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This document was uploaded via RecordTrac in response to a public records request for the City of Oakland. You can view the original request here: http://records.oaklandnet.com/request/4225
This document was uploaded via RecordTrac in response to a public records request for the City of Oakland. You can view the original request here: http://records.oaklandnet.com/request/4225
This document was uploaded via RecordTrac in response to a public records request for the City of Oakland. You can view the original request here: http://records.oaklandnet.com/request/4225
San Francisco, California 94105 415.597.7200 Fax 415.597.7201 Barry S. Jellison (CA) Steven L. Stemerman (CA, NV) Richard G. McCracken (CA, NV) W. David Holsberry (CA, NV) Eli zabeth Ann Lawrence (CA. NV, Al) Andrew J. Kahn (CA, NV, Al) John J. Davis, Jr. (CA) Florence E. Culp (CA, NV) Kristin L. Martin (CA, NV, HI) Eric B. Myers (CA. NV) Paul L. More (CA, NV, MA) Sarah Varela (CA, Al, NV) Sarah Grossman-Swenson (CA, NV) Elizabeth Q. Hinckle (CA) Yuval Miller (CA) Kyrsten Skogstad (CA, Al) Robert P. Cowell (1931-1980) of counsel: Philip Paul Bowe (CA) McCracken, Stemerman & Holsberry 1630 S. Commerce Street, Suite A-1 Las Vegas, Nevada 891 02 702.386.5107 Fax 702.386.9848 DAVIS, COWELL & BOWE , LLP Counsel o r s and Attorneys at Law November 22, 2013 Via certified mail and e-mail (dlow@oaklandnet. com)
c.,) "'tJ ... 0 Oakland Police & Fire Retirement System c/o David Low
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fT1,.,o w :z:(/) ' -to ... 0 -- Re: Public Records Act Request To Whom It May Concern: Our firm is counsel to the Retired Oakland Police Officers Association (ROPOA). Under the California Public Records Act, we are requesting the following Oakland Police & Fire Retirement System documents, preferably in electronic format: 1. Copies of any and all correspondence and documents reflecting communications between the Oakland Police & Fire Retirement System ("PFRS") and New York Life Insurance Company ("New York Life") regarding annuities first purchased in approximately 1985-86 ("New York Life Annuities"), from January 1, 1997 to the present. 2. Copies of all records of payments to PFRS related to the New York Life Annuities, and/or made pursuant to the New York Life Contract, from January 1, 1997 to the present. 3. Copies of any and all correspondence between New York Life and PFRS, relating to or referring to status changes for annuitants named in the New York Life Annuities and New York Life Annuity Contract, including any attachments, appendixes or exhibits thereto, from January 1 , 1997 to the present. 4. Copies of all correspondence between Tier Jenkins and New York Life, or any other person or entity, regarding the New York Life Annuities, from January 1, 2000, to the present. c:
0 ,., en DAVIS, COWELL & BOWE, LLP Oakland Police & Fire Retirement System November 22, 2013 Page 2 5. Copies of all correspondence between Yvonne Hudson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1997, to the present. 6. Copies of all correspondence between Walter Johnson and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 1985, to the present. 7. Copies of all correspondence between David Low and New York Life or any other person or entity regarding the New York Life Annuities, from January 1, 2000, to the present. We would prefer documents in electronic format, produced to wdh@dcbsf.com. In the event that documents are not available in electronic format, we agree in advance to pay $100 for copying. If we are likely to exceed that amount, please contact us at ( 415) 597-7200 or wdh@dcbsf.com to approve additional copying expenses. We look forward to your response. Thank you for your time and assistance. I I II I I 7190 1112 2410 0005 0059 PS Form 3800. 6/2002 ~ Very truly yours, W ~ l W. David Holsberry Sarah Grossman-Swenson