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Agenda 08-12-14 BOYNTON BEACH POLICE OFFICERS' PENSION FUND QUARTERLY BOARD MEETING Tuesday, August 12, 2014 @ 10:30 AM Renaissance Commons Executive Suites 1500 Gateway Blvd., Suite #220 Boynton Beach, FL 33426 AGENDA I. CALL TO ORDER — Toby Athol, Chair II. AGENDA APPROVAL III. APPROVAL OF MINUTES — Quarterly Meeting 5 -14 -2014 IV. FINANCIAL REPORTS: A) Quarterly Investment Review — June 30, 2014 1) Russell Investment Group — MJ (Candioto) Serene, CFA a) Investment Review — b) Russell's agreement with Northwestern Mutual 2.) Burgess Chambers & Associates - Head of Research Frank Wan a) Fund Performance review — V. CORRESPONDENCE: 1) 44 Annual Police & Fire State Conference Nov 17 -19 Orlando VI. OLD BUSINESS: A) Disability Applications: Update /Status 1) Robert Epstein — Info only invoice $7807.86 -Legal proceedings - 2) Gregory Kenny — Updated Notice of Appearance 7 -24 -14 VII. NEW BUSINESS: A. Invoices for review and approval: 1. Russell Investment Gp. — Quarter End 6 -30 -2014 - $134,649 2. Russell Payment Services — Quarter End 6 -30 -2014 - $ 3. Perry & Jensen — Service May, Jun & Jul 2014 - $5383.05 4. Burgess Chambers & Assoc — 2nd Qtr 2014 fee - $5,000 5. Gabriel, Roeder, Smith & Co- Service May 2014 - $675 1 B) Attorney Report - Bonni Jensen 1) Insurance Premium Exclusion for Retired Public Safety Officers 2) Disability Pension Benefits — Periodic procedure review by Board C) Verification of Retirement Benefits: 1) Chris Crawford — DROP Retirement VIII. PENSION ADMINISTRATOR'S REPORT 1. Benefits as of 08 -01 -2014 2. Alive & Well Statements — 21 Outstanding statements — 3. Anticipated Special Board meeting 2015 — Audit & Valuation Presentations IX. COMMENTS: X. ADJOURNMENT: Next Regular Meeting Date — Tuesday, November 18, 2014@ 10:30 a.m. Renaissance Commons If you cannot attend, please call Barbara @ 561- 739 -7972 NOTICE IF A PERSON DECIDES TO APPEAL ANY DECISION MADE BY THE POLICE OFFICERS' PENSION BOARD WITH RESPECT TO ANY MATTER CONSIDERED AT THIS MEETING, HE /SHE WILL NEED A RECORD OF THE PROCEEDINGS AND, FOR SUCH PURPOSE, HE /SHE MAY NEED TO ENSURE THAT A VERBATIM RECORD OF THE PROCEEDING IS MADE, WHICH RECORD INCLUDES THE TESTIMONY AND EVIDENCE UPON WHICH THE APPEAL IS TO BE BASED. (F.S. 286.0105) THE CITY SHALL FURNISH APPROPRIATE AUXILIARY AIDS AND SERVICES WHERE NECESSARY TO AFFORD AN INDIVIDUAL WITH A DISABILITY AN EQUAL OPPORTUNITY TO PARTICIPATE IN AND ENJOY THE BENEFITS OF A SERVICE, PROGRAM, OR ACTIVITY CONDUCTED BY THE CITY. PLEASE CONTACT CITY CLERK'S OFFICE, (561) 742 -6060 AT LEAST TWENTY -FOUR HOURS PRIOR TO THE PROGRAM OR ACTIVITY IN ORDER FOR THE CITY TO REASONABLY ACCOMMODATE YOUR REQUEST. S: \CC \WP\JANET\POLICE PENSION FUND.doc 2 ez4 k '/V MINUTES OF THE BOYNTON BEACH POLICE OFFICERS' PENSION FUND QUARTERLY MEETING HELD ON MONDAY, MAY 13, 2014, AT 9:30 A.M. RENAISSANCE EXECUTIVE SUITES, SUITE 220, CONFERENCE ROOM 1 1500 GATEWAY BOULEVARD, BOYNTON BEACH, FLORIDA PRESENT: Toby Athol, Chair Bonni Jensen, Board Counsel Scott Caudell Barbara LaDue, Pension Administrator John Huntington ABSENT: Joe DeGiulio Jason Llopis, Secretary I. CALL TO ORDER - Toby Athol, Chair Chair Athol called the meeting to order at 9:38 a.m. II. AGENDA APPROVAL Barbara LaDue, Pension Administrator, added the February 11, 2014, quarterly meeting minutes as Item III. Chair Athol added change in the time of the meeting to Item VIII, Pension Administrators Report as item 2. Motion Mr. Huntington moved to approve the changes. Mr. Caudell seconded the motion that unanimously passed. III. APPROVAL OF MINUTES — Quarterly Meeting, February 11, 2014 This item was not addressed. IV. FINANCIAL REPORTS: A) Quarterly Investment Review — March 31, 2014 1. Russell Investment Group — Mary Jean Candioto, CFA a. Investment Review Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 Ms. Candioto, now by marriage, Serene, Certified Financial Analyst, thanked Chair Athol for attending the Russell Conference. The next conference will be held in New Orleans the first weekend in May. Ms. Serene reviewed the capital markets. The expectation was they were going into a rising -rate environment. There was a large run in the equity market in 2013 and in 2014, it was the opposite and rates fell. The 10 -year treasury was at 2.65 %. Rising rate expectations resulted many investors having short positions. When the economic news dimmed, interest rates fell, which had a positive impact on the fixed income portfolio. Russell Investments did not believe this would continue. The types of stocks that were expected to do well and have higher eamings potential did not materialize. The first quarter results reflected U.S. equities dropped around 2 %. Equities were down about 5% at one point and there was much volatility. Russell Investments was not comfortable with investments in those areas and believed they were underestimating the amount of risk; however, during the first quarter, those stocks did well. Areas that performed exceptionally well in commodities were Canada, New Zealand and Australia. Ms. Serene anticipated there would be an adjustment in supply and demand. The run up in commodities was 7% during the quarter, but this would not be sustained as emerging market countries slowed. Emerging markets in the portfolio were -.2% for the quarter, struggling from a market return perspective. Russia was down -14 %, China was down 5% , Indonesia was up 22% and India was up 9 %. The economies in those countries were very different. Global REITS were up 3.8% and they were sensitive to interest rates. Russell has seen better returns from non -U.S. and emerging markets than was seen domestically. U.S. markets added about 1% and fixed income added about 1%. Infrastructure added about 6% for the quarter. From an economic perspective, Russia was not significant. The market cap of investable securities from an equity perspective showed Russia was .6% of the market cap and only bought a small share of U.S. European, and Chinese exports. Conversely, it they produces a large share of global oil and natural gas. There is a large foreign investment in Russia because about 50% of the Federal Budget revenue comes from global oil and natural gas. Any significant action that threatens this would likely cripple the U.S. economy and Russia could not risk any significant economic sanctions. Ms. Serene explained there was change in leadership for the first quarter and commodities were the worst performing asset class compared to last year. Real assets relative to other major asset class returns in 2013, reflected global real estates was at 3.7% and global infrastructure was at 14 %. Compared to equities which came in more 2 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 than 33 %, the diversification did not work. In 2014 up until May, real assets returned much larger returns than the equity markets and diversification worked during that time. The global economic and market outlook had strong employment numbers and it was anticipated this would be a year of validation. On the equity side, the plan was in stride to achieve modest retums of 6% to 8% and about a 6% real Gross Domestic Product (GDP) from the U.S. Inflation should remain in check. It was anticipated about 215K jobs a month would be available and stronger earnings from companies would be seen. Russell Investments speculated the economy in Europe would slowly continue to improve and not relapse into a recession, but felt fluctuation in returns from various countries would continue. The Asian and emerging markets countries such as China and Japan had significant change occurring. China would experience about 7% to 8% growth and Japan would grow about 2 %. There was concern over the consumption tax going into place, but it would be offset by stimulus and in the long run would help. From a valuation perspective, the U.S. was moving toward a more than fair value. Europe had a slightly better value and Japan was similar. In emerging markets, valuations were 20% to 30% under what was seen in developed countries and there was still concern. There is value in emerging markets over the long term, but a shift would have to occur in generate retums. Mr. Huntington inquired if raising the minimum wage would change the market. Ms. Serene did not anticipate any impact on inflation. The asset portfolio was close to the policy guidelines and last year, private real estate was rebalanced because it had fallen below the target. Anytime there was a variance of 2 %, it is rebalanced. For the fiscal year, the fund started with slightly less than $69M and ended the quarter with $75.7M. The fund's inflows and outflows were positive. On a year -to -date basis, the fund was flat. The portfolio was halfway through the fiscal year and retumed, net of fees, 6.9 %, just less than the benchmark of 6.95 %. During the first quarter, the portfolio was up about 1.8 %, and the benchmark up about 2 %. The markets have returned very differently than in the past. Their middle -term strategic perspective did not perform well during the quarter, but it was nothing they were uncomfortable with from a positioning perspective. For the fiscal year, the multi -asset portfolio returned about 8 %. The U.S. equity portfolio retumed about 12.5 %. Attorney Jensen requested information about the benchmark for the Multi -Asset Core (MAC) fund. Ms. Serene agreed to add what the benchmarks were for the fund. The 3 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 portfolio was 75% global equities and had a 75% global equity benchmark. It also had real asset exposure which included commodities and infrastructure at 15 %. The last 10% was a balance between an aggregate fixed income and a treasury cash benchmark. The composite benchmark for the fund was all the underlying components of the portfolio. Russell wanted the benchmark to match what was in the portfolio as closely as possible. Variances could add positive or negative value from active management, not asset allocations. The Russell 1000 defensive index operates similarly to Russell's growth and value index and was half of the Russell 1000 index. The defensive index had much less volatility. Ms. Serene explained the RTC real estate equity fund, which was private real estate. On a year -to -date basis, it returned 2.2 %. For the fiscal year, it returned 5.6 %. Ms. Serene discussed the S &P 500 index which was a passive index. The National Council of Real Estate Investment Fiduciaries (NCREIF) open -end diversified core benchmark was a set private real estate fund benchmark and was more similar to the peer group. Russell uses an equal weight index for the fund. Frank Wan, Head of Research, Burgess Chambers Associates, explained when they changed the Investment Policy Statement it made sense to use an equal weight benchmark. Ms. Serene discussed the multi - manager bond fund. They made a change to the fund and added a passive currency overlay. Last year, Russell added global exposure to diversify away from U.S. credit and treasury exposures in the rising rate environment. They have been focusing on the Barclays U.S. Aggregate Bond Index which is used with the portfolio's core fixed income fund and the majority of the core fixed income funds available in the market. After the financial crisis, the amount of treasury exposure in the index jumped from 20% to 36% and the duration in the index changed from 4.5% to 5.6% which would contribute to more interest rate risk. It caused negative pressure on the fixed- income portfolio which is good for diversification. One market that had a low correlation to interest rates was currency markets. An overlay added 7% to the portfolio. It provided a different source of returns and protection against rising rates. Mr. Wan inquired how extra currency would interact with hedging as this deviated from what PIMCO was doing and currency had been unfavorable. Ms. Serene responded there were many different sources of currency in the portfolio. Last year, Russell added two currency managers, which was different than the passive exposure. This was added to carry value and trend. Ms. Serene reviewed an overlay that is added to get currency exposure passively requires a low amount of capital. A percentage of the assets do not need to be allocated. Russell Investments outlined there was a 7.5% allocation to currency. It does not show as a traditional manager weight. Attorney Jensen wanted to ensure this was visible. 4 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 Mr. Wan asked if there were internal policies regarding how much currency liability Russell was allowed. Ms. Serene explained there were no restrictions against increasing it, but she would read through the fund guidelines to determine the maximum amount of overlay permitted and follow up with Mr. Wan. There was brief discussion about Northwestern Mutual's sale of Russell Investments. The sale would not alter the way Russell Investments did business. Ms. Serene would keep the Board apprised as change occurred. Attorney Jensen inquired if the index would accompany the sale and Ms. Serene replied it was part of the same business and had been informed it would stay together. Ms. Serene gave the history of the Russell indices. (Mr. Athol left the meeting at 10:34 a.m.) 2. Burgess Chambers & Associates — Frank Wan, Head of Research Mr. Wan explained BCA studied stocks and they were up 30% to 40 %. He reviewed interest rates. The Price /Earnings (PE) price of stocks moved inversely over the last 50 years. When interest rates were below 5 %, money was considered cheap and there is a positive correlation between interest rates and P.E. ratios. For the long term, when rates rise, stocks fall, but only if below 5 %. At the 5% threshold, money becomes more expensive and individuals are less likely to borrow or spend and stock and corporate bonds may fall. This was important to gauge as it would determine when to become more cautiously positioned in the portfolio. For the fiscal year, the portfolio had a 7.3% gross or 6.9% net return. This was a good start and the Plan should have a good year. For the five -year period, the fund was up about 14 %, but for the three -year period, the fund was at 8.3 %. Both periods were above the actuarial assumption used in the plan. The Plan had a policy change to include infrastructure investments. Infrastructure and REITs commodities were all up about 5% and 5% respectively. U.S. REITs were up 10% to 12% for the quarter and there was drop in interest rates. Real estate investment trusts are heavily leveraged so REITs were not able to re- borrow or refinance so rates came down. That drop, in terms of rates, precipitated REITs to really perform. The private real estate pool was rebalanced and was a good investment. (Chair Athol returned at 10:40 a.m.) Private real estate was up 14.2% for the past year. For the fiscal year, the return was 5.7% versus core bonds at 2.4 %. The rebalancing helped position the portfolio. U.S. large cap defensives were up 12.8 %. The MAC has half its position in foreign investments, which created a drag in the portfolio. 5 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 Fixed income for the quarter was up 2.1% versus the benchmark of 1.8 %. The Russell pool of funds has about 5% of emerging market debt. Emerging - market corporate yield was up about 10% year -to -date. Russell Investments had 31 % invested in residential mortgage securities. Treasuries were overvalued and managers in the bond peer group purchased U.S. corporate bonds. Mr. Wan liked Russell's approach with the residential mortgage - backed securities. In terms of the MAC, Russell had 75% in Russell World Caps, 7.5% in Dow Jones commodities, 7.5% in the National Association of Real Estate Investment Trusts (NAREIT), 7.5% in the bond index, and the balance in short -term U.S. treasuries. On a total fund basis, the portfolio earned 7.3% versus the benchmark of 5.8 %. The standard deviation for the fund was 8.5% falling from 9% from five years ago. Mr. Wan pointed out the portfolio has more bonds in the MAC portfolio. Bonds are a steady 2% to 4% expected return. He emphasized as long as standard deviation stays low in the 3% to 5% range, they can monitor the currency to ensure it does not add volatility. If it continued, this would be six consecutive years of meeting the assumed rate of return. Attorney Jensen inquired about universe rankings. Mr. Wan suggested eliminating the language. An insert explaining how the portfolio performed had already been added. Another way to gauge the performance was to review how Russell performed managing the total portfolio versus a broad aggregate of public pension plans. He commented they can only judge the portfolio relative to the benchmark versus the universe rankings. Mr. Wan explained the objective is to meet the portfolio's actuarial assumption with the highest probability and least amount of risk. Discussion followed the MAC has worked well and there were opportunities with the oil pipeline. Russell was adding infrastructure and if the manager thought it was appropriate, could overweight. Russell portfolio achieved $2.2M since the last valuation report. Thee fund would move to the black over the next three to four years. V. Correspondence: 1. Klausner, Kaufman, Jensen & Levinson — Strategic Alliance with Cypen & Cypen. Attorney Jensen reviewed a letter about her firm's alliance with Cypen and Cypen. An employee at Cypen and Cypen had left and Attorney Jensen's firm was providing support. VI. Old Business: 6 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 A) Disability Applications: Update /Status 1) Robert Epstein Attorney Jensen advised Mr. Epstein appealed the Board's decision and filed a writ of certiorari. The Circuit Court would appoint a three -judge panel. Judge Brinson issued a rule to show cause and directed the Pension Board to respond to the issues raised in the petition. Attorney Jensen would include the legal aspects the Board used in making its determinations. The original due date for the response was Thursday, and Attorney Jensen requested an extension to June 2 which was opposed by Mr. Epstein. Attorney Jensen would file only a written response and not make an appearance. Attorney Jensen explained the Board would have the opportunity to request an oral argument and would do so. Mr. Epstein would respond and the Court would make a determination. If the Court upholds the Board's position, the matter is concluded unless they appealed. If the Court rejects the Board's position, the Board will hear the Court's position. The legal proceedings are covered by the Board's Liability Insurance Carrier and would pay for the Board to file its brief. If Mr. Epstein prevails and attorney fees are assessed, the insurance carrier will determine whether to pay those fees, but the Board would argue those fees should be covered. Mr. Epstein was suing to have his application accepted. 2) Gregory Kenny Attorney Jensen advised some of Mr. Kenny's injuries occurred prior to his service with the department. Attorney Jensen explained the Board needs to select someone to examine Mr. Kenny and provide advice to the Board. Attomey Jensen and had emailed the members about independent medical examiners. Mr. Kenny filed for disability based on lower back injuries and migraine headaches. She provided the Board with information on orthopedic doctors, a neurologist and a psychiatrist, or Mr. Kenny could go to Dr. Zahn. It was suggested the Board use Dr. Zahn to look at the file and the injuries, advise who and how many doctors were needed, and who could perform the independent examination. Dr. Zahn could identify the issues for the Board. Chair Athol suggested the members contemplate this and convene a special meeting with a full Board and move forward. Attomey Jensen clarified she was still waiting on information from three other doctors. VII. New Business A) Invoices for review and approval: 1. Russell Investment Group — Quarter End 3 -31 -14 - $135,331 7 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 2. Russell Payment Services — Quarter End 3 -31 -14 - $900.700 3. Perry & Jensen — Service February, March & April 2014 - $5,275 4. Burgess Chambers & Associates — 1 Quarter 2014 fee - $5,000 5. Gabriel, Roeder, Smith & Co. — Service January 2014 - $6,844 and February 2014 - $5,270 Motion Mr. Caudell moved to approve. Mr. Huntington seconded the motion that unanimously passed. B) Attorney Report — Bonni Jensen 1) Certificate of Exemption — Status Attorney Jensen explained she would forward the certificate to the members. 