1-510-338-9438 Access Code # 126 096 6464 Password: 24538622

GRAND TRAVERSE COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES BOARD 9:00 AM Conference Call Phone: 1-510-338-9438 Access code # 126 096 6464 Password: 24538622

July 31, 2020 AGENDA

On June 18, 2020 Governor Whitmer signed into effect Executive Order 2020-129. In an effort to reduce the spread of COVID-19 by limiting the number of people at public gatherings, this order suspends the rules and procedures for governmental entities requiring physical presence at meetings and hearings and it temporarily alters the rights of the public to be present at meetings.

During public comment, the public may participate with the provided link on the website by “raising your hand” to be called on by staff or by using the call-in number referenced above and your last 4 digits of your phone number will be announced.

1. CALL TO ORDER – 9:00 a.m. Grand Traverse Pavilions – John Rizzo, Chair, Grand Traverse County Department of Health and Human Services Board

2. FIRST PUBLIC COMMENT/INPUT Any person shall be permitted to address a meeting of the Grand Traverse County Department of Health and Human Services Board which is required to be open to the public under the provisions of the Michigan Open Meetings Act, as amended. (MCLA 15.261, et.seq.) Public comment shall be carried out in accordance with the following Board Rules and Procedures: 1. Any person wishing to address the Board shall state his or her name and address. 2. Persons may address the Board on matters which are relevant to Grand Traverse Pavilions issues. 3. No person shall be allowed to speak more than once on the same matter, excluding time needed to answer Board Members questions. The Chairperson shall control the amount of time each person shall be allowed to speak, which shall not exceed three (3) minutes. (1) Chairperson may, at his or her discretion, extend the amount of time any person is allowed to speak. (2) Whenever a group wishes to address the Board, the Chairperson may require that the group designate a spokesperson; the Chairperson shall control the amount of time the spokesperson shall be allowed to speak, which shall not exceed fifteen (15) minutes.

3. COUNTY LIAISON REPORT

4. APPROVAL OF AGENDA

5. CONSENT CALENDAR The purpose of the consent calendar is to expedite business by grouping items to be dealt with by one Board motion without discussion. Any member of the Board, or staff may ask that any item on the consent calendar be removed and placed elsewhere on the agenda for discussion. Such requests will be automatically respected.

Page 1 of 88 If any item is not removed from the consent calendar, the item on the agenda is approved by a single Board action adopting the consent calendar.

A. Review and File HANDOUT#

(1) Minutes of the 6/26/20 Board Meeting 1 (2) Zionskowski Thank You 2 (3) Gerstner Thank You 3 (4) Nursing Home License Renewal 4 (5) P.E.P. Talk Employee Newsletter – July 5 (6) Media Report – June 6

6. ITEMS REMOVED FROM CONSENT CALENDAR (1)

7. GRAND TRAVERSE MEDICAL CARE -- Korvyn R. Hansen

A. General Information (1) COVID-19 Update Verbal (2) Second Quarter Overtime Report 7 (3) Second Quarter Annual Plan Update 8 (4) MERS Annual Actuarial Valuation Report – 12/31/19 9 (5) Provider Tax Adjustment-FY2020 10

B. Chief Executive Officer Board Report 11

C. Business (1) Financial Report 12 (2) PACE Management Agreement – 3rd Amendment 13

D. Medical Staff (1)

G.T.P. Announcements (1) June Service Excellence Award 14 (2)

8. SECOND PUBLIC COMMENT/INPUT Refer to Rules under First Public Comment/Input above.

9. CLOSED SESSION (1) QAPI Quarterly Update (2) Resident Council Summary (3) Resident Quarterly Incidents

10. ADJOURNMENT

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GRAND TRAVERSE COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES BOARD 1000 Pavilions Circle, Traverse City, MI 49684

MINUTES OF THE JUNE 26, 2020 MEETING

PRESENT: John Rizzo, Cecil McNally, Ralph Soffredine Board Kory Hansen, Rose Coleman, Robert Barnes, Lindsey Dood, Darcey Gratton Staff Gordie LaPointe Commission ABSENT: GUESTS:

The regular meeting of the Grand Traverse County Department of Health and Human Services Board was called to order remotely at 9:10 am by Board Chair John Rizzo due to the Executive Order 2020-129 signed by Governor Whitmer to limit the number of people at public gatherings. This order suspends the rules and procedures for governmental entities requiring physical presence at meetings and hearings and temporarily alters the rights of the public to be present at meetings. Grand Traverse Pavilions provided a link on its website for public participation electronically or telephonically with the ability to make public comment.

Public Comment

Andi Gerring –Shared her concerns regarding two newspaper articles not being on the agenda for the board to discuss and the lack of communication regarding the questions submitted by Gerring to Administration and the Board in May.

County Liaison Report – LaPointe shared discussions at the most recent county board of commissioner meetings. Topics of discussion included ongoing concerns with MERS, racial equality demands with the County Sheriff, Senior Center funding and county furloughed employees. LaPointe also shared that the Road Commission millage will be expiring this year and will be brought back on the ballot in November’s election.

Approval of Agenda – Chair Rizzo asked if there were additions, changes or corrections to the agenda. Motion was made by McNally to approve the Agenda as presented, seconded by Rizzo and carried unanimously.

The purpose of the Consent Calendar is to expedite business by grouping items to be dealt with by one Board motion without discussion. Any member of the Board or staff may ask that any item on the Consent Calendar be removed and placed elsewhere on the agenda for discussion. Such requests will be automatically respected.

REVIEW AND FILE

(1) Minutes of the 5/29/20 Board Meeting (2) Heikkila Thank You

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(3) Watson Thank You (4) Courtade Thank You (5) Lau Thank You (6) The Compass – June (7) P.E.P. Talk Employee Newsletter – June (8) Media Report – May

Motion was made by Rizzo to approve the Consent Calendar as presented. Motion seconded by McNally and carried unanimously.

Items Removed From Consent Calendar – none

Soffredine In 9:23

Apprenticeship Institute CNA Training Program – Hansen shared that the Pavilions partnered with the Apprenticeship Institute (AI) to provide a training program for Certified Nurse Aides. A $500,000 grant from the Michigan Health Endowment Fund Caregiver Support and Development Initiative, supports establishing a CNA Registered Apprenticeship Nurse Aide Training Program. AI will recruit workers and the Pavilions will hire those as Universal Worker until they become certified. AI has a retention rate of 80% and will follow those in the program throughout the year with no cost to the Pavilions. McNally inquired if this program will replace the Pavilions current training. Hansen stated this program is another way to help recruit and certify individuals but will not replace the Pavilions current recruitment and training.

COVID-19 – Coleman gave an update on the Pavilions continued efforts of handling COVID-19 pandemic including the plan for baseline testing for all employees and residents. Coleman shared that on June 15, the governor ordered all nursing facilities to have a plan in place by June 22 for all residents and staff to start testing by June 29. Coleman stated testing for 800 of the Pavilions residents and staff will begin on June 29 and has partnered up with a lab to start receiving the results back within 48hrs. Communication regarding testing was sent out to the families in a letter along with updating the website. If one test (resident or staff member) comes back positive then weekly testing will be mandated for all residents and staff until we have two consecutive weeks without any new positive cases. The Pavilions continue to have all other practices in place with masking, screening and limited services with other entities. Coleman shared that she has not received any guidelines from the state to re-open the building back up for families to visit their loved ones. Window visits are going well and staff continue offering video conferencing. Coleman also stated PPE supplies are well stocked with a plan in place for the chance of any positive cases. Hansen stated the state will be paying for the testing when not covered by the individuals insurance.

Chief Executive Officer Report – Hansen reviewed his monthly report for May. Hansen shared that one new participate is expected to be enrolled July 1 at PACE North bringing their total to 44 participates. PACE participants who were starting to decline at home, have recently returned to the Center. An agreement with United Methodist Healthcare Recruiters was finalized in May to reserve two RNs from the Philippines. On May 12, the state of Michigan conducted a second infection control focused survey. No citations were received. Hansen shared that there were three retirements from long-term employees in the month of May. Admissions have been low due to COVID-19 but the census is starting to return back to 90% in Rehab with daily referral’s from the hospital. We still have not seen admissions from the community for long-term placements. Hansen stated the annual resident/family satisfaction surveys will be going out soon. A thermal camera has been ordered to help with the screening

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process as well as a self check-in kiosk for visitors and employees to help with the process of entry. This new process will include a printed visitor badge to help identify those who have been screened. McNally inquired about the call light QA study. Hansen was not aware of any unfavorable outcomes. Hansen also shared that our Medicaid Eligibility worker has been furloughed by the State of Michigan for one day a week. However, the Pavilions is still being billed the same amount and believes there should be a corresponding discount due to 20% less productivity.

Financial Report – Dood reviewed the financial operations report for May, 2020. Dood outlined revenue and expenses compared to budget for each of the Pavilions’ programs that include the Medical Care Facility (skilled nursing), The Cottages (Assisted and Independent Living) and Adult Day Services. Additional information was provided on respective census and accounts receivable along with the total cash ending balance. Dood summarized the review of vouchers for the month that were in order without exception. The Social Accountability Summary was reviewed indicating the amount of uncompensated care provided and volunteer hours for the month. Motion made by Soffredine to accept the financial operations report as presented. Motion seconded by McNally and carried unanimously.

GTP Foundation Board of Trustees 2020-2021 - Hansen reviewed the 2020-2021 Grand Traverse Pavilions Foundation membership roster. As indicated in the Foundation Bylaws, the DHHS appoints annually. Motion was made by McNally to appoint the Grand Traverse Pavilions Foundation Board of Trustees membership roster for a one year term for 2020-2021 as presented, seconded by Soffredine and carried unanimously.

COVID-19 Wage Adjustment - Resolution 2020 - 2 - Hansen reviewed the proposed COVID- 19 Wage Adjustment. In response to the COVID-9 pandemic, the State House and Senate have unanimously passed and the Governor has expressed she will sign SB 690 that provides certain direct care workers in skilled nursing facilities, a temporary two dollar per hour wage increase from July 1, 2020 through September 30, 2020. Hansen proposed including all other workers, excluded from the SB 690, a simliar temporary wage increase subject to SB690 becoming law. Motion was made by Soffredine to approve the COVID-19 Wage Adjustment as presented. Motion seconded by McNally and carried unanimously.

Grand Traverse Pavilions Announcements - (1) May Service Excellence Award - Hansen reviewed weekly winners

Public Comment/Input

Andi Gerring – Shared her concerns of transparency and requested for her written comments to be posted with the minutes. Gerring also stated the sound quality of using Webex was poor for the teleconference.

Claudia Bruce - subsequently indicated a desire to make public comment but was unable due to technical difficulties.

Meeting adjourned at 10:02 am

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Signatures:

John Rizzo – Chair Grand Traverse County Department of Health and Human Services Board

Korvyn R. Hansen, Assistant-Secretary

Date: July 31, 2020 Approved Corrected and Approved

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4C obituaries Traverse City Record-Eagle Wednesday, June 24, 2020 The Record-Eagle - 06/24/2020 Page : C04 obituaries

Anna Zionskowski William A. Stebner Joseph E. Andrews Died June 22, 2020 Died June 20, 2020 Died June 19, 2020

