Request #RT-544
  Closed
To Whom It May Concern: Our firm is counsel to the Retired Oakland Police Officers Association. Under the California Public Records Act, we are requesting the following documents, preferably in electronic format: 1. Copies of any and all correspondence and documents reflecting communications between the City of Oakland (“City”) 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 any and all correspondence and documents reflecting communications between the Oakland Police and Fire Retirement System (“PFRS”) and New York Life regarding the New York Life Annuities, from January 1, 1997 to the present. 3. Copies of all records of payments to PFRS and/or the City related to the New York Life Annuities, and/or made pursuant to the New York Life Contract, including copies of any and all correspondence accompanying such payments, from January 1, 1997 to the present. 4. Copies of any and all correspondence between New York Life and the City and/or PFRS, relating to or referring to status changes for annuitants named in the above-described New Your Life Annuities and New York Life Annuity Contract or any attachments, appendixes or exhibits thereto, from January 1, 1997 to the present. We agree in advance to pay $100 for this copying. If likely to exceed that amount, we are available to send someone in to review files on-site. As you know, the Public Records Act requires a response within 10 days. Thank you for your time and assistance. Sincerely, Sarah Grossman-Swenson Davis, Cowell & Bowe, LLP Counsel for Retired Oakland Police Officers Association

Received

October 4, 2013 via web


Due

October 27, 2013


Departments

Human Resources

Documents

Public

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Staff

Point of Contact

Victoria C. Chak

External Message Public
Staff provided information for question #3. We were unable to locate information for questions #1, #2 and #4.
October 30, 2013, 5:53pm by Victoria C. Chak (Staff)
Document(s) Added Staff Only
Annuity_Payments_10_25_2013.xls

October 30, 2013, 5:48pm
External Message Public
Good morning, Ms. Grossman-Swenson: after some extensive searching with our Treasury Department, we regret to inform you that we are unable to locate information requested in questions #1, #2 and #4. We will have data for question #3 to you shortly. Thank you. Victoria Chak Personnel Department
October 24, 2013, 9:58am by Victoria C. Chak (Staff)
External Message Public
Request extended:Additional time is required to answer your public records request. We need to consult with another agency before we are able to deliver your record (Government Code Section 6253(c)(3)).
October 14, 2013, 3:32pm by Victoria C. Chak (Staff)