2) Administrative Rules — Regarding Accumulated Leave "Snapshot" and OT cap Attorney Jensen provided the firefighter's policy on what they call the "Snapshot" of accumulated sick and vacation, which is the language the Police proposed as an amendment to the plan. Ms. LaDue explained, if an employee's current accumulation for vacation and sick was 500 hours and their cap combined was 300, Ms. LaDue notifies the City the cap for the employee was 300 hours. From the 500 hours, they would only use the 300 hour cap for pensionable wages. This system works. Attorney Jensen explained they could adopt the language and use the June 18, 2013, date in the Ordinance instead of October 1. Ms. LaDue sent it to the Finance Department with the backup information so they could process it. There would be three changes on the document. Attorney Jensen requested a motion to adopt the administrative rule. She would amend it, send it to Chair Athol for his signature, and forward it to the City. Motion Chair Athol requested a motion to accept the amended proposal. Mr. Huntington so moved. Mr. Caudell seconded the motion that unanimously passed. 3) Senate Bill 246 — Memo dated 4 -22 -14 — Chapter 175 -185 Changes 8 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 Attorney Jensen reported no agreement was reached and she did not know if it would come back. She commented the changes to Chapter 175 and 185 funds were not a problem; the problem was the Florida Retirement System. 4) Annual Form 1 Filing — Memo of May 2014 The only change to the form was an area was included for the employee's CPA or attorney to sign and the employee was to sign in a different area. Attorney Jensen thought the form was confusing. If the employee reports on a dollar value, they must report any liabilities that were more than $10K at the time of disclosure. Employees do not have to list credit card retail installment amounts or contingent liabilities. If the employee reports on the percentage, it is more than 10% of the total assets, and /or list the name and address of creditors to which they owe any amount that exceeded their net worth during the disclosure period. 5) Disability Pension Benefits — Periodic procedure review by Board. Attorney Jensen explained the Pension Plan has an offset for Social Security and Workers' Compensation and a provision to collect information from people regarding the amount of those benefits they receive as of March 1 The Board needs to set up a process for Ms. LaDue to collect the information. The actuary also needs to calculate whether the Workers' Compensation, Social Security and Disability benefits exceed 100% of the basic rate of eaming on the date of the disability. The pension benefit cannot be below 42% of their final average compensation. Ms. LaDue was setting up a process to be included with the Alive and Well statements. Chair Athol suggested an explanation of the information be included to avoid panic. There was brief discussion some municipalities such as West Palm Beach do not pay into Social Security. The requirement only applied to retirees with Social Security that are 65 years o {d or younger. Attorney Jensen will obtain the format to use from Attorney Adam Levinson and send it to Ms. LaDue. C) Fiduciary Liability Coverage — Renewed — April 10, 2015 — April 2015. $2M, $25K Deductible — Premium $19,098 Ms. LaDue reviewed the coverage premium increase and deductible information. She noted the claim the Board had was on the prior policy. The premium was paid. VIII. Pension Administrator's Report 1. Benefits as of May 1, 2014 9 Meeting Minutes Police Pension Fund Boynton Beach, Florida May 13, 2014 This item was for information only. 2. Change in meeting time The meeting time was changed from 9:30 a.m. to 10:30 a.m. IX. Comments Mr. Huntington explained at the last meeting, he had inquired about making health insurance payments to different health insurance carriers through the Plan. In this way, the member would receive a $3,000 tax break for the payments. Attorney Jensen explained there was language in the Statute which allows for the payments and the provision was in the current Plan. Ms. LaDue would need a new code and the exact name, address, and premium amount to be paid on a monthly basis. A check would be issued from State Street to Ms. LaDue on the first of every month. She would then code the check to link the payment to the retiree, and mail it to the carrier. She advised Mr. Huntington she could implement the payment effective July 1st, but the check would be received by the insurance carrier slightly after the first. Discussion followed if more retirees pay this way, checks would be issued for all members on the first of the month. It was also incumbent the member be aware they may have to continue to make their own payments until the distributions through the Plan to the carrier are effectuated. This would avoid a lapse in coverage. Insurance carriers should be apprised the payments would be made through the Plan. Health insurance payments are part of the members' regular deductions and part of State Streets responsibility, but Ms. LaDue has to upload the information each month. Attorney Jensen agreed to monitor this for the first few months. Members should also follow up on the payment and when the member receives their check stub in mail, the deduction will appear. X. 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V Q m F ° - I ° - Ce 0 H i ° - m F W d U % ti 4 ves Barbara Ladue From: Serene, Mary Jean [mjserene @russell.com] Sent: Monday, July 07, 2014 9:26 AM To: Bonni S. Jensen; 'Athol, Toby'; LlopisJ @bbfl.us; CaudellS @bbfl.us; degiulioj @bbfl.us; john007z3 @hotmail.com Cc: 'Barbara Ladue'; 'Pension Team'; 'Burgess Chambers'; 'Melissa Holdcrat Subject: RE: Boynton Beach Police Pension - Russell Investments sells for $2.7 billion Attachments: Message from Xavier Rolet and Len Brennan.pdf Good morning, Thanks for forwarding the article Bonni. As you know, there has been a lot of speculative press leading up to and following the announcement related to the potential buyer and how that might impact the Russell organization, as is typically the case in such situations. However, it's really just press speculation and as you read through this article and others, there is no information or comment provided by LSEG or Russell that would indicate or substantiate the 'flip' scenario. What is known is that The London Stock Exchange Group (LSEG) is undertaking a comprehensive review of Russell's Investment Management Business. As investment management is not currently a core business for LSEG, they feel it is prudent to examine this business in more depth in order to satisfy both shareholders and regulators. LSEG needs to more fully understand the risks posed by the investment management business in relation to their other business lines, which requires a more thorough due diligence review than was able to be completed during the initial sale process. LSEG expects to complete this review prior to or at the final closing of the sale. From the internal Town Hall discussion we had last Thursday with the CEOs of both Russell and LSEG, and from LSEG's public statement, it's clear that they are committed to our clients, our business and our people. This will allow us to continue to deliver the industry leading services that we do today and invest additional resources in innovative solutions. I know the noise around this can be a bit distracting but it's really business as usual here! We appreciate your patience during this process. Please don't hesitate to reach out again should anything catch your eye or cause you concern; I'd be happy to arrange a call with Greg Gilbert (head of our institutional division) or our CEO Len Brennan to discuss. Kind regards, MJ WIJ (Candioto) Serene, CFA Client Executive Americas Institutional f Russell Investments 71 South Wacker Drive I Suite 2040 Chicago, IL 1 60606 p. 312 -78D -7124 Multi -Asset Solutions Visit Russell corn I Read the Fiduciary Matters blob; I Follow us on Twitter ! Watch us on YouTube I Find us on Linkedln 1 London Stock Exchange Grcup A Russell ;2 Investments June 26, 2014 Dear valued clients and friends, We are excited to let you know that London Stock Exchange Group (LSEG) today announced it has reached an agreement with Northwestern Mutual to purchase Russell Investments. We're sending this rnessage to personally share our excitement and perspective on the transaction and to let you know why we believe this is good news for our clients. LSEG and Russell are fortunate to be among the most highly respected financial services firms in the world, and we believe that the respective qualities of our organizations offer many strategic benefits for our clients. Upon closing, Russell will join a company with a 200-year legacy of helping investors access capital markets and which has a deep understanding of our value proposition to clients. Russell expects to benefit from LSEG's world-class technology, operational competencies and financial strength. For LSEG, the acquisition of Russell is a rare opportunity to acquire a leading U.S. brand providing index and investment management services, allowing LSEG to continue to expand its global footprint. We strongly believe that our companies bring a wide range of capabilities, which deliver value and enhance our ability to improve financial security for clients. Over the corning months, LSEG and Russell will work together to obtain the necessary approvals for this acquisition and we will keep you informed as we make progress. We are targeting to close the transaction in late 2014 or early Q1 2015, subject to the necessary shareholder and regulatory approvals and we greatly appreciate your support throughout. Please know that during this interim period you have our absolute commitment to maintaining the client service that you require, as well as the non-negotiable integrity and investment excellence you expect. Thank you for trusting us with your business. Sincerely, Xavier Rolet. 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CD 0.0 o Lr % C7 0- x g Lr* CA � a g 0 a En CD a ' c 0 ''0'0 0 a cD O C P, p, CO 0 E D O '.. 0 0 0 ... - a 00 n ' 0 c) a. 'C7 ', 0 P , 0 O CD O (°D , �� F. O aq Cto a ~• ,-+ C7 P e- 0 c n • CD • ��' ,'3 Nii co g 0 cD 0 0 3. To elect to have the health insurance deduction, a Police Officer / Retiree must provide the Pension Administrator with a completed election form including the address to which the payment is to be directed and the date the payment is due. A. This form must be completed at least sixty (60) days prior to the due date. B. A Police Officer / Retiree must notify the Pension Administrator at least sixty (60) days in advance of a change in the premium amount. C. The plan is not responsible for incorrect or late payments if the sixty (60) day notice is not provided. THIS STATEMENT OF POLICY FOR PAYMENT OF HEALTH INSURANCE PREMIUMS is adopted effective , 2014, by the Board of Trustees of the Boynton Beach Police Officers' Pension Fund this day of , 2014. TRUSTEES Witnessed by: BSJ /Ig July 3, 2014 H \BB Police 0188 \Policies \Pymt of Health Ins Premiums Policy 7 3 14 wpd Page 2 of 2 Boynton Beach Police Officers' Pension Fund Health Insurance Premiums Election Form Member's Name: Date: Social Security Number *: Date of Birth: *In accordance with the provisions of§ 119 071(5)(a)6g, Florida Statutes, the collection and use of social security numbers is authonzed for the purpose of the administration of the pension fund Name of Company: Account Number: Mailing Address for Monthly Payments: Monthly Premium Deduction: $ (Deduction on 1s' of each month) I hereby certify that I am not electing to pay any qualified health insurance premiums from another governmental plan. I authorize the Boynton Beach Police Officers' Pension Fund to release information to my health insurance company to ensure proper handling of the premiums. I further understand that no deductions will be made which exceed the amount of the monthly benefit amount. It is the Member's responsibility to let the Plan know of changes to Company, Address, or Amount at least 60 days before change is to take place. Member's Signature: Date Signed: Please return your completed form to: Boynton Beach Police Officers' Pension Fund % Barbara LaDue, Pension Administrator 1500 Gateway Boulevard, Suite 220 Boynton Beach, FL 33426 IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law BSJ /Ig -July 8, 2014 H \BB Police 0188 \FORMS - Standard \Health Ins Premiums Election Form (rev) wpd The Law Offices of Perry & Jensen, LLC. West Palm Beach, Florida Insurance Premiums for Retired Public Safety Officers If you are an eligible retired public safety officer (law enforcement officer, firefighter, chaplain, or member of a rescue squad or ambulance crew), you can elect to exclude from income distributions made from your eligible retirement plan that are used to pay the premiums for accident or health insurance or long -term care insurance. The premiums can be for coverage for you, your spouse, or dependents. The distribution must be made directly from the plan to the insurance provider. You can exclude from income the smaller of the amount of the insurance premiums or $3,000. You can only make this election for amounts that would otherwise be included in your income. The amount excluded from your income cannot be used to claim a medical expense deduction. An eligible retirement plan is a governmental plan that is: • a qualified trust, • a section 403(a) plan, • a section 403(b) annuity, or • a section 457(b) plan. If you make this election, reduce the otherwise taxable amount of your pension or annuity by the amount excluded. The amount shown in box 2a of Form 1099 -R does not reflect this exclusion. Report your total distributions on Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a. Report the taxable amount of Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. Enter "PSO" next to the appropriate line on which you report the taxable amount. The Law Offices of Perry & Jensen, LLC. West Palm Beach, Florida THE LAW OFFICES OF PERRY & JENSEN LLC ANN H PERRY BONNI SPATARA JENSEN aperry@perryjensenlaw.com bsiensen @perryiensenlaw.com TO: BOARD OF TRUSTEES BOYNTON BEACH POLICE OFFICERS' PENSION FUND FROM: BONNI S. JENSEN ,, DATE: AUGUST 12, 2014 UPDATED FROM MAY 12, 2014 RE: GREGORY KENNY INDEPENDENT MEDICAL EXAM Gregory Kenny has applied for a disability on the basis of injuries to lower back, including herniation with pain, numbness and tingling radiating into lower extremities (left greater than right), and migraine headaches. There are four doctors to choose from to perform the IME for Gregory Kenny. All are outside of Palm Beach County due to Officer Kenny's widespread visits to Palm Beach County doctors. Dr. Jeffrey B. Worth (Orthopedic) 4440 Sheridan Street Hollywood, FL 33021 Phone: (954) 966 -0110 Sharon X235 Fax: (954) 964 -2049 IME VISIT: $750.00 REVIEW OF RECORDS: $150.00 /PER 15 MINUTES REVIEW TIME NO SHOW FEE: $150.00 His Curriculum Vitae and fee sheet are attached. ***************************************** * * * * ** * * * * * * * * * * * * * * * * * * * * * * * ** 400 EXECUTIVE CENTER DRIVE, SUITE 207•:• WEST PALM BEACH, FLORIDA 33401 -2922 PH: 561.686 6550 Fx: 561.686.2802 e Board of Trustees Boynton Beach Police Officers' Pension Fund Page 2 August 12, 2014 Dr. Babak Sheikh (Orthopedic) Total Orthopaedic Care 4850 W. Oakland Park Boulevard, Suite 201 Lauderdale Lakes, FL 33313 Phone: (954) 735 -3535 Fax: (954) 484 -7000 IME: $1,000.00 DISRUPTION FEE OF SCHEDULED IME: $1,000.00 His Curriculum Vitae and fee sheet are attached. Dr. Jonathan O. Harris (Neurology /Internal Medicine) Neurologic Consultants, P.A. 1841 N. E. 45 Street Fort Lauderdale, FL 33308 Phone: (954) 776 -5010 Fax: (954) 776 -6955 IME: $650.00 RECORDS REVIEW PER HOUR: $450.00 CANCELLATION /NO SHOW LESS $250.00 THAN 24 HOURS His Curriculum Vitae and fees are attached. ************************************** * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ** Board of Trustees Boynton Beach Police Officers' Pension Fund Page 3 August 12, 2014 Dr. Alan Keith Novick (Physical Medicine /Rehabilitation) 3600 Washington Street, Suite 2005 Hollywood, FL 33021 Phone: (954) 518 -2424 Fax: (954) 981 -3476 IME: $795.00 RECORDS REVIEW PER HOUR: $425.00 His Curriculum Vitae and fee sheet are attached. ************************************** * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ** H:1BB Police 01881Participants\Kenny 90121IME1Updated Memo to Trustees re IME (Aug 2014).wpd r � l e t 4u14f Broward Institute of Orthopaedic Specialties, LLB" Kenneth W Taylor, M.D. • Jeffrey 9. Worth, M.D. 4440 Sheridan Street Hollywood, FL 3301 • (954) 963 -3500 Fax (954) 964 -2049 To: - From: Sharon /Jeffrey Worth, M.D. Attn; Tax TD: 02- 0532857 Phone: '(, -. Patient: Fox; mil. ZSo2• Appt; FEE SCHEDULE [ 3 Record Review (per inch) .......................................................................... ..............................$ 600.00 13 Telephone Conference (per 15 minutes) ............................................... ..............................$ 275.00 [ 3 Office Conference (per 15 minutes) ..,... .......................... ................... 275,00 [ 3 Final Narrative Report (with impartment rating) ............... ,,,..... ..............................$ 675.00 [ 3 Deposition (per hour) ............. ....... . ............ .......... ...... ................. ...... . ..... ..... .........,............ ...... ... $ 1,500.00 [ 3 Video beposition (per hour) ...................................................................... ............................... $ 1,500.00 1 3 Court Testimony ($1,500.00 per hour) ............... ...... ...... ........ ... ....... ...... ............. ;. ;...........$ 1,500.00 ' Independent Medical Examination ......................................................... ............................... $ 1 r race Disruption Fee of Scheduled IME ........................................................ ..............................$ 1,.,,,00Q0 4 [ 3 Independent Medical Examination (Videotaped) ........... ................. $ 1,300.00 [ 3 Medical Disability Evaluation Services /Forms ..... ............... $ 30.00 [ 3 Review of Surveillance Video ...... ... .... ................ 275.00 Total ............................................................................................................ ............................... $ 00.00 ** To avo cancellation or resche.d g payment must be received one w elk ,prior to appointment ** IME consists of Records Review and Medical Examination. Other charges may be included and billed at a later time; X -rays, additional records review, etc... * * ** *The ulI amou wil be char. ed i o. . • i i n ents are not c.. icelled /resched . ed within 48 io rs * * * ** T agree to the above stated fee schedule. X X _ Signature of Payee Print bate k;M w-"/L/t/e.,"7\, ° X 2,?7 +,nn /1 nn a (XHa) 7 cn 4.1 n7' Jr" .,.n WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 100 Southeast Second Street - Suite 3800, Miami, Florida 33131 -2126 Tel: (305) 374 -4400 Fax: (305) 579 -0261 ellbarry • Balllmarr • &Von • Chteito • Dallnt • Carden Ciq' • Houston • Les Vega, • Landon 'Lox Angeles • Mclean Mond *Newark New York • Orlando •Philadelphia 'San Diego • San Francisco •Starnjbrd Washingtap DC *Whim Plains .