TRAVERSE CITY — Zionskowski and TRAVERSE CITY — been fortunate TRAVERSE CITY — tin. Anna Zionskowski, Bernadine (Paul) William "Bill" Allen enough to hear it will Joseph Edward An- Joseph held a Bach- 98, of Traverse City, Lezon; seven grand- Stebner, 66, of Tra- not forget Bill. drews, 86, of Traverse elor of Science in died Monday morn- children; and 16 great verse City, died on Bill was preceded in City, passed away Fri- Business Administra- ing, June 22, 2020. -grandchildren. Saturday, June 20, death by his mother, day, June 19, 2020 at tion from Central Anna was a member She was preceded 2020 at home with his Patricia Marie Stebner his home. Joseph Michigan University of St. Patrick Catholic in death by her hus- family present. (Baehr); his father, was the son of Clay- and worked as a cost Church and very de- band, Frank; her Bill is a lifelong Tra- Allen Charles Stebner; ton and Helen (Lillich) accountant at the Fel- voted in her faith. daughter, Bernadette verse City resident his former wife, Debra of Wauseon, Ohio, but ters Company in She was born on (Dolly) Lezon; her par- with his youngest Michelle Covell; spent his early years Spartanburg, South Aug. 2, 1921. Anna ents and two siblings. years of summer grandparents, Flora in Jackson. Carolina for many was the daughter of Wade and The family would like to thank spent with family at his grand- (Rudolph) Gladys Stebner In 1963 he married Theresa years. He really liked numbers! Mary (Robinson) Morgan. On all of the CNA's and nurses on mothers, Flora Stebner, fishing (Lader), William (Marie) Gron and together they raised Joseph was a kind and gen- Aug. 27, 1949, she was united Dogwood who cared for her at resort, Sportsman's Paradise, Howard Baehr; and his uncle, two daughters,-Rebecca Cort erous man, an avid fisherman in marriage to Frank P. Zion- the Pavilions. They were her now part of Sleeping Bear William Kenneth Martin. (Clint), of Arvada, Colorado and Detroit Tigers fan. He skowski. They raised five chil- other family when her family Dunes National Lakeshore, Bill is survived by his life and Stefany Martin (Chris), of could build and fix anything dren together. couldn't be there because of making memories born from partner, Melanie Teresa Acker- Charlotte, North Carolina. and he loved his country. Anna enjoyed spending time COVID-19. childhood adventures, mis- man; his two sons, Thomas After the loss of Theresa he Joseph will be laid to rest at with her family and especially Visitation will be held on chief, and sun-up to sun-down (Patrice) William Stebner, Ken- married Audrey Andrews Greenlawn Memorial Garden being with her grandchildren Wednesday, June 24 at the discovering the joys of nature, neth Craig Stebner; grand- (Larsen), of Traverse City, in Cemetery in South Carolina. and great-grandchildren. She Covell Funeral Home in Tra- and his fair share of chores. daughter, Debra Madison 2001. With great adoration The family is being cared for spent many summers canning verse City from 5 to 7 p.m. with Bill attended Traverse City Stebner; brother, James Joseph enjoyed his three by the Reynolds Jonkhoff Fu- everything from cherries, the Rosary offered at 7 p.m. High School, where he was an (Suzanne) Dennis Stebner; sis- granddaughters, Anna Cort, neral Home and Cremation plums, peaches and green Funeral Service will be on honor roll student and a drum- ters, Linda (Richard) Kenny Reagan Martin and Isabel Mar- Services. beans. Not a member of the Thursday, June 25 at 11 a.m. mer in the marching band. Bill and Carol (David) Mikowski; family including their spouses with visitation one hour prior at was an avid skier, windsurfer, his nephews, Samuel Allen Shirley A. Bratschi got out of snipping beans. St. Patrick Catholic Church in and loved music. Stebner, and Jack Dennis Anna worked for the Traverse Traverse City. Services will He earned his undergraduate Stebner; his aunt, Noreen Faye Died June 22, 2020 City State hospital. When she conclude with interment at degree from Central Michigan Stebner; and his cousins, Ker- Visitation will be retired, she spent her time vol- Oakwood Cemetery. University. He graduated mit (Debbe) Vermillion Douse, MANISTEE — held on Thursday unteering. She volunteered Memorial contributions in Magna Cum Laude with his Kathy (Paul) Grace Bellmore, Shirley Ann Bratschi June 25, 2020 be- with Father Fred at the State honor of Anna may be made to master's degree in social work Judi (Bill) Lee Jopling, and Tr- of Manistee, 86, tween the hours of 4 hospital chapel. She also vol- the Carmelite Monastery in from Michigan State Univer- isha Ann Martin. passed away peace- to 8 p.m., at Oak unteered her time helping the Traverse City and the Food sity, while working full-time Visitation for family and fully at home with her Grove Funeral Home Carmelites and took Commu- Pantry at St. Patrick Catholic and beginning a family. friends will be held from 3 to 5 beloved husband in Manistee. The nion to the sick at Munson Church. Bill helped countless people pm. and 6 to 8 p.m. at the Robert by her side, Rosary will be prayed hospital. Arrangements are entrusted at Munson hospital negotiate Reynolds-Jonkhoff Funeral Monday June 22, at 7 p.m. Anna is survived by her chil- to the Covell Funeral Home of their needs as they transi- Home on Saturday, June 27, 2020. Funeral services will dren, Paul (Char) Zionskowski, Traverse City. tioned through the healthcare 2020. Born May 31, 1934 follow on Friday June Carol (Harry) Page, Michael system. Bill worked with those A celebration of Bill's life will in Detroit, Shirley was 26 at 10 a.m., at Oak Grove Fu- most vulnerable individuals take place at 2 p.m. on Sun- the daughter of the late Ed- neral Home in Manistee where and families for 38 years. day, June 28, 2020 at the ward and Genevieve Zemke. Agustin Munoz a Mass of Christian burial will Before Bill had the chance to Reynolds-Jonkhoff Funeral She graduated from St. be celebrated with Rev. Zeljko Died June 19, 2020 retire, he was hit with a rup- Home with a visitation one Alphonsus Catholic High Guberovic officiating. tured brain aneurysm five hour prior to the service. School. Graveside Services will be TRAVERSE CITY — of Cardiology. During years ago. Determined to re- The family asks that in lieu of On February 11, 1956 Shirley held at 3:00 PM at Maple Ret. Col. Agustin those years, he par- cover, Bill regained his speech, flowers memorial contributions married Robert Dale Bratschi Grove Cemetery in Elk Rapids Muñoz, MD, FACC, ticipated in national manual dexterity, drove a car, be directed to either; Northern and remained together for 64 with Father Robert J. Zu- passed away peace- and international sci- laughed and navigated through Lakes Community Mental years. chowski officiating. fully at home sur- entific conferences. life again. The beginning of this Health, 105 Hall Street, Suite Survivors include her children Memorials in Shirley's name rounded by family, Dr. Muñoz published year Bill began a new battle. A, Traverse City, MI 49684 or & spouses, Dale (Marsha), may be directed to St. Jude's music, prayer and several articles in This gentle man, whose career The Leukemia & Lymphoma Mark (Corrin), Leo (Amy), Children's Hospital or Hospice song, on Friday, June Medical journals. He was one of picking people up Society Donor Services, PO Pamela, Terry (Kristine); She of Michigan 19, 2020, one week was a member of the and helping them to balance Box 98018, Washington DC also loved her 10 grandchil- Please share a memory with after his ninety-third PR Medical Examiner the consequences of life was 20090-8018. dren; and three great-grand- the family at birthday. Tribunal. He was unable to counter his own fail- Please share a memory with children; as well as numerous www.oakgrovefh.com Ar- Agustin was born in commander of two ing body. Bill's family by visiting his trib- nieces, nephews and cousins. rangements by Oak Grove Fu- San Lorenzo, Puerto medical units of the Remember Bill as always ute page at www.reynolds- She was preceded in death neral Home & Cremation Rico, but his forma- US Army Reserve, having the ability to see the jonkhoff.com. by her brothers; and sister-in- Center in Manistee. tive years were spent first in Puerto Rico lighter side of all that came at The Reynolds-Jonkhoff Fu- law; Richard (Delores) Zemke in Santa Isabel, a and then in him, his sense of humor, a wel- neral Home and Cremation and Alfred Zemke, coastal town on the Gainesville, Florida. come balm, and that sweet Bil- Services is serving the family. southern part of the island on He was Command Surgeon of l's chuckle. Those who've the shores of the Caribbean the Reserve in Puerto Rico and STATE OF MICHIGAN Sea. He loved the ocean, Fellow of the American College BEFORE THE MICHIGAN church rituals, music, dancing, of Cardiology. Dr. Muñoz re- Violet Hope Solomonson reading, traveling, history, tired as a Colonel of the United PUBLIC SERVICE COMMISSION Copyright (c)2020 The Record-Eagle, Edition 06/24/2020 Page 7 of 88 Died June 13, 2020 July 16, 2020 8:55 am (GMT +4:00) family and the love of his life States Army, where he re- Powered by TECNAVIA NOTICE OF HEARING and best friend of 70 years, ceived many US decorations, TRAVERSE CITY — She was also a mem- FOR THE ELECTRIC CUSTOMERS OF Carmen Gladys Torres de among them the Legion of Violet Hope Solomon- ber of the Old Mission CONSUMERS ENERGY COMPANY Muñoz. Merit Medal, Congressional son, of Traverse City Women's Club. Agustin met Gladys at a Gold Medal, Korean War Vet- passed away June 13, Upon retiring she re- CASE NO. U-20766 dance hosted by her sorority eran "Ambassador for Peace 2020. She was born turned to her while they both attended the Medal" and a special presiden- • Consumers Energy Company requests Michigan Public Service Commission’s on March 19, 1928 to Slabtown roots. approval for reconciliation of its 2019 demand response program costs. University of Puerto Rico. tial recognition as a member of William and Henrietta Eventually she moved Agustin would frequently say, the legendary 65th Infantry (Korb) Rokos in Tra- to Cordia Senior Liv- • The information below describes how a person may participate in this case. "we have been dancing ever Regiment of the U.S. Army, verse City. ing Apartments, it was • You may call or write Consumers Energy Company, One Energy Plaza, Jackson, since." Gladys and Agustin also known as the "Borinque- Her ancestors im- hard to keep up with MI 49201, 517-788-0550 for a free copy of its application. Any person may spent a lifetime loving each neers". migrated from her as she so enjoyed review the documents at the offices of Consumers Energy Company. other. His passing is bitter- He is survived by his five Czechoslovakia in the 1800's the many friendships made. • A pre-hearing will be held: sweet as we will miss him daughters, Gladys Maria, Car- and eventually made their She was busy playing euchre, DATE/TIME: Thursday, July 16, 2020 at 9:00 AM greatly, but we rejoice in know- men Margarita, Maria de los home in the Traverse City area. Mahjong participated in Chi ing he has finally joined his Angeles, Maria del Rosario and She attended Immaculate Gong, exercise classes and BEFORE: Administrative Law Judge Sally Wallace Mirya Teresa; three son-in- eternal love, Gladys, who Conception grade school walking the Route 66 and Ap- LOCATION: Michigan Public Service Commission laws; 13 grandchildren; seven passed away in 2016. along with her brother Ernie palachian trail virtual pro- 7109 West Saginaw Highway great-grandchildren; and his During his life, Agustin ap- and sisters Rita and Sandi and grams. Lansing, Michigan 48917 proached all things with conta- youngest sister, Estrella graduated from St. Francis Vi was the matriarch of a gious joy, optimism, incredible Riefkol and a large extended PARTICIPATION: Any interested person may attend and participate. The High School. strong family and modeled hearing site is accessible, including handicapped parking. dedication, commitment, pas- family that he loved. Her parents operated the love and grace. Vi was re- sion, sense of duty, compas- Agustin was an active mem- Persons needing any accommodation to participate should Rokos Grocery at the corner of spected and admired by her contact the Commission’s Executive Secretary at (517) sionate care and selfless love. ber of St. Ignatius of Loyola Elmwood and Randolf. Vi said family and provided uncondi- Agustin graduated from the Catholic Church in Rio Piedras, 284-8090 in advance to request mobility, visual, hearing sometimes she would hurry tional love to her beloved chil- or other assistance. University of Puerto Rico with Puerto Rico as well as at home at lunch time to work the dren, grandchildren, great- a Bachelor's degree in Science Queen of Peace Catholic counter at the store and sell grandchildren, great-great The Michigan Public Service Commission (Commission) will hold a pre-hearing and at the same time was com- Church in Gainesville, Florida penny candy to the other stu- grandchildren and extended to consider Consumers Energy Company’s (Consumers Energy) June 1, 2020 missioned Second Lieutenant and a beloved member of the dents. Her father died when family. application requesting the Commission to approve: 1) the reconciliation of its in the U.S. Army Reserve, Hispanic Catholic community she was twelve years old. The She was committed to her 2019 Demand Response (DR) program costs; 2) the recovery of the $883,812 R.O.T.C.. He served in the Ko- in Traverse City during the last store was sold and her mother faith and attended services under-recovered DR revenue requirement through a 12-month surcharge to rean War and then studied few years of his life. had a house built on Hill Street. faithfully. Her strong religious be implemented beginning with the January 2021 billing cycle; 3) Consumers medicine at the Central Univer- A Mass of Christian Burial will While in school Vi worked in a belief provided her great com- Energy’s financial incentive of $2,446,817 for 2019, and the recovery of the sity in Madrid, Spain. be held on Thursday, June 25, soda shop at a local drug store fort in all aspects of her life and financial incentive through a surcharge to be implemented beginning with Dr. Muñoz specialized in Pe- at 11 a.m. at Saint Francis and then as a telephone opera- helped her to pass peacefully. the January 2021 billing cycle for a period of 12 months; 4) Consumers Energy’s diatrics and Pediatric Church in Traverse City. tor for Michigan Bell. She met Her daughters were able to proposed revisions to the financial incentive mechanism to apply in the 2020 DR Cardiology at the University A graveside committal ser- Jack when he was working as spend her last days by her side program year; 5) Consumers Energy’s proposed DR pilots; and 6) other relief. hospital in Rio Piedras. For vice with proper military hon- in installer for Western Electric. and were blessed to share this All documents filed in this case shall be submitted electronically through over 25 years he practiced his ors will take place Tuesday, They were married on Oct. 3, time with her. the Commission’s E-Dockets website at: michigan.gov/mpscedockets. profession which he saw as a June 30, 2020 at 1 p.m. at the 1948 and moved to Chicago Violet is survived by her sis- Requirements and instructions for filing can be found in the User Manual on the ministry, until he retired from Florida National Cemetery in where Jack was enrolled at an ter, Sandi Green; daughters, E-Dockets help page. Documents may also be submitted, in Word or PDF format, his professorship in the school Bushnell, Florida. electronics school. Vi worked Mary Jo (Dana) Lance, Barbara as an attachment to an email sent to: [email protected]. If you of medicine and private prac- In lieu of flowers, memorials as a telephone operator super- (Jan Doran) and Kristina require assistance prior to e-filing, contact Commission staff at (517) 284-8090 tice. He served as Medical Di- may be left to support the Jus- visor while in Chicago. McLain; lovingly remembered or by email at: [email protected]. rector of the University tice and Peace Advocacy Cen- Vi and Jack moved back to by many nieces and nephews; Any person wishing to intervene and become a party to the case shall Pediatric hospital. ter JPAC, PO Box 901, Traverse City and began a grandchildren; and great- He served as President of the Traverse City, MI 49685, electronically file a petition to intervene with this Commission by July 9, 2020. temporary part time job on the grandchildren. She touched (Interested persons may elect to file using the traditional paper format.) The Puerto Rico Heart Association, www.justiceandpeaceadvocac Old Mission Peninsula at many lives and will be remem- Puerto Rican Society of Cardi- y.org; or in support of Hospice proof of service shall indicate service upon Consumers Energy Company’s Legal Peninsula Telephone Com- bered fondly. Department – Regulatory Group, One Energy Plaza, Jackson, MI 49201. ology and the Pediatric Medi- of Michigan. pany. Together they managed The mass of Christian burial cal Association and of the Please visit www.reynolds- the phone company for sixty will be held on June 26 at 11 Any person wishing to appear at the hearing to make a statement of position Medicine and Religion section jonkhoff.com to share your years. They successfully grew a.m. at Immaculate Concep- without becoming a party to the case may participate by filing an appearance. of the Puerto Rico Medical As- memories with the family. the company from the switch- tion Church with Father An- To file an appearance, the individual must attend the hearing and advise the sociation, Founding Member of The family is being cared for board in the living room, thony Citro officiating. Burial presiding administrative law judge of his or her wish to make a statement of the Latin Society of Pediatric by the Reynolds-Jonkhoff Fu- cranker phones to cell phones will be at the Bohemian Ceme- position. All information submitted to the Commission in this matter becomes Cardiology and honorary mem- neral Home and Cremation and high speed internet. tery in Old Mission following public information, thus available on the Michigan Public Service Commission’s ber of the Dominican Society Services. Vi was a gracious hostess the mass. website, and subject to disclosure. Please do not include information you wish and cook, often orchestrating In lieu of flowers please do- to remain private. Sunday dinners with thirty or nate to Father Fred, Immacu- Requests for adjournment must be made pursuant to Michigan Office of liam treadwell more friends and family. She late Conception food pantry or Administrative Hearings and Rules R 792.10422 and R 792.10432. Requests for was a member of St. Joseph the Old Mission historical Soci- further information on adjournment should be directed to (517) 284-8130. and Immaculate Conception ety Tree project. A copy of Consumers Energy Company’s application may be reviewed on the Grand National jockey dies catholic churches. She was al- Vi and her family are in the Commission’s website at: michigan.gov/mpscedockets, and at the office of BRIDGNORTH, England Police attended the home ways active in community and care of the Reynolds-Jonkhoff Consumers Energy Company. For more information on how to participate in a church events and volunteered Funeral Home and Cremation (AP) — Liam Treadwell, an of Treadwell after his death, case, you may contact the Commission at the above address or by telephone at her time for many fundraisers. Services. English jockey who rode a which is being treated as (517) 284-8090. Jurisdiction is pursuant to 1909 PA 106, as amended, MCL 460.551 et seq.; 1919 horse with odds of 100-1 to unexplained, Britain’s deaths victory in the Grand Nation- Press Association reported. PA 419, as amended, MCL 460.54 et seq.; 1939 PA 3, as amended, MCL 460.1 et seq.; 1969 PA 306, as amended, MCL 24.201 et seq.; and Parts 1 & 4 of the al Steeplechase in 2009, has Police said they did not CAROL J. WATSON, 86, Classifieds Michigan Office of Administrative Hearings and Rules, Mich. Admin Code, R died. He was 34. suspect any third-party of Traverse City passed 792.10106 and R 792.10401 through R 792.10448. Treadwell’s death was involvement. away Thursday, June 18, work! [THE MICHIGAN PUBLIC SERVICE COMMISSION MAY APPROVE, 2020. To place an ad, call 231- confirmed by horseracing Treadwell was riding in REJECT, OR AMEND PROPOSALS MADE BY CONSUMERS ENERGY.] trainer Alastair Ralph, who the Grand National for the The family is being 946-2653 said it was “unbelievably first time when he guided cared for by the Reynolds or visit www.record-eagle. 2007-E sad” and a “big shock.” Mon Mome to a win. -Jonkhoff Funeral Home. com/classifieds 6A T R A V E R S E C I T Y R E C O R D - E A G L E FIRST AMENDMENT: Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof; or abridging the freedom of speech, or of the press; or the right of the people peaceably to assemble, and to petition the government for a redress of grievances. our view OPINION Cutting Great Start Sunday, June 14, 2020 EDITORIAL PAGE EDITOR (231) 933-1467 doesn’t make sense e must be missing about the issue put it this something here. way: W We’ve now spent “The district’s decision more than a week scratch- does not impact a family’s ing our heads, trying to ability to apply for the understand Traverse GSRP program going for- City Area Public Schools ward, or TBAISD’s ability administrators’ to offer slots decision to cut for families the Great Start The issue who qualify.” Readiness ■■TCAPS leaves On the Program. (For families in a lurch by contrary, the the uniniti- cutting low-income region’s larg- ated, it’s a free, preschool est school state-funded Our view system, one preschool that houses ■ program that ■Such important more than 100 serves lower- decisions should be GSRP students, income chil- made with far more calling it quits dren — see public input impacts both. today’s front Maybe the spin page.) Guitar offers is technical- TCAPS officials recently ly accurate. Sure, families cited a $125,000 projected still may apply. And sure, deficit in the program’s Traverse Bay Area Inter- budget as grounds for cut- mediate School District ting it altogether. Our con- (the outfit in charge of The Record-Eagle - 06/14/2020 Page : A06 fusion really started with organizing and select- the numbers . Costs to run ing subcontractors to run GSRP at the district’s six GSRP classrooms in the sites were largely covered Grand Traverse region) by more than $850,000 in will continue working to your views state subsidies, and its ac- offer the program. tual financial shortfall last But nobody should fall It is a large and complex year was about $30,000, a for attempts to dupe the Time to reckon system that offers reha- quarter of the projected public into believing Letters policy with our legacy bilitative, long term and gap for the upcoming year. TCAPS executives and The Record-Eagle welcomes letters on any topic of Passion demands I end-of-life care. I know For perspective, TCAPS trustees’ decision to “not general community interest. Please limit your letters to no march, but my knees this because I placed my trustees inked a sever- apply” won’t negatively more than 200 words, typewritten or clearly printed. say no. However, I am own mother there several ance package six times impact families, children Political endorsement letters are limited to 100 words. years ago. The entire pro- that size — $180,000 — for and our community. standing with my black All letters must contain the author’s name, which will be cess from assessment to a superintendent who It’s unlikely a similar neighbors in the name published along with the author’s town of residence, plus intake, placement, daily worked only 78 days last large subcontractor will of humanity. Over my 92 the author’s signature, address and telephone number for care and eventual hospice year. And they’ve spent simply materialize and years I have witnessed verification purposes. was both professional at least as much since on offer to fill the void left by their persecution, their Writers submitting letters by email must provide a working and caring. I had meals lawyers and an interim TCAPS. And it’s equally unbelievable courage in return email address. with my mother and sat superintendent’s salary. unlikely lower income the face of persistent rac- Letters are subject to editing. in on activities. We also In a district with an an- families will win slots in ist behavior. enjoyed concerts on the nual budget north of $100 the nearest remaining Our Declaration of Inde- lawn together during her million, it’s hard to be- GSRP classrooms in King- pendence said: “We hold black men whose only Pavilions well run last summer. lieve nobody could shake sley or Buckley. these truths to be self-evi- crime was the color of Recent stories in the Getting old and losing enough cash out of the There is no doubt dent, that all men are cre- their skin. Record-Eagle concer- independence does not proverbial couch cushions TCAPS and most other ated equal, that they are Shame on us. Shame be- ning the Grand Traverse appear to be “fun.” to keep the lights on for Michigan public school endowed by their Creator cause it has taken a mur- Pavilions are terribly However, my mother low-income preschoolers. districts will face sig- with certain unalienable der to inflame us when misleading. The stories was extremely well cared Especially for a program nificant budget cuts in the Rights ...” the evidence of racism ex- would have you believe for during her time at the widely lauded for its posi- coming months as state From a nation of slave isted long before George holding to Lincoln’s dec- that the Pavilions is Pavilions. I believe that tive impact on the lives legislators decide how Floyd paid the ultimate laration of freedom; from some random, poorly our local facility is the the children it prepares to spread the impact of price of racism. I wish managed, deficient old envy of every county in for school. tanking tax revenue dur- his ringing declaration to there was an easy answer folks home. But we really don’t know ing the COVID-19 pan- a nation still struggling Michigan and that to wipe away the shame. Quite the opposite. what reasoning was prof- demic. But cutting GSRP to give that true freedom the vast majority of resi- There is none. Only our It is a state of the art, fered to support cutting seems both premature and to our black friends and dents and their families standing together, united extremely well run facil- GSRP, or even who was clumsy. neighbors, we have tried have shared a fine expe- in outrage can begin the ity, staffed by trained involved in the discussion. Why not wait until we and failed. Now we are rience during the time change. It is long after the caregivers, owned by our That’s because, in a style have better information forced to face the results at the Grand Traverse time to start. that has become com- on state funding for the of our centuries’ long community and managed Pavilions. Robert Steadman monplace for the TCAPS coming year? Or at least debasement of Jefferson’s by local professionals as Eric Gerstner board of education and until the district’s newly- and Lincoln’s truth: Dead Traverse City a not-for-profit business. Traverse City its top administrators, the hired superintendent call was made long before arrives? And why allow trustees cast votes during district executives, some at issue: voting a public meeting. who are on their way out Our suspicions grew the door, to make a unilat- when TCAPS executives eral decision on the issue? It shouldn’t be a health risk to cast ballot began playing semantics Maybe we would feel games. differently if district By Benjamin Marentette to many to vote via mail and raise can do so safely. District officials leaders spent more time voters, the awareness that the pro- Voting is the cornerstone spent quite a bit of hashing out their deci- Amid a global pandemic, process cess is safe and secure so of our democracy and energy trying to spin the sions in public sessions, as clerks across the state is proven, they can pursue that op- something we as election program cut, claiming and less time trying to are preparing for upcom- efficient tion if they wish. officials were elected to they simply decided not spin the unpopular ones. ing elections in August and secure. Second, we need to protect. In 2020, our job to “apply” to be a sub- And maybe we would feel and November, there And amid ensure local clerks have is to protect the elections contractor for the coming differently if both parents is one thing I want the the CO- the resources needed to from COVID-19. It’s a duty school year. and our community people I serve to know. VID-19 process the increased I take seriously as do my TCAPS Executive Direc- were privy to all the No matter the realities of crisis, it is number of absentee bal- colleagues across the Marentette tor of Communications discussions that contrib- COVID-19, come election the saf- lots expected. There will state. Christine Guitar, in an uted to the cut. time, no registered voter est option also be a greater need for About the author: Ben- effort to sway semantics After all, we’re the in Traverse City has to risk available. The reality is, PPE and other resources jamin Marentette served included in the Record- ones who pay the costs their health to cast a bal- no one knows if there will to protect the well-being as city clerk for the City Eagle’s first news article incurred by their choices. lot. They can vote from the be a resurgence of the of election workers and of Traverse City since safety of their own home. virus. What we do know is voters alike for those September 2011. He es- When Michigan voters there will not be a vac- who choose to vote in sentially serves as chief TRAVERSE CITY overwhelmingly passed cine available prior to the person. operating officer for a city CopyrightProposal (c)2020 3 The in Record-Eagle,2018, it Edition 06/14/2020upcoming elections.Page 8 ofGiven 88 the strain on local government with total RECORD-EAGLE Julyamended 16, 2020 8:57 the am (GMTstate +4:00) consti - In the best interest of and state governments cash flow exceedingPowered by $150TECNAVIA Traverse City, MI 49684 tution to create automatic voters in our city and throughout Michigan, we million. His responsibili- registration, same-day statewide, I am working must call attention to the ties include oversight of voter registration and no- with VoteSafe Michigan, fact that safeguarding our elections. In 2019, he was www.record-eagle.com excuse absentee voting. I a bipartisan coalition of election and the right to appointed to the Michi- am glad we did because voting experts, elected vote is going to require ad- gan Election Moderniza- whether people are el- officials, health care ditional federal funding. tion Team and in 2017 derly, at greater risk to CO- professionals, and commu- We encourage voters to was selected as Michigan VID-19 or are simply fear- nity leaders who support learn more about voting City Clerk of the Year by Paul Heidbreder,Publisher ful of becoming sick, they accessible, secure mail-in via absentee ballot and to his colleagues across the Nathan Payne, Editor Brian Steele, Design Center Editor should have peace of mind ballots and safe, in-person complete an application state. He holds an MBA Allison Batdorff, Interim Editor Andy Taylor, Associate Editor/Digital that comes with knowing voting sites. online if they have not yet. with a concentration in Dan Nielsen, Business Editor that voting will not jeopar- That effort is two-fold. In the meantime, we will leadership and finance In dize their health. First, ensure that voters continue to take the steps 2017, he completed stud- Editorial board members While mailing in an ab- know it is their constitu- necessary to ensure those ies at Harvard’s Kennedy Nathan Payne Paul Heidbreder Dan Nielsen Allison Batdorff Bob Giles sentee ballot is unfamiliar tional right in Michigan wishing to vote in person School of Government.

Write us a letter BY MAIL:Mail submissions BY EMAIL: letters@record- to Record-Eagle Letters to eagle.com. No attachments OUR POLICY:The Record-Eagle wel- printed. which will be published along with the town, the Editor, 120 W. Front St., please. Letters can be read comes letters on any topic of general com- Political endorsement letters are limited to and the author’s signature, address and tele- Traverse City, MI 49684. online at www.record-eagle. munity interest. Please limit your letters to no 100 words. phone number for verification purposes. com/e-edition more than 200 words, typewritten or clearly All letters must contain the author’s name, Letters are subject to editing. BY FAX:(231) 946-8632 www.record-eagle.com Page 9 of 88 P E P T A L K VOLUME 8, ISSUE 7, J U L Y 2 0 2 0

Wednesday, July 29, 2020 Multi-Purpose Room Employee Recognition Event All Pavilions and Sodexo employees are invited to attend. Come enjoy tasty burgers, hotdogs and chicken hot off the grill and challenge your friends to fun games.

