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HomeMy WebLinkAbout06.a.2) (Handout) CCCERA updateCentral Contra Costa Sanitary District January 12, 2012 (Hando4 TO: HONORABLE BOARD OF DIRECTORS VIA: JAMES M. KELLY, GENERAL MANAGER FROM: RANDALL M. MUSGRAVES, DIRECTOR OF ADMINISTRATION SUBJECT: CONTRA COSTA COUNTY EMPLOYEES' RETIREMENT ASSOCIATION (CCCERA) 1/11/2012 BOARD MEETING Attached is a copy of the January 11, 2012 CCCERA Board meeting agenda. Item #11, Presentation of Market Stabilization Account for the period ended June 30, 2011, is of interest to the District. The numbers presented are in relation to the required 7.75% return on investment to meet CCCERA's and the District's liabilities. From June 30, 2007 through June 30, 2011 the remaining amount to be smoothed over five years totals ($138,982,288). This means that the return on investments for that period of time is $138,982,288 below the 7.75% level required. If the return on investment was equal to the 7.75% level, there would be NO UAAL increase or decrease. Anything above the 7.75% target reduces the UAAL and anything below the 7.75% target increases the UAAL. Of the total $138,982,288 approximately $22,000,000 will be allocated to the District. As previously reported by staff, CCCERA has two years, 2011 and 2012, of the five year smoothing remaining before the full impact of the past investment losses are realized and calculated into the UAAL for all employers. This is why staff has estimated that the District's UAAL will increase from $100 million to $122 million. Please note the difference between December 31, 2011 and June 30, 2011 Market Stabilization Account balances. There is a $189,831,665 improvement or decrease in the amount that is remaining in the five year smoothing. Staff has been working with the District's Bond Financial Advisor, CCCERA and John Bartel to evaluate Board options to pay down the UAAL of $120 million in the most cost effective manner with a clear understanding of the impact upon the Sewer Service Charge or rate. Staff will soon complete the analysis for Board discussion. Of interest and possible concern to the District is the resignation of Mr. Carey Hally, , effective January 17, 2012. Mr. Hally is the Chief Investment Officer (CIO) for CCCERA for the past seven years. CCCERA will place more reliance on Milliman Investment Manager until the position is filled. Back -up material is available upon Board Member request. Staff will be available to answer any questions the Board may have. Employees Retirement Association 1355 willow way suite 221 concord ca 94520 925.5 RETIREMENT BOARD MEETING FIRST MONTHLY MEETING 9:00 a.m. January 11, 2012 1. Pledge of Allegiance. 21.3960 fax 925.646.5747 Retirement Board Conference Room The Willows Office Park 1355 Willow Way Suite 221 Concord, California 2. Recognition of Luz Casas for 15 years of employment. 3. Public comment. 4. Approve minutes from the December 14, 2011 meeting. Routine items for January 11, 2012. a. Approve certifications of membership. b. Approve service and disability allowances. c. Accept disability applications and authorize subpoenas as required. d. Approve death benefits. CLOSED SESSION ** 6. The Board will go into closed session under Gov. Code Section 54957 to consider recommendations from the Medical Advisor and /or staff regarding the following disability retirement applications: Member Type Sought Recommendation a. Leo Washington Service connected Service connected b. Robert Duvall Service connected Service connected c. John Higgins Service connected Service connected d. Katheryn Bean Non- service connected Non- service connected The Board will continue in closed session to consider the Hearing Officer's recommendation regarding the disability application for Steven Christensen. FBoard will provide reasonable s for persons with disabilities nd Board meetings who contact Office at least 24 hours before a meeting The Board will continue in closed session under Govt. Code Section 54957 to consider recommendation from the Medical Advisor and /or staff regarding the disability application of Sherri Garcia. 9. The Board will continue in closed session under Gov. Code Section 54956.9(a) Board of Retirement v. County of Contra Costa, et al. OPEN SESSION 10. Consider and take possible action on staff recommendation for asset allocation target changes. 11. Presentation of Market Stabilization Account for the period ended June 30, 2011. 12. Consider authorizing the attendance of Board and /or staff: a. Spring Conference, Council of Institutional Investors, April 1 - 3, 2012, Washington, DC. b. Principles of Pension Management, CALAPRS, March 27 — 30, 2012, Palo Alto, CA (note conflict with Board meeting). c. 14`h Annual Conference, Klausner & Kaufman, March 18 — 21, 2012, Ft. Lauderdale, FL (note conflict with Board meeting) d. Client Conference, Oaktree, March 14 — 15, 2012, Beverly Hills, CA (note conflict with Board meeting). 13. Miscellaneous a. Staff Report b. Outside Professionals' Report c. 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