(J7llalrs: Barth, • Colognr • Franl{frrrr • Nadca CFtr •Alnufek • Airls email address; in,w,wtlsonelrer.cnm ANTHONY P. STRASIVS Anthony.Slrasisrst wilsonclscr.com A MllhlpAR 9F TUB FIRM March 12, 2010 To Whom It May Concern: The undersigned has retained Dr. Jeffrey Worth in the capacity of an independent medical examining physician on several occasions, and the following constitutes a summary of my general experience working with Dr. Worth and a strong recommendation in his favor should you choose to utilize him as an expert in any of your cases. On several occasions, I have retained Dr, Worth in very serious cases, involving significant exposure to various clients. It has been my experience that Mr. Worth very carefully reads and analyzes all medical records, films, reports and other pertinent data that is sent to his attention, and that his review of these documents is thorough and insightful, and ultimately extremely helpful to arguments that I am making in a case. He is also extremely personable and makes for an excellent witness, not only because of his excellent credentials, but also because natural honesty and candor makes him an extremely credible witness. He has a talent for explaining complex medical issues to a lay person in a way that is clear and direct. He has conveyed such opinions to me over the phone, prior to drafting IME reports, which are very good, which in one case contributed to a very quick and favorable settlement. I think Dr. Worth is one of the best orthopedic experts that I have utilized in 16 years of trial practice, and I will continue to use him in the future. I strongly recommend his services to any attorney seeking opinions or reviews regarding orthopedic issues, and I would be happy to provide any additional information that any attorney requires. Very truly yours, WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP Anthony P. • ti . . ins • APS /an 306063.1 B R O W A RD INSTITUTE OF Jeffrey B. Worth, M.D. BI . I CS Diplomate American Board of Orthopaedic surgery Lellow American Academy of Orthopaedic Surgeons Curriculum Vitae 5 P E A T CIALTI S b5, I HO1'A �� Jeffrey B. Worth ' :u m)isu aeRY 3825 Windmill Lake Drive nicR sumerf nf91CALTHERAPY 'Weston, FL 33332 sPERAL many BIbIIT S f WJCIII TOTAL JIM ARRtROPLARRY TRAUMA JOIWffIL3V. Place and Date of Birth MARC Z. HAMMMMAIf. MD, Miami Beach, FL °Amy B, =WAR W. M.D. May 23, 1954 MrlritTtl W. TAYLOR. M.D. JErTICYS. WOKTH, M,D, Personal Married with two children JUCHARD PARAW ADMIIIISTRATOR Education • Miami Beach Senior High School — Graduated 1972 • U.C.L.A. — 1972 -1974 • University of Miami —13,A. 1976 • The Chicago Medical School — M.D. 1981 Internship Rotating Surgical Internship Cook Count Hospital, Chicago, IL 1982 -1986 Work History • Orthopedic Surgery Cook County Hospital, Chicago IL 1982 -1986 • Krant & Worth, M.D. P. A. ' August 1986 -July 1995 • Broward Institute of Orthopaedic Specialties, P.A. August 1995- December 2003 • Broward Institute of Orthopaedic Specialties, LLC January 2004 to present Licensure State of Florida 1986 to Present ME # 0048696 4440 Sheridan Street • Hollywood, Florida 33021 • (954) 963 -3500 • FAX (954) 964-2049 601 N. Flamingo Rd. • Suite 101 • Pembroke Pines, Florida 33028 • (954) 438 -0446 • FAX (954) 435 -9511 VDO /E00'd (XYA) 7C: an +,1vi01 f+,n BN11 ' U'NI OP Jeffrey B. Worth, M.D. B J niplomate American Board of Fellow American Academy of Orthopaedic Surgeons C.V. (continued) Page 2 CIALTIES.UC SPE ARTNROBCOfC riAnD MICROS$�RY Boards , American Board of Orthopaedic Surgeons 1988, 1998, 2009 SPORTS MIMIC4I TOTAL Mug ATtTtIROP1AMTY TRAUMA Memberships JOHANNE9 BUM M.U. BCMA — Broward County Medical Association MARC Z. HAMMERMAR. MD. FMA — Florida Medical Association MAY B. BClWARPL, M.D. FELLOW — American Academy of Orthopaedic Surgeons NEHMETH W. TAYLOR, M.D. JETYREYB. WORTH, M.D. Hospital Affiliations MOAN) FAKAPI oR • Memorial Regional Hospital • Memorial West Hospital • Memorial Same Day Surgery Center /ASF East • Memorial Same Day Surgery Center /ASF West 4440 Sheridan Street • Hollywood, Florida 33021 • (954) 963 -3500 • FAX (954) 984 -2049 601 N. Flamingo Rd. • Suite 101 • Pembroke Pines, Florida 33028 • (954) 438 -0446 • FAX (954) 435 -9511 U4! 24/ 2U14 Ut;: 2b 9547352320 BUS OFFICE PAGE 01/15 (,,16) l _ QRTa OEAED IC LAITa ,1dulx and Pediatrics ccs - •T.aC.. _ Orthopaedics d' Fhyric ,xl Therapy vt_,A_ 1•41iancpcmc MD. E- ?rthapaare sugx . • B C.Ertifiorl .Fdiow filtccruktional College of Saag�ans CFJ- ) Faxed Transmiss Fel:bye McAe»riicmAodamy • of btcu i & Ortbapacdic Sucgcoru (M.NC •. Okapi Assixixtt lac Froth Fax N Aber: (954) 735- C25 UrilsmIty a Dcpuari ofOr opi • Cerbti+d trtploniAln Atcled.ra Batcrd. of eparty Assurzom cod LItah2 ion i ac•le.•+ P y 4i L a (ABOAfJF3 . Michael a Fezt MD., ELLS. (q To:2c8.- • . . 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Oemoracdic sutgrdrt • Board Certified and Fellow International College of Surgeons (P.LC5.) l RAIK SHEIKH , M • D . • Fellow The American Academy of Neurological & Orthopaedic CURRICULUM VI T Surgeons (AANOS) • Clinical Assistant Professor, University oFMiami, Dep nrtTnent of Orthopaedics DATE OP BIRTH: July 26, 1963 Dep • Certified Oiplomatc Arnrrn an Hoard of Quality OFFICE ADDRESS: Total Orthopaedic Care Re4viewPeandUS({Ation BQAU 4850 W.Oakland Park Blvd, Suite 201 Itview Physfaans AP.P) Lauderdale Lakes, Florida 33313 Michael P. Tenney, M.D., RR,C.S. (C) 8/96 - present Orl hapardic Snrgran • Board Certified by the Americans EDUCATION: ,:* A,. SH - AD T - :CON - UCTIVE Board of Orthopaedic Surgery - SURGERY) 8/95 - 7/96 • FEUOW Royal College of Surgeons of Canada Rothman Institute • Fellow American Academy Thomas Jelfferson University of Orthopaedic Surgeons Philadelphia, Pennsylvania • Board Certified American Board Of Quality Msurance and Dir.; Richard A. Rothman, M.D., Ph . D . t Hlizetion Review Physicians D CY RTHc?PAEDIC GE 'Y1 Babak Sheikh, M.A. 7/91 - 6/95 Orthopaedic Surgetw / • board Certified by the American )4antefiore Medical Center/ hoard of Orthopaedic Surgery Albert Einstein College of Medicine • Fellow American Aeedemy Bronx New York e f Orthopned ;c Surgeons Dis : Edward T. Habexmana , M.D. • r4cmber American ASSOcistion of Hip and Knee Surgeons ORT'AQPAEDIC . SURGERY RESEA tCH , M ario M. Berkowitz, M.D. ?LLOWSHIP 7/90 - 6/91 Orthopaedic Surgeon Montefiore Medical Center/ • lioard Certified by the American Albert Einstein College of Medicine ilonrd of Orthopaedic Surgery • 'yellow Aramaean Academy Bronx, New York of Orthopaedic Surgeons • Member ArthroscopicAssocladon 1NTERNSH ,p (( ENERA Si7RGERYZ ,)f NorthAmenca 7/89 - 6/90 • Member American College of Sports Medicine The Presbyterian Hospital New York, New York Debra Bilodeau GUI F.xecuhne Officer Duff L. Gu1a, , lI locattpfh (954) 735 - 3535 F'V (954) 484 -7000 Lauderdale Lakes Pembroke Pines Miramar Pompano Beach M•;,i O1flc 1 Cnrre•p•ndsnn Website: www toe.md 4850 W. Oakland Park Blvd 10794 Pmrs Blvd, 1951 S,W. 172 Ave 2701 N E. 14th 5t. Causeway NiCOR I Sulk. 201 Suite 104 Suite 115 Suite 5 T ,ude,dele lakes, FL 33333 Pembroke Pines. FL 33025 Miramar, FL 33029 Pompano Amch, FL 31062 0661 - 8861 (1661 ' Xa¢d Aoki ' d4eTOos dig eq4 go buTgem 1e:nuute PaEZ eq , 4e pe. sexd) cj •Septa a • S wen : saSmeN 41U „UOT4 XTi esTM -eeags 1VuoT4ueAU00 t1 ax-Fit pepeo7 -but cds pus. 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Clin Orthop 333:208 -216; 1996 Editorial Assistance: "Total Hip Arthroplasty" Orthopaedic Text Faculty Member: Ras S. Eftekhar, M.D. Publisher: Mosby -Year Book, Inc.; 1993 Co- author: "Treatment & Rehabilitation of Fractures" Orthopaedic Text Published 1999, Lippincott CLINICAL STUDIES: "Ankle Fracture Radiography: Are Two Views Sufficient to Determine Classification and Treatment ?" Kram A.D., Lyon T., Sheikh B., Taffet R. Presented as a Poster Exhibit, 64th Annual Meeting of the American Academy of Orthopaedic Surgeons, February 1997, San Francisco, CA. "The Effects of the Knee Distractor on Collateral Strain ", A Cadaveric Study. Study conducted by: Babak Sheikh, Joanne Halbretht, and Raj Sinha Location: Lauderdale Lakes,FL. and Boulder, CO. Supported by a grant from Zimmer - 1997 Presented: The Future of Technology in Arthroplasty 11th annual meeting "Collateral ligament strain after total knee Arthroplasty" Accepted as a poster exhibit for the 66th Annual A.A.O.S. CONTINUING EDUCATION: American Academy of Orthopaedic Surgeons Annual, Meeting Orlando, FL. 1995 American Academy of Orthopaedic Surgeons "The Complex Painful Knee" Rosemont, IL. 1996 $xtC 4TPeao L 86 -ZZ-'E • �� 'suEeTxo Aeg pug eta 3o Xxabxng sog X4atoog usotxetu? sit 4zpax0 9 - 9Z 86/WE 0 4 61/E • sZ ' suee•[xa Aeg buT4eayj • enuuy suoebsus oipeec otgso go Xiuepeav uvoTsemy ' 021 4WPe10 TI L661 '9- =a uaoea 1-g 'XxoZ Aeg uin od eeug T'4 • s.xt'f 4TP 10 £?; L661 '91-VI t xagmaaAQN 11 ' ,uowu og settoVosdd E GAT4eAouuI : X2+ebang dtg uoTsTAQj sueebxtts oTpaedot, a o go Xuiepeor£ ueoTaemy sari; q'-Pexo 8 L661 j 81 Xsensctea • Eo ' 0osTomma ues Xso AreT0e4 X sToos eeug •sau a,tpeso ,r'6Z L661'LI a1 1 I ' ooS-Cousag ues bu .eem suoebsn8 oTpletedoq4s0 ,;a Atepww uvoTaemy Tend p9 9661 'bt-ZT segmeoea T3 ' opuevo .4uemeoirrdell 4utor ut 6;deou03 4uezznOn 966'x' epu=eg 4uemeovtdog 4uTop uT sotdoy 9661 . as ' 0Puetxp Xdoosoart xy aauj „aotseTxadxg sle4s70.1 stu eoTaemv t .xog go uorvaToossif Edoosoartgxv 9661 assnoo zapinogs , aseaswN aglu voTzemv t .soN 3o uoT4 *TaossV Xdo0sosg4r einTA tunluozsxtto ab1a qT /9171 Mbd Drddo sn9 ARP7QPibCP, C17:Qn fITfa; ,4,,, u41 L4, Lbl4 Jb4 (dbl.JbL BUS OFFICE PAGE 07/15 Page 5 Curriculum Vitae Babak Sheikh, M.D. Exeter Sip Symposium Seminar Ft. Lauderdale, Fl. July 16 -18, 1998 llth Annual Symposium of the International Society for Technology in Axthroplasty Marseilles, Prance 1998 66 American Academy of Orthpaedic Surgeons Annual Feting Anaheim, Ca. 2/4 to 2/8/99 28.5 credit hrs. American Association of Hip and Knee Surgeons Hap and Knee Society CAMS) Specialty Day Anaheim, Ca. 2-7-99 8 credit hrs. , The Masters Experience" Comprehensive Knee Arthroscopy Course Arthrescopy ,Association of North America Rosemont, 11. July 16 -18, 1999 19.5 credit hrs. HIV/AIDS: The Florida Requirement for Physicians CME Resource, Sacramento, Ca. September 27, 1999 2 credit hrs. Florida Domestic Violence Requirement CMS Resource, Sacramento, Ca. September 27, 1999 1 credit hr. AAOS 67 Annual Meeting Orlando, FL, March 15 -19 2000 24.5 credit hrs, Knee Society Specialty Day Orlando, FL. March 18, 2000 8 credit hrs. John A. Repicci, M.D. Presentation and Cadaver Surgery Participation Rosemont, IL. 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Orthopedics 1 credit lax October' 2 007 Management of Radial Bead rages Teamwork Skills Workshop Memorial Hospital West nes 4 credit hrs. pemb a 2 ] , 200 February > 75"' Ann ual Meeting AAOS l $ credit hrs. Francisco, CA Mac h �� 2008 NIaXC American Assoc. of Hip an Knee Sums 1S`h A nnual Meeting �3 credit hrs. Dallas,T'X. November 7-9, 2008 . are watching us!. in Orthopedic Snxgery_ They of ei neiaanati, College of MediciI University of credit hrs. 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Box 3010 52,0 rhose wh.a ;r ve t'fond� Tallahassee, Florida 32315 -3010 Tel: 850.922.0667 1 Fax: 850. 921.2161 1 Toll -Free: 877.738.6737 Rick Scott, Governor Craig J. Nichols, Agency Secretary TO: Board of Trustee Members and Other Interested Parties FROM: Division of Retirement Mumcipat Police Officers' and Firefighters' Pension Office SUBJECT: 44th Annual Police Officers' Ft Firefighters' Pension Conference November 17 -19, Orlando, Flonda You are cordially invited to attend the 44th Annual Police Officers' Ft Firefighters' Pension Conference scheduled for November 17- 19, 2014, sponsored by the Department of Management Services, Division of Retirement. This program is uniquely designed for pension plans established under Chapters 175 Et 185, Flonda Statutes. Monday's program, on November 17, is designed specifically for new trustees, for those interested in becoming trustees, or for those who want a basic understanding of the operation of the pension plan. The program wilt offer a no- nonsense explanation of how the pension plan works and will include lectures from a plan attorney, actuary, and the division on the trustees' responsibilities. Participants wilt be encouraged to ask questions and participate in group discussions focusing on the fundamentals of pension fund management. If you are a new trustee, we encourage you to participate in this special program. Tuesday and Wednesday's programs, on November 18 and 19, are designed for both the new and seasoned trustee and will feature presentations on legal, actuarial, investment, administrative, and government in the sunshine issues, as well as an update on any Legislative changes. There wilt be an opportunity for questions and answers after each speaker to provide you with a chance to address concerns specific to your plan. There is no registration fee to attend. The program wilt be held at the B Resort Et Spa, Lake Buena Vista, Florida. The Hotel is located at 1905 Hotel Plaza Boulevard, Lake Buena Vista, FL 32830. You may make hotel reservations by calling 407- 828 -2828. If you call to make a reservation, please state you will be attending the conference, or, check our website at www.myftorida.com /frs /mpf for a direct link to the hotel's site. The B Resort Ft Spa offers free bus transportation to Downtown Disney every day from 6pm to tam. Conference materials will be available for free by download on our website prior to the conference. If a participant prefers to have a hard copy of the materials printed, we are making arrangements for conference books to be available for purchase directly from the printer. Contact information for the printer and the cost for book purchase will be posted to our website and emailed soon. The books wilt be transported to the hotel and distributed to participants that pre - purchased the materials. Alt police officer and firefighter plan participants, board of trustee members, plan sponsors, administrators, accountants, actuaries, investment advisors, legal counselors, other advisors, and anyone interested in the administration and operation of the Chapters 175 and 185 Pension Plans should take advantage of this unique, insightful, and informative program. You may access information and updates about the Fall Conference, including a copy of the program when completed, and links to register at the B Resort Et Spa on our website at www.myflonda.com /frs /mpf. if you have any questions, you may contact our office toll free at (877) 738 -6737, or locally at (850) 922 -0667. I look forward to meeting with you in November, in Lake Buena Vista! Sincerely, Sarah Carr Benefits Administrator Municipal Police Officers' and Firefighters' Retirement Funds THE LAW OFFICES OF PERRY & JENSEN LLC ANN H. PERRY BONNI SPATARA JENSEN aperry@perryjensenlaw.com bsjensen@perryjensenlaw.com May 28, 2014 Via Email Boynton Beach Police Officers' Pension Fund (Epstein Matter) Elan Kandel Kaufman Borgeest & Ryan LLP 120 Broadway New York, NY 10271 Re: Legal Services Provided Invoice #72425 Dear Elan: Enclosed please find the Firm's invoice for services rendered for the period that ended 5/15/2014. Your current balance due is $7,807.86. - ________......^ (2 4 ,,ti ci ; %., big If you have any questions, please do not hesitate to contact me. Sincerely yours, 6 Z/L e - • ) 1 fr ielL /Or4 Bonni S. Jensen Signed in Ms. Jensen's absence to expedite delivery BSJ /Ig Enclosure Copy to: Toby Athol, Chairman Barbara LaDue, Administrator Via Email Only 400 EXECUTIVE CENTER DRIVE, SUITE 207❖ WEST PALM BEACH, FLORIDA 33401 -2922 PH: 561.686.6550 c• Fx: 561.686.2802 Q rr..: THE LAW OFFICES OF PERRY & JENSEN, LLC 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 -2922 Invoice submitted to: Elan Kandel Kaufman Borgeest & Ryan LLP 120 Broadway New York, NY 10271 Copy to: Chairman & Administrator May 28, 2014 In Reference To: Professional Services Rendered as Follows: Individual Matters Client / File No.: 0188 Invoice #72425 Professional Services Hrs /Rate Amount Participant - Epstein Participant - Epstein 4/18/2014 BSJ Review Rule to Show Cause 0.25 56.25 Prepare email Connection to Case 225.00/hr Research Rule 9.100(h) & (j) Participant - Epstein Participant - Epstein BSJ E -mail to Clients regarding Order to Show Cause 0.40 90.00 E -mail to Elan Kandel re: New Development 225.00 /hr Participant - Epstein Participant - Epstein 4/24/2014 BSJ Review & Respond to emails from Elan Kandel re: Status 0.35 78.75 Participant - Epstein 225.00 /hr Participant - Epstein 4/25/2014 BSJ Research FRAP 9.3 0.75 168.75 Research Lack of Subject Matter Jurisdiction 225.00/hr Participant - Epstein Elan Kandel Page 2 Hrs /Rate Amount Participant - Epstein 4/25/2014 BSJ Draft Motion for Extension of Time 0.75 168.75 Telephone call with Jessica Buonaro re: Time Extension (Left message) 225.00 /hr Participant - Epstein Participant - Epstein AHP Review Writ & Underlying Documents 1.00 225.00 Participant - Epstein 225.00 /hr Participant - Epstein BSJ Draft Brief 0.35 78.75 Participant - Epstein 225.00/hr Participant - Epstein BSJ Research Woodard Case 0.25 56.25 Participant - Epstein 225.00/hr Participant - Epstein 4/28/2014 AHP Research 2.00 450.00 Begin Draft 225.00/hr Participant - Epstein Participant - Epstein BSJ Review Thompson Order 0.25 56.25 Participant - Epstein 225.00 /hr Participant - Epstein 4/29/2014 AHP Continue Draft of Brief 1.75 393.75 Participant - Epstein 225.00/hr Participant - Epstein BSJ Telephone call with Jessica Buonauro & Paul Kelley's Office (Left 0.10 22.50 message) re: Extension of Time 225.00/hr Participant - Epstein Participant - Epstein 4/30/2014 AHP Research 2.10 472.50 Write Brief 225.00 /hr Participant - Epstein Elan Kandel Page 3 Hrs /Rate Amount Participant - Epstein 5/1/2014 AHP Draft Brief 1.90 427.50 Participant - Epstein 225.00/hr Participant - Epstein BSJ Review Minutes re: Epstein Discussion 1.00 225.00 Review Termination Documents 225.00 /hr Participant - Epstein Participant - Epstein 5/2/2014 BSJ Prepare Motion for Extension of Time for Filing 0.25 56.25 Participant - Epstein 225.00 /hr Participant - Epstein BSJ Review & Respond to email from Paul Kelley re: Motion for Extension of 0.10 22.50 Time 225.00/hr Participant - Epstein Participant - Epstein 5/6/2014 AHP Draft Brief 2.00 450.00 Participant - Epstein 225.00/hr Participant - Epstein 5/7/2014 AHP Draft Brief 2.20 495.00 Participant - Epstein 225.00 /hr Participant - Epstein BSJ Review Response to Opposed Motion for Extension of Time 0.10 22.50 Participant - Epstein 225.00/hr Participant - Epstein 5/8/2014 AHP Draft Brief 3.50 787.50 Research 225.00/hr Participant - Epstein Participant - Epstein 5/12/2014 BSJ Review and revise Response to Petition 1.00 225.00 Research Cases 225.00/hr Participant - Epstein Elan Kandel Page 4 Hrs /Rate Amount Participant - Epstein 5/13/2014 AHP Research 1.50 337.50 Revise Brief 225.00/hr Participant - Epstein Participant - Epstein BSJ Review and revise Response 1.00 225.00 Research Cases 225.00/hr Participant - Epstein Participant - Epstein 5/19/2014 AHP Draft Brief 2.25 506.25 Draft Motion for Attorney Fees 225.00 /hr Request for Oral Argument Participant - Epstein SUBTOTAL: [ 27.10 6,097.50] For professional services rendered 27.10 $6,097.50 Additional Charges : Bill File 5/15/2014 Copy Charges 497.10 SUBTOTAL: [ 497.10] Participant - Epstein 5/15/2014 Westlaw Research 25.00 Dates - April 1 - 30, 2014 SUBTOTAL: [ 25.00] Total additional charges $522.10 For professional services rendered 27.10 $6,619.60 Total amount of this bill $6,619.60 Previous balance $1,188.26 Elan Kandet Page 5 Amount Balance due $7,807.86 T BICHLEF , KELLEY OLIVER & LONGO, PLLC July 24, 2014 VIA CERTIFIED MAIL — RETURN RECEIPT REQUESTED Boynton Beach Police Officers' Pension fund c/o the Law Offices of Perry & Jensen, LLC 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 -2922 Re: Member: Gregory Kenny Fund: Boynton Beach Police Officers' Pension Fund D /A: October 22, 2012 Dear Ms. Jensen: Please consider this my updated Notice of Appearance with regard to the above referenced line of duty disability claim. My client has advised he now wishes to proceed in this matter. Please confirm you still have an active Application for Disabiliy Retirement, along with the Physicians Statements previously submitted and my client is in the process of completing the Interrogatories. Please let me know if there is anything we can do to assist you in getting this matter moving forward. Sincerely, Paul A. Kelley PAK/ls cc: Gregory Kenny - 1 111 JUL a 8 2044 • 1 9 _ WWW.BICHLERLAW.COM 541 SOUTH ORLANDO AVENUE, SUITE 310, MAITLAND, FL 32751 PHONE 407 -599 -3777 FAX 407- 599 -3780 TOLL FREE 866 -245 -8977 PROTECTING THOSE WHO PROTECT AND SERVE Barbara Ladue From: Pat Holt [Pat @perryjensenlaw.comj Sent: Monday, July 28, 2014 10:24 AM To: Barbara LaDue Cc: ThePensionTeam @PerryJensenLaw.com; Toby Athol Subject: Boynton Beach Police Officers' Pension Fund (Kenny) Attachments: 2014 -07 -24 Kelly Itr re proceed with disability.pdf Barbara: Today we received the attached letter from -Paul Kelley on behalf of Gregory Kenny. Thanks, { ii' Legal Assistant - Pension Team of Bonni Jensen THE LAW OFFICES OF PERRY & JENSEN, LLC 400 Executive Center Drive, Suite 207 West Palm Beach, FL 33401 -2922 561- 686 -6550 (Phone) 561- 686 -2802 (Fax) The Law Offices of Perry & Jensen, LLC is proud to be an ABA -EPA Law Office Climate Challenge Partner. Think before you print!! CONFIDENTIALITY NOTICE: This communication is confidential, may be privileged and is meant only for the intended recipient. If you are not the intended recipient. please notify the sender ASAP and delete this message from voter system IRS CIRCULAR 230 NOTICE: To the extent that this message (or any portion thereof) concerns to \'natters, it is not intended to be used and cannot be used b■ a taxpayer For the purpose of avoiding penalties that may be imposed by law 1 Invoice Invoice for: Invoice Number Russell Client ID Billing Perioc Ending City of Boynton Beach Police Retirement 43245 C04616001 06/30/2014 Fund Ms.Barbara S. LaDue Invoice Date Payment Terms Total Amount Due Pension Administrator 07/22/2014 Net 30 Days $ 134,649.00 ladueb @bbpdpension.com 1500 Gateway Blvd #220 Boynton Beach, FL 33426 7 — — E Mail to: City of Boynton Beach Police Retirement Specify Remittance Information Fund Ms Barbara S LaDue ❑ Payment by check Pension Administrator Make check payable to Russell Investments ladueb @bbpdpension.com Check Amount $ 1500 Gateway Blvd #220 P91'niffi,�, r4 Al?l,fir,A4H ❑ Request payment by Direct Debit Authorized Signer See additional instructions on reverse side Please return upper portion with your check or direct debit request The following is a summary of your account(s) For more information, please review the enclosed detail Direct Debit per Description of Service Fee Amount Standing Instructions or Amount Due Payments Received Russell Investments Investment Management Fees $ 134,649.00 $ 0.00 $ 134,649.00 Current