Buffet Times 10:30AM to 2:00PM 6:00PM to 7:30PM 9:30PM to 10:30PM

Years of Service Presentation Join us as we recognize Pavilions employees who celebrate milestone anniversaries. A video honoring these employees will be streaming throughout the day in the Multi-Purpose Room

Prize Drawings! Names will be randomly drawn for great prizes. The grand prize will be a paid day off! (All employees are automatically entered—need not be present to win)

Employee Gift Giveaway Gift will be available for pick up in Multi-Purpose Room

JULY 2020 IN-SERVICES Due July 31, 2020  Relias: Mandatory - ALL STAFF: Resident Rights Essentials  Relias: Mandatory - ALL STAFF: Human Trafficking  Relias: Mandatory - ALL STAFF: All Page and Code Status  Relias: Mandatory –CERTIFIED NURSE AIDES: Safe Swallowing and Feeding Techniques  Relias: Mandatory – LICENSED NURSES: GTP Sepsis Course  Relias: Mandatory –UNIVERSAL WORKERS: One on One Toolkit and Dementia/Alzheimer’s Refresher  In-Person: Mandatory –UNIVERSAL WORKERS: Annual Clinical Skills Competency, July 21-22, 2020 by appointment only, call Staff Development to sign up for a time slot

Relias Link: https://gtp.training.reliaslearning.com

Page 10 of 88 P E P T A L K VOLUME 8, ISSUE 7, J U L Y 2 0 2 0 P A G E 2

Survive the Summer Heat Summer heat can be more than uncomfortable—it can be a threat to your health, especially for older adults and children. Whatever your age, don’t let the summer heat get the best of you. There are two types of heat illness to keep an eye out for this summer: Heat exhaustion—Heat exhaustion occurs when a person cannot sweat enough to cool the body, usually the result of not drinking enough flu- ids during hot weather. A person suffering from heat exhaustion must move to a cool place and drink plenty of water. Heatstroke—Heatstroke is the result of untreated heat exhaustion and is a serious medical emergency that must be treated quickly by a professional. To prevent heat illness this summer, make sure to drink plenty of water, wear lightweight and light-colored clothing and eat light, refreshing foods. In addition, try to stay inside as much as possible, doing chores early or late in the day. By keeping these tips in mind, you’re on your way to beating the heat.

Temporary $2.00/hr. Wage Increase Goes Into Effect We are happy to report that Grand Traverse Pavilions employees will begin seeing a temporary $2/hr. wage increase in their paychecks on July 24, 2020 representing the pay period July 5, 2020 through July 18, 2020, along with a retroactive payment for any days worked from July 1, 2020 through July 4, 2020 from the previous pay period. The enhanced rate premium will continue through September 30, 2020.

The temporary rate increase came about in response to the COVID-19 pandemic when Governor Whitmer signed into law Senate Bill 690 on July 1, 2020. The bill provides, among other items, a temporary $2.00 per hour wage increase for CNAs, LPNs, RNs and Respiratory Therapists working in skilled nursing facilities. Federal dollars received by the State of Michigan from the Coronavirus Relief Fund will cover the cost of this mandated increase.

The Grand Traverse Pavilions applauds the passage of SB 690 recognizing the gallant efforts of our front line staff. However, all staff working in congregate care settings caring for vulnerable populations like Nursing Homes and As- sisted Living facilities have all experienced the difficult circumstances due to the Coronavirus and every employee in our organization provides a vital role towards our mission.

Therefore, the Pavilions Board approved a resolution to provide a temporary $2.00 per hour wage adjustment for all hours worked over the same July 1, 2020 through September 30, 2020 time period to every employee that was not included under the bill. This ensures all staff are treated in a similar manner recognizing the incredible contributions during these unprecedented times.

The temporary wage premium will be coded on pay stubs as Direct Care COVID for staff considered as a direct care worker under the bill, with a Direct Care COVID OT code for overtime. Likewise, the codes used for non-direct care workers covered under the board resolution will be Non-Direct Care COVID, with Non-Direct Care COVID OT representing overtime related hours.

Page 11 of 88

P E P T A L K VOLUME 8, ISSUE 7, J U L Y 2 0 2 0 P A G E 3

Madlyn Bogus Jared Farkas Universal Worker Universal Worker

Abby Gratton Abbie Hahnenberg Becky Hansen Caitlyn Holley Child Care Assistant Universal Worker Housekeeper Launderer

Amanda McGiness Allison Taylor Havannah Wagner Kaitlyn Zinn Launderer Universal Worker CNA Universal Worker

QUICK AND EASY POTATO SALAD Makes: 4 servings Ingredients 1 ½ pounds red potatoes 1 cup nonfat plain yogurt ⅓ cup onion (minced) ½ cup cheddar cheese (grated) ¼ Tbsp. fresh chives (snipped) 3 Tbsp. bacon bits or pieces ¼ tsp. salt Freshly ground pepper to taste Chopped fresh parsley

Preparations  Place whole potatoes (do not poke) into microwave-safe dish. Cover dish. (If covering dish with plastic wrap, poke small hole in plastic.) Microwave on high for 10 to 12 minutes depending on strength of microwave.  Carefully remove cover from dish and let cool. Cut potatoes into bite-sized pieces and place in a large bowl with remaining ingredients. Stir and refrigerate. Page 12 of 88 VOLUME 8, ISSUE 7, J U L Y 2 0 2 0

MILESTONE ANNIVERSARY MILESTONE ANNIVERSARY “Experience 5 Years: Jacob Dean: 5 Years: Margo Ammons Jacob began his career with the Pavil- Margo joined the Wellness Center ions on July 2, 2015 as a CNA and has after her official retirement because is the transitioned to an LPN. The residents she just couldn’t stay away! Her love and staff enjoy his calm and pleasant of the water and of the community demeanor. He has been a perfect addi- that attend Wellness Center Classes teacher of all tion to the Birch team. It is a pleasure could not be retired. She helps out to work with Jacob and watch him grow. with covering vacations and sharing things.” Thank you, Jacob, for five years of ser- her vast aquatic knowledge whenev- vice and commitment to the Pavilions. er needed. Thank you Margo! Julius Caesar Boost Your Mental Well-being During These Uncertain Times The coronavirus (COVID-19) pandemic has caused uncertainty, stress and worry for many for the past few weeks. Even as businesses reopen and restrictions are lifted, many Americans are experiencing considerable anxiety. With more than half of Americans reporting to Dynata, a survey insights firm, that they think the COVID-19 pandemic will last six months or more, many health experts are concerned about the nation’s mental health.

While experiencing stress or anxiety over the health and economic fears brought on by COVID-19 is normal, if you don’t take steps to cope with these feelings, you can put yourself at risk for long-term health effects. Try these tips to keep your coronavirus-related stress and anxiety under control:  Stay informed, but don’t obsess—It can be easy to become overwhelmed by watching the news and reviewing the updates of the COVID-19 situation. While it’s important to be informed of the situation, you should not obsess over the news.  Focus on what you can control—Focusing on the things you can’t control, like the course of the pandemic and actions of others, will only fuel anxiety and stress. Instead, focus on things that you have control over, including staying home when possible, washing your hands, wearing a mask and practicing social distancing.  Connect with friends and family—Sometimes, the best way to cope with your stress is to talk to a loved one. Lev- erage technology to safely talk with friends or family during these times.  Use healthy coping mechanisms—There are a variety of healthy ways to mitigate your stress and anxiety, which include getting exercise, sticking to a routine, spending time outside and meditating.  Talk to a professional—If your stress or anxiety is overwhelming, contact a licensed mental health professional. The COVID-19 pandemic has disrupted daily life and caused stress and anxiety for many, even as we enter our new normal. If left unchecked, these feelings can have negative effects on your mental well-being. Take steps today to keep your stress and anxiety under control. Page 13 of 88 JUNE, 2020 Media Report

Broadcast Report:

WTCM-FM: Recruitment/Join the Team Broadcast advertising ran from June 1-7,2020. Recruitment/Join the Team Broadcast advertising ran from June 8-28, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020.

WTCM-AM: Adult Day Broadcast advertising ran June 2, 2020. Recruitment/Join the Team Broadcast advertising ran on June 9, 17, and 25, of 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-4, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 8-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020.

WKLT-FM/WBCM-FM: Recruitment/Join the Team Broadcast advertising ran from June 1-28, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-4, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 8-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020.

WCCW-AM: Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-4, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 9-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020.

WCCW-FM Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-4, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 9-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020. Concerts on the Lawn – This Weeks Radio Concert (gratis) advertising ran from June 8-18, 2020. Concerts on the Lawn – This Weeks Radio Concert (gratis) advertising ran from June 22-25, 2020.

WJZQ-FM Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 1-4, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 9-11, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 15-18, 2020. Concerts on the Lawn – Goes Radio Retro Broadcast (gratis) advertising ran from June 22-25, 2020.

Page 14 of 88 PRINT

Record Eagle

Concerts on the Lawn – Goes Radio Retro – Traverse Symphony Orchestra Brass Quintet June 3, 2020. Concerts on the Lawn – Goes Radio Retro – General Announcement June 5, 2020. Begin Your Journey to Recovery – The Rehab Center June 7, 2020. Concerts on the Lawn – Goes Radio Retro – Miriam Pico & Friends June 10, 2020. Concerts on the Lawn – Goes Radio Retro – Miriam Pico & Friends June 11, 2020. The Convenience of On-Site Dialysis June 14, 2020. Concerts on the Lawn – Goes Radio Retro – Jazz North June 17, 2020. Begin Your Journey to Recovery – The Rehab Center June 21, 2020. Concerts on the Lawn – Goes Radio Retro – Gordon Lightfoot Tribute June 24, 2020.

NorthCoast Concerts on the Lawn – Goes Radio Retro – Traverse Symphony Orchestra Brass Quintet June 6, 2020. Concerts on the Lawn – Goes Radio Retro – Miriam Pico & Friends June 13, 2020. Find a Career that Loves You Back.. - June 20, 2020. Concerts on the Lawn – Goes Radio Retro – Gordon Lightfoot Tribute June 20, 2020. Concerts on the Lawn – Goes Radio Retro – Peter, Paul & Mary Remembered June 27, 2020.

MYNorth Inspired Life Spring 2020 Edition Our Team Has Your Back… hips, knees, and more – Wellness ad featured on page 22.

Digital Campaign Results

 83,210 impressions in June from people in Northern MI who have interests/behaviors relating to job seeking, job searches, nursing jobs, etc.  156 clicks in June to the website, which equates to a 0.19% click through rate (CTR). Which is an increase from 91 clicks and a 0.18% CTR for previous month (May).  Top Geographic Areas: Traverse City, Cadillac, Boyne City, Lake City, and Bellaire.

Obituary Ad online Results:

159,999 views in the exclusive Obituary Sponsorship position in less than two months reaching the demographic of 50+. 51 people clicked through website to view landing page for gifts.

Page 15 of 88 Grand Traverse Pavilions Overtime 2020 Pay Dates In: Department 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr 2020 Total

Administration $595.22 $867.59 $1,462.81

Adult Day Services $28.03 $0.00 $28.03

Child Day Care $312.55 $46.50 $359.05

CNA $122,203.34 $95,389.40 $217,592.74

CNA Training $0.00 $0.00 $0.00

Marketing/Foundation $0.00 $0.00 $0.00

Cottages $21,185.60 $26,147.94 $47,333.54

Diversional Therapy $3,839.66 $3,843.21 $7,682.87

Financial Mgt. $168.55 $153.24 $321.79

Housekeeping $7,697.63 $6,954.64 $14,652.27

Human Resources $957.24 $351.65 $1,308.89

Human Services $90.35 $27.14 $117.49

Laundry $2,552.64 $2,374.23 $4,926.87

LPN $23,981.00 $14,374.57 $38,355.57

Maintenance $5,571.81 $5,876.36 $11,448.17

Nursing Administration $2,558.93 $3,801.30 $6,360.23

RN $47,595.01 $33,564.14 $81,159.15

Therapies - PT, OT $561.11 $2,216.79 $2,777.90

Totals $239,898.67 $195,988.70 $0.00 $0.00 $435,887.37

% of payroll 6.12% 4.56% 0.00% 0.00% 5.31%

Page 16 of 88

Annual Plan 2020

Second Quarter

Page 17 of 88 GRAND TRAVERSE PAVILIONS OBJECTIVES and ACTION PLAN 2nd Quarter 2020

1. To maintain and enhance a motivated and competent workforce and to promote wellness and safety in the workplace

1.1 Develop and implement recruitment strategies for attracting direct-care staff

Human Resources has been aggressively working to establish a broader recruiting network by developing relationships with businesses and Universities including Michigan Works, Northwest Michigan College, Grand Valley State University, the Career Tech Center, Northern Michigan Health Training School, and Ferris State University. Additionally, Human Resources has been increasing the Pavilions presence at local recruiting events and online talent resources such as Indeed, and MI Talent Bank. Human Resources worked closely with Marketing to develop recruiting messages for both broadcast and print media. A new series of advertisements on local radio was created to attract both temporary and full time candidates that have been displaced due to the COVID 19 pandemic. Compared to 2019, the first quarter of 2020 has seen a 16% increase of application and a 32% increase of interviews.

The Human Resource team continued working closely with Marketing to develop recruiting messages for both broadcast and print media in the second quarter. Recruitment ads were broadcast on Midwestern Stations and a digital recruitment ad ran on the North Coast/Record Eagle site on April 25. Grand Traverse Pavilions Website Employment Opportunities page views totaled 1,127. However, applications, interviews, and new hires all declined during the second quarter due to the impact from Covid-19 causing long-term care to be a less desirable employment opportunity and the unemployment compensation increase causing an incentive for unemployed workers. Recruitment ads for temporary workers displaced by the COVID shutdown ran in May resulting in several hires. The Pavilions entered into an agreement with the Apprenticeship Institute, as a partner under a Michigan Health Endowment Fund grant, for the recruitment and training of certified nursing assistants (CNAs)

1.2 Identify and implement strategies for staff retention, particularly among direct-care staff

The Recruitment and Retention Committee met regularly to brainstorm ideas to increase staff retention. Ramped up efforts to demonstrate staff appreciation included providing meals, snacks and beverages to staff on random days. An initiative from the Customer Service team has been implemented to help with improved communication and staff morale. The CNA Bonus Program is proving to be very successful. In the 1st quarter, the CNA Bonus Program yielded payments of $50.00 to one hundred fifty (150) CNAs; $100.00 to forty-one (41)

Page 18 of 88 CNA’s; $150.00. Ninety CNAs achieved the qualifications to receive a bonus award.

The COVID-19 Pandemic continues to provide additional challenges during all of the second quarter. Helping to boost employee moral during this difficult time is a major focus for employee retention. One example of a creative approach was to provide meals, snacks and beverages to staff every day of Skilled Nursing Home Week to show the staff how much they are appreciated. Due to the pandemic, attendance points were not issued March through June for illness call offs. Without this adjustment, several employees would have attained termination status due to attendance points. The CNA Bonus Program continues and in the 2nd quarter, the CNA Bonus Program yielded payments of $50 to 81 CNAs; $100 to 99 CNA’s; $150 to 60 CNAs that met the requirements. The Recruiting and Retention Committee continues to meet monthly to brainstorm new ideas on how to attract new employees and retain current staff. The Pavilions celebrated staff during National Nursing Home Week, May 10 – 16, with a banner and employee appreciation events throughout the week. On June 18, the Pavilions Facebook site featured “Grand Traverse Pavilions Celebrates “National Nursing Assistants' Day” Recognizing Certified Nursing Assistants (CNA) who have dedicated their lives to the well-being of others” had an estimated reach of 1,108 with 375 engagements (likes, shares, re-posts). Senate Bill 690 was passed by the Michigan legislature and signed by the governor on July 1, that provided among other items, funding for a temporary 3-month $2/hr. wage increase to direct care staff working in skilled nursing facilities. The Pavilions board passed a resolution to extend the temporary rate increase to all other workers not covered by the bill.

1.3 Implement continuous performance management practices for non-union employees, replacing traditional annual employee evaluation model

Staff participated in phone conferences with representatives from Smartlinx. They have partnered with Deltek, a leading software firm that has developed a talent performance module that integrates with Smartlinx. They are currently in the testing phase and expect to have the ability for trials within the next few months. Using our existing Smartlinx system, the integration of a talent performance module will allow us to customize a performance management base evaluation process that will be electronic.

During the second quarter, staff continued to have conversations with Smartlinx and Deltek representatives. After several meetiongs, it was determined that Deltek had two significant disadvantages that were not acceptable for moving forward. The cost for the program was much higher than originally expected and the level of integration with Smartlinx was not anywhere close to where it needed to be. As a result, Smartlinx has decided to work on creating their own in-house product that is expected to be far less expensive than Deltak and would fully integrate with our current Smartlinx program. Smartlinx representatives expect to present the new product early in the 3rd quarter.

1.4 Develop a career ladder program for Certified Nurse Aides

Page 19 of 88 An internal committee from Nursing Administration met several times thoughout the quarter to brainstorm and develop ideas around a Certified Nurse Aide (CNA) career ladder. This career ladder would consist of a series of steps providing opportunities to increase one’s professional knowledge and skills in resident care as well as developing leadership skills for mentoring, training and influencing other CNA’s.

The only activity this quarter was collecting information on other entities’ career ladder programs. Key skills were identified and prioritized to include on the different tiers.

1.5 Explore foreign-worker opportunities for direct-care staff positions

Discussions with United Methodist Healthcare Recruitment continued in the first quarter. Their contract documents are currently being reviewed. Discussions also took place with Leading Age corporate staff for additional information on recruiting foreign born workers. Arrangements have been made with Congressman J. Bergman to facilitate a visit to the Pavilions and discuss the need for improvements to the current US immigration policy on recruiting healthcare workers.

During the second quarter, conversations continued with United Methodist Healthcare Recruitment regarding the hiring of foreign-born nurses. In May, a “Reservation Agreement” was signed that formally begins the process of assigning the nurses. The federal government, because of the current Covid-19 pandemic, has temporarily placed restrictions on immigration of foreign workers into the US. The effect these restrictions have on the timing of when nurses will be available to the Pavilions is currently unknown. The goal is to have two nurses on-site by the end of the year. Congressman Bergman’s staff has informed us the Congressman is still eager to visit the Pavilions, however that will have to wait until visitation restrictions have been lifted.

1.6 Develop and implement a leadership development program for supervisory level employees

During the first quarter, the leadership development team continued to work on identifying key leadership behaviors and brainstorm on the best method for training objectives to meet those desired behavior traits. A training platform in Relias is being evaluated and a meeting with Munson employee development staff was conducted to determine potential for cooperation on leadership training.

During the second quarter, the leadership development team continued to meet. Finalization of key leadership behaviors is nearly complete as is the list of on-line training opportunities within Relias, our on-line staff training platform. The team is still evaluating opportunities for in-person training and should have a better direction on that within the coming months.

2. To enhance and ensure the quality of care and quality of life of our residents

Page 20 of 88 2.1 Implement strategies to improve upon targeted quality indicators and hospital readmission rates

The ADON on rehab was briefed on goals for subacute care such as reducing readmissions, improving discharge satisfaction surveys, and increasing knowledge within the nursing department. The ADON’s and Staff Development have been working with the nursing staff to increase their knowledge of various nursing processes, like wound care, infection control, etc. We continue with our step-down sepsis screen to assess and detect early signs of sepsis. If a patient has a positive screen, they may receive treatment here unless they are too fragile. Social work was given the opportunity to attend an educational workshop on having end of life discussions with patients and families. Our goal is not to discourage hospitalization, but to help those we serve to make informed decisions. Social work has been strongly advocating and communicating with insurance companies for extended coverage if they feel confident someone is not ready to discharge in an effort to reduce readmissions to the hospital after discharge from skilled nursing.

With the majority of Emergency Department (ED) transfers and admissions from the rehab pavilion, the DON and rehab ADON have worked closely to review ED transfers to ensure that a transfer was necessary or if the patient could have received further treatment in the facility, thus avoiding a transfer. It was discovered that some nurses are uncomfortable with a patient’s declining condition. Nurses will be consulting with their ADON or Campus Manager to assist in their assessment prior to a transfer decision.

2.2 Incorporate LEAN huddles within the daily clinical management process

The LEAN Huddle steering committee was organized to include the following members, Kory Hansen, Rose Coleman, Holly Kazim, Robert Barnes, Jamie Wilson, Katy Leach and James Hunter. The steering committee attended a webinar training on January 9 as a kick off to our LEAN journey. The steering committee traveled to Manistee County Medical Care Facility on February 4 to observe their established LEAN huddles and learn more about their process. The steering committee then attended full day training in Lansing on March 6. Our plan was to go live with the huddles in April; however that has been postponed at this time due to the COVID-19 pandemic. We are unsure when we will roll this out to staff but are excited and eager to get started with education and implementation.

COVID-19 has derailed our original timeline for implementing LEAN huddles. We have determined that we will be able to restart implementation in the third quarter.

