Consider request for mailing to retirees from the - CFRS

E-1
·FORCE..
CITY OF FRESNO
Fresno Organization of Retired City Employees
SEP - 3 2013
August 29, 2013
RETIREMENT SYSTEMS
Mr. Stanley McDivitt
Retirement Office Administration
City of Fresno
2828 Fresno Street, Suite 201
Fresno, CA 93721-3619
Dear Mr. McDivitt:
At the FORCE's Board Meeti ng on August 28, 2013, we agreed it was time for a membership drive (it
has been about three years since the last one).
The FORCE Board is requesting a mailing be sent to all retirees, who are not already members of
FORCE, regarding the membership drive.
We wou ld provide you with the forms (membership application, Dues Deduction Form, Release of
Name and Address, return envelope, and mailing envelope) to be sent out, and FORCE would pay for
the mailing. We would appreciate this service being extended to our organization.
As previously done in the past, we would have our FORCE Officers and Board members come down
to the Retirement Office to "stuff' the envelopes, and the labels would be placed on each with your
staff's assistance.
FORCE is requesting this information be mailed out to all retirees no later than January 31, 2014.
If you have any questions please ca ll me at 439-3225.
Again, thank you for your assistance.
Sincerely,
-t~ob
Louie Olais, President
Fresno Organization of Retired City Employees
Enclosures
Louie Olais
President
Annette Rendon
Vice President
Sue Barton
Secretary
Frank Balekian
Treasurer
·FORCE-.
Fr.sno Ortonl:otion of Rdlrtd City Ernploy•u
January 1, 2014
CITY OF FRESNO
All General Service Retirees
Dear Retirees:
SEP - 3 20\3
RETIREMENT SYSTEMS
Are you a member of the Fresno Organization of Retired City Employees (FORCE)? Did you even know that
there was an organization made up of and for City retirees? The fact that there is and we need you as a
member. Let us start by telling you about our organization.
FORCE is a voluntary organization founded by City retirees in 1984 with the primary purpose of
keeping retirees informed about events, issues and changes in the retirement system protecting and
enhancing the retirees benefits, and providing an organized means by which retirees can socialize and
share their concerns and experiences with other retirees. Members and officers must be retirees who
are drawing a check from the retirement system. Spouses are welcome as associate members.
What do you gain from FORCE membership?
• Representation and a voice at Retirement Board and Health & Welfare Board Meetings. The
information that affects you is gathered and passed on to you in the newsletter and the at the
quarterly meetings.
• An opportunity to socialize and reminisce with fellow retirees at our quarterly meetings.
• An opportunity to become a member of UFCW Local 1288 Credit Union, in Fresno, CA.
• An opportunity to receive scholarships for your children/spouses of children, grandchildren or
dependent children.
We need you as a member. Please fill out the enclosed membership application and return it today. You can
either pay your dues by check or complete the dues deduction authorization-whichever you choose.
Remember- alone you are just a retiree, but with your fellow retirees you are A FORCE!
If you have any questions, please contact me at (559) 439-3225.
Sincerely,
Louie Olais
President, FORCE
Enclosures: Membership Application, Dues Deduction Authorization Form, Release of Name & Address
Form, Return Blue Envelope
MEMBERSHIP APPLICATION
Name:
Please Print
Please return the following in
the enclosed BLUE return
envelope
-FORCE-+
Fresno Organizotion of Retired City Employees
Address:
e
Completed application.
e
Signed "Request for Deduction
from Retirement Benefit" form
(enclosed). If you wish to pay
that way.
e
Signed "Release of Address"
form "optional".
City:
9-digit Zip Code:
Phone: (
)
-
Cell:
Spouse name:
E-mail Address:
Optional
Signature
Referred by:
Date
DUES
Active Member
$24.00 per year
(pro-rated@ $2.00 per month, based on date
joined)
Associate Member
$6.00 per year
I have selected this payment option:
0
I have signed and enclosed a dues deduction
If you have any questions, please
contact the Secretary of FORCE (see
attached list).
**********************************************
Congratulations on your retirement!
We hope you can attend our next
General Membership Meeting at the
John's Incredible Pizza, Cedar &
Herndon in Fresno, 11:30 A.M ...
Fourth Monday in January, April,
July, and October.
card.
0
My spouse would like to join, too. A $6.00
check/cash enclosed.
Return completed application in the
enclosed BLUE envelope,
Fresno
Organization
of
Retired
City
Employees
********************************************
Thank you,
For joining FORCE!
A Non-Profit Organization
Incorporated 1984
Goals and Objectives ...
•
•
•
Promote social and recreational
activities that best serve the needs
and desires of the membership.
Use organizational influence to uphold
and sustain retiree benefits.