Period Fees $ 134,649.00 $ 0.00 $ 134,649.00 Balance Forward 135,331 00 (135,331.00) 0.00 Total Amount Due $ 134,649.00 Invoice Number Invoice Date Russell Client ID Payment Terms Billing Penod Ending 43245 0712212014 C04616001 Net 30 Days 06/30/2014 Current Penod Over 30 Days Over 60 Days Over 90 Days Total Amount Due $ 134,649.00 $ 0.00 $ 0.00 $ 0.00 $ 134,649.00 Invoice for: City of Boynton Beach Police Retirement Fund Ms Barbara S LaDue Pension Administrator ladueb @bbpdpension com 1500 Gateway Blvd #220 (See reverse side for additional information) Boynton Beach, FL 33426 Invoice Invoice Number' 43245 Billing Period Ending 06/30/2014 Russell Investments - FEE DETAIL Investment Management Fees City of Boynton Beach Police Retirement Fund Boynton Beach Police Officers Retirement Trust Funds Investment Account Account Number QU7W Fund Name Average Rate% Fee Amount Market Value Russell Multi - Asset Core Fund 29,447,521 0 19750 58,159.00 Russell Large Cap Defensive 19,659,294 0 19750 38,827.00 Equity Fund Russell Multi Manager Bond Fund 22,624,041 ' 0 19750 44,682.00 Russell Real Estate Equity Fund 3,954,295 0 19750 7,810.004-'' bs,., Subtotal 75,685,151 « $ 149,478.00 Russell Real Estate Equity Fund - Internal Fee Paid (14,829 00) Account Total $ 134,649.00 Total Investment Management Fees $ 134,649.00 Page 2 THE LAW OFFICES OF PERRY & JENSEN LLC ANN H. PERRY BONNI SPATARA JENSEN apeny @perryjensenlaw.com bsjensen@perryjensenlaw.com July 18, 2014 Via Email Boynton Beach Police Officers' Pension Fund Toby Athol 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Re: Legal Services Provided Invoice #72525 Dear Toby: Enclosed please find the Firm's invoice for services rendered for the period that ended 7/15/2014. Your current balance due is $5,383.05. L If you have any questions, please do not hesitate to contact me. Sincerely yours, Bonni S. Jensen BSJ /Ig Enclosure Copy to: Barbara LaDue Via Email Only 400 EXECUTIVE CENTER DRIVE, SUITE 207❖ WEST PALM BEACH, FLORIDA 33401 -2922 PH: 561.686.6550 •:• Fx: 561.686.2802 THE LAW OFFICES OF PERRY & JENSEN, LLC 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 -2922 Invoice submitted to: Boynton Beach Police Officers' Pension Fund Attn Chairman 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Copy to. Barbara LaDue - Via Email July 17, 2014 In Reference To: FOR PROFESSIONAL SERVICES RENDERED AS FOLLOWS: Client / File No.: 0188 Invoice #72525 Professional Services Hrs /Rate Amount Forms Forms 7/11/2014 BSJ Draft Premium Elections Form 0.75 168.75 Forms 225.00/hr Forms 7/15/2014 BSJ Review and revise Premium Form & Attachment 0.35 78.75 Forms 225.00/hr SUBTOTAL' [ 1.10 247.50] Inv Mgr - Frank Russell Inv Mgr - Frank Russell 7/7/2014 BSJ Review Article regarding London Stock Exchange Purchase of Russell 0.50 112.50 E -mail to Trustees 225.00/hr Review email & Letter from M J Serene Inv Mgr - Frank Russell SUBTOTAL. [ 0.50 112.50] Boynton Beach Police Officers' Pension Fund Page 2 Hrs /Rate Amount Miscellaneous Matters Miscellaneous Matters 6/30/2014 BSJ Telephone call with Toby Athol 0.25 56.25 Miscellaneous Matters 225.00/hr Miscellaneous Matters 7/1/2014 BSJ Telephone call with Ernie George re: Legislative Intent 0.50 112.50 Telephone call with Toby Athol re: Legislative Intent 225.00 /hr Miscellaneous Matters Miscellaneous Matters 7/2/2014 BSJ Research Historical Information on SB1128 & Extra Duty Pay 1.00 225.00 Miscellaneous Matters 225.00/hr SUBTOTAL' [ 1.75 393.75] Participant - Ramsey Participant - Ramsey 6/20/2014 BSJ Conference with Gary Lippman 0.25 56.25 E -mail to Toby Athol 225.00 /hr Participant - Ramsey SUBTOTAL. [ 0.25 56.25] Policies - General Policies - General 6/16/2014 BSJ Review and revise Policy on Governing Overtime and Accumulated 0.35 78.75 Leave Snapshot 225.00 /hr Policies - General Policies - General 7/2/2014 LG Draft Statement of Policy for Payment of Health Insurance Premiums 2.00 150.00 Policies - General 75.00 /hr Policies - General BSJ Review and revise Policy regarding Governing Accumulated Leave 1.50 337.50 Snapshot 225.00/hr Draft Overtime Provision Boynton Beach Police Officers' Pension Fund Page 3 Hrs /Rate Amount Research Legislative History Policies - General Policies - General 7/3/2014 BSJ Review and revise Policy re: Health Insurance Premiums 1.00 225.00 Review Plan Document 225.00 /hr Review Internal Revenue Service Notice 2007 -7 E -mail to Barbara LaDue Policies - General Policies - General BSJ Review and revise Overtime & Accumulated Leave Snapshot Policy 0.35 78.75 Policies - General 225.00/hr Policies - General BSJ Review and revise Policy for Payment of Health Insurance Premiums 0.35 78.75 Policies - General 225.00/hr SUBTOTAL [ 5.55 948.75] For professional services rendered 9.15 $1,758.75 Additional Charges : Bill File 7/15/2014 Copy Charges 50.25 SUBTOTAL. [ 50.25] Total additional charges $50.25 For professional services rendered 9.15 $1,809.00 Total amount of this bill $1,809.00 Previous balance $3,574.05 Balance due $5,383.05 THE LAW OFFICES OF PERRY & JENSEN LLC ANN H. PERRY BONNI SPATARA JENSEN aperry@perryjensenlaw.com bsjensen @perryjensenlaw.com June 19, 2014 Via Email Boynton Beach Police Officers' Pension Fund Toby Athol 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Re: Legal Services Provided Invoice #72466 Dear Toby: Enclosed please find the Firm's invoice for services rendere for the that ended 6/15/2014. Your current balance due is $3,574.05.1 ' If you have any questions, please do not hesitate to contact me. Sincerely yours, r, I /0 2V P A4" Bonni S. Jensen s. Av . BSJ/Ig Enclosure Copy to: Barbara LaDue Via Email Only 400 EXECUTIVE CENTER DRIVE, SUITE 207•:• WEST PALM BEACH, FLORIDA 33401 -2922 PH: 561.686.6550 •:• Fx: 561.686.2802 17 THE LAW OFFICES OF PERRY & JENSEN, LLC 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 -2922 Invoice submitted to: Boynton Beach Police Officers' Pension Fund Attn: Chairman 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Copy to: Barbara LaDue - Via Email June 18, 2014 In Reference To: FOR PROFESSIONAL SERVICES RENDERED AS FOLLOWS: Client / File No.: 0188 Invoice #72466 Professional Services Hrs /Rate Amount Attendance at Trustee Meetings Attendance at Trustee Meetings 5/16/2014 LG Review Post Meeting Folder 0.30 22.50 Attendance at Trustee Meetings 75.00/hr SUBTOTAL: [ 0.30 22.50] Participant - Kenny Participant - Kenny 5/16/2014 PH Scan, Redact & Print Medical Records Received from Dr. Trejo 0.30 22.50 Insert into Disability Notebook 75.00 /hr Participant - Kenny Participant - Kenny 5/27/2014 BSJ Correspondence with Erica Jackson, LMHC re: 2nd Request for Medical 0.50 112.50 Records 225.00 /hr Participant - Kenny Participant - Kenny BSJ Correspondence with Dr. Jennifer Nguyen re: 4th Request for Medical 0.50 112.50 Records 225.00/hr Participant - Kenny Boynton Beach Police Officers' Pension Fund Page 2 Hrs /Rate Amount Participant - Kenny 5/27/2014 BSJ Correspondence with Dr. Sheryl Thompson re: 4th Request for Medical 0.50 112.50 Records 225.00/hr Participant - Kenny Participant - Kenny PH Fax to Erica Jackson, LMHC, Dr. Jennifer Nguyen, & Dr. Sheryl 0.30 22.50 Thompson re: Request for Medical Records 75.00 /hr Participant - Kenny Participant - Kenny 5/29/2014 PH Scan Medical Records from Erica Jackson, LMHC 0.50 37.50 Redact Records, Print & Place in Disability Notebook 75.00 /hr Participant - Kenny SUBTOTAL: [ 2.60 420.00] Policies - General Policies - General 6/13/2014 LG Revise Policy for Accumulated Sick and Vacation Leave Snapshot per 1.00 75.00 Bonni's mark up 75.00 /hr Policies - General SUBTOTAL: [ 1.00 75.00] For professional services rendered 3.90 $517.50 Additional Charges : Bill File 6/15/2014 Copy Charges 54.15 SUBTOTAL: [ 54.15] Total additional charges $54.15 For professional services rendered 3.90 $571.65 Total amount of this bill $571.65 Boynton Beach Police Officers' Pension Fund Page 3 Amount Previous balance $3,002.40 Balance due $3,574.05 THE LAW OFFICES OF PERRY &JENSEN LLC ANN H. PERRY BONNI SPATARA JENSEN aperry@perryjensenlaw.com bsjensen @perryjensenlaw.com May 28, 2014 Via Email Boynton Beach Police Officers' Pension Fund Toby Athol 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Re: Legal Services Provided Invoice #72426 Dear Toby: Enclosed please find the Firm's invoice for services rendered for the period that ended 5/15/2014. Thank you for your payment of $5,275.00. Your current balance due is $3,002.40. i ,- or „a g If you have any questions, please do not hesitate to contact me. Sincerely yours, 6 /2/2,6 ' -51fraeA---44 Bonni S. Jensen i Signed in Ms. Jensen's absence to expedite delivery W �} P 000RRR / /7 Y 44/ BSJ /Ig 1 Enclosure / . -C( Copy to: Barbara LaDue Via Email Only 400 EXECUTIVE CENTER DRIVE, SUITE 207: WEST PALM BEACH, FLORIDA 33401 -2922 PH: 561.686.6550 • Fx: 561.686.2802 1, THE LAW OFFICES OF PERRY & JENSEN, LLC 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 -2922 Invoice submitted to: Boynton Beach Police Officers' Pension Fund Attn: Chairman 1500 Gateway Blvd., Suite 220 Boynton Beach, FL 33426 Copy to: Barbara LaDue - Via Email May 28, 2014 In Reference To: FOR PROFESSIONAL SERVICES RENDERED AS FOLLOWS: Client / File No.: 0188 Invoice #72426 Professional Services Hrs /Rate Amount Attendance at Trustee Meetings Attendance at Trustee Meetings 5/13/2014 BSJ Attend Meeting 2.75 618.75 Attendance at Trustee Meetings 225.00 /hr SUBTOTAL: [ 2.75 618.75] Disability Disability 5/6/2014 BSJ Telephone call with Barbara LaDue & Adam Levinson re: Disability 0.50 112.50 Retiree Income & Social Security 225.00 /hr Review email from Barbara LaDue re: List of Retirees Disability SUBTOTAL: [ 0.50 112.50] Meeting Notices and Agendas Meeting Notices and Agendas 5/12/2014 PH Prepare Attorney Report, Handouts, and Notebook for upcoming Meeting 1.50 112.50 - 5/12/14 75.00 /hr Meeting Notices and Agendas Boynton Beach Police Officers' Pension Fund Page 2 Hrs /Rate Amount SUBTOTAL: [ 1.50 112.50] Minutes of Trustee Meetings Minutes of Trustee Meetings 5/8/2014 BSJ Review Minutes 0.25 56.25 Minutes of Trustee Meetings 225.00 /hr SUBTOTAL: [ 0.25 56.25] Miscellaneous Matters Miscellaneous Matters 4/16/2014 BSJ Review and revise Memorandum regarding Law Changes & Amendment 0.35 78.75 to SB 246 225.00/hr Miscellaneous Matters Miscellaneous Matters 4/23/2014 LG E -Mail to Board of Trustees & Administrator with Memorandum regarding 0.10 7.50 update on SB 246 75.00 /hr Miscellaneous Matters Miscellaneous Matters 4/29/2014 BSJ Research Amendments to SB246 0.06 13.50 Miscellaneous Matters 225.00/hr SUBTOTAL: [ 0.51 99.75] Participant - Kenny Participant - Kenny 4/16/2014 PH Telephone call with Cathy with Alison Schefer re: Obtaining First 0.30 22.50 Deposition of Gregory Kenny in Workers Compensation Case 75.00 /hr Participant - Kenny Participant - Kenny PH Print & Redact First Deposition 1.00 75.00 Insert into the Disability Notebook 75.00 /hr Participant - Kenny Boynton Beach Police Officers' Pension Fund Page 3 Hrs /Rate Amount Participant - Kenny 4/16/2014 PH Scan Medical Records received from Lake Worth 1.00 75.00 Redact & Insert into the Disability Notebook 75.00 /hr Participant - Kenny Participant - Kenny BSJ Correspondence with 7 Doctors / Facilities re: Third Request for Medical 1.00 225.00 Records 225.00/hr Participant - Kenny Participant - Kenny PH Fax Letters to 7 Doctors / Facilities re: Third Request for Medical Records 0.40 30.00 Participant - Kenny 75.00 /hr Participant - Kenny 4/17/2014 PH Mail 3 Payments for Medical Records to Doctors / Facilities: Lake Worth 0.20 15.00 Surgical, Lighthouse Urology (Dr. Rosen), & Advanced Diagnostics 75.00 /hr Participant - Kenny Participant - Kenny PH Continue Preparing Disability Notebook 4.00 300.00 Participant - Kenny 75.00 /hr Participant - Kenny 4/18/2014 PH E -mail to Barbara LaDue requesting Disability Application dated April 2014 0.10 7.50 E -mail to Toby Athol requesting Job Description 75.00 /hr Participant - Kenny Participant - Kenny PH Scan Medical Records received from Orthopedic Center of Palm Beach 0.50 37.50 County 75.00 1hr Participant - Kenny Participant - Kenny PH Begin Redacting Half of the Medical Records received from Orthopedic 1.00 75.00 Center of Paim Beach County 75.00 /hr Participant - Kenny Participant - Kenny 4/21/2014 PH Redact Second Half of the Medical Records received from Orthopedic 1.00 75.00 Center of Paim Beach County 75.00 /hr Participant - Kenny Boynton Beach Police Officers' Pension Fund Page 4 Hrs /Rate Amount Participant - Kenny 4/21/2014 PH Print Portion of Redacted Medical Records & Insert into the Disability 1.00 75.00 Notebook for the Trustees 75.00 /hr Participant - Kenny Participant - Kenny 4/22/2014 PH Print Remaining Portion of Redacted Medical Records & Insert into the 1.00 75.00 Disability Notebook for the Trustees 75.00 /hr Participant - Kenny Participant - Kenny PH Scan Medical Records received by Dr. Rosen 0.20 15.00 Participant - Kenny 75.00 /hr Participant - Kenny PH Redact & Print Records from Dr. Rosen for Disability Notebook 0.50 37.50 Participant - Kenny 75.00 /hr Participant - Kenny 4/24/2014 PH Scan Records Received from West Palm Hospital 0.10 7.50 Participant - Kenny 75.00 /hr Participant - Kenny 4/25/2014 PH Scan, Redact, & Print Medical Records received from West Palm 1.50 112.50 Hospital for Disability Notebook 75.00 /hr Participant - Kenny Participant - Kenny 4/29/2014 PH Print Job Description of Patrol Officer received from Toby Athol & Insert 0.10 7.50 into the Disability Notebook 75.00 /hr Participant - Kenny Participant - Kenny 5/9/2014 PH Telephone calls with Doctors re: Performing an NE 0.70 52.50 Participant - Kenny 75.00 /hr Participant - Kenny 5/12/2014 BSJ Review Doctor CVs & Price Lists 0.50 112.50 Telephone call with Dr. Zahn 225.00 /hr Telephone call with Toby Athol Participant - Kenny Boynton Beach Police Officers' Pension Fund Page 5 Hrs /Rate Amount Participant - Kenny 5/12/2014 BSJ Telephone call with Dr. Zahn 0.25 56.25 Telephone call with Toby Athol 225.00/hr Participant - Kenny Participant - Kenny PH Prepare Memorandum to Board of Trustees re: Listing 4 Doctors 0.80 60.00 prepared to do an IME 75.00 /hr E -mail to Board of Trustees & Administrator re: Memorandum, CV, & Fee Schedule Participant - Kenny SUBTOTAL: [ 17.15 1,548.75] Plan Document Plan Document 4/16/2014 BSJ Review email from Jason Llopis 0.75 168.75 Review email from Barbara LaDue 225.00/hr Review & Respond to email from Toby Athol re: SB1128 Policy Research Disability Policy for Firefighters Plan Document Plan Document 5/12/2014 BSJ Review Firefighters Policy 0.10 22.50 Plan Document 225.00/hr SUBTOTAL: [ 0.85 191.25] Trustee Form 1 Trustee Form 1 4/28/2014 BSJ Draft Memorandum on Form 1 Filing 0.35 78.75 Review New Form 225.00/hr Trustee Form 1 Trustee Form 1 5/1/2014 LG E -Mail to Trustees & Administrator re: Memorandum on Form 1 Filing 0.20 15.00 Trustee Form 1 75.00 /hr SUBTOTAL: [ 0.55 93.75] Boynton Beach Police Officers' Pension Fund Page 6 Hours Amount For professional services rendered 24.06 $2,833.50 Additional Charges : Participant - Kenny 4/18/2014 Medical Records from Lake Worth Surgical 30.25 Medical Records from Lighthouse Urology 21.75 Medical Records from Advanced Diagnostic Resources 10.00 5/5/2014 Medical Records from Healthport 106.90 SUBTOTAL: [ 168.90] Total additional charges $168.90 Amount For professional services rendered 24.06 $3,002.40 Total amount of this bill $3,002.40 Previous balance $5,275.00 Accounts receivable transactions 5/27/2014 Payment - Thank You!. Check No. 053460 ($5,275.00) Total payments and adjustments ($5,275.00) Balance due $3,002.40 BURGESS CHAMBERS & ASSOCIATES, INC. Invoice INVESTMENT ADVISORS S.E.C. REGISTERED 315 E. Robinson Street, Suite 690 Date Invoice # Orlando, Florida 32801 6/2/2014 14 -142 Bill To Boynton Beach Police Officers' Pension Barbara La Due, Administrator 1500 Gateway Blvd, Suite 220 Boynton Beach, Florida 33426 Descnption Amount Second Quarter 2014 Investment and Performance Monitoring and Advisory Fee per Contract 5,000.00 Total $5,000.00 Phone # Fax # (407) 644-0111 (407) 644-0694 p C Gabriel Roeder Smith & Company Consultants & Actuaries One East Broward Blvd. Suite 505 Invoice Ft. Lauderdale, Florida 33301 -1804 (954) 527-1616 Date Invoice 6/10/2014 407766 Bill To: Please Remit To Attention: Ms. Barbara La Due Dept. # 78009 Municipal Police Officers' Retirement Fund Gabriel Roeder Smith & Company City of Boynton Beach PO Box 78000 Renaissance Executive Suites Detroit, Michigan 48278 -0009 1500 Gateway Blvd., Suite 220 Boynton Beach, Florida 33426 Federal Tax ID 38- 1691268 Client 100550 Amount For professional actuarial services rendered for the Boynton Beach Municipal Police Officers' Retirement Fund through 5/31/2014 Service buyback calculation for Douglas Gilbert 450.00 DROP Retirement benefit certification for Crawford 225.00 Amount Due $675 PLEASE INDICATE THE INVOICE NUMBER ON YOUR REMITTANCE. THANK YOU. Pagel of1 plk ,<,,,,\, R I1",∎1\ 1 1 \ i \ , ( 1 \ 1 MEMORANDUM To: Board of Trustees From. Bonni S. Jensen Subject Transition to Klausner, Kaufman, Jensen & Levinson Date: August 2014 I am pleased to let all of you know that I will be working full time as a partner with Klausner, Kaufman, Jensen & Levinson, effective October 1, 2014. There will be no change to our relationship I will be transitioning to the email bonni(a�robertdklausner.com. Because my professional association is the legal entity in business with the Firm, future invoices will be payable to the Law Offices of Bonni Jensen, P.A. Tax ID #45- 3337037. I value you as a client and appreciate the confidence that you have in me. As you know, this partnership allows me to provide you with more depth of knowledge and experience with public pension funds across the country. I will be working with Robert D. Klausner, Stuart A. Kaufman, and Adam P Levinson, as well as the Firm's associate, Paul Daragjati. Attached are brief bios of each of the partners. Please contact me to discuss any questions that you may have. F \Law Offices of Bonni S Jensen\transition to KKJL wpd 10059 NORTHWEST 1ST COURT PLANTATION FLORIDA 33324 PHONE (954) 916 -1202 • FAX (954) 916 -1232 www.robertdklausner com ''' `=c7, BIOGRAPHICAL INFORMATION PARTNERS OF KLAUSNER, KAUFMAN, JENSEN & LEVINSON Most of you know Bob Klausner from his extensive work in Florida with public pension funds. For more than 30 years, he has been engaged in the practice of law, specializing in the representation of public employee pension funds. His firm represents state and local retirement systems in more than 20 states. As you know first hand, Mr. Klausner is a frequent speaker on pension education programs. Mr. Klausner authored the first comprehensive book on the law of public employee retirement systems, Public Employee Retirement Law: A Guide for Trustees, Plan Administrators and Lawyers, published by Thompson -West in April 2009. He is also co- author of the book State and Local Government Employment Liability, published by Thompson -West Publishers. In 2008, Mr. Klausner successfully represented the Commonwealth of Kentucky and the Kentucky Retirement Systems in the United States Supreme Court in Kentucky Retirement Systems v. Equal Employment Opportunity Commission, 128 S. Ct. 2361 (2008). Stu Kaufman graduated from the University of Miami School of Law in 1989 and began his career in New York City as a general litigator. He returned to Florida in 1993 and joined Robert D. Klausner, P.A. as an associate specializing in different facets of labor and employment law, including the representation of public employee pension funds. In 1997, Mr. Kaufman was retained as General Counsel for the Professional Law Enforcement Association of Dade County, an employee organization dedicated to protecting the rights of law enforcement officers, where he served until January, 2001. Since rejoining the Law Firm of Klausner & Kaufman, P.A., in February, 2001, he has been solely dedicated to representing public employee pension funds. Mr. Kaufman is also admitted to practice law in the state of New York. Adam Levinson also graduated from the University of Miami School of Law. He clerked for Chief Judge Alan R. Schwartz at the State of Florida Third District Court of Appeal. After completing his judicial clerkship, Mr. Levinson worked as a commercial litigator in one of Florida's oldest and largest law firms. Since joining the law firm of Klausner & Kaufman, P.A., Mr. Levinson has specialized in the representation of public sector pension plans is a frequent speaker at the Florida Public Pension Trustees Association and other regional pension conferences. Mr. Levinson is also a member of the California Bar. 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O rn 0 ^7 000000,0 00 0 W 0 CO \ \\ \� °\\\\\\ 0M O 0 000p 000000o F -rt rt K \ \ \ \� H F "' \1\\\ N I H 001D0 Jm'I'0W N0 tT \1-1, 00 H n Ca M it H 0 O C) t r r t - 'I r r r rrr z cn 000 O O 0 n7 0 0 0010 0 c Q H ro H- t = i O rt � n ` - trl 'do tr] 0 3 , r) 000 O 7) O p O 0 o H \ \\ o 0 0 0 W M 0 000 0 0 0 0 p O O 0 LO 0 0 01 0' 1-'h CD O OOOpODO0 - rt m ro o Luc.) b„ N N N N N N N N H N N W ' O N Cd H I rt V) 0 F f H rt W K H H H H - ~ N.� W H N r ` H b 0 1.0 ,..1 .A 1-'0)0%.0,_] , 0 p O l0 0 J a, 0 0 m . . . H N U1 10 N L O ((0 mcr co F- I., - W O N OIDOCO0101�00H 0 > W O l0 n \ 0 N tr1 NJ NJ Ni J ON NH U''� c: � co NNNF - ( gy p J - OJ o J - - �00N ° y () W - -- 1 co Li) l0D 0. 0 W op co .LC) U'i p IL N � � 0 JAN� K S�-H 4=.0 NmkpO II GRS Gabriel Roeder Smith & Company One East Broward Blvd 954.527 1616 phone Consultants 8c Actuaries Suite 505 954 525 0083 fax Ft Lauderdale, FL 33301-1804 www.gabrielroeder.com May 29, 2014 CONFIDENTIAL Ms. Barbara LaDue Pension Administrator Boynton Police & Fire Pension Funds Renaissance Executive Suites 1500 Gateway Blvd., #220 Boynton Beach, Florida 33426 Re: Boynton Beach Police Retirement System Dear Barbara: You have asked us to verify the retirement benefits for the following participant: CRAWFORD, Christopher (DROP Retirement) Based on the information provided, we have determined that the retirement benefits that have been calculated for the above participant are in accordance with plan provisions. Please note that we did not perform a review of the average monthly salary. The actuarial equivalence assumptions used to compute optional forms were an 8.0% annual rate of return, and the 1983 GA Mortality Table blending 80% male rates and 20% female rates. We welcome your questions and comments. Sincerely yours, I 4. . Peter N. Strong, FSA Consultant and Actuary PS /ib Circular 230 Notice: Pursuant to regulations issued by the IRS, to the extent this communication (or any attachment) concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax- related penalties under the Internal Revenue Code or (ii) marketing or recommending to another party any tax - related matter addressed within. Each taxpayer should seek advice based on the individual's circumstances from an independent tax advisor. This communication shall not be construed to provide tax advice, legal advice or investment advice. Barbara Ladue From: Barbara Ladue [Iadueb @bbpdpension.com] Sent: Tuesday, May 20, 2014 9:04 AM To: ' Travis .Robinson @gabrielroeder.com' Cc: 'Pete.Strong @gabrielroeder.com; 'Athol, Toby' Subject: Boynton Police - Christopher Crawford Retirement Verification Attachments: D00O52014. pdf Travis: Please review and verify the retirement benefit for the following participant for the Police Pension Board: Christopher Crawford, SS# 115 -48 -XXXX, retired 3 -31 -2014 into the DROP. Initial DROP benefit effective 4 -1 -2014. Monthly benefit is $6244.28 under the Life 10C &C. The Police Pension Board at the 5 -13 -2014 quarterly meeting approved the administrative rule governing accumulated leave snapshot as of June 18, 2013. As soon as the paperwork is completed a copy will be forwarded. The Pension Status Report, attached, reflects the vac /sic snapshot as of 6- 18,2013. The lesser of the snapshot or the current accumulation. Thank you. Barb La Due Original Message From: Scanner [ mailto:faxexecsuiteskmail.corn] Sent: Tuesday, May 20, 2014 8:09 AM To: police and fire Subject: Send data from MFP07580425 05/20/2014 08:08 Scanned from MFP07580425 Date:05/20/2014 08:08 Pages:8 Resolution: 200x200 DPI 1 D.R.O.P. DEFERRED RETIREMENT OPTION PLAN for THE BOYNTON BEACH POLICE PENSION FUND , I have received a copy of the provisions of the DROP contained in the Pension Plan. I am in full agreement with the terms set forth. I have been advised to seek the counsel of a qualified tax advisor regarding the tax consequences to me of entering the DROP. I fully understand that my participation in the DROP shall terminate at the end of f' a (5) years or thirty (30) years of service, whichever comes first. Failure to end DROP participation may result in penalties at the discretion of the Trustees, up to and including forfeiture of the DROP account. I, e/e W d - re .6 , have entered the Boynton (Print Name) Beach Police Officers' Pension Fund DROP on j - 3/ a.o/ y . My pension (Enter Date) benefit and DROP participation is based on 01. Years / Months /.1 Days of service. In compliance with Ordinance No. 08 -008, Sec. 18 -175 (passed 05- 06 -08) this will establish 3 - 3/ - .:: 2 6 1 J as my irrevocable resignation date with the City of (Enter Date) Boynton Beach. .u.;, ; :• 3! ..c ;; . : q �% .,'c •, - <. . : Y` <��r•• ^.v { t > 'rv_.i <- y � y !(� •:�.<)� 1 s. �:1k Sn. } . ��Q}J .. 9 �g ] � ' y , • , ` v� {.1�.�.t;,v. ��.. j � �> . c z > %� f;;t.:• r •; a• ,fT rr . s' ,> . ,c>' :t ; . 5.:;:. <a�' :.... • y � • i v ' t a ~ t I�' fi** / } .,4 g „,, . : , f n 'cvl 0 � n • ,{., : � • ,,+r >: P °.3 ') ra'�t i. a 1., . sS .�T , . , '��':y �i•��. t'Y�°�`'i" r� � , 3 � F �. Yy� f �,�� . '{ / ' ,�. ',f• ri �RF (Sign ure) CM(si oPd/ k C,'9tv Witness: (Print Name) / ' /41,r.L.t_ Date: - 026 - ,:326/ 1 / (Signature) * * * PENSION STATL S REPORT * * * CITY OF BOYNTON BEACHPOLICC PENSION SYSTEM DATE PREPARED: March 31, 2014 FOR: CRAWFORD, CHRISTOPHER SSN: 115 -48 -xxxx EMP NO: 2276 BIRTH DATE: AGE: 44 PLAN: PE DEPT: 21 HIRE DATE: 02/16/1999 PENSION HIRE DATE: 02/16/999 VEST DATE: 02/16/2004 ADJUSTED HIRE DATE: 02/16/1994 EARLY RETIRE DATE: 00 /0( /0000 LENGTH OF SERVICE: 20 YR 1 MO NORMAL RETIRE DATE: 02/16/2014 TERMINATION DATE: 00/0 /0000 BENEFICIARY: BENEFICIARY BIRTH DATE: 00 /00 /0000 � �,!, °`i y 34 * * VACATION /S7:CK ACCRUALS * * CURRENT: HOURLY RATE: 38.97 VAC HOURS: 192.78 S C H0URS: ��339.73 2013 CAP: HOURLY RATE: 38.97 421 HOURS: 177.07 SIC HORS: 429.88 Ogg" * * ACCOUNT BALANCE * * /A 3 - /4O 7 POST -TAX CONTRIBUTIONS„ $ .00 f a. �ry 1 }. PRE -TAX CONTRIBUTIONS: $ 79, 636.23 CONTRIBUTION BALANCE: $ 79,636.23 4 * * ELECTIVE BENEFITS * * PURCHA5E PURCHASE SERVICE PLAN YEAR LIFETIME PLAN YEAR CODE START END YY -MM -DD CONTRIBUTION COTRIBUTION REFUNDS P1 01/28/2002 00 /00 /0000 0 0 0 504.34 10,241.59 .00 M1 01/28/2CO2 00 /00 /0000 0 0 0 504.34 10,241.59 .00 L1 01/22/2003 01/22/2003 1 0 0 .00 ,254.72 )7 // e L2 02/13/2003 02/13/2003 3 0 0 .00 15,745.28 I L2 03/26/2CO3 03/26/2003 1 0 0 .00 6,157.00 f - (14 J 11/645 I P1 - 1% HEALTH INSURANCE SUBSIDY M1 - 1% MATCHING FUNDS •��"" P2 - SERVICE BUY BACK PAYROLL DEDUCTION P9 - SERVICE BUY BACK PAYROLL DEDUCION 1P - ARREARAGE 1% PA - ARREARAGE 7% L1 - SERVICE BUY BACK LUMP SUM - PR -TAX L2 - SERVICE BUY BACK LUMP SUM - POST -TAX UL - UNPAID LEAVE SERVICE REDUCTION * * * PENSION STATUS REPORT * * * CITY OF BOYNTON BEACH POLICE PENSION SYSTEM DATE PREPARED: April 14, 2014 FOR: CRAWFORD, CHRISTOPHER SSN: 115 -48 -xxxx EMP NO: 2276 BIRTH DATE: AGE: 44 PLAN: PP DEPT: 21 HIRE DATE: 02/16/1999 PENSION HIRE DATE: 02/16/999 VEST DATE: 02/16/2004 ADJUSTED HIRE DATE: 02/16/1994 EARLY RETIRE DATE: 00/0( /0000 LENGTH OF SERVICE: 20 YR 1 MO NORMAL RETIRE DATE: 02/16/2014 TERMINATION DATE: 0342014 BENEFICIARY: BENEFICIARY BIRTH DATE: 00 /00 /0000 * * VACATION /SICK ACCRUALS * * CURRENT: HOURLY RATE: 38.97 VAC HOURS: 143.09 SIC HOURS: 123.69 2013 CAP: HOURLY RATE: 38.97 VAC HOURS: 177.07 SIC HORS: 429.88 * * ACCOUNT BALANCE * * POST -TAX CONTRIBUTIONS: $ .00 PRE -TAX CONTRIBUTIONS: $ 80,228.48 CONTRIBUTION BALANCE: $ 80,228.48 * * ELECTIVE BENEFITS * * PURCHASE PURCHASE SERVICE PLAN YEAR LIFETIME PLAN YEAR CODE START END YY -MM -DD CONTRIBUTION COTRIBUTION REFUNDS P1 01/28/2002 00 /00 /0000 0 0 0 588.95 10,326.20 .00 M1 01/28/2CO2 00 /00 /0000 0 0 0 588.95 10,326.20 .00 L1 01/22/2003 01/22/2003 1 0 0 .00 47,254.72 L2 02/13/2003 02/13/2003 3 0 0 .00 15,745.28 L2 03/26/2CO3 03/26/2003 1 0 0 .00 6,157.00 P1 - 1% HEALTH INSURANCE SUBSIDY M1 - 1% MATCHING FUNDS P2 - SERVICE BUY BACK PAYROLL DEDUCTION P9 - SERVICE BUY BACK PAYROLL DEDUCION 1P - ARREARAGE 1% PA - ARREARAGE 7% L1 - SERVICE BUY BACK LUMP SUM - PR -TAX L2 - SERVICE BUY BACK LUMP SUM - POST -TAX UL - UNPAID LEAVE SERVICE REDUCTION CITY OF BOYNTON BEACH POLICE OFFICERS' RETIREMENT SYSTEM FINAL STATEMENT OF RETIREMENT BENEFITS April 14, 2014 Participant's Name: CHRISTOPHE CRAWFORD Social Security #: 115- 48 -xxxx You are eligible for a(n) NORMAL Retirement Benefit from the Plan. Your benefit is payable at the beginning of each month com- mencing April 1, 2014 . The amount of your monthly benefit depends on the optional form of annuity which you choose. Please indicate the one optional form listed below which you elect to recieve: 1. MODIFIED CASH REFUND ANNUITY:This option provides monthly pay- ments of $ 6286.05 to you as long as you live. If you should die before you have received an amount equal to your own contributions to the Plan, payments will continue to your beneficiary until your own contributions have been used up. 2. TEN YEAR CERTAIN AND LIFE THEREAFTER: This option provides monthly payments of S 6244.28 to you as long as you live. If you should die before 120 monthly payments have been made, the monthly payment of $ 6244.28 will continue to be made to your beneficiary until a total of 120 monthly payments have been made in all. 3. 100% SURVIVOR ANNUITY: This option provides monthly payments of $ .00 to you as long as you live. Your beneficiary, if living at the time of your death, will receive monthly payments of .00 for as long as he /she lives. 4. 75% SURVIVOR ANNUITY: This option provides monthly payments of $ .00 to you as long as you live. Your beneficiary, if living at the time of your death, will receive monthly payments of .00 for as long as he /she lives. 5. 50% SURVIVOR ANNUITY: This option provides monthly payments of $ .00 to you as long as you live. Your beneficiary, if living at the time of your death, will receive monthly payments of .00 for as long as he /she lives. 6. 66 -2/3% JOINT AND LAST SURVIVOR ANNUITY This option provides monthly payments of ; .00 to you as long as both you and your bene- ficiary are living. After the death of either you or your beneficiary, monthly payments of Y .00 will continue for the life of the remain- ing person. 7. 50% JOINT AND LAST SURVIVOR ANNUITY: This option provides monthly payments of t .00 to you as long as both you and your bene- ficiary are living. After the death of either you or your beneficiary, monthly payments of $ .00 will continue for the life of the remain- ing person. THESE AMOUNTS ABOVE ARE BASED UPON THE FOLLOWING INFORMATION: Your Date of Birth: Pension Hire Date: 02/16/1999 Date of Termination: 03/31/2014 Adjusted Hire Date: 02/16/1994 Avg Final Monthly Comp: $8,865.24 Years of Credited Service: 20 Beneficiary Name: Date of Birth: 00 /00 /0000 Page 2 Participant's Name: CHRISTOPHE CRAWFORD Social Security #: 115-48 -xxxx Accumulated Contributions: $80,228.48 After -Tax Contributions: $.00 Pre -Tax Contributions: $80,228.48 Nontaxable Portion of Life Number of Months Nontaxable Annuity Monthly Benefit: $.00 Portion Continues: 0 Nontaxable Portion of Joint Number of Months Nontaxable Survivor Monthly Benefit: $.00 Portion Continues: 0 The Survivor Annuity benefit amounts shown above are based on the beneficiary named above and are payable only to this beneficiary. If you wish to change your beneficiary before your payments begin, new amounts will have to be calculated. BOARD OF TRUSTEES: By DATE: I accept the terms above, including my choice of annuity form, and confirm the information shown above to be correct. PARTICIPANT`S SIGNATURE: � DATE: G p7/ BENEFICIARY'S SIGNATURE: DATE: Calculation Date: CITY OF BOYNTON BEACH POLICE OFFICERS' RETIREMENT SYSTEM FINAL WORKSHEET OF RITIREMENT BENEFITS PAGE 1 April 14, 2014 NAME CRAWFORD, CHRISTOPHE # 2276 SSN 115 -48 -xxxx DEPT 21 ADDRESS YT' CONTR. 2,508.57 CONTR(TAX) 80,228.48 BIRTH CONTR(NTX) .00 PEN HIRE 02/16/1999 BALANCE 80,228.48 ADJ HIRE 02/16/1994 RETIRE 03/31/2014 TYPE N LAST SERV 03/31/2014 60 MO EARN 531114.12 ELIG NORM 02/16/2014 AVG MO EARN 8,865.24 ELIG EARLY 00 /00 /0000 SERV AT TERM 20 1 15 100% VEST 02/16/2004 AGE AT RETIRE 44 9 9 COMMENCE 04/01/2014 COM ANB /DIFF 45 0 LAST EARN 00/00/0000 VESTED TDY /RET 100 100 BEN NAME SERV OVERRIDE BEN BDAY 00 /00 /0000 PAY HIST FLAG IRREGULAR VAC HRS /CD 143.09/EJ HOURY RATE 38.970 • SIC HRS /CD 123.69 S4 VAC SIC PAYOUT 6,506.86 OK ACCRUE PER .00 EARLY OPTION LAST PAY 20140324 - 20140406 TERM -DATE 20140331 QDRO BENEFIT 6,244.28 EARLY REDUCTION FACTOR: .00000 EARLY RETIRE BENEFIT .00 L� , (') TEN YEAR CERTAIN & LIFE 6,244.28 ✓ 7 �' LIFE ANNUITY FACTOR: 1.00669 MODIFIED LIFE ANNUITY 6,286.05 100% SURVIVOR FACTOR: .00000 100% SURVIVOR ANNUITY .00 SURVIVOR BENEFIT .00 75% SURVIVOR FACTOR: .00000 '5% SURVIVOR ANNUITY .00 SURVIVOR BENEFIT .00 50% SURVIVOR FACTOR: .00000 50% SURVIVOR ANNUITY .00 SURVVOR BENEFIT .00 66% JOINT & LAST FACTOR: .00000 66% JOINT & LAST ANNUITY .00 SURVIVOR BENEFIT .00 50% JOINT & LAST FACTOR: .00000 50% JOINT & LAS ANNUITY .00 SURVIVOR BENEFIT .00 EXCLUSION RATIO USING SAFE HARBOR METHOD: ANNUITY JOINT SRV NUMBER OF EXPECTED PAYMENTS 0 0 TAX -FREE PORTION OF MONTHLY BENEFIT .00 .00 DATE WHEN BENEFIT BECOMES FULLY TAXABLE 00 /00 /0000 00 /00 /0000 Prepared by * indicates manual override CITY OF BOYNTON BEACH POLICE OFFICERS' RETIREMENT SYSTEM FINAL WORKSHEET OF RETIREMENT BENEFITS PAGE 2 Apii1 14, 2014 CHRISTOPHE CRAWFORD H I G H YEAR O N E H I G H Y E A R T W O PAY EFF WEEKS WAGES PAY IFF WEEKS WAGES 01/13/14 2.0 6,617.94 12/03/12 2.0 4,114.95 12/30/13 2.0 3,430.09 11/19/12 2.0 4,958.52 12/16/13 2.0 3,566.51 11/05/12 2.0 4,089.88 12/02/13 2.0 3,780.73 10/22/12 2.0 3,284.90 11/18/13 2.0 4,014.76 10/08/12 2.0 3,329.81 11/04/13 2.0 3,753.70 09/24/12 2.0 3,574.31 10/21/13 2.0 3,293.65 09/10/12 2.0 10,301.79 10/07/13 2.0 :,841.39 08/27/12 2.0 3,741.91 09/23/13 2.0 4,372.36 08/13/12 2.0 3,344.43 09/09/13 2.0 4,211.44 07/30/12 2.0 4,121.95 08/26/13 2.0 7,403.94 07/16/12 2.0 5,039.88 08/12/13 2.0 3,558.79 07/02/12 2.0 6,681.16 07/29/13 2.0 4,224.27 06/18/12 2.0 3,438.85 07/15/13 2.0 3,527.52 06/04/2 2.0 4,563.36 07/01/13 2.0 3,978.80 05/21/12 2.0 3,371.62 06/17/13 2.0 3,469.05 05/07/12 2.0 4,241.16 06/03/13 2.0 4,428.35 04/23/12 20 3,176.71 05/20/13 2.0 3,953.37 04/09/12 2.0 3,276.21 05/06/13 2.0 3,714.71 03/26/12 2.0 3,999.31 04/22/13 2.0 4,350.53 03/12/12 2.0 6729.65 04/08/13 2.0 3,488.65 02/27/12 2.0 3,401.81 03/25/13 2.0 3,(85.39 02/13/12 2.0 4,273.00 03/11/13 2.0 4,211.43 01/30/12 2.0 3,432.12 02/25/13 2.0 3,667.85 01/16/12 2.0 3,371.62 02/11/13 2.0 6,604.87 01/02/12 2.0 4,433.85 01/28/13 2.0 4,661.91 12/19/11 2.0 4,574.59 TOTAL 52.0 109,812.00 TOTAL 52.0 112,867.35 CITY OF BOYNTON BEACH POLICE OFFICERS' RETIREMENT SYSTEM FINAL WORKSHEET OF RETIREMENT BENEFITS PAGE 3 April 14, 2014 CHRISTOPHE CRAWFORD H I G H Y E A R T H R E E H I G H Y E A R F O U R PAY EFF WEEKS WAGES PAY EFF WEEKS WAGES 12/05/11 2.0 3,722.25 12/06/10 2.0 3,422.43 11/21/11 2.0 4,896.65 11/22/10 2.0 4,015.83 11/07/11 2.0 4,284.77 11/08/10 2.0 3,494.1 10/24/11 2.0 3,619.63 10/25/10 2.0 2,989.61 10/10/11 2.0 3,432.1: 10 /11 /10 2.0 2,898.43 09/26/11 2.0 3,585.98 09/27/10 2.0 2,989.61 09/12/11 2.0 11,133.21 09/13/10 2.0 9,350.33 08/29/11 2.0 3,619.13 08/31/10 2.0 4,248.07 08/15/11 2.0 3,359.91 08/16/10 2.0 2,766.56 08/01/11 2.0 6,180.08 08/02/10 2.0 3,085.49 07/18/11 2.0 3,927.05 07/19/10 2.0 3,634.58 07/04/11 2.0 3,519.83 07/05/10 2.0 3,019.47 06/20/11 2.0 3,176.71 06/21/10 2.0 2,818.43 06/06/11 2.0 3,780.71 06/07/10 2.0 3,837.42 05/23/11 2.0 3,488.54 05/24/10 2.0 3,829.96 05/09/11 2.0 :,852.64 05/10/10 2.0 2,984.89 04/25/11 2.0 3,293.65 04/26/10 2.0 3,379.36 04/11/11 2.0 3,665.65 04/12/10 2.0 3,243.69 03/28/11 2.0 3,000.88 03/29/10 2.0 3,205.92 03/14/11 2.0 2,766.56 03/15/10 2.0 4,035.89 02/28/11 2.0 3,422.44 03/01/10 2.0 3,526.18 02/14/11 2.0 2,991.35 02/15/0 2.0 3,171.34 01/31/11 2.0 4,582.58 02/01/10 2.0 3,376.70 01/17/11 2.0 2,991.34 01/18/10 2.0 3,171.34 01/03/11 2.0 3,002.18 01 /04/10 20 3,849.04 12/20/10 2.0 4,265.54 12/21/09 2.0 4,570.80 TOTAL 52.0 103,561.37 TOTAL 52.0 94,915.48 CITY OF BOYNTON BEACH POLICE OFFICERS' RETIREMENT SYSTEM FINAL 'ORKSHEET OF RETIREMENT BENEFITS PAGE 4 April 14, 2014 CHRISTOPHE CRAWFORD H I G H Y E A R F I V E PAY EFF WEEKS WAGES 12/07/09 2.0 3,550.56 11/23/09 2.0 4,671.78 11/09/09 2.0 3,183.73 10/26/09 2.0 4,165.42 10/12/09 2.0 2,950.30 09/28/09 2.0 3,395.95 09/14/09 2.0 8,991.37 08/31/09 2.0 4,059.09 08/17/09 2.0 3,627.65 08/03/09 2.0 3,104.88 07/20/09 2.0 2,801.14 07/06/09 2.0 3,807.94 06/22/09 2.0 3,817.1E 06/08/09 2.0 3,505.56 05/25/09 2.0 3,598.74 05/11/09 2.0 3,348.45 04/27/09 2.0 3,352.71 04/13/09 2.0 3,804.98 03/30/09 2.0 4,554.50 03/16/09 2.0 3,491.92 03/02/09 2.0 4,088.96 02/16/09 2.0 4,779.83 02/02/09 2.0 2,947.52 01/19/09 2.0 4,409.50 01/05/09 2.0 3,908.43 12/22/08 2.0 4,657.23 12/08/08 1.0 1,675.76 TOTAL 53.0 104,251.06 ALIVE AND WELL STATEMENT I, , hereby certify under penalties of perjury, I am alive on this day of , 20 _, and lawfully receiving pension benefits from the City of Boynton Beach. X (Signature) (Print Name) (Address) (City, State & Zip Code)) (Phone/Cell) State of (Email) (Print Clearly) County of BEFORE ME, the undersigned authority, personally appeared , whom is personally known to me or has produced as identification and who did take an oath and, after being duly cautioned and sworn, deposes and says that he /she has signed the foregoing document for the reasons therein contained. SWORN TO AND SUBSCRIBED before me this day of _ , 20_. Notary Public My Commission Expires: (06 -2014) ' iz V A 6 ,/9 a i Rtv ide e-i--IY CI PA - 4,_& C'tp-vfg4 iekA4e 44/40-444., WA4A- ri&kl/ij- a ol 77t;; i6.4A44t,e._ \H,J.:,t,,,,,,6it,..„ • 6,1, a-1,, -A„.4:4_, 41:AdeselePte c54-14 ) d -14, ftek--)767,_ a- 01 1A41164- '-,t4,24-/ Is7il ,4444 8 . / A t att441-t: ,4114V\ e'.....,..--, ItiviKerv ,-c'',"k/tAtAte( o . 4 )-e)lit-r1/4.:e - r\r 6 e 4.- 044‘)F- IQ'trrCe- fl,,tift, teii-t4A, BOYNTON BEACH POLICE & FIRE PENSION FUNDS PENSION ADMINISTRATION MEMO TO: Trustees of Boynton Beach Police Pension Board FROM: Barbara La Due, Pension Administrator DATE: July 29, 2014 SUBJECT: Special Board Meeting in 2015 — Presentation Audit and Plan Valuation for PYE 9 -30 -2014 Our auditor, Jeannine Bittinger, advised that GASB 67 requires the current actuary report (PYE 9 -30 -2014) to be contained in the current audit report /financial statements. The "catch 22" the actuary valuation report is not completed until the GRS receives the two pages reflecting the position of the Plan (without notes). This situation would require a later Board meeting to coordinate the completion of these reports. Thank you. 19-1444/1414A) Barbara Ladue 4/271,1A, From: Shana Bridgeman [SBridgeman @cityatty.com] 6mirted Sent: Monday, August 11, 2014 4:33 PM To: Iadueb @bbpdpension.com Cc: Jim Cherof; Judene Somers, Lynn Swanson (swansonL @bbfl.us); LaVerriereL @bbfl us; howardt @bbfl.us; angela @pbcpba.org, Gary Lippman (gary@pbcpba org) Subject: Frank Ranzie - DROP Account Payment Attachments: Letter to B LaDue BB Pension Fund re Payment to Ranzie.pdf Importance: High Good afternoon Barbara, Please see the attached correspondence regarding the above - referenced matter. Thank you, Shana H. Bridgeman GOREN, CHEROF, DOODY & EZROL, P.A. 3099 East Commercial Boulevard, Suite 200 Fort Lauderdale, Florida 33308 Telephone (954) 771 -4500 x 321 * Fax (954) 771 -4923 Email: sbridgeman @cityatty.com www.cityatty.com Offices in Fort Lauderdale and Delray Beach, Florida. Disclaimer: This E -Mail is covered by the Electronic Communications Privacy Act, 18 U.S.C. §§ 2510 -2521 and is legally privileged. The information contained in this E -Mail is intended only for use of the individual or entity named above. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you receive this E -Mail in error, please notify the sender immediately at the phone number above and delete the information from your computer. Please do not copy or use it for any purpose nor disclose its contents to any other person. 1 The City of Boynton Beach OFFICE OF •'I'flls CITY. t r TORNEY , _. WO /s 11(077ton Teach floolo;: id 4 P0.!Joe,'JJ0 , ': x 1Jc i Mon I)'oach. 1•Ic2ndr ji 12,1-0•1I0 U P Ll" (5612 1 --0.71 PT O N g August 11. 2014 Sent by First Class U.S. Mail and electronic mail kid ueh6i'bbpdpension.cotn Barbara La Due Pension Administrator Boynton Beach Police & Fire Pension Funds 1500 Gateway Blvd.. Suite 220 Boynton Beach, FL 33426 RE Fi ank P Ranzie /SSP= 1 14- 58 -XXX X Dear Barbara Sergeant 1•rank Ranzie, in conjunction with the disciplinary termination of his employment, retired under the Boynton Beach Police Officers' Pension Plan on May 15. 2013. I-te challenged his termination through the collective bargaining urievance and arbitration process. On June 18. 2014, Sergeant Ranzie's employment at the City of Boynton Beach was reinstated by an Arbitrator as if he had never left employment in May 2013. Pursuant to the attached letter you prepared. Sgt Frank Ranzie is owed $130,911 97, which represents the DROP contributions that the Pension Plan would have made to Frank Ranzie's account from May 16, 2013 to June 18. 