2.3 Utilize innovative technology, devices and software to improve and enhance resident care

The Clinical Care team has been evaluating the Swift Wound Care software and have applied for a Foundation grant. We are also looking at a Medline billing system for our residents who utilize ostomy, catheter and pressure injury supplies. These supplies should be billed under Medicare B automatically when

Page 21 of 88 ordered. We continue to evaluate other equipment and available technology such as vitals machine carts that integrate data into our EMR software and incontinent management products to improve patient care. Hansen and Allen met with Jesse Wolff from 20 Fathoms, who is the Managing Director for Health Spark, a healthcare technology incubator program that facilitates healthcare providers with new technology ventures. The Pavilions expressed potential interest as a beta site for testing newer technologies that could be of benefit to the organization.

We are working with Medline who has provided nursing with the opportunity to work with their Wound Care Consultant (WCC) electronically. The WCC is able to assist in wound assessment, consult, and recommend products. We continue to strive to decrease the number of facility acquired pressure injuries and promote healing in those admitted with wounds. Additionally, we have begun working with Medline’s Medicare B billing division in order to bill Medicare B for supplies used for patients with ostomies, catheters, and wounds. With the almost immediate stop of transferring residents to medical office appointments, we have catapulted into using Telehealth services. We are currently holding a vision clinic via telemedicine and conferencing with several specialists including but not limited to neurologists, psychiatrists, hospice, and palliative care. In addition, we have been conducting several family visits via Facetime to allow residents to continue to see their families and have an emotional connection. For many, this has been beneficial to their mental well-being. The Pavilions made the submission of a Civil Money Penalty (CMP) Reinvestment grant application in response to COVID-19 for Communicative Technology Requests to allow for the continued virtual connectivity of residents and family members during the “no visitation” mandates. The maximum allocation per facility is $3,000, which we applied for towards several ipads.

2.4 Streamline processes within the EMR software to improve clinical outcomes

For the first quarter, the Clinical Management team has been working with Netsmart to incorporate the CareQuality module into our EMR. This module allows the facility to receive discharge information from the hospital directly imported into our EMR for admission and medication review. This process has hit several road blocks due to the Commonwell system that is a third party for Munson. The engineers at Netsmart continue to work with Commonwell to resolve this issue. The second module currently being implemented it the Care Connect Inbox. This feature allows staff to send and receive medical records across a secured platform that can be imported directly into our EMR. There is currently a slow down due to the COVID 19 pandemic.

The Care Connect Inbox is almost complete. This allows the facility to receive documents from a hospital EMR which can then be imported into our EMR saving hours of input time by a licensed nurse. The CareQuality module is still struggling with the software Munson Hospital utilizes. We continue to work on that with the vendor, Munson and our IT department. We started the implementation of KPI dashboards. This is an analytic module that allows leadership and key staff to view metrics, monitor facility quality measures and other analytics that can be extracted from our EMR.

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3. To nurture resident and family satisfaction through a customer service perspective

3.1 Through our Customer Service initiative, utilize the administrative team to model an organizational culture of service excellence

The Customer Service team continued to meet in the first quarter. Ideas on how to positively impact employee morale and staff appreciation were identified and implemented. Examples are increased focus on the 20-10 initiative, random acts of kindness including meals, snacks, and beverages for staff.

During the second quarter, the Customer Service Team continued to meet monthly. Looking for a way to continue more initiatives without causing additional burden on an already stressed staff, due to the effects of the Covid-19 pandemic, the team elected to continue modeling and reinforcing the importance of the 20-10 rule. Looking forward to the eventual ending of the restriction on visitation, the team decided to focus on a plan to create a very positive experience for both residents and family members as they are able to begin visiting loved ones inside the building. The team will solicit ideas and formalize a plan early in the 3rd quarter.

3.2 Utilize the resident satisfaction survey data to drive improved customer experience

The Quality Assurance Performance Improvement (QAPI) Initiative Committee has reviewed the past resident satisfaction survey and identified two specific areas to work towards improvement which include dining services and responsiveness of management. Equipment will be ordered including a cart and a hot plate pallet system to pilot meal delivery on the Cherry unit. The outcome of this pilot will determine if this system is going to be effective in meeting the residents and staff needs relating to meal delivery, temperature and taste of food. The members of the QAPI initiative team have divided the rooms on each unit to ensure that one member is greeting and spending about 2-5 minutes with a resident to see how they perceive their care and quality of life within the facility. Problems or concerns are forwarded immediately to the appropriate party and the visiting member will follow up on the next resident visit.

Grand Traverse Pavilions has again contracted with the third-party research firm MyInnerview to conduct the annual resident satisfaction survey. The 2020 resident satisfaction surveys were distributed to residents/families on June 15. The completed surveys are to be returned to MyInnerview and postmarked by July 3 in order to be included in the compiled results. MyInnerview will provide a report of the accumulated data around the end of July.

3.3 Implement customized photo art throughout Main Street and each pavilion to further enhance a personalized home-like environment

During the month of January, the project to update main street artwork was completed. The donated images used to create the canvas art have a dual purpose of providing a visual stimulation for our residents, while inspiring joyful

Page 23 of 88 memories of local attractions, scenes and events from throughout the region. In February, Darcey Gratton, Administrative Services Director worked with Environmental Services to get quotes on painting the walls of Aspen through Dogwood Pavilions to update the look of each pavilion with a fresh coat of paint. Due to the new restrictions for COVID-19 that began in March, this project as well as creating new artwork for the pavilions, has been put on hold for a later date.

No activity in the 2nd quarter.

4. To maintain and enhance financial stability and emphasize fiscal responsibility in planning for today and the future

4.1 Provide additional funding for OPEB and/or MERS pension unfunded liabilities from excess cash reserves

On January 3, Lindsey Dood, Chief Financial Officer held a telephone conference with Chris Veenstra, Actuary and President of Watkins Ross to discuss the outcomes of the roll forward OPEB liability from 12/31/2018 to 12/31/2019. Additionally discussed funding strategy of regular payments to supplement the trust assets in order to gradually decrease liability. On February 7, Dood met with Nick Maeder, Associate, Plante Moran to discuss recent reimbursement proposals and strategies for funding the pension liability. On February 10, Kory Hansen, Administrator/CEO and Dood met with Tony Radjenovich, MERS Regional Manager to discuss pension funding strategies including the ability to fund with a bond if only one division is closed.

On April 7, Dood and Hansen held a teleconference with Roger Swets, an attorney with Dickenson Wright specializing in municipal bonds to learn about the process for issuing a bond for use in paying pension liabilities. On May 5, Dood and Hansen held a conference call with Dean Bott, Grand Traverse County Finance Director and Heidi Scheppe, Grand Traverse County Treasurer to discuss the potential for issuing a bond for use in paying pension liabilities. On May 18, Dood attended “An Investment Update from MERS” webinar. On May 19, Dood and Hansen attended a telephone meeting with Nick Maeder, and Rob Long, from Plante Moran for an update on pension funding experience.

4.2 Research opportunities and implement initiatives that enhance operational efficiencies, including converting to a paperless purchasing system

On January 30, Dood met with Todd Moeggenborg, Chief Financial Officer, Michigan Masonic Home in Alma to discuss and observe the operation of their integrated general ledger and purchasing system (MIP and Microix). Users and the Financial department are very satisfied with their software. On January 31, Dood met by telephone with Joe Gonzalez, Account Executive, Nonprofit Solutions, MIP® Fund Accounting to discuss the Pavilions 2020 goal to research and implement a paperless purchasing system and how MIP/Microix might help achieve that goal. Preliminary quotes were prepared by Gonzalez and reviewed by Dood and discussed with Dan Butler, Information Systems Director, who indicated no preference between cloud based and self-hosted solution. On

Page 24 of 88 February 3, Dood met by telephone with Joe Gonzalez, to view a recorded demonstration of the product and to discuss further. Finalized quotes were prepared by Gonzalez based on the discussion during the demonstration. On February 4, Dood met with Kory Hansen, Administrator/CEO to review the proposal and discuss the best timing for implementation. Agreed it would be more cost effective and time efficient to change as of year-end instead of mid- year.

On May 7, Dood had a telephone conference with Alex Bruno, Salesperson, with PointClickCare (PCC) to discuss the potential for utilizing PCC in conjunction with myUnity for billing, A/P and general ledger. It was learned that a new PCC module was developed to automate budget tracking and electronic approval of PO’s and invoices. A meeting to further vet this option will be scheduled in the next quarter.

4.3 Double annual donation revenue to $500,000 annually within 3 years

The Grand Traverse Pavilions Foundation approved a 2020 Development Plan that addressed the increase in sponsorship revenue, the planned solicitation of strategic grant initiatives, and enhanced direct donor engagement essential to rebuild the Pavilions donor based after having redirected efforts over the past few years to support the PACE capital campaign initiative. During the quarter the Foundation were awarded two grants to support the dialysis den, including $20,500 from the Schmuckal Family Foundation and $10,000 from the Grand Traverse Band of Ottawa and Chippewa 2% Allocation funding.

Due to the pandemic and restrictions on events, the Foundation understood the necessity to cancel the public Concerts on the Lawn, one of the Foundation’s largest annual fundraising efforts. With the support of media sponsor Midwestern Broadcasting, the event was restructure into a broadcast format titled “Concerts on the Lawn Goes Radio Retro”. Funding support from Serra Subaru of Traverse City, the Michigan Council for the Arts and Cultural Affairs, and local Headliner sponsors have totaled more than $17,000 toward the annual sponsorship goal. An additional grant for $5,000 was submitted in May to the DTE Foundation, and it currently under consideration. The Foundation made application to the Grand Traverse Regional Community Foundation – Urgent Need Fund established to support non-profit organizations during COVID-19. The Pavilions was awarded two $5,000 grants in the 2nd quarter of 2020 to purchase two Thermal Imaging units to be utilized to screen staff and visitors as part of the anticipated ongoing prevention efforts. Additional funding requests were submitted to the Area Agency on Aging for Northwestern Michigan for a $25,000 grant to support the capital enhancements of an additional bathroom facility to support the Adult Day Program in response to enhanced sanitary requirements during COVID-19, and a related Thermal Imaging Scanner to also support the screening of Adult Day participants to ensure the safety of Cottages residents and Adult Day participants. The Foundation assisted with the submission of the Civil Money Penalty (CMP) Reinvestment Application in response to COVID-19 for Communicative Technology Requests to allow for the continued virtual connectivity of residents and family members during the “no visitation” mandates. The application was for the maximum allocation of $3,000 for several Ipads. The Pavilions Foundation was notified that the March

Page 25 of 88 sponsorship funding request submitted to PNC Bank to be the Grand Event Sponsor for $6,000 was reevaluated by PNC in light of the pandemic, and a confirmation of $4,000 was received with $1,500 to be allocated to Concerts on the Lawn Goes Radio Retro, and the balance for a new fundraising concept of a virtual Grandparent Video Charity Challenge to coincide with Grandparents Day on September 13, 2020. The Spring issue of Legacy Magazine, a Foundation publication, was distributed in May, including a direct appeal and donation return envelope.

5. To heighten community awareness about Grand Traverse Pavilions and reinforce a positive public image

5.1 Provide and participate in community-based events to engage Pavilions’ residents, families, staff and the community at large, to help build public awareness and appreciation for services provided

The 2020 Marketing Plan presented a comprehensive and ambitious marketing and community engagement strategy through participation, leadership and support for several “ageing related” community partner events, such as an updated Family Caregivers Conference, the BASA Senior EXPO, the Parkinson’s Association Summer Forum, and the Alzheimer’s Association “Accelerate for a Cause” and “Annual Alzheimer’s Walk”. Additional community based events approved for 2020, the Pavilions as the “Senior Event Sponsor” for the National Cherry Festival, including the Honored Lifetime Achievement Award and Breakfast, the Thursday Night Concert on the Lawn, and the Senior Golf Event. A new event this year scheduled for September is the planned “Pow Wow – Celebrating our Elders”. These community events are in addition to the fundraising events coordinated by the Grand Traverse Pavilions Foundation; the 2020 Concerts on the Lawn outdoor music series, and The Grand Event LIFE.

In June the Marketing/Development Department announced the restructuring of the Pavilions thirteen week summer concert series into a weekly broadcast format in cooperation with Midwestern Broadcasting, Serra Subaru of Traverse City, and the Michigan Council for the Arts. The beloved music therapy concert programs will remain available to our resident (through the internal Osborn TV network) and the community through a new Radio Retro format aired weekly on Thursday evenings at 7pm on WTCM 107.5 FM expanding the Pavilions brand to more than 300,000 households. Concerts on the Lawn is the Foundation’s most public annual fundraising effort. A second virtual fundraising event is being coordinated in cooperation with Media Partner TV 9&10 for a northern Michigan based “Make it Grand-Parent Video Charity Challenge” to promote successful aging by encouraging families to submit a one-minute video of a grandparent demonstrating successful aging (ideas include biking, hiking, story-telling, dancing, singing, or baking, etc). The clips will be accepted and posted on TV 9&10’s digital platform with the Grand Prize being awarded to the video that generates the most votes that are accomplished through online donations (each donation is a $5 minimum). Additional sponsors and prizes are currently being sought and the event details are being finalized for an August 1 launch. The video submissions will be accepted through September 1, and the Grand Prize winner announced on Sunday, September 13 – National Grand Parents Day.

Page 26 of 88 The event will provide unprecedented exposure for Grand Traverse Pavilions, and will demonstrate our commitment to advocacy for successful aging.

5.2 Explore and identify initiatives, partnerships and advocacy efforts to demonstrate the Pavilions’ vision as the recognized leader for successful aging services

A 2020 advocacy initiative was presented to work with the Area Agency on Aging of Northwest Michigan, the Bay Area Senior Advocacy (BASA) group and several other like-minded organization who recognize the importance and impact that the shifting demographic is having, and will continue to have, on the region. Several meetings took place throughout the first quarter to engage partner organizations and develop strategies for moving advocacy forward. One consideration is to develop a white paper on the topic that could be distributed to elected officials, community leaders and grant funders.

The meeting previously scheduled with various community leaders to discuss the white paper concept was cancelled due to the pandemic announcement in early March. Communication with AAANM leadership in late June has reinitiated discussions on how to revitalize the awareness and advocacy efforts that were progressing pre-COVID.

6. To heighten community awareness about Grand Traverse Pavilions and reinforce a positive public image

6.1 Explore opportunities to complete our continuum of care with senior independent living apartments on campus directed toward our mission to serve the indigent

No activity in the 1st quarter.

No activity in the 2nd quarter.

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Municipal Employees’ Retirement System of Michigan

Annual Actuarial Valuation Report December 31, 2019 - Grand Traverse Pavilions (2809)

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Spring, 2020

Grand Traverse Pavilions

In care of: Municipal Employees' Retirement System of Michigan 1134 Municipal Way Lansing, Michigan 48917

This report presents the results of the Annual Actuarial Valuation, prepared for Grand Traverse Pavilions (2809) as of December 31, 2019. The report includes the determination of liabilities and contribution rates resulting from the participation in the Municipal Employees’ Retirement System of Michigan (“MERS”). This report contains the minimum actuarially determined contribution requirement, in alignment with the MERS Plan Document, Actuarial Policy, and the Michigan Constitution and governing statutes. Grand Traverse Pavilions is responsible for the employer contributions needed to provide MERS benefits for its employees and former employees.

The purposes of this valuation are to:

• Measure funding progress as of December 31, 2019, • Establish contribution requirements for the fiscal year beginning January 1, 2021, • Provide information regarding the identification and assessment of risk, • Provide actuarial information in connection with applicable Governmental Accounting Standards Board (GASB) statements, and • Provide information to assist the local unit of government with state reporting requirements.

This valuation assumed the continuing ability of the plan sponsor to make the contributions necessary to fund this plan. A determination regarding whether or not the plan sponsor is actually able to do so is outside our scope of expertise and was not performed.

The findings in this report are based on data and other information through December 31, 2019. The valuation was based upon information furnished by MERS concerning Retirement System benefits, financial transactions, plan provisions and active members, terminated members, retirees and beneficiaries. We checked for internal reasonability and year-to-year consistency, but did not audit the data. We are not responsible for the accuracy or completeness of the information provided by MERS.

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Grand Traverse Pavilions Spring, 2020 Page 2

The Municipal Employees’ Retirement Act, PA 427 of 1984 and the MERS’ Plan Document Article VI sec. 71 (1)(d), provides the MERS Board with the authority to set actuarial assumptions and methods after consultation with the actuary. As the fiduciary of the plan, MERS Retirement Board sets certain assumptions for funding and GASB purposes. These assumptions are checked regularly through a comprehensive study, called an Experience Study. A study was completed in 2015, as prepared by the prior actuary, and is the basis of the demographic assumptions and methods currently in place. At the February 28, 2019 board meeting, the MERS Retirement Board adopted new economic assumptions effective with the December 31, 2019 annual actuarial valuation, which will impact contributions beginning in 2021. At the February 27, 2020 board meeting, the MERS Retirement Board adopted demographic assumptions effective with the December 31, 2020 annual actuarial valuation, which will impact contributions beginning in 2022. An illustration of the potential impact is found in this report.

The Michigan Department of Treasury provides required assumptions to be used for purposes of Public Act 202 reporting. These assumptions are for reporting purposes only and do not impact required contributions. Please refer to the State Reporting page found at the end of this report for information for this filing.

For a full list of all the assumptions used, please refer to the division-specific assumptions described in table(s) in this report, and to the Appendix on the MERS website at: http://www.mersofmich.com/Portals/0/Assets/Resources/AAV-Appendix/MERS- 2019AnnualActuarialValuation-Appendix.pdf

The actuarial assumptions used for this valuation are reasonable for purposes of the measurement.

This report does not reflect the recent and still developing impact of COVID-19, which is likely to influence demographic and economic experience, at least in the short-term. We will continue to monitor these developments and their impact on the MERS Defined Benefit and Hybrid plans. Actual experience will be reflected in each subsequent annual valuation, as experience emerges.

This report has been prepared by actuaries who have substantial experience valuing public employee retirement systems. To the best of our knowledge the information contained in this report is accurate and fairly presents the actuarial position of Grand Traverse Pavilions as of the valuation date. All calculations have been made in conformity with generally accepted actuarial principles and practices, with the Actuarial Standards of Practice issued by the Actuarial Standards Board, and with applicable statutes.

David T. Kausch, Rebecca L. Stouffer, and Mark Buis are members of the American Academy of Actuaries. These actuaries meet the Academy’s Qualification Standards to render the actuarial opinions contained herein. The signing actuaries are independent of the plan sponsor. GRS maintains independent consulting agreements with certain local units of government for services unrelated to the actuarial consulting services provided in this report.

The Retirement Board of the Municipal Employees' Retirement System of Michigan confirms that the System provides for payment of the required employer contribution as described in Section 20m of Act No. 314 of 1965 (MCL 38.1140m).

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Grand Traverse Pavilions Spring, 2020 Page 3

This information is purely actuarial in nature. It is not intended to serve as a substitute for legal, accounting or investment advice.

This report was prepared at the request of the MERS Retirement Board and may be provided only in its entirety by the municipality to other interested parties (MERS customarily provides the full report on request to associated third parties such as the auditor for the municipality). GRS is not responsible for the consequences of any unauthorized use. This report should not be relied on for any purpose other than the purposes described herein. Determinations of financial results, associated with the benefits described in this report, for purposes other than those identified above may be significantly different.

If you have reason to believe that the plan provisions are incorrectly described, that important plan provisions relevant to this valuation are not described, that conditions have changed since the calculations were made, that the information provided in this report is inaccurate or is in anyway incomplete, or if you need further information in order to make an informed decision on the subject matter in this report, please contact your Regional Manager at 1.800.767.MERS (6377).

Sincerely,

David T. Kausch, FSA, FCA, EA, MAAA

Rebecca L. Stouffer, ASA, FCA, MAAA

Mark Buis, FSA, FCA, EA, MAAA

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Table of Contents

Executive Summary ...... 1 Table 1: Employer Contribution Details For the Fiscal Year Beginning January 1, 2021 ...... 8 Table 2: Benefit Provisions ...... 9 Table 3: Participant Summary ...... 11 Table 4: Reported Assets (Market Value) ...... 12 Table 5: Flow of Valuation Assets ...... 13 Table 6: Actuarial Accrued Liabilities and Valuation Assets as of December 31, 2019 ...... 14 Table 7: Actuarial Accrued Liabilities - Comparative Schedule ...... 16 Tables 8 and 9: Division-Based Comparative Schedules ...... 17 Table 10: Division-Based Layered Amortization Schedule ...... 22 GASB 68 Information ...... 27 Benefit Provision History ...... 29 Plan Provisions, Actuarial Assumptions, and Actuarial Funding Method ...... 31 Risk Commentary ...... 32 State Reporting ...... 34

Grand Traverse Pavilions (2809) – 2019

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Executive Summary

Funded Ratio

The funded ratio of a plan is the percentage of the dollar value of the actuarial accrued liability that is covered by the actuarial value of assets. While funding ratio may be a useful plan measurement, understanding a plan’s funding trend may be more important than a particular point in time. Refer to Table 7 to find a history of this information.

