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  • ERF Discussion On Member Confidentiality Between Lawson and City Attorneys

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    The Dallas Morning News
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    The city attorney proposes changes to the agreement with the actuary conducting an audit of the city's employee retirement fund. Specifically, the city proposes that the actuary keep confidential any information identifying individual fund members for at least one year, notify the fund of any required disclosures, and assign copyright of audit deliverables to the city. The retirement fund and its representatives would still be protected by existing state laws and insurance. The city declines other requests around advance notification of disclosures or scope changes to the audit.

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    ERF Discussion on Member Confidentiality Between Lawson and City Attorneys

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    ERF Discussion on Member Confidentiality Between Lawson and City Attorneys

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    The city attorney proposes changes to the agreement with the actuary conducting an audit of the city's employee retirement fund. Specifically, the city proposes that the actuary keep confidential any information identifying individual fund members for at least one year, notify the fund of any required disclosures, and assign copyright of audit deliverables to the city. The retirement fund and its representatives would still be protected by existing state laws and insurance. The city declines other requests around advance notification of disclosures or scope changes to the audit.

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    58 views2 pages

    ERF Discussion On Member Confidentiality Between Lawson and City Attorneys

    Uploaded by

    The Dallas Morning News
    The city attorney proposes changes to the agreement with the actuary conducting an audit of the city's employee retirement fund. Specifically, the city proposes that the actuary keep confidential any information identifying individual fund members for at least one year, notify the fund of any required disclosures, and assign copyright of audit deliverables to the city. The retirement fund and its representatives would still be protected by existing state laws and insurance. The city declines other requests around advance notification of disclosures or scope changes to the audit.

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    From: "Haskel, Peter" <[email protected]> To: "Lawson, Gary" <Gary.Lawson@stras !r"er.com> #c: "$rnst, %arren" <[email protected]>, "#hris.&[email protected]" <#hris.&owers@dallascityhall.

    com>, "Lowe, 'onna" <'[email protected]>, "#hipper(ield, )eanne" <*eanne.chipper([email protected]>, "+cott, $dward" <[email protected]>, "Haskel, Peter" <[email protected]> +! *ect: #ity o( 'allas ,ct!arial ,!dit o( $-F 'ate: Th!, )an ., /012 10:/. ,3 Hello Gary, Thank you for your letter dated January 3, 2014, received here via email on January 7, 2014, regarding Fo ter ! Fo ter "on ulting #ctuarie , $nc%& #ctuarial #udit of the "ity of 'alla (m)loyee & *etirement Fund +(*F,, to -hich thi email me age re )ond % #ll content of thi me age are offer of valua.le con ideration in attem)ting to com)romi e di )uted claim and tatement made in the cour e of com)romi e negotiation -ithin the co)e of Te/% *% (vid 400% $n con ideration for (*F& )romi e to fully and )rom)tly com)ly -ith all re1ue t for information and record .y the actuary the "ity #ttorney -ould u))ort the "ity 2anager agreeing that3 The "ity -ill a k the actuary to end (*F a -ritten undertaking that3 #ctuary -ill kee) confidential and -ill not di clo e to any )er on, including the "ity of 'alla , information regarding the name , addre e , ocial ecurity num.er and other information identifying individual mem.er , retiree , .eneficiarie or alternate )ayee of the Fund e/ce)t to the e/tent that the actuary, in it )rofe ional 4udgment deem uch di clo ure nece ary and a))ro)riate in furtherance of the audit& )ro)er )ur)o e including ati fying regulatory and la- enforcement )ur)o e % The actuary -ill notify the Fund of any uch di clo ure u. tantially contem)oraneou ly -ith the di clo ure unle the di clo ure i for regulatory or la- enforcement )ur)o e and the agency to -hom di clo ure i made re1ue t that notice not .e given, or the notice i )rohi.ited .y la- or court order% The "ity -ill al o )rovide (*F -ith u. tantially contem)oraneou -ritten notice of any change in the co)e of the actuarial audit% Thi "ity decline to agree to a k the actuary to )rovide (*F -ith advance notice or 4u tification for di clo ure to the "ity% The "ity decline to agree that (*F -ill .e con ulted in advance a.out change in the co)e of the audit% To effectuate the a.ove the "ity i -illing to )ro)o e the follo-ing change to )aragra)h 0 of it agreement to Fo ter ! Fo ter if the actuary i -illing3

    0% 567(*8H$9 5F '5":2(7T8 :)on acce)tance or a))roval .y "ity, all delivera.le )re)ared or a em.led .y "on ultant under thi "ontract, and any other related document or item +including -ork)a)er and ource document u ed to com)ile delivera.le hall .ecome the ole )ro)erty of "ity and hall .e delivered to "ity, -ithout re triction on future u e, e/ce)t that "on ultant hall in tead of uch delivery retain in confidence for at lea t one year any -ork)a)er and ource document that di clo e non;)u.lic information a ociated -ith identified )lan )artici)ant of (*F% "on ultant may make co)ie of any and all delivera.le and related document or item for it file % <y e/ecution of thi "ontract and in con ideration of the fee for ervice to .e )aid under the "ontract, "on ultant here.y convey , tran fer and a ign to "ity all right under the Federal "o)yright #ct of 1=7> +or any ucce or co)yright tatute,, a amended, all common la- co)yright and all other intellectual )ro)erty right ackno-ledged .y la- in the )ro4ect de ign and other )ro4ect data develo)ed under thi "ontract% The "ity -ill con ider a king the actuary to )rovide the Fund -ith a co)y of any lia.ility in urance )olicy that may a))ly to thi engagement .ut -ill not re1uire di clo ure% The "ity -ill not undertake any indemnity of (*F, it .oard, or taff, or anyone el e, e/ce)t to the e/tent )rovided in "ha)ter 31# of the 'alla "ity "ode% (*F and it agent are ade1uately )rotected .y tate la-, in urance )rocured -ith )lan a et , and the "ity& agreement -ith the actuary% #ll the .e t of the 7e- ?ear to you and your a -ell% *egard , 9ete Ha kel 'alla (/ec% # @t "ity #tt@y 214;>70;3030 Aoice 'irect 214;>70;0>22 F#B )eter%ha kelCdalla cityhall%com "57F$'(7T$#D$T? 75T$"(3 Thi communication i intended only for the u e of the individual or entity to -hich it i addre ed and may contain information that i )rivileged, confidential, and e/em)t from di clo ure under a))lica.le la-% $f you are not the intended reci)ient of thi information, you are notified that any u e, di emination, di tri.ution, or co)ying of the communication i trictly )rohi.ited, and re1ue ted to re)ly hereto or notify ender .y other immediate mean of the mi delivery%

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