2014. On June 19, 2014, foilowmg his reinstatement, Sergeant Ranzie again chose to tenrc Uncle) the terms of the At bitrator's award, it appears and his attorney asserts, that he is now due the payment of his DROP accumulation flout May 16, 2013 to June 18, 2014. Sci4geant Ranzie has not received the $130,911 97 DROP accumulation payment lion the Pension Fund. Please take the necessary steps to issue payment per your calculation to Sergeant Ranzie. Should you have an} questions, you may contact City Attorney Jini Cherof or Assistant City Attorney Shana Bridgeman at 561-276-9400. You may also contact Sergeant Ranzie directly regarding his DROP accumulation pay mcnt Thank you for your prompt attention to this mattci Very truly yours. +i, x / Shana 1 -1. Bt ids: pan J l Assistant City Attorney. City of Boynton Beach 1 nelosute CC: James Cherof, City Attorney Lori LaVeiriere. City Manager Tim 1loward, Finance Director Gary Lippman, PBA General Counsel Sergeant Frank Ranzie A1ne17ca'ti GOtOW8r'to the Gu1/Sl1'e,zm PENSION FUNDS OF Boynton Beach N 2 Boynton Beach Police & Fire Pension Funds 1 0 ( , w00 Gateway Blvd., full # 220 b Boynton Beach, PL 33426 •� ��'� Barbara La Due Pension Administrator ladueb@bbodpension.com 561/739 -7972 Fax 5611731 -2997 May 19, 2014 • To Whom It May Concern: Re: Frank P. Ranzie SS# 114 -58 -XXXX Frank Ranzie retired under the Boynton Beach Police Officers' Pension Plan into the DROP in September 2012. He separated from Service with the Boynton Beach Police Department May 15, 2013. Frank Ramie's total DROP accumulation amount (monthly deposits plus earnings) $114,090.65. Upon his separation from service he withdrew$114,090.65 less the 20% Fed W/H tax of $22,818.13. He then received his monthly pension benefit directly effective June 1, 2013. Total pension benefits received from June 1, 2013 thru June 1, 2014 is $125,195.83, less, health, dental & vision deductions, amounting to $21,811.09 and Fed W/H taxes of $16,632.85. Please let me know if further details are required. Thank you. Sincerely, 4 1 1( 4 44_, a 44-4— "' Barbara La Due Pension Administrator 1 PENSION FUNDS OF Boynton Beach : \ Boynton Beach Police & Fire Pension Funds /�►) 1500 Gateway Blvd., Suite # 220 r -. . � Boynton Beach, FL 33426 \x" Barbara La Due Pension Administrator ladueblabbodpension.com 561/739 -7972 Fax 5611731 -2997 To Whom It May Concern: Re: Frank P. Ranzie SS# 114 -58 -XXXX Frank Ranzie retired under the Boynton Beach Police Officers' Pension Plan May 15, 2013. Officer Ranzie started directly receiving his monthly pension benefit effective June 1, 2013. Assuming that he did not separate from service, was under the Police DROP program, and continued his employment with the City from May 16, 2013 through June 18, 2014, his DROP accumulation balance would be $130,911.97. Monthly Pension Benefit $9421.08 x 13 months = $122,474.04 Supplemental Benefits paid = 3,077.77 Interest earnings @. 7% = 5,360.16 Please let me know if additional information is required. Thank you. Barbara La Due Pension Administrator STAPLES' Initials Date 6 44%4 /f./Y ,L ' Approved By = 'I V , 1 2 I 3 4 5 I 6 i 7 90 I 1 ■ - / -_ a F: - NI 1 11 1 ■1111 ■ ' — 1 , , 2 -- 0 ■(1111■ 11111 ■1111■ 2 3 • 6 - a /3 ■•111■ 7171PIIIP �� 3 4 Pr E ■1153 4 5 IIIIIIIIN 9 5 6 6 7 7 8 1■3!►1ai ■ ■�■ 8 9 I VE 1 ' � �1l � 9 Iniffilagal 10 ■-1 GL] ISOMI :JEg 8 NE11111111111, 10 11 ■IIII1■■1n1 ■fijn ■T■ ■1 ■J1�1u__ 11 12 /B 1 v'C�Q/ �■i �,G1/CQII kl � ■��:_■ 12 13 1 1 - / — /3 ■ ■1 ■11NIZMIG � 13 14 ■ AP-"' , 1.� /1 ■1�1■i7, ",gili ■155 14 15 ■ r l o ` 3 ` Q l _ e /NIE �� MI !Ii 15 O -_ 16 ■ ■i1111U t1 '1r�C F .f. 16 17 ■ IIIMIIIIIIIIIIIIIIIIIII � �. 17 18 ■IMEIVIMI ■ E3l1G': AZI � // , Jj �� {-! , � ; 19 f �;� 18 19 • ■ ■1 ■ 11 ■ ■ ■ /l%1 / I 20 - lU■ ■ E!�II■■1RRIil I 20 21 ■ IMIIIMPIMESTACKFIMMIIIIIIIIIII. 21 22 ■ ■ ■11111111TH ■ ■r�■ 22 23 ■ ■ 1 IEE gg T � ' EI 23 24 24 ■ ■ 1■52�g I ,�M _. 25 il Iti100EJ■1rnIM I 25 26 e ° Pt I /' '' �, ■�rgC1r ■1g ��* e rr ] n I 26 27 ■ ■ _I ��111011I�.I� i9l EI l IIIIIIII 27 28 ` 28 29 29 30 30 31 31 32 32 II � ,,I ■II!�11U ■'111111 ■ ■ ■I 32 I�liU��... �1�.'+II■//�i. I RMI ']�iii,'JL`1 N? 0.. t , , 33 34 1 iiI l 1 11EiUU1 77 34 35 35 36 IIIIlIIUI I- - 36 37 Ik a_ , I y E ■IIIMIP 0 37 39 •IIIIi1UIII1i 1 t;--- - 39 40 , 40 I BOARD OF TRUSTEES BOYNTON BEACH POLICE OFFICERS' PENSION FUND STATEMENT OF POLICY REGARDING GOVERNING OVERTIME AND ACCUMULATED LEAVE SNAPSHOT, AS REQUIRED BY SB 1128 WHEREAS, pursuant to §18- 167(b) of the City Code, the Board of Trustees ( "Board ") of the Boynton Beach Police Officers' Pension Fund ( "Fund ") has the power to construe all terms, rules, conditions, and limitations of the Plan and its construction is final and conclusive on all parties; WHEREAS, Senate Bill 1128 amended Section 112.66(11) and Section 185.02(4), Florida Statutes, regarding the pensionable status of overtime and unused sick or annual leave (hereinafter "accumulated leave "). WHEREAS, for collectively bargained plans, Senate Bill 1128 recognized that different plans would necessarily have different effective dates. WHEREAS, the Division of Retirement recognized that accrued benefits could not be reduced, necessitating the preservation of accumulated leave earned on the applicable effective date or "snapshot date;" WHEREAS, the City of Boynton Beach was provided with a draft ordinance to implement the provisions of the law. No ordinance has been passed as of the adoption date of this administrative rule; WHEREAS, in accordance with the Pension Board's administrative authority, the Board of Trustees of the Boynton Beach Police Officers' Pension Fund ( "Trustees ") desire to adopt a Statement of Policy regarding governing overtime and accumulated leave Page 1 of 3 accrued on or before June 17, 2013; NOW, THEREFORE, it is hereby resolved that the following Statement of Policy Regarding Governing Overtime and Accumulated Leave Snapshot, As Required By SB 1128 is hereby adopted: 1. Effective June 18, 2013, overtime included in average final compensation will be limited to 300 hours per calendar year. 2. For all service earned on or after the June 18, 2013, average final compensation ( "AFC ") shall not include payments for accumulated leave, except as set forth below. For members hired prior to June 18, 2013, accumulated leave accrued as of June 17, 2013 (the "Snapshot Date "), shall be included in AFC. In such event, AFC shall include the lesser of :: a. the amount of accumulated leave accrued on the Snapshot Date ( "the High Watermark "); or b. the actual amount of accumulated leave for which the member receives payment at the time of retirement (or entry into the DROP). The accumulated leave balance on the Snapshot Date shall be treated as a High Watermark, regardless of whether the accumulated leave balance fluctuates prior to retirement. 3. While the member may be entitled to cash out additional accumulated leave above the High Watermark, any accumulated leave above the High Watermark shall not be included in the calculation of the member's AFC. Page 2 of 3 THIS STATEMENT OF POLICY REGARDING GOVERNING OVERTIME AND ACCUMULATED LEAVE SNAPSHOT, AS REQUIRED BY SB 1128 is effective upon adoption, by the Board of Trustees of the Boynton Beach Police Officers' Pension Fund this day of , 2014. TRUSTEES Witnessed by: BSJ /Ig June 13, 2014 H \BB Police 0188 \Pohcies\2014 Gov OT & Accum Leave Snapshot wpd Page 3 of 3 Barbara Ladue From: Barbara Ladue [ladueb @bbpdpension.com] Sent: Thursday, July 03, 2014 10:30 AM To: 'Bonni S. Jensen' Cc: ' ThePensionTeam @perryjensenlaw.com'; 'Athol, Toby' Subject: Health Deductions for $3,000 Tax Exclusion Attachments: D00070314.pdf Bonni: On each Plan, Fire & Police, I give the attached "Insurance Premiums for Retired Public Safety Officers" to everyone that retires, whether or not they have the coverage through the City policies. Under the Fire, I obtain the additional information needed, for insurance companies other than the City, per attached. Thanks. Barb La Due Original Message From: Scanner [ mailto:faxexecsuites @gmail.com] Sent: Thursday, July 03, 2014 10:15 AM To: police and fire Subject: Send data from MFP07580425 07/03/2014 10:15 Scanned from MFP07580425 Date:07/03/2014 10:15 Pages:2 Resolution :200x200 DPI 1 Insurance Premiums for Retired Public Safety Officers If you are an eligible retired public safety officer (law enforcement officer, firefighter, chaplain, or member of a rescue squad or ambulance crew), you can elect to ex- clude from income distributions made from your eligible retirement plan that are used to pay the premiums for accident or health insurance or long -term care insurance. The premiums can be for coverage for you, your spouse, or dependents. The distribution must be made directly from the plan to the insurance provider. You can exclude from income the smaller of the amount of the insurance premi- ums or $3,000. You can only make this election for amounts that would otherwise be included in your income. The amount excluded from your income cannot be used to claim a medical expense deduction. An eligible retirement plan is a governmental plan that is: • a qualified trust, • a section 403(a) plan, • a section 403(b) annuity, or • a section 457(b) plan. If you make this election, reduce the otherwise taxable amount of your pension or annuity by the amount ex- cluded. The amount shown in box 2a of Form 1099 -R does not reflect this exclusion. Report your total distributions on Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a. Report the taxable amount on Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. Enter "PSO" next to the appropriate line on which you report the taxable amount. BOYNTON BEACH POLICE OFFICERS' PENSION FUND STATEMENT OF POLICY FOR PAYMENT OF HEALTH INSURANCE PREMIUMS WHEREAS, pursuant to §18- 167(b) of the City Code, the Board of Trustees ( "Board ") of the Boynton Beach Police Officers' Pension Fund ( "Fund ") has the power to construe all terms, rules, conditions and limitations of the Plan and its construction is final and conclusive on all parties; WHEREAS, §18- 174(d) of the City Code allows for a retiree to request a deduction from the monthly pension for the payment of premiums for accident health and long -term care insurance pursuant to Florida Statutes 185.05(6) WHEREAS, the Board of Trustees of the Boynton Beach Police Officers' Pension Fund ( "Trustees") desire to adopt a Statement of Policy regarding the payment of health insurance premiums; NOW, THEREFORE, it is hereby resolved that the following Statement of Policy for Payment of Health Insurance Premiums is hereby adopted: 1. Internal Revenue Code ( "Code ") §402(l) provides for an exclusion from gross income for deductions from the Fund which are a Police Officer's pension used to pay qualified health insurance premiums. This exclusion is for the total of the premiums paid up to $3,000.00. 2. To be eligible a Police Officer must retire directly from service, either on disability or after attainment of normal retirement age with a pension payable from the Fund. A Police Officer who retires before attainment of normal retirement age (including early retirement) is not eligible for the health insurance premium deduction income exclusion. Page 1 of 2 CJ41 L4J LGl4 GO. Lb 'iD4rdoLdbEl bus urr 1(:L PAGE 13/1b Page 11. Curriculum Vitae sabak Sheikh. , M . D . AAOS 2010 Annual Meeting New Orleans, LA March 9 -13, 2010 20 credit hours The Knee Society /AAJKS 2010 Specialty Day - New Orleans, LA March 13, 2010 73 credit hours JAAOS CME: 2009 Fourth Quarter Program 1D: W1000012 May 11, 2010 10 credit hours JBJS: Quarterly Journal CME Activities 2010 CME 1: January, February, March 2010 June 8, 2010 10 credit hours JBJS: Quarterly Journal CME Activities - 2010 CME 2: April, May, June 2010 September 21, 2010 10 credit hours AAOS 2011 Annual Meeting San Diego, CA February 15-19, 2011 9 credit hours JBJS Quarterly Journal CME Activities - 2010 CME 4: October, November, December 2010 March 15, 2011 10 credit hours JBJS Quarterly Journal CME Activities - 2011 CME 1: January, February, March 2011 April 19, 2011 10 credit hours JBJS Quarterly Journal CME Activities - 2011 CME 2: April, May June 2011 October 11, 2011 10 credit hours JBJS Quarterly Journal CME Activities - 2011 CMJt 3: July, August, September 2011 November 29, 2011 10 credit hours sanoq moon 0I ZIOZ `G i I!JdV vita gaasi, i'Lgnagj'knower :i amD ZIOZ - saIIIARV MAD Iguinof 4 1 4 alalani) srur sanoq pp OT ZIOZ `IZ /L. viuga, T COZ .tagmaaaa'aaq»aanom'xagopp :p ) ITOZ - sar}rA11aV aWD inuinor SIxaugnb zIOZ `T C LLgnaga, smog ItPaxa S'L 'oaspng.I, nos A1a13oS as - AVa Algraadg STS sanoq Ppaaa OZ ZIOZ `II - G ,GgtugG VD'Oasl,ns.XA ngs SupaaW Ignnn'7 110Z SOS' sanoq 1!Paaa S'OZ IIOZ'O'i -s a graham'sg20A sg' B'x02anS a!doasOa pug ou paw woods :salpadoq3a0 ar sanbiugaa i, SnrlraWJ 'godson aSJg3 aq1 • a ' le; ' tpCFons VaCree 9111.TA um. a a1.! z I abed '�"` ';� 't.'r / 'r ♦ l . ,A.-10...," it i f - ) 111 1 ) Ito- r I� \ a . ��,iJ 411tda,4 ..L.4 p E . ,,,,,411 ►2 i ' ' \- o 41 40 011.11.1111 \ c m I " 4_ ` a c T t-4 -. ° ;` C ip. '11- ".•.'"; i(c41 07 --q"'..S4 ,40....0.4) \,..1,.. ..'..:: ,.... , ,:, .: ,:4 :, :::, , ,z. , k.......4% --..... N \ 4 I I. >-:7 I I 1 Ho te • \ , '..';'' (i.*: 1 •A At ci i ,s ! *.„•... ,.., ,,, s' Q., z ,z,.„ ,, , , ., ,_, 40 r, I T M A ` C , . . .k c 1 .. - - 1„. 0 0 0 i ti (0.711, � � V � , 1! id 'ti t. 4,,.,1 `� l ." `� � Mw 4',,,, N * 4 s lo I 4i7- 1E w �` - . .. ; = / ,,,,,.....o. '1y`,, 40,, 1 �,� ``i OA A 17.404 4111; ..11 i +1‘ 44,.. 4i, 41„ 1 411L 1 4ah. 467416740.4Ziii � �"r` ,�' ,�'� �* ��` ��` �'�'' 'I'� �►�, �.i �i �? �.� "fir ♦ � v 4-40, LE StNr ,, e„, NEUROL GIC cc CONSULTANTS P.A. FORT LAUDERDALE OFFICE FACSIMILE COVER SHEET Attention: The Personal Health Information contained in PAULA FLATEN,M this facsimile is privileged and confidential medical record intended for the exclusive use of the addressee. H. MURRAY TODD, M.D., FA A.N. It is to be used by the addressee only to aide in THOMAS C. HAMMOND, M D., FA A N providing specific healthcare services to the patient. You are required to maintain this information in a MARC A SWERDLOFF, M.D secure and confidential manner. You are also prohibited JONATHAN HARRIS, M0 from re- disclosing it without first obtaining the SETH C TARRAS, M.D patient's consent or as otherwise permitted by law. Any other use or unauthorized re- disclosure is a violation TODD A. ROSENZWEIG. M D of federal law (HIPAA) , and may subject you to federal SCOTTM.PEARLMAN,DO and state law penalties. DONALD E NORMAN, M.D." 'EMERITUS If the reader of this facsimile is neither the intended recipient, nor the employee /agent responsible for Neurnps delivering it to the intended recipient, you are hereby MARKE TODD PhD notified that any consideration, dissemination, RANDIL WEITZ PsyO disclosure, distribution or taking any action in reliance of its content is strictly prohibited. If you have received this transmission in error, please destroy the entire content of this facsimile and notify MARGARET SCO(TRN us immediately. If you are the intended recipient and you have questions regarding the contents of the facsimile, please contact the named physician below at 954 - 776 -5010. Our fax number is: 954 - 776 -6955. TO: FORTLAUDERDALE I» l I , trt 11 t 7 I +I I , dU ill I MI A 77, " FROM: POMPANO BEACH , t ^ t -f, t , .:l l • RE: 2) pA rrwr nouroIoyicconsuttanlspa corn�� r IROWPANINVIIIRIIRIMmn 1 g),4:4-4 (pna ( v h �C. _of Big Total number of faxed pages including coversheet: /arc /mike fax cover ft laud ncpa CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Neurologic Consultants, P.A. 1841 N.E. 45 Street Fort Lauderdale, Florida 33308 (October 1990 - Present) POST - GRADUATE TRAINING: National Institute of Health, Bethesda, Md. Senior Staff Fellow, Neuroimmunology (1988 - 1990). EDUCATION: University of Miami Affiliated Hospitals, Miami, Florida Neurology residency (1985- 1988) Board Certified. Internal Medicine (1982 - 1985) Board Certified. University of Pennsylvania, Philadelphia, Pa., M.D. Degree May 1982 University of Chicago, Chicago, Il., B.A. Degree, June 1974. Post baccalaureate pre -med courses, 1976. RESEARCH EXPERIENCE: Cerebral Vascular Research Center, University of Miami, Miami, Fl. (1987 -1988) Immunosuppression in Experimental Stroke. Laboratory of CNS Studies, NINCDS, NIH, Bethesda, Md. Epidemiology of slow virus Infections of the CNS, 1977 - 1978 Gerontological Research Institute, Philadelphia, Pa. Environmental Influences on Behavior of Demented Old People 1974 - 1975 Pharmaceutical Research (See pages 3 -14) PERSONAL: Date of Birth: December 12, 1952 Marital status: Married, three children MEDICAL LICENSES: Florida: ME 0043211 New York: 159313 -1 Maryland: D37551 Revised: February 2013 CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Two CURRENT APPOINTMENTS Medical Director - North Broward Comprehensive Stroke Center Professional Advisory Committee - South Florida Chapter National MS Society President - Broward Stroke Council Florida Society of Neurology - Active Member Clinical Assistant Professor - Department of Internal Medicine, Division of Neurology - Nova Southeastern University, College of Osteopathic Medicine November 2010 - October 2014 HOSPITAL AFFILIATIONS: North Broward Medical Center Deerfield Beach, Florida Imperial Point Medical Center Fort Lauderdale, Florida Holy Cross Hospital Fort Lauderdale, Florida Boca Raton Regional Medical Center Boca Raton, Florida CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Three PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Principal Investigator Alzheimer's Disease Alzheimer's Disease - "Protocol 979 -14: A 26 -Week, Randomized, Double - Blind, Placebo- Controlled, Parallel - Group, Multicenter Study of Milameline (CI- 979/RU35926) in Patients with Probable Alzheimer's Disease (to be read in conjunction with Protocol 979 -16)" Alzheimer's Disease - "Protocol 979 -16: A nonrandomized, Open - Label Extension, Multicenter Study of Milameline (CI- 979/RU35926) in Patients with Probable Alzheimer's Disease." Alzheimer's Disease - "Protocol 970 -68: A 16 -Week, Randomized, Double- Blind, Placebo- Controlled, Parallel- Group, Dose - Response Multicenter Study of Tacrine (CI -970) Once -A -Day Formulation (Tacrine GITS) with a 16 -Month Open -Label Extension in Patients with Dementia of the Alzheimer's Type." Alzheimer's Disease - Protocol 97 -019: Metrifonate Investigational Nationwide Trial (M.I.N.T.) Alzheimer's Disease - Protocol CV- 2619 /PNFP -008: "A Randomized, Double - Blind, 12 -Month Safety and Efficacy Study of Idebenone (CV -2619) 360 mg tid or Placebo Added to Treatment with Donepezil HCL 10 mg qd in Patients with Probable Alzheimer's Disease. Alzheimer's Disease - Protocol CV- 2619 /PNFP -005 "A Randomized, Double - Blind, Placebo - Controlled, 12 -Month Safety and Efficacy Trial of Idebenone (CV -2619) 360 mg tid in Patients with Probable Alzheimer's Disease." Alzheimer's Disease - Protocol MEM- MD -10: " A randomized, double - blind, placebo - controlled evaluation of the safety and efficacy of Memantine in patients with mild to moderate Dementia of the Alzheimer's type. CURRICULUM VITAE JONATHAN 0. HARRIS, M.D. Neurology and Internal Medicine Page Four PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Alzheimer's Disease (Continued).... Alzheimer's Disease - Protocol MEM -MD -11 " A Long - Term Extension Study Evaluating the Safety and Tolerability of BID and QD Administration of Memantine In Patients with Mild to Moderate Dementia of the Alzheimer's Type. Alzheimer's Disease - Protocol GAL - INT -10: " A placebo controlled evaluation of Galantamine in the treatment of Alzheimer's Disease: Safety and efficacy of a controlled release formulation. Alzheimer's Disease - Protocol GAL - INT -21: " An open label extension trial to assess the long term safety of a controlled released formulation of Galantamine HBR in the treatment of Alzheimer's Dementia. Alzheimer's Disease - Protocol #1198.052: "A Phase II Double Blind, Randomized, Dose Ranging, Placebo Controlled, Multicenter, Safety and Efficacy Evaluation of Three Doses of Ns 2330 in Patients with Mild To Moderate Dementia of the Alzheimer's Type." Alzheimer's Disease - Protocol # ONO- 2506POU010: A double - blind, phase II, safety and efficacy evaluation of ONO- 2506P0 in patients with mild to moderate Alzheimer's Disease. Alzheimer's Disease - Protocol CENA713D2340: "A 48 -Week, Multicenter, Randomized, Double - Blind, Parallel -Group Evaluation of the Comparative Efficacy, Safety, and Tolerability of Exelon 10 and 15 cm2 Patch in patients with Alzheimer's Disease Showing Cognitive Decline during an initial Open -Label Treatment Phase ". Alzheimer's disease - Protocol ELN115727 -301: " A Phase III, Multicenter, Randomized, Double - Blind, Placebo - Controlled, Parallel Group, Efficacy and Safety Trial of Bapineuzumab )AAB- 001, ELN115727) in Patients with Mild to Moderate Alzheimer's disease who are Apolipoprotein E e4 Non - Carriers ". Alzheimer's Disease - Protocol ELN115727 -302: " A Phase III, Multicenter, Randomized, Double - Blind, Placebo - Controlled, Parallel Group, Efficacy and Safety Trial of Bapineuzumab (AAB- 001, ELN115727) in Patients with Mild to Moderate Alzheimer's Disease who are Apolipoprotein E e4 