12/31/2019 12/31/2018 Funded Ratio* 76% 79%

* Reflects assets from Surplus divisions, if any.

Throughout this report are references to valuation results generated prior to the 2018 valuation date. Results prior to 2018 were received directly from the prior actuary or extracted from the previous valuation system by MERS’s technology service provider.

Grand Traverse Pavilions (2809) - 2019 -1-

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Required Employer Contributions:

Your required employer contributions are shown in the following table. Employee contributions, if any, are in addition to the employer contributions. Changes to the actuarial assumptions and methods based on the 2015 Experience Study are fully phased-in with this valuation.

Effective this valuation, the MERS Retirement Board has adopted a reduction in the investment rate of return assumption from 7.75% to 7.35% and a reduction in the rate of wage inflation from 3.75% to 3.00%. Changes to these assumptions are effective for contributions beginning in 2021 and may be phased-in. This valuation reflects the first year of phase-in.

By default, MERS will invoice you based on the amount in the “No Phase-in” columns. This amount will be considered the minimum required contribution unless you request to be billed the “Phase-in” rates. If you wish to be billed using the phased-in rates, please contact MERS, at which point the alternate minimum required contribution will be the amount in the “Phase-in” columns. Please note that this approach is different than in years past.

Percentage of Payroll Monthly $ Based on Projected Payroll Phase-in No Phase-in Phase-in No Phase-in Phase-in No Phase-in Phase-in No Phase-in Valuation Date: 12/31/2019 12/31/2019 12/31/2018 12/31/2018 12/31/2019 12/31/2019 12/31/2018 12/31/2018 January 1, January 1, January 1, January 1, January 1, January 1, January 1, January 1, Fiscal Year Beginning: 2021 2021 2020 2020 2021 2021 2020 2020 Division 04 - General Unit 7.79% 8.10% 7.13% 7.25% $ 45,408 $ 47,193 $ 43,769 $ 44,528 40 - LPN Unit 13.18% 13.94% 9.86% 10.09% 10,296 10,887 10,345 10,590 41 - NonUnion Unit - - - - 46,295 51,317 41,456 42,849 42 - Union RN 6.88% 7.26% 6.11% 6.25% 14,261 15,056 11,967 12,245 43 - Non-Union after 09/01/15 7.21% 7.33% 7.64% 7.66% 16,558 16,834 15,545 15,595 Municipality Total $ 132,818 $ 141,287 $ 123,082 $ 125,807

Employee contribution rates:

Employee Contribution Rate Valuation Date: 12/31/2019 12/31/2018 Division 04 - General Unit 0.40% 0.40% 40 - LPN Unit 3.41% 3.41% 41 - NonUnion Unit 10.35% 10.35% 42 - Union RN 7.81% 7.81% 43 - Non-Union after 09/01/15 3.00% 3.00%

The employer may contribute more than the minimum required contributions, as these additional contributions will earn investment income and may result in lower future contribution requirements. Employers making contributions in excess of the minimum requirements may elect to apply the excess contribution immediately to a particular division, or segregate the excess into one or more of what MERS calls “Surplus” divisions. An election in the first case would immediately reduce any unfunded accrued liability and lower the amortization payments throughout the remaining amortization period. An election to set up Surplus divisions would not immediately lower future contributions, however the assets from the Surplus division could be transferred to an unfunded division in the future to reduce the unfunded liability in future years, or to be used to pay all or a portion of the minimum required contribution in a future year. For purposes of this report, the assets in any Surplus division have been included in the municipality’s total assets, unfunded accrued liability and funded status, however, these assets are not used in calculating the minimum required contribution.

MERS strongly encourages employers to contribute more than the minimum contribution shown above.

Grand Traverse Pavilions (2809) - 2019 -2-

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Assuming that experience of the plan meets actuarial assumptions: • To accelerate to a 100% funding ratio in 10 years, estimated monthly employer contributions for the fiscal year beginning in 2021 for the entire employer would be $184,700, instead of $141,287.

How and Why Do These Numbers Change?

In a defined benefit plan contributions vary from one annual actuarial valuation to the next as a result of the following:

• Changes in benefit provisions (see Table 2) • Changes in actuarial assumptions and methods (see the Appendix) • Experience of the plan (investment experience and demographic experience); this is the difference between actual experience of the plan and the actuarial assumptions.

Comments on Investment Rate of Return Assumption

A defined benefit plan is funded by employer contributions, participant contributions, and investment earnings. Investment earnings have historically provided a significant portion of the funding. The larger the share of benefits being provided from investment returns, the smaller the required contributions, and vice versa. Determining the contributions required to prefund the promised retirement benefits requires an assumption of what investment earnings are expected to add to the fund over a long period of time. This is called the Investment Return Assumption.

The MERS Investment Return Assumption is 7.35% per year. This, along with all of our other actuarial assumptions, is reviewed at least every five years in an Experience Study that compares the assumptions used against actual experience and recommends adjustments if necessary. If your municipality would like to explore contributions at lower assumed investment return assumptions, please review the “what if” projection scenarios later in this report.

Assumption Change in 2019

At the February 28, 2019 board meeting, the MERS Retirement Board adjusted key economic assumptions. These assumptions, in particular the investment return assumption, have a significant effect on a plan’s required contribution and funding level. Historically low interest rates, along with high equity market valuations, have led to reductions in projected returns for most asset classes. This has resulted in a Board adopted reduction in the investment rate of return assumption from 7.75% to 7.35%, effective with the December 31, 2019 valuation, first impacting 2021 contributions. The Board also changed the assumed rate of wage inflation from 3.75% to 3.00%, with the same effective date.

Assumption Change in 2020

A 5-year experience study analyzing historical experience from 2013 through 2018 was completed in February 2020. In addition to changes to the economic assumptions which will take effect with the Fiscal year 2021 contribution rates, the experience study recommends updated demographic assumptions, including adjustments to the following actuarial assumptions: mortality, retirement, disability, and termination rates. A complete description of the proposed assumptions may be found in the Appendix to the valuation. Changes to the demographic assumptions resulting from the experience study have been approved by the MERS Retirement Board and are to be effective beginning with the December 31, 2020 actuarial valuation first

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impacting 2022 contributions. This report includes a “What If” scenario of the approved 2020 assumption changes in an effort to show employers the anticipated impact on contribution rates.

Comments on Asset Smoothing

To avoid dramatic spikes and dips in annual contribution requirements due to short term fluctuations in asset markets, MERS applies a technique called asset smoothing. This spreads out each year’s investment gains or losses over the prior year and the following four years. This smoothing method is used to determine your actuarial value of assets (valuation assets), which is then used to determine both your funded ratio and your required contributions. The (smoothed) actuarial rate of return for 2019 was 4.77%, while the actual market rate of return was 13.41%. To see historical details of the market rate of return, compared to the smoothed actuarial rate of return, refer to this report’s Appendix, or view the “How Smoothing Works” video on the Defined Benefit resource page of the MERS website.

As of December 31, 2019, the actuarial value of assets is 101% of market value due to asset smoothing. This means that meeting the actuarial assumption in the next few years will require average annual market returns that exceed the 7.35% investment return assumption, or contribution requirements will continue to increase.

If the December 31, 2019 valuation results were based on market value instead of actuarial value:

• The funded percent of your entire municipality would be 75% (instead of 76%); and • Your total employer contribution requirement for the fiscal year starting January 1, 2021 would be $1,733,052 (instead of $1,695,444).

Alternate Scenarios to Estimate the Potential Volatility of Results ("What If Scenarios")

The calculations in this report are based on assumptions about long-term economic and demographic behavior. These assumptions will never materialize in a given year, except by coincidence. Therefore the results will vary from one year to the next. The volatility of the results depends upon the characteristics of the plan. For example:

• Open divisions that have substantial assets compared to their active employee payroll will have more volatile employer contribution rates due to investment return fluctuations. • Open divisions that have substantial accrued liability compared to their active employee payroll will have more volatile employer contribution rates due to demographic experience fluctuations. • Small divisions will have more volatile contribution patterns than larger divisions because statistical fluctuations are relatively larger among small populations. • Shorter amortization periods result in more volatile contribution patterns.

Many assumptions are important in determining the required employer contributions. In the following table, we show the impact of varying the Investment Return assumption and the demographic assumptions. Lower investment returns would result in higher required employer contributions, and vice-versa. Alternate demographic assumptions may result in higher or lower employer contributions depending on the demographic characteristics of the plan participants.

The relative impact of the economic and demographic scenarios below will vary from year to year, as the participant demographics change. The impact of each scenario should be analyzed for a given year, not from year to year. The results in the table are based on the December 31, 2019 valuation, and are for the

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municipality in total, not by division. These results do not reflect a phase in of the impact of the new actuarial assumptions.

It is important to note that calculations in this report are mathematical estimates based upon assumptions regarding future events, which may or may not materialize. Actuarial calculations can and do vary from one valuation to the next, sometimes significantly depending on the group’s size. Projections are not predictions. Future valuations will be based on actual future experience.

In addition to economic assumption changes effective with Fiscal Year 2021 contributions, the Retirement Board has also adopted a change to certain demographic and other assumptions effective for the December 31, 2020 valuation which will impact the Fiscal Year 2022 contributions. Please see the section labeled “Assumption Change in 2020” for more information. The scenario shown using these assumptions as of December 31, 2019 is illustrative only. The actual impact of this change when reflected in the 2020 Annual Actuarial Valuation report will be different.

Assumed Future Annual Smoothed Rate of Investment Return 2020 Adopted Lower Future Demographic Valuation 3 12/31/2019 Valuation Results Annual Returns Assumptions Assumptions Investment Return Assumption 5.35% 7.35% 7.35% Wage Increase Assumption 3.00% 3.00% 3.00% Accrued Liability $ 59,206,203 $ 47,913,167 $ 45,932,105 Valuation Assets1 $ 34,923,608 $ 34,923,608 $ 34,923,608 Unfunded Accrued Liability $ 24,282,595 $ 12,989,559 $ 11,008,497 Funded Ratio 59% 73% 76%

Monthly Normal Cost $ 137,927 $ 75,027 $ 69,729 Monthly Amortization Payment $ 136,299 $ 85,226 $ 71,558 2 Total Employer Contribution $ 274,226 $ 160,253 $ 141,287

1 The Valuation Assets include assets from Surplus divisions, if any.

2 If assets exceed accrued liabilities for a division, the division may have an overfunding credit to reduce the division’s employer contribution requirement. If the overfunding credit is larger than the normal cost, the division’s full credit is included in the municipality’s amortization payment above but the division’s total contribution requirement is zero. This can cause the displayed normal cost and amortization payment to not add up to the displayed total employer contribution. 3 Based on current demographic assumptions.

Projection Scenarios

The next two pages show projections of the plan's funded ratio and computed employer contributions under the actuarial assumptions used in the valuation and alternate economic and demographic assumption scenarios. All three projections take into account the past investment losses that will continue to affect the actuarial rate of return in the short term.

The 7.35%/3.00% scenario provides an estimate of computed employer contributions based on current actuarial assumptions, and a projected 7.35% market return. The other two scenarios may be useful if the municipality chooses to budget more conservatively, and make contributions in addition to the minimum requirements. The 2020 adopted demographic assumption and 5.35%/3.00% projection scenarios provide an indication of the potential required employer contribution if these assumptions were met over the long-term.

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Valuation Fiscal Year Computed Annual Year Ending Beginning Actuarial Accrued Funded Employer 12/31 1/1 Liability Valuation Assets2 Percentage Contribution

7.35%1/3.00% - Current Demographic Assumptions NO 5-YEAR PHASE-IN 2019 2021 $ 45,932,105 $ 34,923,608 76% $ 1,695,444 2020 2022 $ 48,100,000 $ 37,000,000 77% $ 1,760,000 2021 2023 $ 50,700,000 $ 39,400,000 78% $ 1,820,000 2022 2024 $ 53,200,000 $ 41,500,000 78% $ 1,930,000 2023 2025 $ 55,700,000 $ 44,400,000 80% $ 1,960,000 2024 2026 $ 58,300,000 $ 47,200,000 81% $ 2,010,000 7.35%1/3.00% - Adopted 2020 Demographic Assumptions NO 5-YEAR PHASE-IN 2019 2021 $ 47,913,167 $ 34,923,608 73% $ 1,923,036 2020 2022 $ 50,300,000 $ 37,000,000 73% $ 2,000,000 2021 2023 $ 53,100,000 $ 39,600,000 75% $ 2,080,000 2022 2024 $ 55,900,000 $ 42,000,000 75% $ 2,190,000 2023 2025 $ 58,800,000 $ 45,300,000 77% $ 2,230,000 2024 2026 $ 61,700,000 $ 48,500,000 79% $ 2,300,000 5.35%1/3.00% - Current Demographic Assumptions NO 5-YEAR PHASE-IN 2019 2021 $ 59,206,203 $ 34,923,608 59% $ 3,290,712 2020 2022 $ 62,100,000 $ 36,300,000 59% $ 3,450,000 2021 2023 $ 65,300,000 $ 39,700,000 61% $ 3,560,000 2022 2024 $ 68,600,000 $ 42,800,000 62% $ 3,710,000 2023 2025 $ 71,800,000 $ 46,900,000 65% $ 3,790,000 2024 2026 $ 75,100,000 $ 50,800,000 68% $ 3,900,000

1 Represents both the interest rate for discounting liabilities and the future investment return assumption on the Market Value of assets. 2 Valuation Assets do not include assets from Surplus divisions, if any.

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Funded Percentage 120%

100%

80%

60%

40%

20%

Calendar Year December 31,

7.35%/3.00% - No Surplus 2020 Adopted Dem. Assm. 5.35%/3.00%

Notes: All projected funded percentages are shown with no phase-in. The green indicator lines have been added at 60% funded and 21 years following the valuation date for PA 202 purposes.

Computed Annual Employer Contribution $6,000,000

$5,000,000

$4,000,000

$3,000,000

$2,000,000

$1,000,000

Fiscal Year

7.35%/3.00% - No Surplus 2020 Adopted Dem. Assm. 5.35%/3.00%

Notes: All projected contributions are shown with no phase-in.

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Table 1: Employer Contribution Details For the Fiscal Year Beginning January 1, 2021

Employer Contributions1 Payment of the Computed Computed Employee Total Employee Employer Unfunded Employer Employer Blended ER Blended ER Contribut. Normal Contribut. Normal Accrued Contribut. No Contribut. Rate No Rate With Conversion 4 5 5 2 Division Cost Rate Cost Liability Phase-In With Phase-In Phase-In Phase-In Factor Percentage of Payroll 04 - General Unit 5.72% 0.40% 5.32% 2.78% 8.10% 7.79% 0.94% 40 - LPN Unit 8.52% 3.41% 5.11% 8.83% 13.94% 13.18% 0.90% 41 - NonUnion Unit 15.16% 10.35% - - - - 13.82% 12.75% 42 - Union RN 11.23% 7.81% 3.42% 3.84% 7.26% 6.88% 0.87% 43 - Non-Union after 09/01/15 9.52% 3.00% 6.52% 0.81% 7.33% 7.21% 13.82% 12.75% 0.89% Estimated Monthly Contribution3 04 - General Unit $ 31,003 $ 16,190 $ 47,193 $ 45,408 40 - LPN Unit 3,990 6,897 10,887 10,296 41 - NonUnion Unit 12,675 38,642 51,317 46,295 42 - Union RN 7,095 7,961 15,056 14,261 43 - Non-Union after 09/01/15 14,966 1,868 16,834 16,558 Total Municipality $ 69,729 $ 71,558 $ 141,287 $ 132,818 3 Estimated Annual Contribution $ 836,748 $ 858,696 $ 1,695,444 $ 1,593,816 1 The above employer contribution requirements are in addition to the employee contributions, if any. 2 If employee contributions are increased/decreased by 1.00% of pay, the employer contribution requirement will decrease/increase by the Employee Contribution Conversion Factor. The conversion factor is usually under 1%, because employee contributions may be refunded at termination of employment, and not used to fund retirement pensions. Employer contributions will all be used to fund pensions. 3 For divisions that are open to new hires, estimated contributions are based on projected fiscal year payroll. Actual contributions will be based on actual reported monthly pays, and will be different from the above amounts. For divisions that will have no new hires (i.e., closed divisions), invoices will be based on the above dollar amounts which are based on projected fiscal year payroll. See description of Open Divisions and Closed Divisions in the Appendix. 4 Note that if the overfunding credit is larger than the normal cost, the full credit is shown above but the total contribution requirement is zero. This will cause the displayed normal cost and unfunded accrued liability contributions to not add across. 5 For linked divisions, the employer will be invoiced the Computed Employer Contribution No Phase-in rate shown above for each linked division (a contribution rate for the open division; a contribution dollar for the closed-but-linked division), unless the employer elects to contribute the Blended Employer Contribution rate shown above, by contacting MERS at 800-767-MERS (6377).

Please see the Comments on Asset Smoothing in the Executive Summary of this report.

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Table 2: Benefit Provisions

04 - General Unit: Open Division 2019 Valuation 2018 Valuation Benefit Multiplier: Svc x [1.00% x FAC<$4,200, plus 1.50% x Svc x [1.00% x FAC<$4,200, plus 1.50% x FAC>$4,200] (no max) FAC>$4,200] (no max) Normal Retirement Age: 60 60 Vesting: 6 years 6 years Early Retirement (Unreduced): - - Early Retirement (Reduced): 50/25 50/25 55/15 55/15 Final Average Compensation: 5 years 5 years Employee Contributions: 0.40% 0.40% Act 88: Yes (Adopted 1/21/2005) Yes (Adopted 1/21/2005)

40 - LPN Unit: Open Division 2019 Valuation 2018 Valuation Benefit Multiplier: 2.00% Multiplier (no max) 2.00% Multiplier (no max) Normal Retirement Age: 60 60 Vesting: 6 years 6 years Early Retirement (Unreduced): - - Early Retirement (Reduced): 50/25 50/25 55/15 55/15 Final Average Compensation: 5 years 5 years Employee Contributions: 3.41% 3.41% Act 88: Yes (Adopted 1/21/2005) Yes (Adopted 1/21/2005)

41 - NonUnion Unit: Closed to new hires, linked to Division 43 2019 Valuation 2018 Valuation Benefit Multiplier: 2.50% Multiplier (80% max) 2.50% Multiplier (80% max) Normal Retirement Age: 60 60 Vesting: 6 years 6 years Early Retirement (Unreduced): 20 & Out 20 & Out Early Retirement (Reduced): 55/15 55/15 Final Average Compensation: 5 years 5 years Employee Contributions: 10.35% 10.35% Act 88: Yes (Adopted 1/21/2005) Yes (Adopted 1/21/2005)

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42 - Union RN: Open Division 2019 Valuation 2018 Valuation Benefit Multiplier: 2.50% Multiplier (80% max) 2.50% Multiplier (80% max) Normal Retirement Age: 60 60 Vesting: 6 years 6 years Early Retirement (Unreduced): - - Early Retirement (Reduced): 50/25 50/25 55/15 55/15 Final Average Compensation: 5 years 5 years Employee Contributions: 7.81% 7.81% Act 88: Yes (Adopted 1/21/2005) Yes (Adopted 1/21/2005)

43 - Non-Union after 09/01/15: Open Division, linked to Division 41 2019 Valuation 2018 Valuation Benefit Multiplier: 2.00% Multiplier (no max) 2.00% Multiplier (no max) Normal Retirement Age: 60 60 Vesting: 6 years 6 years Early Retirement (Unreduced): - - Early Retirement (Reduced): 50/25 50/25 55/15 55/15 Final Average Compensation: 5 years 5 years Employee Contributions: 3.00% 3.00% Act 88: Yes (Adopted 1/21/2005) Yes (Adopted 1/21/2005)

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Table 3: Participant Summary

2019 Valuation 2018 Valuation 2019 Valuation Average Average Annual Annual Average Benefit Eligibility 1 1 2 2 Division Number Payroll Number Payroll Age Service Service 04 - General Unit Active Employees 188 $ 6,591,718 212 $ 6,846,903 39.7 7.4 7.5 Vested Former Employees 94 386,993 94 372,048 48.6 10.4 11.3 Retirees and Beneficiaries 118 523,503 110 467,358 69.4 Pending Refunds 563 503 40 - LPN Unit Active Employees 18 $ 883,296 25 $ 1,170,338 43.4 10.0 10.0 Vested Former Employees 6 39,275 2 6,736 44.7 8.4 9.9 Retirees and Beneficiaries 21 190,814 20 151,166 69.9 Pending Refunds 27 28 41 - NonUnion Unit Active Employees 52 $ 3,538,920 59 $ 3,932,465 47.2 14.2 15.0 Vested Former Employees 23 195,384 23 183,171 48.0 9.1 10.6 Retirees and Beneficiaries 57 1,017,739 52 849,280 68.6 Pending Refunds 34 34 42 - Union RN Active Employees 35 $ 2,346,585 33 $ 2,184,366 39.8 5.9 6.0 Vested Former Employees 11 123,080 10 113,853 49.2 9.7 9.8 Retirees and Beneficiaries 15 197,746 15 197,747 70.4 Pending Refunds 26 27 43 - Non-Union after 09/01/15 Active Employees 33 $ 2,038,062 29 $ 1,595,913 40.9 4.8 6.3 Vested Former Employees 2 31,514 1 5,064 37.1 13.5 13.5 Retirees and Beneficiaries 1 18,492 0 0 57.4 Pending Refunds 8 2 Total Municipality Active Employees 326 $ 15,398,581 358 $ 15,729,985 41.2 8.2 8.6 Vested Former Employees 136 776,246 130 680,872 48.2 10.1 11.0 Retirees and Beneficiaries 212 1,948,295 197 1,665,551 69.2 Pending Refunds 658 594 Total Participants 1,332 1,279

1 Annual payroll for active employees; annual deferred benefits payable for vested former employees; annual benefits being paid for retirees and beneficiaries. 2 Descriptions can be found under Miscellaneous and Technical Assumptions in the Appendix.

