, or any of <br />our other clients; we are happy to provide a full client list on request. <br />Please contact Catherine (Cathy) MacLeod with any questions about this proposal, She can be <br />reached by phone at (503) 419-0462 and by e-mail at emacleod(.@bicl(moct.net. The electronic fax <br />number for the company is (916) 244-1199. <br />Thank you for your time to review our proposal and for your consideration. <br />Cordially, <br />IA <br />Jeffrey C, Grubbs, CPA, MST <br />Chief Operating Officer/Chief Financial Officer <br />5200 SW Macadam Ave, Suite 310, Portland, OR 97239.800.541,4591 - f. 955.242.8919 • ywm bkL<more net <br />