Carriers ". CURRICULUM VITAE JONATHAN 0. HARRIS, M.D. Neurology and Internal Medicine Page Five PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Alzheimer's Disease (Continued)... Alzheimer's Disease - Protocol H6L -MC -LFAN: "Effect of y- Secretase Inhibition on the Progression of Alzheimer's Disease: LY450139 versus Placebo" Mild Cognitive Impairment Mild Cognitive Impairment - Protocol GAL - INT -18: " A randomized double blind placebo- controlled trial to evaluate the efficacy and safety of Galantamine in subjects with Mild Cognitive Impairment clinically at risk for development of clinically probable Alzheimer's Disease Mild Cognitive Impairment - Protocol GAL - MCI -301: "An Open - Label Extension Study to Assess the Long -Term Safety and Tolerability of Galantamine HBr in the Treatment of Mild Cognitive Impairment." Mild Cognitive Impairment- Protocol # E2020 -A001 -412: A one year, multi - center, randomized double- blind, placebo- controlled evaluation of the efficacy and safety of donepezil hydrochloride {E2020} in subjects with mild cognitive impairment. Mild Cognitive Impairment (MCI) - Protocol No. E2020 -A001 -414 "Open Label Extension Study of the E2020 -A001 -412 Protocol" Vascular Dementia Vascular Dementia - Protocol GAL - INT -26: " A randomized 26 week, double blind placebo controlled trial to evaluate the safety and efficacy of Galantamine in the treatment of Dementia secondary to Cerebrovascular Disease. Vascular Dementia - Protocol GAL - INT -22: " An Open -Label Extension to Assess the Safety of Galantamine HBr in the treatment of Vascular Dementia. CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Six PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Assessment Scale Validity Protocol Number CENA713B2314: "A 4 -Week, Non - Interventional, Cross - Sectional, Multicenter Study to Assess the Validity of Various Assessment Scales Measuring Cognition, Executive Function, Attention, Behavior, and Activities of Daily Living (ADL) in Patients with Mild to Moderate Parkinson;s Disease Dementia (PDD) or Vascular Dementia (VaD). CEREBROASCULAR DISEASE Acute Ischemic Stroke - Protocol IX -103 -002 "Cervene (Nalmefene) Modification of Outcome in Patients with Acute Ischemic Stroke: A Double - Blind, Randomized, Placebo - Controlled, Parallel- Group, Dose - Comparison Study by 24 Hour Infusion." Acute Ischemic Stroke - Protocol IX -004 -002 "A Phase III, Multi - Center, Double - Blind, Randomized, Placebo - Controlled, Parallel -Group Study to Evaluate the Safety and Efficacy of a 24 -Hour Infusion of Cervene in Patients with Acute Ischemic Stroke. Acute Ischemic Stroke - Protocol LES02: "Assessment of the Efficacy and Safety of Eliprodil in Patients With Acute Ischemic Stroke." Acute Ischemic Stroke - Protocol 534.11 "A Phase II /III Multicenter, Double- Blind, Randomized, Placebo - Controlled, Parallel -Group Study to Evaluate the Efficacy. Safety, Tolerability, and Pharmacokinetics of Two Doses of Intravenous Aptiganel Hydrochloride Verses Placebo In Patients with An Acute Ischemic Stroke." Acute Ischemic Stroke - Protocol CMZ 009 The Clomethiazole Acute Stroke Study in Ischemic Stroke (Class -I): A Double Blind, Parallel Group, Multinational, Multicenter Study of the Safety of IV Clomethiazole Compared to Placebo in Patients with Acute Ischemic Stroke. CURRICULUM VITAE JONATHAN 0. HARRIS, M.D. Neurology and Internal Medicine Page Seven PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Cerebrovascular Disease (Continued)... Acute Ischemic Stroke - Protocol CMZ 010 The Clomethiazole Acute Stroke Study in Acute Intracerebral Hemorrhage (Class -H): A Double Blind, Parallel Group, Multinational, Multicenter Study of the Safety of IV Clomethiazole Compared to Placebo in Patients with Acute Intracerebral Hemorrhage. Acute Ischemic Stroke - Protocol CMZ 011 The Clomethiazole Acute Stroke Study in t -PA Treatment Ischemic Stroke (Class - T): A Double Blind, Parallel Group, Multinational, Multicenter Study of the Safety of IV Clomethiazole Compared to Placebo in Patients Treated with t -PA for Acute Ischemic Stroke. Acute Ischemic Stroke - Protocol GLYA3002, An International, Multi - Center, Randomized, Double - Blind, Placebo - Controlled, Parallel -Group Study to Assess Over 3 Months the Safety, Efficacy and Pharmacoeconomics of an 800 mg Loading Dose and Five 200 mg Maintenance Doses of GV150526 in the Treatment of Patients with a Clinical Diagnosis of Acute Stroke. Acute Ischemic Stroke - Protocol CN123 -011 "A Double - Blind, Placebo- Controlled, Safety, Efficacy and Dose Response Trial of Three Intravenous Doses of BMS 204352 in Patients with acute Stroke." Antiplatelet Drug - Protocol SB 214857 Lotrafiban: "Blockade of the GP IIB /IIIA Receptor to Avoid Vascular Occlusion (BRAVO) " Stroke - Protocol GLY30009: "A six -month post- stroke follow -up protocol for subjects who have previously completed clinical trial protocol GLYA3002 (an International, Multi- Center, Randomized, Double- Blind, Placebo - Controlled, Parallel -Group Study to Assess over Three Months the Safety, Efficacy and Pharmacoeconomics of an 800mg Loading Dose and Five 200mg Maintenance Doses of GV150526 in the Treatment of Subjects with a Clinical Diagnosis of Acute Stroke)." CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Eight PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Cerebrovascular Disease (Continued)..... Acute Ischemic Stroke - Protocol GLY30011: "A Multi - Center, Randomized, Double - Blind, Placebo - Controlled, Parallel -Group Study to Assess over 3 Months the Efficacy, using the Stroke Impact Scale, and Safety of an 800mg Loading Dose and Five 200mg Maintenance Doses of GV150526 in the Treatment of Patients with a Clinical Diagnosis of Acute Stroke." Post Stroke Study - Protocol 981 - 124 -97 SPARCL: "A Double - Blind, Randomized, Placebo - Controlled Study of Atorvastation as Prevention of Cerebrovascular Events in Patients with a previous transient Ischemic Attack (TIA) or Stroke." Acute Ischemic Stroke - Protocol ARG 251: "Randomized, Placebo- Controlled, Three - Treatment Arm Study To Determine The Safety and Efficacy of Argatroban Injection in Patients With Acute Ischemic Stroke (ARGIS -1)" Acute Ischemic Stroke - Protocol 872 -CL -004: ARTIST +: A Multicenter, Stratified, Randomized, Double - Blind, Placebo - Controlled Study to Evaluate Neurologic Function and Disability in Patients with Active Ischemic Stroke Given Tissue Plasminogen Activator Plus YM872 or Tissue Plasminogen Activator Plus Placebo." Post Stroke Study - MATCH Protocol Number EFC7331: "Management of Atherothrombosis With Clopidogrel in High -risk Patients With Transient Ischemic Attack or Ischemic Stroke." Post Stroke Study - Protocol number EFC4505: " Clopidogrel For High Atherothrombotic Risk and Ischemic Stabilization, Management and Avoidance." (Charisma) Acute Ischemic Stroke - Protocol 100282: "A Randomized, Double- Blind, Placebo - Controlled Trial to Evaluate the Efficacy, Safety, Tolerability, and Pharmacokinetic /Pharmacodynamic Effects of a Targeted Exposure of Intravenous Repinotan in Patients with Acute Ischemic Stroke." (mRECT) CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Nine PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Cerebrovascular Disease (Continued)..... Acute Ischemic Stroke - protocol Number SA -NXY -0007 titled: "SAINT II (Stroke -Acute Ischemic -NXY Treatment) A double - blind, randomized, placebo controlled, parallel group, multicenter, phase IIb /II Study to assess the efficacy and safety of intravenous NXY -059 in acute ischemic stroke." Stroke - Protocol # ONO -2506: A Randomized, double - blind, placebo controlled, multi - center study of the effects of ONO - 2506 intravenous infusion on the amelioration of neurological damage and improvement of stroke assessment of scales in patients with acute ischemic stroke. Stroke - Protocol ## SA -NXY -0012: A double- blind, randomized, placebo - controlled, parallel - group, multi - center, phase IIb study to assess the safety and tolerability of 72 hours intravenous infusion of NXY -059 in adult patients with acute intracerebral hemorrhage. Stroke - Protocol # 9.159: PROFESS- Prevention Regimen for Effectively avoiding Second Strokes: A Double -blind and placebo controlled study of Aggrenox vs. Clopidogrel, with and without Micardis. Stroke - Protocol NTI- ASP -0502: "A Randomized, Double - Blind, Placebo - Controlled Study of Viprinex (Ancrod Injection) in Subjects Beginning Treatment within 6 Hours of the Onset of Acute, Ischemic Stroke." Post Stroke Apathy - Protocol HPI -001 "A Randomized, Controlled Comparison of Nefiracetam with Placebo In The Treatment Of Patients With Post - Stroke Apathy" Acute Ischemic Stroke - Protocol No. NTI- AST -0502 "Study of Acute Viprinex for Emergency Stroke: A Randomized, Double - Blind, Placebo- Controlled Study of Ancrod ( Viprinex) in Subjects Beginning Treatment within 6 Hours of the Onset of Acute, Ischemic Stroke. CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Ten PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Acute Ischemic Stroke - Protocol NTS -INT06 -007: "NeuroThera Effectiveness and Safety Trial -2 (NEST -2) A Double Blind, randomized, controlled, parallel group, multicenter, pivotal study to assess the safety and effectiveness of the treatment of acute ischemic stroke with the NeuroThera Laser System within 24 hours from stroke onset ". Acute Ischemic Stroke - Protocol Albumin in Acute Stroke (ALIAS) Trial: "A Phase III Randomized Multicenter Clinical Trial of High -Dose Human Albumin Therapy for Neuroprotection in Acute Ischemic Stroke ". Post Stroke - Protocol 20071259 - - "A Multicenter, Randomized, Double- Blind, Placebo - Controlled Study to Evaluate the Safety and Efficacy of SCH 530348 in Addition to Standard of care in Subjects With a History of Atherosclerotic Disease: Thrombin Receptor Antagonist in Secondary Prevention of Atherothrombotic Ischemic Events (TRA 2P - TIMI 50) ". Migraine Migraine - Protocol VML251 /96/07: "A Double - Blind, Placebo - Controlled, Parallel -Group Study to Assess the Efficacy and Safety of Up To Two Doses of VML251 in the Acute Treatment of Migraine." Migraine - Protocol CAPSS -223; Phase IV: "A Comparison of the Efficacy and Safety of ULTRACET (Tramadol HCL /Acetaminophen versus Placebo for the Acute Treatment of Migraine Headache Pain." Pain Low Back Pain - Protocol 1008 -104 -431: "An 8 -Week, Randomized, Double - Blind, Placebo- Controlled, Monotherapy Trial of Pregabalin for Treatment of Chronic Low Back Pain" Low Back Pain - Protocol 1008- 033 -431: " Pregabalin Open - Label, Extension Safety Trial in Patients With Chronic Pain." CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Eleven PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Parkinson's Disease Parkinson's Disease - Protocol NR154401/M35016:m A Noncomparative Open -Label Study to Evaluate TASMAR Dosage Regimen in Nonfluctuating Parkinson's Disease Patients Treated with Sinemet, with Follow -up Treatment of Tasmar. Parkinson's Disease - OPRC 352 -E -00 " A Prospective, Randomized, Parallel- Group, Double - Blind, Placebo - Controlled, Multi - Center Study to Evaluate the Short -Term Efficacy and Safety of Entacapone Administered Together with Levodopa in Subjects with Parkinson's Disease Without Motor Fluctuations." Parkinson's Disease - Protocol RP54274X -320: "A Phase III Multicenter, Double - Blind, Parallel- Group, Placebo- Controlled Study of the Effect of Riluzole 50mg bid or 100 mg bid on the Progression of Parkinson's Disease for Two Years in 1050 Patients." Parkinson's Disease - Protocol RP54274X -321: "A Phase III Multicenter, Double Blind, Parallel- Group, Placebo Controlled Study of the Effect of Riluzole 50mg bid or 100mg bid on the Progression of Parkinson's Disease in Patients Treated With L- Dopa or Dopamine Agonist" Parkinson's Disease - Protocol CCOM 998 US01: " A Multicenter, Double - Blind, Placebo - Controlled Study to Assess the Tolerability and Effect of Entacapone on the Quality of Life in Parkinson's Disease Patients Treated with Levodopa /Carbidopa Experiencing End -of -Dose Wearing - Off." Parkinson's Disease - Protocol PNU - 95666E: "A Double - Blind, Placebo - Controlled, Dose - Response Study of Tolerability, Safety, and Efficacy in Patients with Early Parkinson's Disease. Parkinson's Disease - Protocol PNU - 95666E: "Open- label, Long Term, Flexible Dose Study of Safety, Tolerability, and Therapeutic Response in Patients with Parkinson's Disease. CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Twelve PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Parkinson's Disease (Continued).... Parkinson's Disease - Protocol 666E -CNS -0075: "A Phase III, Double - blind, Placebo - Controlled, Randomized Study Comparing the Efficacy, Safety, and Tolerability of Sumanirole versus Placebo or Ropinirole in Patients with Early Parkinson's Disease. Parkinson's Disease - Protocol 666E -CNS- 0614 -001: "Pharmacogenomics Blood Sampling Protocol for Sumanirole." Parkinson's Disease - Protocol DA2APD- 0075 -031: "A Phase III, Multi - center, Randomized, Double- blind, Placebo - controlled, Fixed Dose Response Study Comparing the Efficacy and Safety of Sumanirole Versus Placebo in Patients With Early Parkinson's Disease." Parkinson's Disease - Protocol CELC200AUS11: A prospective, multi - center, randomized, open -label study with blinded raters to evaluate the effects of immediate versus delayed switch to Stalevo on motor function and quality of life in patients with Parkinson's disease with end -of -dose wearing off." Parkinson's Disease - Protocol No. CELC200A "A Prospective, Multi - Center, Randomized, Open -Label Study With Blinded Raters To Evaluate The Effects of Immediate Versus Delayed Switch To Stalevo On Motor Function And Quality Of Life In Patients With Parkinson's Disease With End -Of -Dose Wearing Off." Parkinson's Disease - Protocol No. S308.3.001 "The Rembrandt Study" A Randomized, Double- blind, Placebo Controlled Parallel -group fixed and Flexible SLV308 Dose Arm Study to Assess Efficacy and Safety of SLV308 Monotherapy in the Treatment of Patients with Early Stage Parkinson's Disease." Peripheral Neuropathy Diabetic Peripheral Neuropathy - Protocol K0718g "A Phase III Multicenter, Double - Blind, Placebo Controlled, Parallel -Group Study of the Efficacy and Safety of Recombinant Human Nerve Growth Factor (rhNGF) in Subjects with Diabetic Neuropathy." CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Thirteen PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Peripheral Neuropathy (Continued)..... Diabetic Peripheral Neuropathy - Protocol K0807g: "A Phase III Open -Label Extension Study of the Long -Term Safety of Recombinant Human Nerve Growth Factor (rhNGF) in the Treatment of Subjects with Diabetic Peripheral Neuropathy." Diabetic Peripheral Neuropathy - Protocol MEM- MD -06A . " A Double -Blind comparison of Memantine and placebo in the treatment of chronic pain in patients with Diabetic Neuropathy. Diabetic Peripheral Neuropathy - Protocol MEM- MD -06B: " An open -label extension of Memantine treatment in patients with painful Diabetic Neuropathy. Diabetic Peripheral Neuropathy - Protocol NPP30004: "A Multicenter, Double - Blind, Randomized Study to Evaluate the Safety and Efficacy of Lamotrigine 200 mg /day, 300 mg /day, and 400 mg /day Compared With Placebo in Subjects With painful Diabetic Neuropathy." Diabetic Peripheral Neuropathy - Protocol Number NPP30006: "An Open -Label Study to Evaluate the Safety of Lamotrigine in Subjects with Painful diabetic Neuropathy." Diabetic Neuropathy - Protocol # SP742: A multi- center, randomized, double - blind, placebo- controlled trial to assess the efficacy and safety of 200, 400, and 600mg /day SPM 927 in subjects with painful distal diabetic neuropathy. Peripheral Neuropathy - Protocol # NPP30010: A multicenter, randomized, double - blind, placebo - controlled, parallel group to evaluate the safety and efficacy of lamotrigine in subjects with neuropathic pain and inadequate pain relief with gabapentin, tricyclic antidepressants or non - narcotic analgesics. Herpatic Neuropathy - Protocol A1A20004: "A Multicenter Randomized, Double - Blind, Placebo - Controlled, Parallel Group Study to Evaluate the Efficacy and Tolerability of a 14 Day Treatment Course of CW493838 50mg Compared to Placebo in Subjects with Peripheral Neuropathic Pain." CURRICULUM VITAE JONATHAN O. HARRIS, M.D. Neurology and Internal Medicine Page Fourteen PHARMACEUTICAL STUDY /DRUG EXPERIENCE: Peripheral Neuropathy (Continued)..... Postherpetic Neuropathy - Protocol # CXA 20009: A multi- center, randomized, double- blind, placebo controlled, parallel group study to assess the safety and efficacy of GW406381 25mg and 50mg, administered once daily for 21 days to subjects with postherpetic neuralgia. Postherpetic Neuralgia - Protocol No. 81 -0045 "A Phase 3 Multicenter, Randomized, Double - Blind, Placebo- Controlled Study of the Safety and Efficacy of Gabapentin Extended Release (G- ER) Tablets in the Treatment of Patients with Postherpetic Neuralgia." Diabetic Peripheral Neuropathy - Protocol R331333 -PAI -3015: "A Randomized - Withdrawal Phase III Study Evaluating the Safety and Efficacy of CG5503 Extended - Release (ER) in Subjects with Painful Diabetic Peripheral Neuropathy ". Sub- Investigator: Acute Ischemic Stroke - Protocol LUB- INT -9: "Lubeluzole: Effects of Intravenous Therapy in Subjects With Acute Ischemic Stroke, a Placebo - Controlled, Double - Blind, Randomized, Multicenter, Trial." Painful Diabetic Peripheral Neuropathy — Protocol Prosaptide TX14 -004: "A Four -Week, Double - Blind, Randomized, Placebo - Controlled, Multicenter, Phase II Study to Evaluate the Safety, Tolerability, and Efficacy of Three Subcutaneous Doses of Prosaptide (TX14(A) when Administered Daily for 28 days on Diabetic Painful Neuropathy in Patients with Type 1 and Type 2 Diabetes Mellitus." Painful Diabetic Peripheral Neuropathy - Protocol PRI /TOP -INT- 30:(TOPMAT -NP -003) "A Double - Blind, Placebo- Controlled, Parallel Group, Dose - Response Study to Evaluate the Efficacy and Safety of Topiramate Versus Placebo in the Treatment of Pain Associated with Diabetic Peripheral Polyneuropathy. Migraine - Protocol PRI /TOP - INT -48 (TOPMAT -MIGR -002): " A randomized, double- blind, placebo - controlled, parallel group, dose - response study to evaluate the efficacy and safety of Topiramate in the prophylaxis of migraine." JONATHAN OREN HARRIS, M.D. Platform Presentations Harris, JO, Patronas NJ, Frank JA, et al., "The natural history of multiple sclerosis lesions in relapsing /remitting patients between clinical relapse by serial Gd- DTPA ", Society of Magnetic Resonance in Medicine, 9 th Annual Scientific Meeting, New York, NY 1990. Posters Harris, JO, Berger JR, Gregorios JB, Norenberg M, "The spectrum of cerebrovascular disease in the acquired Immunodeficiency Syndrome" 113 Annual Meeting of the American Neurological Association, Philadelphia, Pa. 1988. Harris, JO, Dietrich WD, Busto R, Ginsberg M, "Busulfan immuno- suppression in experimental thrombotic stroke." 14 International Joint Conference on Stroke and Cerebral Circulation, San Antonio, Tx, 1989. Harris JO, Jacobson S. McFarlin DE, "Cutaneous anergy in chronic progressive myelopathy associated with Human T- Lymphotropic Virus Type I in a Caucasian male and his asymptomatic seropositive wife ", 114 Annual Meeting of the American Neurological Association, New Orleans, La, 1989. Harris, JO, Frank JA, Patronas NJ, et al., "Serial Gadolinium enhanced MRI scanning in patients with early relapsing /remitting multiple sclerosis ", 115 Annual Meeting of the American Neurological Association, Atlanta, Ga. 1990. JONATHAN OREN HARRIS, M.D. Publications Berger Jr., Harris JO, Gregorios J. Norenberg M, "Cerebrovascular disease in AIDS: a case - control study" AIDS, 4(3)239 -44 1990 Mar. Bernoulli C., Masters CL, Gajdusek DC, Gibbs CJ, Harris JO, "Early clinical features of Creutzfeldt -Jakob Disease (Subacute spongiform encephalopathy) In: Prusiner SB and Hadlow WJ, (eds.) slow transmissible disease of the nervous system, Academic Press: New York, 1979, Volume 1, Pages 229 -251. Prusiner SB and Hadlow WJ, (eds) Slow transmissible diseases of the nervous system, Academic Press, New York 1979, Volume 1, Pages 229 -251. Burke A, Harris JO, Younkin D, et al., "Focal diaschisis and bilateral homologous hyperemia after acute stroke ", Neurology 32(4): A196, 1982. Harris, JO, "Proposal to increase the number of physicians providing care to elderly Americans ", Joint hearing before the Subcommittee on Health and Long -term Care and the Subcommittee on Human Services of the Select Committee on Aging. House of Representatives May 17, 1978. Comm. Pub. No. 95 -151. U.S. Government Printing Office: Washington, D.C., 1978. Harris, JO, and Berger JR, "Clinical Approach to Stupor and Coma ", Chapter 5 in Bradley WG, Daroff RB, Fenichel GM, and Marsden CD, (eds.), Neurology in Clinical Practice, Butterworth Publishers: Stoneham, Ma., 1991. Harris, JO, Frank JA, Patronas N, et al., "Serial Gadolinium enhancement MRI scans in patients with early relapsing /remitting MS: implications for clinical trials and natural history ", Ann Neurol, 29(5): 548 -55 1991 Harris JO, Marquez J, Swerdloff MA, Magana IA "Listeria brain abscess in the acquired immunodeficiency syndrome [letter] Arch Neurol, 46(3): 250 1989 Masters CL, Harris JO, Gajdusek DC, et al., Creutzfeld -Jakob Disease: Patterns of worldwide occurrence and the significance of familial and sporadic clustering ", Ann Neurol 5(2): 177 -188, 1979. JONATHAN 0. HARRIS, M.D. Publications Page Two Masters CL, Harris JO, Gajdusek DC, et al., Creutzfeld -Jakob Disease: Patterns of worldwide occurrence" In: Pruisner SB and Hadlow WJ, (eds.) Slow transmissible disease of the nervous system, Academic Press: New York, 1979, Volume 1, pages 113 -142. McFarland HF, Frank JA, Albert PS, Smith ME, Martin R, Harris JO, Patronas N, Maloni H, McFarlin DE, "Using gadolinium- enhanced magnetic resonance imaging lesions to monitor disease activity in multiple sclerosis. "Ann Neurol, 32(6):758 -66 1992 Smith ME, Katz DA, Harris J0, Frank JA, Kufta CV, McFarlin DE, "Systemic histiocytosis presenting as multiple sclerosis." Ann Neurol, 33(5):549 -54 1993 Mk f r i M — l it iL L. qv • elan Group DIVISION OF PHYSICAL MEDICINE & REHABILITATION Alan Novick, M.D. • Ivor Nugent, M.D. • Janice Cohen, M.D.• Keith J. Foster, M.D. Legal Fees: Medical records review is $425 an hour. One hour prepayment is required to begin medical review. Live, Phone, or Pre Deposition Conferences $250. Deposition/video depositions are $725 per hour. A cancellation fee will be charged if depositions are not cancelled within 48 hours of $725. Workmen's Compensation depositions are $200 per hour. IME fee is $795. Payment is expected one week prior to appointment date. Disruption fee for IME is $575. Trials are $2,775 for a 3 -hour minimum portal to portal. Anything over 3 hours is $925 an hour. Trial payment is expected 48 hours in advance once advised we are needed in court. If canceling with less than 72 -hour notice, payment will not be refunded. We require 72 hours notice for any cancellations or payment is still expected. Payment is required in full prior to services being rendered. 3600 Washington Street Suite 2005 •Hollywood, FL 33021 954 -518 -2424 Office • 954- 981 -3476 Fax CURRICULUM VITAE ALAN KEITH NOVICK, M.D. 3600 Washington Street Hollywood, Fl 33021 954 -518 -2424 954 - 981 -3476 (fax) EDUCATION University of Florida College of Medicine Gainesville, FL Doctor of Medicine May 1987 Duke University Durham, NC B.S. in Engineering (Electrical and Biomedical) May 1983 PROFESSIONAL TRAINING Physical Medicine and Rehabilitation Residency Rehabilitation Institute of Chicago Northwestern University -McGaw Medical Center Chicago, IL May 1988 - June 1991 Internal Medicine Internship Northwestern University -McGaw Medical Center Chicago, IL July 1987 - June 1988 PROFESSIONAL EXPERIENCE Memorial Physician Group Division of Physical Medicine and Rehabilitation Hollywood, F1 June 2013 - present Medical Director Memorial Rehabilitation Institution Hollywood, FL June 2013 - present Private Practice Rehabilitation Physicians of South Florida Hollywood, Fl January 2003 -2013 ALAN NOVICK, M.D. - PAGE 2 PROFESSIONAL EXPERIENCE - cont'd Rehabilitation Medical Director Memorial Healthcare System Hollywood, Florida July 2001 - present Park Place Therapeutic Center, Plantation and Tamarac, FL - Private Practice August 1994- January 2003 - Medical Director, CARF Accredited Work Specific Occupational Rehabilitation Program August 1994 -March 2000 - Medical Director, Comprehensive Out - Patient Rehabilitation Program (CORF), August 1994- December 1998 Medical Director Inpatient Rehabilitation Unit and Transitional Care Unit North Broward Medical Center Pompano Beach, Florida March 1999- December 2001 Co- Medical Director Transitional Rehabilitation Unit North Ridge Medical Center Fort Lauderdale, FL December 1996- December 2001 Medical Director St. John's Rehabilitation Hospital Lauderdale Lakes, FL. April 1995 - October 2001 Private Practice Hollywood, FL July 1991 -July 1994 Rehabilitative Medical Director Memorial Hospital Hollywood, FL July 1991 -July 1994 Clinical Assistant Professor Department of Orthopaedics and Rehabilitation University of Miami School of Medicine January 1, 1993 -1995 ALAN NOVICK, M.D. - PAGE 3 PROFESSIONAL EXPERIENCE - cont'd Preparticipation Physical Examination for High School Athletes *Fox Valley Sports Medicine Center Barrington, IL July 1989, 1990 and 1991 *West Leyden High School Northlake, IL June 1990 Football Sideline Medical Coverage *Niles West and Niles North High Schools Niles, IL Fall 1990 *Chicago Public High School League Chicago, IL Fall 1989 Medical Support Team North Central Regional Quad Rugby Tournament Evanston, IL March 1990 Race Medical Coverage Chicago Area Runners Association *Krueger Run, June 1989 and 1990 *Shamrock Shuffle, 10K, March 1990 and 1991 *Chicago Coors Light Biathlon, September 1989 *Chicago Sun -Times Triathlon, August 1989 *Manufacturers Hanover Corporate Challenge, August 1989 & 1990 *Bastille Day Run, July 1989 Engineering Intern Mobil Oil Corporation Dallas, TX May 1982- August 1982 Research Assistant Department of Biomedical Engineering Duke University Durham, NC August 1981- January 1982 Computer Operator Mobil Oil Corporation Dallas, TX May 1981- August 1981 ALAN NOVICK, M.D. - PAGE 4 PROFESSIONAL EXPERIENCE - cont'd Research Assistant Department of Cardiology Duke University Medical Center Durham, NC January 1981 -May 1981 AWARDS Tau Beta Pi Duke University, 1983 Magna cum Laude Duke University, 1983 CERTIFICATES /LICENSES Certified Independent Medical Examiner (CIME), American Board of Independent Medical Examiners, 1999 Diplomate, American Board of Electrodiagnostic Medicine,1997 Diplomate, American Board of Quality Assurance and Utilization Review Physicians, 1995 Diplomate, American Board of Physical Medicine and Rehabilitation, 1992 Diplomate, National Board of Medical Examiners, 1988 Illinois Medical License, 1988 -1991 Florida Medical License, 1991 PROFESSIONAL SOCIETIES American Association of Electrodiagnostic Medicine, 1996- present American Board of Quality Assurance and Utilization Review Physicians, 1995 -2003 American Medical Athletic Association, 1995 -199 ALAN NOVICK, M.D. - PAGE 5 PROFESSIONAL SOCIETIES - cont'd American Pain Society, 1994 -1997 American Academy of Physical Medicine and Rehabilitation, 1988 - present American Congress of Rehabilitation Medicine, 1988 -1992 Association of Academic Physiatrists, 1988 -1991 Illinois Society of physical Medicine and Rehabilitation, 1988 -1991 American Medical Association, 1987 -1999 Illinois State Medical Society, 1988 -1991 Chicago Medical Society, 1988 -1991 Florida Society of Physical Medicine and Rehabilitation, 1991- present Florida Medical Society, 1991 -1999, 2008 - present Broward County Medical Society, 1991 -1999 PROFESSIONAL COMMITTEES Muscloskeletal- Orthopedic Medicare Episode Grouper Panel April -May, 2013 Expert review panelist for the CMS Innovation Center's Bundled Payments for Care Improvement initiative Models 2 -4, Baltimore, MD Sept 2012 Site Surveyor, Florida Department of Health Division of Emergency Medical Services, Brain and Spinal Cord Injury Program, 2009 - present Vice - Chairman, Memorial Regional Hospital medical staff, Hollywood, FL, 2013 - present Secretary /Treasurer, Memorial Regional Hospital medical staff, Hollywood, FL, 2011 -2013 ALAN NOVICK, M.D. - PAGE 6 PROFESSIONAL COMMITTEES cont'd Co- chairman Credentials committee, Memorial Healthcare System, Hollywood, FL, 2011 -2013 Physician Advisory Committee, Memorial Regional Hospital South, Hollywood, FL, 2008 - present Florida Society of Physical Medicine and Rehabilitation *Treasurer 1995 -1997 Florida Medical Society *Alternate Delegate - Annual Assembly Meeting, June 1995 American Academy of Physical Medicine and Rehabilitation *Clinical Practice Guideline Committee 2013 *Membership Committee, 1989 -1990 *Resident Physician Council - Governing Board, 1989 -1990 - Membership Committee Chairperson, 1989 -1990 - Operations and Bylaws Committee, 1989 -1990 American Medical Association *Delegate, Resident Physician Section - Annual Assembly Meeting, June 1989, 1990 - Interim Assembly Meeting, December 1989, 1990 Illinois State Medical Society *Resident Physician Section Governing Council, 1988 -1991 *Medical -Legal Council, 1989 -1991 PUBLICATIONS Chronic Spinal Cord Injury Rehabilitation and the ICU, Textbook of Neurointensive Care 2 Edition,Layon,J.,et.al. (Pending publication) Lower extremity chapter contributor, AMA Guides to Evaluation of Permanent Impairment 6th Edition, Rondinelli,R.D.,AMA Press, 2007 Rehabilitation: The Third Phase of Medical Care. Novick, A.K., The Record, March 2002 Master the AMA Guides Fifth A Medical and Legal Transition to the Guides to the Permanent Impairment,Fifth Edition, Cocchiarella,L.,Lord,S.J.,AMA Press, 2001 (Reviewer) ALAN NOVICK, M.D. - PAGE 7 PUBLICATIONS - cont'd Impairment and Disability Under Workers' Compensation, Novick, A.K., Rodinelli, R.D. In, Impairment Rating and Disability Evaluation, Rondinelli, R.D.,Katz, R.T., W.B. Saunders Company, 2000 Spinal Cord Injuries: Etiology and Prognosis. Novick, A.K., The Record, November 1999 Prevention of Thromboembolism in Spinal Cord Injury: Role of Low Molecular Weight Heparin. Green D., Chen, D., Chimiel, J., Olsen, N., Berkowitz, M., Novick, A., et.al., Archives of Physical Medicine and Rehabilitation, March, 1994 Galactorrhea - A Complication of Spinal Cord Injury. Yarkony, G., Novick, A.K., et.al., Archives of Physical Medicine and Rehabilitation, November, 1992 Concurrent Musculoskeletal Pain in a Patient With Symptomatic Lower Extremity Arterial Insufficiency. Sliwa, J.A., Wiesner, S.L., Novick, A.K., Charuk, G., Archives of Physical Medicine and Rehabilitation, 70:848 -850, November, 1989 PRESENTATIONS To Walk or not to Walk, that is the Question! Evidence Based Answers for Spinal Cord Injury, Broward Association of Rehabilitation Nurses Annual Conference, March 2013 Spinal Cord Injury: Classification and Prognosis, Trauma Interdisciplinary Conference, Memorial Regional Hospital, May 2012 Traumatic Brain Injury: An Overview, Broward Rehabilitation Nurses Association, April 2012 Stroke Rehabilitation: The Newest and Greatest Technology, Florida Association of Rehabilitation Nurses, Orlando, FL, April 2012 Stroke Rehabilitation: The Newest and Greatest Technology, Annual Neuroscience Symposium, Memorial Healthcare System, Hollywood, FL October 2011 ALAN NOVICK, M.D. - PAGE 8 PRESENTATIONS - cont'd Too Old, Too Young, Too Strong, Too Weak: What's Just Right in Rehabilitation ?, Florida Association of Rehabilitation Nurses, Orlando, FL, April 2011 Spinal Cord Injury: Classification and Prognosis, Rehabilitation Grand Rounds, Memorial Regional Hospital, June 2008 and Memorial Regional South, May 2008 Venous Thromboembolism; Rehabilitation Implications, Rehabilitation Grand Rounds, Memorial Regional South, Feb 2008, Memorial Regional Hospital, April 2008, Memorial West Outpatient Therapy Center, March 2008 Spinal Cord Injury; Epidemiology and Classification, Annual Rehabilitation Symposium, Memorial Regional Hospital, March 2007 Disability and Impairment Rating of Pain, Florida Academy of Pain Medicine, Orlando, FL July 2007 Impairment Evaluation in the Elderly Patient, American Academy of Physical Medicine and Rehabilitation 65th Annual Assembly: Phoenix, AR October 2004 Partnerships and the Patients Who Have Mobility Problems, Medical Grand Rounds, Memorial Regional Hospital, Jan 2003 AMA Guides 5th Edition: Upper Extremities, Simplifying the Complex, AMA Guides to the Evaluation of Permanent Impairment 5th Edition AMA Training Course: Philadelphia, PA Nov 2002; Nashville, TN June 2002; Atlanta, GA May 2002; Reston, VA Dec 2001; Louisville, KY Feb 2001 AMA Guides 5th Edition: Straightening Out the Knees and Hips, AMA Guides to the Evaluation of Permanent Impairment 5th Edition AMA Training Course: Philadelphia, PA Nov 2002; Nashville, TN June 2002; Atlanta, GA May 2002; Reston, VA Dec 2001; Louisville, KY Feb 2001 Using the AMA Guides to the Evaluation of Permanent Impairment, 5th Edition: Focus on Upper and Lower Extremities, American College of Occupational and Environmental Medicine and Washington State Department of Labor and Industries: Seattle, WA Oct 2001 ALAN NOVICK, M.D. - PAGE 9 PRESENTATIONS - cont'd The Changing Role of the Medical Director, American Academy of Physical Medicine and Rehabilitation 62 Annual Assembly: San Francisco, CA Nov 2000 Evaluation of the Upper Extremities According to the AMA Guidelines, American Academy of Physical Medicine and Rehabilitation Disability Certificate Course: Chicago, IL Oct. 1996; Phoenix, AZ May 1997; Atlanta, GA Nov. 1997; Seattle, WA Nov. 1998; San Diego, CA May 1999; Washington D.C. Nov. 1999; San Francisco, CA Nov 2000 Evaluation of the Lower Extremities According to the AMA Guidelines, American Academy of Physical Medicine and Rehabilitation Disability Certificate Course: Chicago, IL Oct. 1996; Phoenix, AZ May 1997; Atlanta, GA Nov. 1997; Seattle, WA Nov. 1998; San Diego, CA May 1999; Washington D.C. Nov. 1999; San Francisco, CA Nov 2000 Spinal Cord Injury: Etiology and Prognosis, Trauma Grand Rounds, North Broward Medical Center, April 2000 Catastrophic Injuries: The Hidden Costs, Broward Association of Rehabilitation Nurses, July 1999 Reflex Sympathetic Dystrophy - A Poorly Understood Clinical Entity, Broward Association of Rehabilitation Nurses March 1998 Disability Evaluation Under Workers' Compensation, Association of Academic Physiatrists 1998 Annual Meeting Program Course "Impairment Rating and Disability Evaluations Under the Gun -- Controversies and Scientific Basis" San Antonio, Texas February 1998 The Clinician's Role in Stroke Prevention, Pinecrest Professional Lecture Series, Pinecrest Rehabilitation Hospital, July 1997 Physician's Expectations of a Rehabilitation Program and Its Staff, SelectRehab Winter Management Conference, Feb 1997 Sex after Sixty/ Exercise in the Elderly, Senior Lifestyle '96:Independence Through Adaptation & Innovation, March 1996 Controversies of Reflex Sympathetic Dystrophy American Association of Legal Nurse Consultants Sixth National Conference, May 1995 ALAN NOVICK, M.D. - PAGE 10 PRESENTATIONS - cont'd CVA: A New Population, Broward Association of Rehabilitation Nurses, April 1995 Stroke Prevention, Memorial Hospital, Stroke Support Group, May 1992, 1993, 1994 Immobilization Syndrome, Memorial Hospital, Trauma Conference, March 1994 The Young Physiatrist as Medical Director - Know What to Expect, "The Making of a Medical Director" course. 55th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, November 1993 Exercise in the Elderly, Pembroke Lakes Mall Walkers, January 1993 Rehabilitation of the Trauma Patient, Memorial Hospital, Trauma Conference, February 1992 In- service on Rehabilitation, Gold Coast South Home Health Agency, February 1992 Spinal Cord Injury, Memorial Hospital, Department of Physical Medicine and Rehabilitation Lecture Series, March 1992 Introduction to Electromyography, Memorial Hospital, Department of Physical Medicine and Rehabilitation Lecture Series, May 1992 Rehabilitation of Stroke Patients, American Association of Medical Assistants Conference, October 1992 Spasticity, Memorial Hospital, Department of Physical Medicine and Rehabilitation Lecture Series, October 1990 Galactorrhea - A Complication of Spinal Cord Injury: Scientific Paper Oral Presentation, 52nd Annual Assembly of the American Academy of Physical Medicine and Rehabilitation and the 67th Annual Session of the American Congress of Rehabilitation Medicine, October 1990 The Shoulder, Anatomy and Kinesiology Lecture Series Rehabilitation Institute of Chicago, July 1999 ALAN NOVICK, M.D.-PAGE 11 PRESENTATIONS - cont'd Musculoskeletal Examination of the Upper Extremities Summer Intern Lecture Series, Rehabilitation Institute of Chicago, July 1990 Musculoskeletal Examination of the Lower Extremities Summer Intern Lecture Series, Rehabilitation Institute of Chicago, July 1989 and 1990 The Autonomic Nervous System, Neurophysiology Lecture Series, Rehabilitation Institute of Chicago, February 1989 and 1990 The Knee and Anterior Thigh, Anatomy and Kinesiology Lecture Series, Rehabilitation Institute of Chicago, August 1989 ACADEMIC COURSES Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Atlanta, GA, November 2011 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Orlando, FL, November 2011 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Austin, TX, October 2009 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Boston, MA, September 2007 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Phoenix, AZ, October 2004 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Chicago, IL, October 2003 2002 Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Orlando, FL, November 2002 Uniform Data System -PRO Clinical Workshop, North Miami, Fl, Nov 2001 Executive Summit on the New Prospective Payment System for Acute Rehab and Pre - Conference Workshop for Medical Directors and Rehabilitation Physicians, Atlanta, GA, May 2001 ALAN NOVICK, M.D. - PAGE 12 ACADEMIC COURSES - cont'd 62nd Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, San Francisco, CA, Nov 2000 61st Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Washington, D.C., November 1999 60th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Seattle, WA, November 1998 American Association of Electrodiagnostic Medicine, 21st Annual Electrodiagnostic Medicine Courses and Workshops, Orlando, FL, October 1998 Preparing Academic Physiatry for The 21st Century, Association of Academic Physiatrists 1998 Annual Meeting, San Antonio, TX, February 1998 Pain Drugs: The Latest Agents & What Works, Jefferson Medical College, Orlando, FL, January 1998 59th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Atlanta, GA, November 1997 Physician Annual Requirements (HIV, Domestic Violence and Risk Management), Columbia University Hospital, October 1997 58th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, Chicago, IL, October 1996 27th Annual American Medical Athletic Association Boston Marathon Symposium, April 1996 Electromyography in Clinical Practice Mayo Clinic, Jacksonville, FL, March 1996 Basic Core Knowledge Course, American Board of Quality Assurance and Utilization Review Physicians, Tampa, FL, November 1995 57th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, November 1995 Managed Care Strategies for Physiatrists: Effective Positioning in a Changing World, Chicago, IL, April 1995 Coding and Billing Workshop for Physiatrists, Chicago, IL April 1995 ALAN NOVICK, M.D. - PAGE 13 ACADEMIC COURSES - cont'd American Pain Society 13th Annual Scientific Meeting, Miami Beach, FL, November 1994 55th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation, October 1993 54th Annual Assembly of the American Academy of Physical Medicine and Rehabilitation and the 69th Annual Session of the American Congress of Rehabilitation Medicine, October 1992 Annual Meeting of the Florida Society of Physical Medicine and Rehabilitation, March 1992 Scientific Program of the Annual Meeting of the Florida Society of Physical Medicine and Rehabilitation, March 1992 Review Course in Physical Medicine and Rehabilitation Kessler Institute for Rehabilitation, March 1992 " The Business Aspects of Physiatric Practice, University of Colorado School of Medicine, October 1990 Rehabilitation Management of Rheumatoid Arthritis, Rehabilitation Institute of Chicago, May 1990 Upper and Lower Limb Prosthetics for Physicians and Surgeons Northwestern University, Prosthetic - Orthotic Center May 1990 52nd Annual Assembly of the American Academy of Physical Medicine and Rehabilitation and the 67th Annual Session of the American Congress of Rehabilitation Medicine November 1990 51st Annual Assembly of the American Academy of Physical Medicine and Rehabilitation and the 66th Annual Session of the American Congress of Rehabilitation Medicine November 1989 AIDS and Adolescents Speaker Training, Illinois State Medical Society, October 1989 ALAN NOVICK, M.D. - PAGE 14 ACADEMIC COURSES - cont'd 14th Annual Interdisciplinary Spinal Cord Seminar: Current Trends in Management and Research for the Individual with Spinal Cord Injury, Rehabilitation Institute of Chicago September 1989 12th Annual Sports Medicine Symposium, University of Wisconsin, May 1989 Spinal, Lower and Upper Limb Orthotics for Physicians and Surgeons, Northwestern University, Prosthetic - Orthotic Center, April 1989 Medical Classification Workshop National Wheelchair Athletic Association October 1988 MEMBERSHIPS *Duke University Alumni Admissions Advisory Committee *Duke University Alumni Association *University of Florida College of Medicine Alumni Association *USA Track and Field membership Edited 08/05/2013