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Table 4: Reported Assets (Market Value)

2019 Valuation 2018 Valuation Employer and Employer and 1 2 1 2 Division Retiree Employee Retiree Employee 04 - General Unit $ 9,672,417 $ 278,954 $ 8,571,143 $ 272,699 40 - LPN Unit 2,076,039 268,533 1,856,488 295,476 41 - NonUnion Unit 13,832,226 3,878,082 11,893,399 3,779,859 42 - Union RN 2,363,368 956,912 2,000,573 798,035 43 - Non-Union after 09/01/15 831,949 310,856 473,302 251,905 3 Municipality Total $ 28,775,999 $ 5,693,338 $ 24,794,905 $ 5,397,974 3 Combined Assets $34,469,337 $30,192,879

1 Reserve for Employer Contributions and Benefit Payments. 2 Reserve for Employee Contributions. 3 Totals may not add due to rounding.

The December 31, 2019 valuation assets (actuarial value of assets) are equal to 1.013179 times the reported market value of assets (compared to 1.095342 as of December 31, 2018). Refer to the Appendix for a description of the valuation asset derivation and a detailed calculation of valuation assets.

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Table 5: Flow of Valuation Assets

Investment Year Income Employee Valuation Ended Employer Contributions Employee (Valuation Benefit Contribution Net Asset 12/31 Required Additional Contributions Assets) Payments Refunds Transfers Balance

2009 $ 849,091 $ 318,508 $ 965,677 $ (557,008) $ (15,388) $ 31,509 $ 15,370,615 2010 973,600 343,567 1,081,168 (605,247) (75,566) (1,343) 17,086,794 2011 893,927 $ 0 351,217 1,078,072 (655,795) (16,406) 0 18,737,809 2012 895,231 933,158 391,849 1,195,927 (783,616) (54,910) 2,990 21,318,438 2013 822,808 0 636,068 1,418,666 (892,598) (45,564) 79,076 23,336,894

2014 877,819 0 662,117 1,415,822 (1,085,932) (47,508) 12,548 25,171,760 2015 1,030,461 0 727,310 1,370,521 (1,220,359) (114,051) 0 26,965,642 2016 1,075,905 48,597 696,640 1,565,316 (1,349,739) (31,343) 142,142 29,113,160 2017 1,272,525 170,334 691,765 1,840,646 (1,528,693) (99,699) 0 31,460,038 2018 1,221,874 171,643 685,012 1,216,223 (1,630,320) (110,077) 57,136 33,071,529

2019 1,267,453 146,412 694,458 1,638,416 (1,797,595) (97,064) (1) 34,923,608

Notes: Transfers in and out are usually related to the transfer of participants between municipalities, and to employer and employee payments for service credit purchases (if any) that the governing body has approved.

Additional employer contributions, if any, are shown separately starting in 2011. Prior to 2011, additional contributions are combined with the required employer contributions.

The investment income column reflects the recognized investment income based on Valuation Assets. It does not reflect the market value investment return in any given year.

The Valuation Asset balance includes assets from Surplus divisions, if any.

Years where historical information is not available, will be displayed with zero values.

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Table 6: Actuarial Accrued Liabilities and Valuation Assets as of December 31, 2019

Actuarial Accrued Liability Unfunded Vested (Overfunded) Active Former Retirees and Pending Percent Accrued Division Employees Employees Beneficiaries Refunds Total Valuation Assets Funded Liabilities 04 - General Unit $ 5,211,248 $ 2,289,636 $ 5,001,458 $ 65,910 $ 12,568,252 $ 10,082,521 80.2% $ 2,485,731 40 - LPN Unit 1,460,042 198,963 1,752,911 27,768 3,439,684 2,375,471 69.1% 1,064,213 41 - NonUnion Unit 11,708,902 1,033,573 10,988,385 155,513 23,886,373 17,943,712 75.1% 5,942,661 42 - Union RN 1,892,886 744,778 1,853,402 93,385 4,584,451 3,364,038 73.4% 1,220,413 43 - Non-Union after 09/01/15 1,098,528 97,710 233,016 24,091 1,453,345 1,157,866 79.7% 295,479 Total $ 21,371,606 $ 4,364,660 $ 19,829,172 $ 366,667 $ 45,932,105 $ 34,923,608 76.0% $ 11,008,497

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The following results show the combined accrued liabilities and assets for each set of linked divisions. These results are already shown in the table on the prior page(s).

Table 6 (continued) Actuarial Accrued Liability Unfunded Vested (Overfunded) Active Former Retirees and Pending Percent Accrued Division Employees Employees Beneficiaries Refunds Total Valuation Assets Funded Liabilities Linked Divisions 43, 41 $ 12,807,430 $ 1,131,283 $ 11,221,401 $ 179,604 $ 25,339,718 $ 19,101,578 75.4% $ 6,238,140

Please see the Comments on Asset Smoothing in the Executive Summary of this report.

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Table 7: Actuarial Accrued Liabilities - Comparative Schedule

Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities

2005 $ 12,216,478 $ 9,275,780 76% $ 2,940,698 2006 15,105,658 10,843,781 72% 4,261,877 2007 16,566,596 12,416,856 75% 4,149,740 2008 18,474,514 13,778,226 75% 4,696,288 2009 19,069,186 15,370,615 81% 3,698,571

2010 20,387,510 17,086,794 84% 3,300,716 2011 22,438,319 18,737,809 84% 3,700,510 2012 24,406,151 21,318,438 87% 3,087,713 2013 28,342,237 23,336,894 82% 5,005,343 2014 31,059,842 25,171,760 81% 5,888,082

2015 35,715,802 26,965,642 76% 8,750,160 2016 37,509,932 29,113,160 78% 8,396,772 2017 39,320,896 31,460,038 80% 7,860,858 2018 42,032,299 33,071,529 79% 8,960,770 2019 45,932,105 34,923,608 76% 11,008,497 Notes: Actuarial assumptions were revised for the 2008, 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

The Valuation Assets include assets from Surplus divisions, if any.

Years where historical information is not available will be displayed with zero values.

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Tables 8 and 9: Division-Based Comparative Schedules

Division 04 - General Unit

Table 8-04: Actuarial Accrued Liabilities - Comparative Schedule Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities 2009 $ 6,347,044 $ 6,399,025 101% $ (51,981) 2010 6,900,534 7,057,565 102% (157,031) 2011 7,601,633 7,630,610 100% (28,977) 2012 8,186,619 6,700,522 82% 1,486,097 2013 8,865,530 7,185,552 81% 1,679,978

2014 9,485,659 7,663,624 81% 1,822,035 2015 10,467,528 7,988,860 76% 2,478,668 2016 10,839,487 8,549,439 79% 2,290,048 2017 11,051,321 9,252,458 84% 1,798,863 2018 11,644,912 9,687,031 83% 1,957,881

2019 12,568,252 10,082,521 80% 2,485,731 Notes: Actuarial assumptions were revised for the 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

Table 9-04: Computed Employer Contributions - Comparative Schedule Active Employees Computed Employee Valuation Date Annual Employer Contribution 1 2 December 31 Number Payroll Contribution Rate 2009 253 $ 6,476,513 5.56% 0.40% 2010 246 6,341,917 5.37% 0.40% 2011 248 6,504,064 5.36% 0.40% 2012 230 6,217,532 6.89% 0.40% 2013 240 6,595,148 6.86% 0.40%

2014 244 6,736,431 6.89% 0.40% 2015 242 7,163,165 7.51% 0.40% 2016 238 6,985,716 7.37% 0.40% 2017 223 6,755,693 7.00% 0.40% 2018 212 6,846,903 7.25% 0.40%

2019 188 6,591,718 8.10% 0.40% 1 For open divisions, a percent of pay contribution is shown. For closed divisions, a monthly dollar contribution is shown. 2 For each valuation year, the computed employer contribution is based on the employee rate. If the employee rate changes during the applicable fiscal year, the computed employer contribution will be adjusted. Note: The contributions shown in Table 9 for the 12/31/2015 through 12/31/2019 valuations do not reflect the phase-in of the increased contribution requirements associated with the new actuarial assumptions. The full contribution without phase-in is shown in Table 9 above.

See the Benefit Provision History, later in this report, for past benefit provision changes.

Years where historical information is not available, will be displayed with zero values.

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Division 40 - LPN Unit

Table 8-40: Actuarial Accrued Liabilities - Comparative Schedule Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities 2009 $ 1,719,238 $ 1,433,052 83% $ 286,186 2010 1,803,570 1,548,330 86% 255,240 2011 1,926,637 1,625,660 84% 300,977 2012 2,071,989 1,736,626 84% 335,363 2013 2,275,702 1,838,509 81% 437,193

2014 2,429,767 1,891,249 78% 538,518 2015 2,799,270 2,001,896 72% 797,374 2016 2,900,353 2,135,387 74% 764,966 2017 3,037,716 2,269,100 75% 768,616 2018 3,265,985 2,357,137 72% 908,848

2019 3,439,684 2,375,471 69% 1,064,213 Notes: Actuarial assumptions were revised for the 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

Table 9-40: Computed Employer Contributions - Comparative Schedule Active Employees Computed Employee Valuation Date Annual Employer Contribution 1 2 December 31 Number Payroll Contribution Rate 2009 23 $ 865,794 7.72% 3.41% 2010 22 844,254 7.91% 3.41% 2011 25 1,006,415 7.19% 3.41% 2012 21 873,771 7.84% 3.41% 2013 18 806,806 8.63% 3.41%

2014 20 870,449 9.26% 3.41% 2015 25 1,127,364 9.75% 3.41% 2016 27 1,128,281 9.26% 3.41% 2017 27 1,175,647 9.06% 3.41% 2018 25 1,170,338 10.09% 3.41%

2019 18 883,296 13.94% 3.41% 1 For open divisions, a percent of pay contribution is shown. For closed divisions, a monthly dollar contribution is shown. 2 For each valuation year, the computed employer contribution is based on the employee rate. If the employee rate changes during the applicable fiscal year, the computed employer contribution will be adjusted. Note: The contributions shown in Table 9 for the 12/31/2015 through 12/31/2019 valuations do not reflect the phase-in of the increased contribution requirements associated with the new actuarial assumptions. The full contribution without phase-in is shown in Table 9 above.

See the Benefit Provision History, later in this report, for past benefit provision changes.

Years where historical information is not available, will be displayed with zero values.

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Division 41 - NonUnion Unit

Table 8-41: Actuarial Accrued Liabilities - Comparative Schedule Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities 2009 $ 9,476,929 $ 6,280,716 66% $ 3,196,213 2010 9,992,530 7,021,632 70% 2,970,898 2011 10,969,383 7,814,683 71% 3,154,700 2012 11,988,606 11,044,202 92% 944,404 2013 14,766,656 12,205,110 83% 2,561,546

2014 16,485,667 13,340,505 81% 3,145,162 2015 18,887,534 14,315,455 76% 4,572,079 2016 19,830,616 15,417,577 78% 4,413,039 2017 20,863,720 16,525,335 79% 4,338,385 2018 21,987,337 17,167,577 78% 4,819,760

2019 23,886,373 17,943,712 75% 5,942,661 Notes: Actuarial assumptions were revised for the 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

Table 9-41: Computed Employer Contributions - Comparative Schedule Active Employees Computed Employee Valuation Date Annual Employer Contribution 1 2 December 31 Number Payroll Contribution Rate 2009 72 $ 3,598,103 9.95% 5.56% 2010 70 3,744,926 9.42% 5.56% 2011 77 3,949,634 9.32% 5.56% 2012 74 4,154,156 6.29% 5.56% 2013 74 4,238,273 7.88% 10.35%

2014 78 4,511,939 8.39% 10.35% 2015 75 4,625,222 $ 41,931 10.35% 2016 69 4,197,718 $ 39,482 10.35% 2017 64 4,040,976 $ 39,025 10.35% 2018 59 3,932,465 $ 42,849 10.35%

2019 52 3,538,920 $ 51,317 10.35% 1 For open divisions, a percent of pay contribution is shown. For closed divisions, a monthly dollar contribution is shown. 2 For each valuation year, the computed employer contribution is based on the employee rate. If the employee rate changes during the applicable fiscal year, the computed employer contribution will be adjusted. Note: The contributions shown in Table 9 for the 12/31/2015 through 12/31/2019 valuations do not reflect the phase-in of the increased contribution requirements associated with the new actuarial assumptions. The full contribution without phase-in is shown in Table 9 above.

See the Benefit Provision History, later in this report, for past benefit provision changes.

Years where historical information is not available, will be displayed with zero values.

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Division 42 - Union RN

Table 8-42: Actuarial Accrued Liabilities - Comparative Schedule Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities 2009 $ 1,525,975 $ 1,257,822 82% $ 268,153 2010 1,690,876 1,459,267 86% 231,609 2011 1,940,666 1,666,856 86% 273,810 2012 2,158,937 1,837,088 85% 321,849 2013 2,434,349 2,107,723 87% 326,626

2014 2,658,749 2,276,382 86% 382,367 2015 3,231,512 2,497,104 77% 734,408 2016 3,540,487 2,788,241 79% 752,246 2017 3,717,568 2,992,669 81% 724,899 2018 3,995,367 3,065,434 77% 929,933

2019 4,584,451 3,364,038 73% 1,220,413 Notes: Actuarial assumptions were revised for the 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

Table 9-42: Computed Employer Contributions - Comparative Schedule Active Employees Computed Employee Valuation Date Annual Employer Contribution 1 2 December 31 Number Payroll Contribution Rate 2009 21 $ 976,838 6.29% 6.37% 2010 24 1,194,199 5.46% 6.37% 2011 23 1,132,383 5.36% 6.37% 2012 28 1,412,092 4.03% 7.81% 2013 33 1,833,501 4.18% 7.81%

2014 30 1,745,785 4.68% 7.81% 2015 31 1,933,032 6.09% 7.81% 2016 33 2,028,334 5.57% 7.81% 2017 26 1,630,041 5.73% 7.81% 2018 33 2,184,366 6.25% 7.81%

2019 35 2,346,585 7.26% 7.81% 1 For open divisions, a percent of pay contribution is shown. For closed divisions, a monthly dollar contribution is shown. 2 For each valuation year, the computed employer contribution is based on the employee rate. If the employee rate changes during the applicable fiscal year, the computed employer contribution will be adjusted. Note: The contributions shown in Table 9 for the 12/31/2015 through 12/31/2019 valuations do not reflect the phase-in of the increased contribution requirements associated with the new actuarial assumptions. The full contribution without phase-in is shown in Table 9 above.

See the Benefit Provision History, later in this report, for past benefit provision changes.

Years where historical information is not available, will be displayed with zero values.

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Division 43 - Non-Union after 09/01/15

Table 8-43: Actuarial Accrued Liabilities - Comparative Schedule Unfunded (Overfunded) Valuation Date Actuarial Percent Accrued December 31 Accrued Liability Valuation Assets Funded Liabilities 2009 $ 0 $ 0 0% $ 0 2010 0 0 0% 0 2011 0 0 0% 0 2012 0 0 0% 0 2013 0 0 0% 0

2014 0 0 0% 0 2015 329,958 162,327 49% 167,631 2016 398,989 222,516 56% 176,473 2017 650,571 420,476 65% 230,095 2018 1,138,698 794,350 70% 344,348

2019 1,453,345 1,157,866 80% 295,479 Notes: Actuarial assumptions were revised for the 2009, 2010, 2011, 2012, 2015 and 2019 actuarial valuations.

Table 9-43: Computed Employer Contributions - Comparative Schedule Active Employees Computed Employee Valuation Date Annual Employer Contribution 1 2 December 31 Number Payroll Contribution Rate 2009 0 $ 0 $ 0 0.00% 2010 0 0 $ 0 0.00% 2011 0 0 $ 0 0.00% 2012 0 0 $ 0 0.00% 2013 0 0 $ 0 0.00%

2014 0 0 $ 0 0.00% 2015 6 268,506 7.52% 3.00% 2016 12 596,067 7.77% 3.00% 2017 20 1,173,222 7.74% 3.00% 2018 29 1,595,913 7.66% 3.00%

2019 33 2,038,062 7.33% 3.00% 1 For open divisions, a percent of pay contribution is shown. For closed divisions, a monthly dollar contribution is shown. 2 For each valuation year, the computed employer contribution is based on the employee rate. If the employee rate changes during the applicable fiscal year, the computed employer contribution will be adjusted. Note: The contributions shown in Table 9 for the 12/31/2015 through 12/31/2019 valuations do not reflect the phase-in of the increased contribution requirements associated with the new actuarial assumptions. The full contribution without phase-in is shown in Table 9 above.

See the Benefit Provision History, later in this report, for past benefit provision changes.

Years where historical information is not available, will be displayed with zero values.

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Table 10: Division-Based Layered Amortization Schedule

Division 04 - General Unit

Table 10-04: Layered Amortization Schedule Amounts for Fiscal Year Beginning 1/1/2021 Original Remaining Annual Date Original Amortization Outstanding Amortization Amortization 1 2 3 2 Type of UAL Established Balance Period UAL Balance Period Payment Initial 12/31/2015 $ 2,478,668 23 $ 2,606,312 19 $ 200,988 (Gain)/Loss 12/31/2016 (259,592) 22 (283,457) 19 (21,864) (Gain)/Loss 12/31/2017 (493,256) 21 (535,020) 19 (41,256) (Gain)/Loss 12/31/2018 181,927 20 196,441 19 15,144 (Gain)/Loss 12/31/2019 156,171 19 167,650 19 12,924 Assumption 12/31/2019 350,125 19 367,594 19 28,344 Total $ 2,519,520 $ 194,280 1 For each type of UAL (layer), this is the original balance as of the date the layer was established. 2 According to the MERS amortization policy, each type of UAL (layer) is amortized over a specific period (see Appendix on MERS website). 3 This is the remaining balance as of the valuation date, projected to the beginning of the fiscal year shown above.

The unfunded accrued liability (UAL) as of December 31, 2019 (see Table 6) is projected to the beginning of the fiscal year for which the contributions are being calculated. This allows the 2019 valuation to take into account the expected future contributions that are based on past valuations. Each type of UAL (layer) is amortized over the appropriate period. Please see the Appendix on the MERS website for a detailed description of the amortization policy.

Note: The original balance and original amortization periods prior to 12/31/2018 were received from the prior actuary.

