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Proposal to Provide Actuarial Valuation of OPEB Liabilities <br />For the City of Santa Ana <br />May 2016 <br />Catherine (Cathy) MacLeod and Francis (Mike) Schauer are both senior actuaries and consultants <br />who will be responsible for preparing the City's valuation, Both Ms. MacLeod and Mr. Schauer are <br />Fellows of the Society of Actuaries, Members of the American Academy of Actuaries, Enrolled <br />Actuaries, and Fellows of the Conference of Consulting Actuaries. Ms, MacLeod is also a Member of <br />the American Society of Pension Professionals & Actuaries. <br />Cathy and Mike will serve as co -managers for this assignment, Both provide outstanding service to <br />their clients and are highly qualified to provide the type of actuarial support requested by the City, <br />focusing their current practice on GASB 45 consulting for public entities. Each has extensive <br />experience providing services on pension, medical, and other employee benefit plans to corporate, <br />public and non-profit organizations. Support staff, including one or more of our 3 actuarial analysts <br />who are devoted entirely to GASB 45 work, 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: (916) 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 />