Promote recognition as an
organization having a common bond
with Fresno's past, present, and
future.
Membership ...
•
•
What your membership provides ...
•
•
•
•
•
•
In addition to providing an opportunity
to socialize and reminisce with fellow
retirees, FORCE also promotes
education of our youth. Two dollars of
your annual dues payment goes into
our Scholarship Fund. Annual
scholarships are awarded to qualified
students who are family members of
those in FORCE.
Representation and a voice at
Retirement and Health & Welfare
Board meetings. Information that
affects you is gathered and passed
along to you in the newsletter and
quarterly meetings.
Annual free picnic for members and
guests.
Annual Christmas Party, at which the
proceeds from a raffle are used to
help a needy family or organization.
Quarterly newsletter.
The opportunity to become a member
of the UFCW Local 1288 Credit
Union, in Fresno, CA.
Dear Retirees:
Active (voting) Member:
Retired members of the Fresno City
Retirement System receiving a
retirement allowance under the
system, or surviving spouses or
beneficiaries receiving a survivor's
allowance.
Associate Member:
Spouses of voting members and
DROP active employees may also
join.
Dues ...
•
•
Active Member Payment Options:
$2.00 per month withheld from the
retirement allowance based on a
signed dues deduction card.
• The first year's dues are prorated based on joining in a
month after January, at the rate
of $2.00 per remaining month.
Associate Member dues:
$6.00 per calendar year. No option
for dues deduction.
Meetings ...
Your newsletter will give the date and time
of FORCE quarterly luncheon meetings,
monthly Board meetings, and FORCE
special events such as the Picnic and
Christmas Party. Members are welcome to
attend Board meetings.
ALONE, YOU ARE JUST A RETIREE ...
BUT UNITED WITH YOUR FELLOW
RETIREES, YOU ARE A
FORCE!
Are you a member of FORCE? If
not, we would like to tell you about our
organization and hope you will become a
member.
FORCE was founded by City of
Fresno retirees with the primary purpose of
keeping retirees informed about issues and
changes in the retirement system,
protecting and enhancing retirees' benefits,
and providing an organized means by which
retirees can socialize and share their
concerns and experiences with other
retirees.
In 1998, our retirees filled the
Council Chambers to show their support for
the passage of the "Post Retirement
Supplemental Benefit Program", better
known as PRSB. Although the benefit
amount varies annually, we are still
receiving this benefit.
In 2003, FORCE filed a class action
suit requesting that the retirement system
recalculate pensions to include benefits that
were deemed pensionable by the Ventura
Law Suit. In September 2006, a settlement
was reached and eligible retirees received a
one-time lump sum settlemECJ~ in the first
half of 2007.
y OF FRESNo
SEP - 3 2013
We want you a~EJ'Wi~lnb~TEMs
Please join today.
Your FORCE Leadership.
CITY OF
·FORCE_.
FRESNO
SEP - 3 Z013
Frmo Ort ula l/on ofRttirtd City Employw
TAKE PART IN OUR FUTURE- JOIN FORCE TODAl'lrtREMENT SYSTEMS
RETIREE/SURVIVING SPOUSE DUES: $24.00 per year pro-rated date joined- (Note: if you are
receiving a pension check as a surviving spouse, FORCE Bylaws state your dues are $24- thank you.)
ASSOCIATE/SPOUSE: $6.00 per year
NAME: __________________________________ PHONE: __________ SPOUSE: ___________
Please Print
ADDRESS: ------------------------------ CITY:----------- ZIP:-----------D a t e : - - - - - - - Signature:--------------------- Referred by:------------I have selected the following option to pay my dues:
D
I have signed and enclosed a dues deduction form;
D
I prefer paying annually pro-rated amount enclosed
D Yes, my spouse would like to join, $6.00 enclosed
AS A MEMBER OF FORCE
• You may apply for a scholarship for your grandchild or a person under your care. FORCE has a scholarship
fund and awards a minimum of two $500 scholarships each year.
• You can open a savings or checking account at UFCW Credit Union and pay no monthly fees.
REMEMBER - YOUR MEMBERSHIP MAKES FORCE WORK!
Thank You for YOUR Support!
..._.......·
Sue Barton, Membership Chairperson
(559) 323-6027
REQUEST FOR DEDUCTION FROM RETIREMENT BENEFIT
TO THE CITY OF FRESNO EMPLOYEES RETIREMENT BOARD:
I hereby request that you begin deducting $2.00 per month from my retirement benefit and pay this
amount on my behalf to the Fresno Organization of Retired City Employees (FORCE). This deduction is
effective
and remains in effect until I revoke it by written notice to the
Retirement Office. I further understand that the Retirement Office is authorized to modify this deduction to
reflect any change in the monthly dues as approved by the FORCE Board.