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Division 40 - LPN Unit

Table 10-40: Layered Amortization Schedule Amounts for Fiscal Year Beginning 1/1/2021 Original Remaining Annual Date Original Amortization Outstanding Amortization Amortization 1 2 3 2 Type of UAL Established Balance Period UAL Balance Period Payment Initial 12/31/2015 $ 797,374 23 $ 829,332 19 $ 63,960 (Gain)/Loss 12/31/2016 (46,359) 22 (50,609) 19 (3,900) (Gain)/Loss 12/31/2017 208 21 234 19 24 (Gain)/Loss 12/31/2018 135,087 20 145,860 19 11,244 (Gain)/Loss 12/31/2019 45,301 19 48,631 19 3,756 Assumption 12/31/2019 96,251 19 99,583 19 7,680 Total $ 1,073,031 $ 82,764 1 For each type of UAL (layer), this is the original balance as of the date the layer was established. 2 According to the MERS amortization policy, each type of UAL (layer) is amortized over a specific period (see Appendix on MERS website). 3 This is the remaining balance as of the valuation date, projected to the beginning of the fiscal year shown above.

Note: The original balance and original amortization periods prior to 12/31/2018 were received from the prior actuary.

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Division 41 - NonUnion Unit

Table 10-41: Layered Amortization Schedule Amounts for Fiscal Year Beginning 1/1/2021 Original Remaining Annual Date Original Amortization Outstanding Amortization Amortization 1 2 3 2 Type of UAL Established Balance Period UAL Balance Period Payment Initial 12/31/2015 $ 4,572,079 23 $ 4,847,642 19 $ 373,836 (Gain)/Loss 12/31/2016 (329,508) 22 (359,805) 19 (27,744) (Gain)/Loss 12/31/2017 (90,058) 21 (97,685) 19 (7,536) (Gain)/Loss 12/31/2018 458,768 20 495,380 19 38,208 (Gain)/Loss 12/31/2019 244,941 19 262,944 19 20,280 Assumption 12/31/2019 823,589 19 864,328 19 66,660 Total $ 6,012,804 $ 463,704 1 For each type of UAL (layer), this is the original balance as of the date the layer was established. 2 According to the MERS amortization policy, each type of UAL (layer) is amortized over a specific period (see Appendix on MERS website). 3 This is the remaining balance as of the valuation date, projected to the beginning of the fiscal year shown above.

Note: The original balance and original amortization periods prior to 12/31/2018 were received from the prior actuary.

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Division 42 - Union RN

Table 10-42: Layered Amortization Schedule Amounts for Fiscal Year Beginning 1/1/2021 Original Remaining Annual Date Original Amortization Outstanding Amortization Amortization 1 2 3 2 Type of UAL Established Balance Period UAL Balance Period Payment Initial 12/31/2015 $ 734,408 23 $ 786,792 19 $ 60,672 (Gain)/Loss 12/31/2016 (17,436) 22 (19,032) 19 (1,464) (Gain)/Loss 12/31/2017 (32,695) 21 (35,470) 19 (2,736) (Gain)/Loss 12/31/2018 202,504 20 218,662 19 16,860 (Gain)/Loss 12/31/2019 153,365 19 164,637 19 12,696 Assumption 12/31/2019 118,707 19 123,158 19 9,504 Total $ 1,238,747 $ 95,532 1 For each type of UAL (layer), this is the original balance as of the date the layer was established. 2 According to the MERS amortization policy, each type of UAL (layer) is amortized over a specific period (see Appendix on MERS website). 3 This is the remaining balance as of the valuation date, projected to the beginning of the fiscal year shown above.

Note: The original balance and original amortization periods prior to 12/31/2018 were received from the prior actuary.

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Division 43 - Non-Union after 09/01/15

Table 10-43: Layered Amortization Schedule Amounts for Fiscal Year Beginning 1/1/2021 Original Remaining Annual Date Original Amortization Outstanding Amortization Amortization 1 2 3 2 Type of UAL Established Balance Period UAL Balance Period Payment Initial 12/31/2015 $ 167,631 23 $ 163,153 19 $ 12,588 (Gain)/Loss 12/31/2016 16,890 22 18,457 19 1,428 (Gain)/Loss 12/31/2017 50,902 21 55,219 19 4,260 (Gain)/Loss 12/31/2018 109,108 20 117,817 19 9,084 (Gain)/Loss 12/31/2019 (94,736) 19 (101,699) 19 (7,848) Assumption 12/31/2019 35,986 19 37,643 19 2,904 Total $ 290,590 $ 22,416 1 For each type of UAL (layer), this is the original balance as of the date the layer was established. 2 According to the MERS amortization policy, each type of UAL (layer) is amortized over a specific period (see Appendix on MERS website). 3 This is the remaining balance as of the valuation date, projected to the beginning of the fiscal year shown above.

Note: The original balance and original amortization periods prior to 12/31/2018 were received from the prior actuary.

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GASB 68 Information

The following information has been prepared to provide some of the information necessary to complete GASB Statement No. 68 disclosures. Statement 68 is effective for fiscal years beginning after June 15, 2014. Additional resources, including an Implementation Guide, are available at http://www.mersofmich.com/.

Actuarial Valuation Date: 12/31/2019 Measurement Date of the Total Pension Liability (TPL): 12/31/2019 At 12/31/2019, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits: 212 Inactive employees entitled to but not yet receiving benefits (including refunds): 794 Active employees: 326 1,332

Total Pension Liability as of 12/31/2018 measurement date: $ 40,834,477 Total Pension Liability as of 12/31/2019 measurement date: $ 44,614,214 Service Cost for the year ending on the 12/31/2019 measurement date: $ 1,364,612 Change in the Total Pension Liability due to: - Benefit changes1: $ 0 - Differences between expected and actual experience2: $ (292,044) - Changes in assumptions2: $ 1,356,271

Average expected remaining service lives of all employees (active and inactive): 3

1 A change in liability due to benefit changes is immediately recognized when calculating pension expense for the year. 2 Changes in liability due to differences between actual and expected experience, and changes in assumptions, are recognized in pension expense over the average remaining service lives of all employees. Covered employee payroll: (Needed for Required Supplementary Information) $ 15,398,581

Sensitivity of the Net Pension Liability to changes in the discount rate:

1% Decrease Current Discount 1% Increase (6.60%) Rate (7.60%) (8.60%) Change in Net Pension Liability as of 12/31/2019: $ 5,672,124 $ - $ (4,699,730)

Note: The current discount rate shown for GASB 68 purposes is higher than the MERS assumed rate of return. This is because for GASB 68 purposes, the discount rate must be gross of administrative expenses, whereas for funding purposes it is net of administrative expenses.

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GASB 68 Information This page is for those municipalities who need to “roll-forward” their total pension liability due to the timing of completion of the actuarial valuation in relation to their fiscal year-end. The following information has been prepared to provide some of the information necessary to complete GASB Statement No. 68 disclosures. Statement 68 is effective for fiscal years beginning after June 15, 2014. Additional resources, including an Implementation Guide, are available at www.mersofmich.com.

Actuarial Valuation Date: 12/31/2019 Measurement Date of the Total Pension Liability (TPL): 12/31/2020

At 12/31/2019, the following employees were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits: 212 Inactive employees entitled to but not yet receiving benefits (including refunds): 794 Active employees: 326 1,332

Total Pension Liability as of 12/31/2019 measurement date: $ 43,152,268

Total Pension Liability as of 12/31/2020 measurement date: $ 46,753,456

Service Cost for the year ending on the 12/31/2020 measurement date: $ 1,405,382

Change in the Total Pension Liability due to: - Benefit changes1: $ 0 - Differences between expected and actual experience2: $ 114,130 - Changes in assumptions2: $ 1,289,719

Average expected remaining service lives of all employees (active and inactive): 3

Covered employee payroll: (Needed for Required Supplementary Information) $ 15,398,581

Sensitivity of the Net Pension Liability to changes in the discount rate:

1% Decrease Current Discount 1% Increase (6.60%) Rate (7.60%) (8.60%) Change in Net Pension Liability as of 12/31/2020: $ 5,938,336 $ - $ (4,917,849)

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Benefit Provision History

The following benefit provision history is provided by MERS. Any corrections to this history or discrepancies between this information and information displayed elsewhere in the valuation report should be reported to MERS. All provisions are listed by date of adoption.

04 - General Unit 6/1/2017 Day of work defined as 80 Hours a Month for All employees. 12/1/2016 Service Credit Purchase Estimates - Yes 1/1/2006 6 Year Vesting 1/1/2006 Member Contribution Rate 0.40% 1/21/2005 Covered by Act 88 1/1/2005 Day of work defined as 8 Hours a Day for All employees. 1/1/2005 Benefit FAC-5 (5 Year Final Average Compensation) 1/1/2005 10 Year Vesting 1/1/2005 Benefit C (Old) 1/1/2005 Member Contribution Rate 0.00% 1/1/2005 Fiscal Month - January Defined Benefit Normal Retirement Age - 60 Early Reduced (.5%) at Age 50 with 25 Years or Age 55 with 15 Years

40 - LPN Unit 6/1/2017 Day of work defined as 80 Hours a Month for All employees. 12/1/2016 Service Credit Purchase Estimates - Yes 1/21/2005 Covered by Act 88 1/1/2005 Day of work defined as 8 Hours a Day for All employees. 1/1/2005 Benefit FAC-5 (5 Year Final Average Compensation) 1/1/2005 6 Year Vesting 1/1/2005 Benefit B-2 1/1/2005 Member Contribution Rate 3.41% 1/1/2005 Fiscal Month - January Defined Benefit Normal Retirement Age - 60 Early Reduced (.5%) at Age 50 with 25 Years or Age 55 with 15 Years

41 - NonUnion Unit 6/1/2017 Day of work defined as 80 Hours a Month for All employees. 12/1/2016 Service Credit Purchase Estimates - Yes 1/1/2013 Benefit B-4 (80% max) 1/1/2013 Member Contribution Rate 10.35% 2/1/2006 20 Years & Out 2/1/2006 Member Contribution Rate 5.56% 1/21/2005 Covered by Act 88 1/1/2005 Day of work defined as 8 Hours a Day for All employees. 1/1/2005 Benefit FAC-5 (5 Year Final Average Compensation) 1/1/2005 6 Year Vesting 1/1/2005 Benefit B-2 1/1/2005 Member Contribution Rate 2.68% 1/1/2005 Fiscal Month - January Defined Benefit Normal Retirement Age - 60

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41 - NonUnion Unit Early Reduced (.5%) at Age 50 with 25 Years or Age 55 with 15 Years

42 - Union RN 6/1/2017 Day of work defined as 80 Hours a Month for All employees. 12/1/2016 Service Credit Purchase Estimates - Yes 7/1/2012 Benefit B-4 (80% max) 7/1/2012 Member Contribution Rate 7.81% 7/1/2008 Benefit B-3 (80% max) 7/1/2008 Member Contribution Rate 6.37% 1/21/2005 Covered by Act 88 1/1/2005 Day of work defined as 8 Hours a Day for All employees. 1/1/2005 Benefit FAC-5 (5 Year Final Average Compensation) 1/1/2005 6 Year Vesting 1/1/2005 Benefit B-2 1/1/2005 Member Contribution Rate 4.11% 1/1/2005 Fiscal Month - January Defined Benefit Normal Retirement Age - 60 Early Reduced (.5%) at Age 50 with 25 Years or Age 55 with 15 Years

43 - Non-Union after 09/01/15 6/1/2017 Day of work defined as 80 Hours a Month for All employees. 12/1/2016 Service Credit Purchase Estimates - Yes 9/1/2015 Day of work defined as 8 Hours a Day for All employees. 9/1/2015 Benefit FAC-5 (5 Year Final Average Compensation) 9/1/2015 Exclude Temporary Employees requiring less than 12 months 9/1/2015 6 Year Vesting 9/1/2015 Benefit B-2 9/1/2015 Participant Contribution Rate 3% 1/21/2005 Covered by Act 88 1/1/2005 Fiscal Month - January Defined Benefit Normal Retirement Age - 60 Early Reduced (.5%) at Age 50 with 25 Years or Age 55 with 15 Years

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Plan Provisions, Actuarial Assumptions, and Actuarial Funding Method

Details on MERS plan provisions, actuarial assumptions, and actuarial methodology can be found in the Appendix. Some actuarial assumptions are specific to this municipality and its divisions. These are listed below.

Increase in Final Average Compensation

FAC Increase Division Assumption All Divisions 1.00%

Withdrawal Rate Scaling Factor

Withdrawal Rate Division Scaling Factor All Divisions 113%

Miscellaneous and Technical Assumptions

Loads – None.

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Risk Commentary

Determination of the accrued liability, the employer contribution, and the funded ratio requires the use of assumptions regarding future economic and demographic experience. Risk measures, as illustrated in this report, are intended to aid in the understanding of the effects of future experience differing from the assumptions used in the course of the actuarial valuation. Risk measures may also help with illustrating the potential volatility in the accrued liability, the actuarially determined contribution and the funded ratio that result from the differences between actual experience and the actuarial assumptions.

Future actuarial measurements may differ significantly from the current measurements presented in this report due to such factors as the following: plan experience differing from that anticipated by the economic or demographic assumptions; changes in economic or demographic assumptions due to changing conditions; increases or decreases expected as part of the natural operation of the methodology used for these measurements (such as the end of an amortization period, or additional cost or contribution requirements based on the Plan’s funded status); and changes in plan provisions or applicable law. The scope of an actuarial valuation does not include an analysis of the potential range of such future measurements.

Examples of risk that may reasonably be anticipated to significantly affect the plan’s future financial condition include:

• Investment Risk – actual investment returns may differ from the expected returns; • Asset/Liability Mismatch – changes in asset values may not match changes in liabilities, thereby altering the gap between the accrued liability and assets and consequently altering the funded status and contribution requirements; • Salary and Payroll Risk – actual salaries and total payroll may differ from expected, resulting in actual future accrued liability and contributions differing from expected; • Longevity Risk – members may live longer or shorter than expected and receive pensions for a period of time other than assumed; and • Other Demographic Risks – members may terminate, retire or become disabled at times or with benefits other than assumed resulting in actual future accrued liability and contributions differing from expected.

The effects of certain trends in experience can generally be anticipated. For example, if the investment return since the most recent actuarial valuation is less (or more) than the assumed rate, the cost of the plan can be expected to increase (or decrease). Likewise, if longevity is improving (or worsening), increases (or decreases) in cost can be anticipated.

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PLAN MATURITY MEASURES

Risks facing a pension plan evolve over time. A young plan with virtually no investments and paying few benefits may experience little investment risk. An older plan with a large number of members in pay status and a significant trust may be much more exposed to investment risk. Generally accepted plan maturity measures include the following:

12/31/2019 12/31/2018 1. Ratio of the market value of assets to total payroll 2.2 1.9 2. Ratio of actuarial accrued liability to payroll 3.0 2.7 3. Ratio of actives to retirees and beneficiaries 1.5 1.8 4. Ratio of market value of assets to benefit payments 18.2 17.3 5. Ratio of net cash flow to market value of assets (boy) 0.7% 1.3%

RATIO OF MARKET VALUE OF ASSETS TO TOTAL PAYROLL The relationship between assets and payroll is a useful indicator of the potential volatility of contributions. For example, if the market value of assets is 2.0 times the payroll, a return on assets 5% different than assumed would equal 10% of payroll. A higher (lower) or increasing (decreasing) level of this maturity measure generally indicates a higher (lower) or increasing (decreasing) volatility in plan sponsor contributions as a percentage of payroll.

RATIO OF ACTUARIAL ACCRUED LIABILITY TO PAYROL L The relationship between actuarial accrued liability and payroll is a useful indicator of the potential volatility of contributions for a fully funded plan. A funding policy that targets a funded ratio of 100% is expected to result in the ratio of assets to payroll and the ratio of liability to payroll converging over time.

RATIO OF ACTIVES TO RETIREES AND BENEFICIARIES A young plan with many active members and few retirees will have a high ratio of active to retirees. A mature open plan may have close to the same number of actives to retirees resulting in a ratio near 1.0. A super-mature or closed plan may have significantly more retirees than actives resulting in a ratio below 1.0.

RATIO OF MARKET VALUE OF ASSETS TO BENEFIT PAYMENTS The MERS’ Actuarial Policy requires a total minimum contribution equal to the excess (if any) of three times the expected annual benefit payments over the projected market value of assets as of the participating municipality or court’s Fiscal Year for which the contribution applies. The ratio of market value of assets to benefit payments as of the valuation date provides an indication of whether the division is at risk for triggering the minimum contribution rule in the near term. If the division triggers this minimum contribution rule, the required employer contributions could increase dramatically relative to previous valuations.

RATIO OF NET CASH FLOW TO MARKET VALUE OF ASSETS A positive net cash flow means contributions exceed benefits and expenses. A negative cash flow means existing funds are being used to make payments. A certain amount of negative net cash flow is generally expected to occur when benefits are prefunded through a qualified trust. Large negative net cash flows as a percent of assets may indicate a super-mature plan or a need for additional contributions.

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State Reporting

The following information has been prepared to provide some of the information necessary to complete the pension reporting requirements for the State of Michigan’s Local Government Retirement System Annual Report (Form No. 5572). Additional resources are available at www.mersofmich.com and on the State website.

Form 5572 Line Reference Description Result

10 Membership as of December 31, 2019 11 Indicate number of active members 326 12 Indicate number of inactive members (excluding pending refunds) 136 13 Indicate number of retirees and beneficiaries 212 14 Investment Performance for Calendar Year Ending December 31, 20191 15 Enter actual rate of return - prior 1-year period 14.02% 16 Enter actual rate of return - prior 5-year period 6.39% 17 Enter actual rate of return - prior 10-year period 7.97% 18 Actuarial Assumptions 19 Actuarial assumed rate of investment return2 7.35% 20 Amortization method utilized for funding the system's unfunded actuarial accrued liability, if any Level Percent 21 Amortization period utilized for funding the system's unfunded actuarial accrued liability, if any3 19 22 Is each division within the system closed to new employees?4 No 23 Uniform Assumptions 24 Enter retirement pension system's actuarial value of assets using uniform assumptions $34,721,342 25 Enter retirement pension system's actuarial accrued liabilities using uniform assumptions $50,076,442 27 Actuarially Determined Contribution (ADC) using uniform assumptions, Fiscal Year Ending December 31, 2020 $2,135,784

1. The Municipal Employees’ Retirement System’s investment performance has been provided to GRS from MERS Investment Staff and included here for reporting purposes. This investment performance figures reported are net of investment expenses on a rolling calendar-year basis for the previous 1-, 5-, and 10-year periods as required under PA 530. 2. Net of administrative and investment expenses. 3. Populated with the longest amortization period remaining in the amortization schedule, across all divisions in the plan. This is when each division and the plan in total is expected to reach 100% funded if all assumptions are met. 4. If all divisions within the employer are closed, “yes.” If at least one division is open (including shadow divisions) indicate “no.”

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Page 67 of 88 Page 68 of 88 The monthly Safety Committee meeting was June 9. Mallory presented a summary of May’s employee incident/ accident statistics. There were 8 employee incidents during May. There were 98 restricted days and 2 lost time days.

On June 9, Hansen held an Executive staff meeting with COOs, Department and Program Directors and also on June17 for a COVID-19 update.

On June 19, Hansen met with Allen and Shelby Mack, Cottages Director and Sarah Musser, Adult Day Coordinator, to review guidelines and a proposal for submission of an Area Agency on Aging Northern Michigan grant for funding up to $25,000. Two projects are being considered for submission by the grant deadline of July 6, 2020. The two projects are a thermal imaging camera and an additional bathroom.

On June 3, Allen recorded the band introductions for the Concerts on the Lawn Radio- Retro format at WCCW Broadcasting.

On June 3, Allen and Jena Capriccioso, Marketing/Development Administrative Assistant, conducted a phone conference meeting for the Foundation Advisory Committee at which the nomination of 2020-21 Foundation Board Officers was discussed along with future granting processes.

On June 4, Allen participated in a virtual meeting with the Michigan Council for the Arts and Cultural Affairs.

On June 4, Allen submitted the grant report to the Grand Traverse Regional Community Foundation for the recent $5000 Urgent Need funds to support the purchase of a Thermal Imaging camera.

On June 5, Allen and Jessica Weir, Marketing/Development Assistant, conducted the annual Events Committee meeting of the Foundation via conference call to provide update on the Concerts on the Lawn Radio Retro format and plans to reschedule The Grand Event for 2021. As an alternative plan for 2020 is to run a virtual fundraiser in August/September called “Make It Grand-parent Video Charity Challenge” allowing families to submit videos of grandparents showing their talents, tales and traditions to promote successful aging. Videos will judged on the number of votes received – each vote is $1. The winner will be announced on September 13, 2020 which is nationally celebrated Grandparents Day.

On June 9, Allen attended a conference call with the Cherry Festival Directors to discuss some ideas on how to engage the community in lieu of the decision to cancel the Festival for 2020.

On June 19, Allen virtually attended the Association of Fundraising Professionals West Michigan Board meeting.

On June 20, Allen and Weir were on campus to coordinate the Pavilions hosting of a community based car rally titled “Accelerate the Cure for Alzheimer’s.” The event kick off was hosted on the Grand Lawn and saw nearly forty (40) car enthusiasts attend to support of the Alzheimer’s Association. All participants were given masks and were Page 69 of 88 2 instructed that they must wear them while on the lawn. Pavilions residents could watch the event from their windows and Cottage porches.

On June 25, Allen had a conference call with Heidi Gustine, Director for the Area Agency on Aging of Northern Michigan, and Leelanau County Commission on Aging Director, April Missias, to reengage discussions on aging adult advocacy issues for the region.

All volunteer activity was suspended in mid-March and continued throughout the month of June due to the threat of COVID-19, therefore, no volunteer hours are reported in June.

The total Social media post reach for June was 14,658 individuals. There were 34 “Page Followers” in June. The Facebook announcement featured on June 18: “Grand Traverse Pavilions Celebrates June 18, 2020 - National Nursing Assistants' Day Recognizing our Certified Nursing Assistants (CNA) who have dedicated their lives to the well-being of others had an estimated reach of 1,108 and 375 engagements. The Facebook post featured on June 8: “Don't forget about the passing of our virtual bucket for any free-will donations during each concert by visiting our website at www.gtpavilions.org/donate!” had an estimated reach of 923 and had 213 engagements.

Grand Traverse Pavilions Website received 16,469 visitors (page views) in June and Employment Opportunities page views totaled 1,127.

Coleman continues to lead and facilitate the Incident Command Team in efforts to prevent the spread of COVID 19 to our facility.

Pavilions’ staff facilitated completion of the 2020 census for the residents and was submitted to the US Census Bureau.

On June 10, Coleman, Holly Edmondson, Clinical Case Manager and Amy Coneset, Wellness Director attended a Go To meeting with Ashley Nicholson from Navi Health regarding the first quarter utilization for therapy and Priority Health insurance.

On June 11, Coleman and Kari Belanger, Therapeutic Recreational Specialist met with Kris Angevine from Eden Alternative to discuss progress towards Milestone 3.

On June 25, Coleman attended a training webinar for MyUnity regarding advanced alerts and notifications.

On June 29 and 30 COVID-19 initial base-line testing was completed for all residents and staff.

In June, there were six facility reported incidents.

Throughout the month of June there was 51 admissions, including re-admissions from Munson Medical Center. None of those admissions were admitted from our continuum of care or our waiting list. We received 106 referrals from Munson and 6 from other Page 70 of 88 3 hospitals in the surrounding area. Six of our Rehab Center residents transferred to long term care.

There were 45 discharges for the month of June. Six residents passed away, 26 residents were discharged to home, 1 resident went to another facility downstate, and 12 were discharged to Munson.

There were seven medical record requests completed in the month of June for Blue Cross and Blue Shield of Michigan, Priority Health PPO insurance, Aetna Medicare Advantage, various long-term care insurance carriers and individual record requests.

Edmondson actively participates in the Incident Command Team as the Infection Preventionist, maintaining daily Pre-admission screening for all potential admissions, COVID-19 daily timeline and Employee health screening, monitoring and follow up.

The daily interdisciplinary team meetings continue to benefit all involved with discussions of current issues involving resident care in the last 24 hours or 72 hours over a weekend/Holiday. Topics reported include the following: falls, skin incidents, abnormal blood sugars, weight loss, behavioral issues, pressure ulcers, and any other pertinent issues. With each meeting new and current issues with residents are discussed and reviewed and new information is shared.

In-services for June include: All Staff: All Page and Code Status, Bloodborne Pathogens, and Severe Weather and Tornado Watch and Warning. Licensed Nurses and Certified Nurse Aides: Care of the Cognitively Impaired. Certified Nurse Aides: Annual Clinical Skills Competency Evaluation. Cottage Med Pass Trained Staff: Medication Administration: Avoiding Common Errors.

Jamie Wilson, Director of Certified Nurse Aids and Katy Leach, Staff Development Coordinator, continued the employee monitoring system with 42 visits to staff that are systematically followed up with during their first 3 months of employment or on an as needed basis.

Staff Development met one-on-one with multiple staff members for conflict resolution and work life balance. Staff Development created and distributed daily COVID-19 updates, attended multiple Incident Command Meetings, and created multiple educational pieces for staff members.

Wilson attended a Zoom Community Services Network North Board meeting on June 3.

Staff Development Conducted in-person annual Clinical Skills Competency Evaluation with all Certified Nurse Aides and participated in COVID-19 testing of residents and staff members.

New employee orientations were completed for 6 UW’s and 1 nurse. Med pass training was completed with 1 Universal Worker. Staff Development continues to monitor and administer new hire immunizations. Staff Development initiated a review of all staff members’ health records to confirm that all immunization requirements have been meet.

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All in-house clinics were cancelled in June following the executive order to social distance then shelter in place. A telemedicine eye clinic was held on June 16. Multiple telemedicine visits have taken place with other providers such as neurology and psychiatry.

Restorative and Functional maintenance program monitoring continued with daily restorative program documentation by the Certified Nurse Aide (CNA) or therapist completing the program. The Clinical Case Manager reviews daily documentation to ensure programs have been completed. In lieu of Group Exercise, therapists have been doing restorative programs and 1:1 exercise programs.

Quality Assurance Studies Completed for June included: monitoring medication storage/ refrigerator temperatures, call light response times, repositioning/bed mobility, infection prevention, knowledge of CPR (Cardio Pulmonary Resuscitation) and policy on using Nurse All Page system.

Kristen Packard, Director of Nursing, and others from nursing administration developed and revised the following policies: Appointment Infection Prevention during Viral Pandemic, Health Screening for Building Entrance, Outdoor Activity for the duration of the COVID-19 Pandemic, Staff Travel during Pandemic, Universal Masking and Vacation Request Notification.

Dietary Services adapted the menu starting this month to include summer foods on the menu. The department has begun grilling out at least 5 times a week and will continue throughout the summer. The menu will include the usual items like Hamburgers, Hot Dogs, Bratwurst, BBQ Ribets, BBQ Chicken and some not so usual items, Marinated Pork Loins, Beef Roasts and Vegetables like Zucchini and Corn on the Cob. Additionally, more varieties of fresh and seasonal desserts like cherry pie and strawberry shortcake will be added to the menu. Banana splits were served on Father’s Day.

Holly Kazim, Dementia Services Director, Social Work supervisor, and Recreational Therapists, Kari Belanger and Linda Burton are seeing approximately 8-9 residents a day (All Pavilions, Monday-Friday) to assist them in video chatting with their family members either by FaceTime, Google Duo, Facebook Messenger or ZOOM. In the month of June, a total of 247 video chat visits were held – 226 social video chat visits with family members; the other 21 video chat visits included hospice visits, court appointments, telehealth, funerals, attorney visits, and counseling appointments with Community Mental Health, palliative care consult and a therapy session with the Rehab Team. Family members continue to contact their pavilion social worker or the recreational therapists to schedule the video chat. Residents have shared that they are enjoying this new way of staying in touch with their family members; residents have also given mixed reviews on the window visits with their family members and some have said that they prefer the video chat visit.

Zonta T.C. had an Advocacy Flash Drive: Compassionate Card Drive amongst their members that was held June 15-30. The Zonta members were asked to send positive cards and messages to our residents and staff to enjoy, and to know that our greater community is thinking of them. As of June 30, 45 cards were received by the Life Page 72 of 88 5

Enrichment Department and will be distributed throughout the building.

Belanger attended a Zoom meeting on June 19 “Coronavirus Impact on Loneliness, Helplessness, Boredom,” facilitated by the Eden Alterative. Individuals from around the country expressed the same sentiments of video chatting to help keep residents connected with the families, how window visits are working (or not working) out, and how some homes are starting to allow visitors with restrictions.

The weather in June has been amazing with beautiful blue skies and warm temperatures. Many residents and staff are getting out into the courtyards on a daily basis to enjoy the fresh air and sunshine, making sure we are continuing to adhere to the social distancing guidelines.

The weekly Prize Bingo continues to be successful for the residents, as approximately 9-13 residents winning each week by utilizing the Osborn Visual Solutions (OVS) television channel. Residents have asked to continue this way of playing bingo even when the COVID restrictions are lifted and they are able to play their beloved game in a group setting again.

Social services distributed 29 discharge surveys in June.

On June 3, Kazim and Social Worker Kim Kucharski, participated in a Zoom Navigation meeting with Hospice of Michigan Jen Simmer to discuss ways to continue to deliver services with telehealth options.

On June 5, 8, 12 and 15, Kazim met and participated in zoom court hearings with two residents.

On June 15, 19 and 23, Kazim facilitated rounds with Munson Medical Center Palliative Care team.

On June 15 and June 26, Kazim facilitated telemedicine rounds with Dr Engel.

Social Work scheduled and assisted with 96 window visits throughout the pavilions in the month of June. Overall these visits are going well. There has been some frustration with the heat which was addressed. Also some families have been discouraged with their loved one not being able to hear them through the window. Some have opted to call them at that time as well on their own personal phones. On some occasions the portable phone has been used to assist. Families have also been able to use the golf cart to gain better access to our grounds for those that have a difficult time with mobility.

Holly Kazim has had regular weekly contact with Hospice providers and palliative care as their contact person for our rules of who we are allowing in our facility and working out details for tele med options and assisting residents and providers during telemedicine appointments. Meetings also included discussing mandatory COVID testing and ensuring that they are aware of our rules and able to comply.

The June resident council meeting did not take place however social workers met with residents individually to check in and complete minutes. The June family council Page 73 of 88 6 meeting also did not take place.

Resident Satisfaction surveys were mailed out to families and handed out to residents on June 15. The surveys needed to be postmarked by July 3 and results should be available by the end of July. Nursing Facility Quality Measure Initiative Resident Satisfaction Survey Data is due September 18.

The Wellness Center saw the following patients this month: Medicare A: 47; Medicare B: Outpatient: 38; Medicare B: Inpatient: 24; Private Insurance: Outpatient: 3; Private Insurance: Inpatient: 1; Work compensation: Outpatient: 1; Private pay: Outpatient: 0; Private pay: Inpatient: 1. Auto: Outpatient: 2; Auto: Inpatient: 0.

Amy Coneset, Wellness Center Director, participated in a phone meeting with Tara Townsend, Physical Therapist and consultant from Impact Wellness and Rehab on June 1 regarding Wellness Center Performance and ongoing changes due to the COVID-19 Pandemic.

On June 4, Coneset attended the webinar Nursing Home Reopening Recommendations: Therapy Considerations.

On June 10, Coleman, Coneset, and Edmondson attended the NaviHealth Predict/Pulse Dashboard meeting.

In the month of June there were no admissions, two discharges, one in-house transfer and one death. Nurse Practitioner Greg Morrison visited The Cottages on June 2, 9 and 16 with no new patients acquired totaling thirty-nine patients. Nurse Practitioner Beth McNutt who will be taking over for Morrison in August, visited The Cottages on June 23 and 30. Campus wide COVID-19 testing was conducted on June 30, Cottage residents tolerated the test well and zero refused to participate in testing. Restrictions of visitations are still in place however window visits are allowed. Families and residents have been taking advantage of this at all three Cottages.

Residential Services reopened Adult Day Services on June 22, we currently have three regular participants. Life Enrichment Coordinator Musser reached out to all participants to notify of the reopening, new procedures and extra precautions in place due to COVID-19. Precautions include all participants being screened at the entrance, wearing a mask, social distancing when in the program, and hand hygiene. We have additional participants that are planning to return in July and new interested parties are processing the paperwork to enroll. When not working on The Adult Day Program, Musser assisted with daily resident assessments and facilitating virtual visits between families and residents at all three cottages.

Mack assisted in twelve virtual visits with residents and loved ones as well as one virtual tour of a vacant apartment for an interested party.

Cottages residents have enjoyed the radio-retro concerts on the lawn either on the porches or inside, weather permitting, while maintaining social distancing. With each concert, we have tried to provide something special for the residents to encourage participation including Little Caesars Pizza, Kentucky Fried Chicken, and special Page 74 of 88 7 desserts. Life Enrichment Coordinator Jane Cavender has participated in coordinating and assisting with virtual visits. We opened up (somewhat) communal dining at Evergreen and Hawthorn on June 1 to encourage physical activity for the residents as well as some social stimulation. Residents are at least 6 FT apart, they dine on the floor they reside on therefore there are less than ten in an area at once, and hand hygiene is performed before and after meals. This has made a significant difference in resident and staff morale.

A Foot Care Clinic was held at the cottages on June 10 with twenty-three participants.

With families not able to move loved ones furniture out of apartments after they have transferred or expired, RS Coordinator Valentine and Mack spent many hours over five days in June boxing up resident belongings and moving them outside of The Cottages for families to pick up.

On June 3, 10, 17, 24 and 26 Dood attended the Safe and Calm webinar by Leading Age.

On June 15, Dood filed the Medicaid Cost Report for 2019. The cost report was completed by Dood and Hansen and reviewed by Plante Moran prior to submission. On June 30, Dood filed the Medicare Cost Report for 2019 which was completed by Plante Moran.

On June 18, Dood attended the Certificate of Need Commission meeting (via Zoom). Dood continues to serve as the Nursing Home Representative on the Commission.

Notification was received to schedule and commence the audits of the 2017 and 2018 medicaid cost reports and initial information requests for 2017 were responded to in June.

On June 4, Dood and Barnes attended a “Go To Meeting” with D. Gaver, Sales Manager from TapCheck. The main focus of the discussion was to find out the capabilities of TapCheck to provide live wage access and pay cards for Pavilions employees. Live wage access is a service that allows employees the ability to withdraw funds, based on hours worked, prior to the two week pay period. This capability is becoming more popular and is regarded as an employee benefit. It has the potential to increase employee retention and positively impact employee moral. Later in the month, Barnes again spoke with representatives from Smartlinx and explained the goals of having such a capability that would be cost effective and integrated with Smartlinx. Smartlinx representatives are working to have an in-house service that would resolve both issues. Dood and Barnes will continue to research alternatives and will evaluate the Smartlinx offering once it is available.

On June 11, the Descriptive Emergency Code System committee met to review progress. Attending were Tim Coggins, Environmental Services Director, Jena Capriccioso, Marketing/Development Assistant, Jeff Valentine, Residential Services Coordinator, and Barnes. Capriccioso presented updates she made to several forms. The committee agreed that proposed new terminology for descriptive codes was good. The next meeting was scheduled for July with the intent of finalizing plans for the roll- Page 75 of 88 8 out.

Barnes and Mallory met during June to further discuss the presentation made in May by Deltek regarding capabilities of the software they are proposing for evaluation of talent performance. Mallory and Barnes agreed that the software was extremely expensive and did not integrate with Smartlinx as hoped. Mallory and Barnes are looking forward to another conversation with Smartlinx management in July in hopes that they will be ready to roll out their own performance management capabilities within Smartlinx.

The Service Improvement Team met on June 25. Attendees included Barnes, Kazim, Edmondson, Mallory. VanSlembrouck, and Mersadies Lovano, Administrative Secretary. The effects of Covid pandemic on residents and staff were the main topic of conversation. The committee agreed to focus energy on how to create a welcoming experience for both residents and resident family members once visitors are permitted access into the Pavilions.

Dan Butler, Information Systems Director, worked to setup and test an iPad to be used for Telehealth with medical records. Butler setup an account with Call-Em-All, a robo calling program which allows GTP to mass call resident families. A couple of calls have been sent out without issues. Nursing Administration has been keeping the family contact list up to date.

Butler and Darcey Gratton, Administrative Services Director, continued to work with Dave Mengyan at Lux interactive throughout the month of June to create a custom visitor screening/log-in kiosk that will require visitors and employees to answer specific screening questions and to enter their name before they enter the building. This new kiosk will have the ability to print out a visitor tag to help identify those that are in the building for residents or vendors visiting specific departments. Due to the time needed to enter in data, these new kiosks were delayed in June and are expected to be installed by the end of July to be ready for a trial run. All labor fees involved in creating this new software continue to be waived by Lux interactive.

A total of 13 external interviews were conducted in the month of June. These interviews consisted of 1 Licensed Nurse; 2 CNA/Nurse Aides; 3 Environmental Services; 1 Child Care Assistant; and 6 Universal Workers. Of the 13 external interviews scheduled in June, a total of 12 individuals were extended conditional offers of employment.

Recruitment is underway for the following open positions: 20 CNAs, 2 Licensed Nurses, and 3 Environmental Services positions.

Five employees were hired in June. Two new employee orientations were held for 4 UWs and 1 Licensed Nurse. To date 60 people have been hired in 2020.

In June, Pavilions job opportunities were posted on Michigan4Hire, Awesome Job Alert, Michigan Talent Bank, Black Diamond Broadcasting, Pure Michigan Talent, LinkedIn, Craigslist and Indeed.

There were 57 applications received in June. Up from 43 in May, and down from 83 in April. Page 76 of 88 9

For the month of June, there were a total of 20 terminations. Of those 20 terminations, 17 were voluntary and 3 were involuntary. There have been 80 terminations in 2020.

In the month of June, the CNA Bonus Program yielded payments of $50.00 to 40 CNAs; $100.00 to 7 CNA’s; $150.00 to 13 CNAs that met the requirements.

There were 5 employee referrals received through our Employee Referral Bonus Program. To date we have paid the bonus to 35 employees for referring individuals and we have distributed 12 $25 gift cards for referring applicants who were not considered for employment.

In June, 39 employees utilized the Beech Gym.

The first week of June Grand Traverse Pavilions participated in Smart Commute Week. Seventeen employees took part in smart commuting at least once during the week.

The maintenance team completed 758 separate work orders during June. Additionally, there were 64 wheelchair work orders completed.

The monthly fire drill for the main building was June 15, at 11:30 PM. For the Cottages, fire drills occurred June 26 at 11:00 PM for Evergreen, June 28 at 11:00 PM for Hawthorn and June 13 at 6:00 AM for Willow. There were no actual fire codes in June.

There were 56 room preparations at the main building. Of the main building preparations, 45 were for Rehab and 11 were from units Aspen through Elm. In addition, there were 5 preparations at the cottages due to room vacancies from discharges and residents moving between rooms.

During the month of June, there were 127 appointment bus runs and 0 group bus runs.

On June 1, Coggins re-established network communications with the cottage HVAC controllers, giving access to all the boilers, chillers, and air handlers in the three cottages. This will allow better control and ability troubleshoot the cottage HVAC systems remotely.

On June 17, Barnes and Coggins met with Heather Smith, the Grand Traverse Bay Keeper, regarding an old drainage ditch that used to drain Cordia’s chiller cooling water into Kid’s Creek Tributary AA that runs across our property. Cordia’s cooling water is now diverted elsewhere, so the drainage ditch is not being used and we would like to fill it in.

On June 24, Ben Steffen, Environmental Services Manager, met with a Donna Longrich of Green Systems to evaluate our LED lighting, and to make recommendations for energy savings.

On June 29, Grand Traverse Pavilions received a rebate check in the amount of $400 from Traverse City Light and Power for the replacement of the kitchen dish machine with an Energy Star rated machine. Page 77 of 88 10

Page 78 of 88 Page 79 of 88 Page 80 of 88 Page 81 of 88 Page 82 of 88 Page 83 of 88 Page 84 of 88 Page 85 of 88 Page 86 of 88 Page 87 of 88 GRAND TRAVERSE PAVILIONS Service Excellence Award Program June 2020

Date: 06/03/2020 Employee: Katy Leach Awarded for: “helping on Aspen. I appreciate all you do and all the ways you step in to help.” Position: Staff Development Nominated by: Kristen Packard

Date: 06/10/2020 Employee: Caitlyn Buren Awarded for: “taking the time to speak with a family and provide education. Thank you!” Position: Campus Manager Nominated by: Kristen Packard

Date: 06/17/2020 Employee: Becky Spaulding “delivering the mail and additional drop offs for me today! It has been a VERY busy day for drop offs and I know some of the units and myself were having a hard time keeping Awarded for: up with them all! It made a huge difference for me and I know the units are appreciative too!! Thank you!!” Position: CNA Nominated by: Brittany Burley

Date: 06/24/2020 Employee: Michael Mumford “going above and beyond helping his fellow nursing staff with some unexpected Awarded for: situations. He stayed late and took the lead handling things. Everything was managed well because of his teamwork!” Position: RN Nominated by: Michelle Godin

Date: Employee: Awarded for: Position: Nominated by:

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