DATE
NAME (Please Print)
Signature
RETURN TO:
FORCE C/0 755 BLISS AVENUE, CLOVIS, CA 93611-1478
CITY
City of Fresno Employees Retirement System
,.s\
··~
· ···'""••..
/'
..
.
OF FRESNO
SEP - 3 2013
RETIREMENT SYSTEMS
.
REQUEST FOR DEDUCTION FROM RETIREMENT BENEFIT
TO TH E CITY OF FRESNO EMPLOYEES RETIREMENT BOARD:
I hereby request that you begin deducting $_ _ _ _ _ per month from my retirement benefit and
Dollar Amount
pay this amount on my behalf to the Fresno Organization of Retired City Employees (FORCE). This
deduction is effective _ _ _ _ _ _ _ and remains in effect until I revoke it by written notice to the
Date
Retirement Office. I further understand that the Retirement Office is authorized to modify this deduction
to reflect any change in the monthly dues as approved by the FORCE Board.
DATE
NAME (PLEASE PRINT)
SIGNATURE
CITY OF FRESNO
City of Fresno Employees Retirement System
SEP - 3 2013
RELEASE OF NAME AND ADDRESSSYSTEMS
I understand that the Fresno Organization of Retired City Employees (FORCE is a voluntary
organization formed by retired City employees. I also understand that the Employees Retirement Board
has agreed to release the names and addresses of retirees of the Employees Retirement System to the
FORCE organization subject to the retiree authorizing the release of information by signing this form. The
Retirement Board will release only the names and addresses of those retirees who have given their
permission to have this information released.
I hereby authorize the City of Fresno Employees Retirement System to release my name and
address to the Fresno Organization of Retired City Employees (FORCE).
DATE
NAM E (PLEASE PRINT)
Please return form to: City of Fresno Retirement Office
2828 Fresno Street , Suite 201
Fresno, CA 93721 -3619
SIGNATURE
RETIREMENT BOARD POLICY AND REFERENCE MANUAL
SUBJECT:
THIRD PARTY MAILINGS TO
RETIREES AND BENEFICIARIES
Section:
Date Adopted/Revised:
SYSTEM(S):
2-20
09/10/2008
JOINT
PURPOSE
The Boards acknowledge that the interests of retirees and beneficiaries may on occasion be
furthered through the forwarding of relevant communications as provided by third party
groups or third party organizations. To this end, the Retirement Boards established this Joint
Board Policy for the control and administration of requests for third party mailings.
POLICY
It is the policy of the Retirement Boards that all third party mailings be retirement related
communications. The Boards have determined that it is generally inappropriate to provide
third parties with access to mailing labels. In particular, such access will not be provided to
commercial enterprises or entities whose mailings are not retirement related. The Boards will
not under any circumstances release the names and addresses of retirees and beneficiaries to
third parties.
PROCEDURES
1.
A third party who requests that communications be forwarded to retirees and
beneficiaries must complete such application forms as are required by the Board(s).
The third party shall submit to the Boards such information as is necessary to determine
the authenticity of the organization. The third party shall bear all costs of the mailing.
The third party shall provide to the Boards a copy of the material to be mailed and shall
provide stamped envelopes containing the material to the Boards. Retirement staff
shall add the labels and deposit the envelopes in the U.S. mail.
2.
Included with the application shall be the final version of the communication to be
distributed. The communication shall not thereafter be changed, altered, or modified.
The Boards reserve the right to review and reject any proposed communication. Such
action by the Boards shall not constitute any sponsorship or endorsement of any
communication forwarded.
RETIREMENT BOARD POLICY
SECTION 2-20
PAGE 2 of 3
3.
An authorized representative of the third party must execute a written
agreement in which the third party agrees to indemnify the Boards from any
claim, loss, or liability resulting from the mailing.
4.
The Boards shall periodically review this policy and reserve the right to rescind or
modify it.
5.
The applicable Board shall consider any request under this policy and if
appropriate, approve the request for distribution.
1.
2
Adopted 03/10/2004
Annual Review, administrative changes, adopted 9/10/2008.
RmREMENT BOARD POUCY
SECT10N 2-20
PAGE 3 of 3
INDEMNIFICATION AGREEMENT
IN FAVOR OF THE
CITY OF FRESNO RETIREMENT BOARDS
The undersigned hereby agrees to indemnify and hold harmless the City
of Fresno Retirement Boards and its present, past and future members, officers,
employees, agents and attorneys from any and all claims, liabilities, expenses,
losses, damages, and lawsuits arising from or related to the mailing by the Board
of communications prepared.
Dated:
Organization:
By:
Title: