IN THE SUPREME COURT OF THE STATE OF OREGON

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1 March 3, :15 PM IN THE SUPREME COURT OF THE STATE OF OREGON EVERICE MORO, TERRI DOMENIGONI, CHARLES CUSTER, JOHN HAWKINS, MICHAEL ARKEN, EUGENE DITTER, JOHN O KIEF, MICHAEL SMITH, LANE JOHNSON, GREG CLOUSER, BRANDON SILENCE, ALISON VICKERY, and JIN VOEK Petitioners, v. STATE OF OREGON, STATE OF OREGON by and through the Department of Corrections, LINN COUNTY, CITY OF PORTLAND, CITY OF SALEM, TUALATIN VALLEY FIRE & RESCUE, ESTACADA SCHOOL DISTRICT, OREGON CITY SCHOOL DISTRICT, ONTARIO SCHOOL DISTRICT, BEAVERTON SCHOOL DISTRICT, WEST LINN SCHOOL DISTRICT, BEND SCHOOL DISTRICT, and PUBLIC EMPLOYEES RETIREMENT BOARD, Respondents, and LEAGUE OF OREGON CITIES; OREGON SCHOOL BOARDS ASSOCIATION; CENTRAL OREGON IRRIGATION DISTRICT; and ASSOCIATION OF OREGON COUNTIES; Intervenors. S (Control) WAYNE STANLEY JONES, Petitioner, v. PUBLIC EMPLOYEES RETIREMENT BOARD, ELLEN ROSENBLUM, Attorney General and JOHN A. KITZHABER, Governor, Respondents. S MICHAEL D. REYNOLDS, Petitioner, Page 1 - PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST

2 v. PUBLIC EMPLOYEES RETIREMENT BOARD, State of Oregon; and JOHN A. KITZHABER, Governor, State of Oregon, Respondents. S GEORGE A. RIEMER, Petitioner, v. STATE OF OREGON; OREGON GOVERNOR JOHN KITZHABER; OREGON ATTORNEY GENERAL ELLEN ROSENBLUM; OREGON PUBLIC EMPLOYEES RETIREMENT BOARD; and OREGON PUBLIC EMPLOYEES RETIREMENT SYSTEM, Respondents. S GEORGE A. RIEMER, Petitioner, v. STATE OF OREGON; OREGON GOVERNOR JOHN KITZHABER; OREGON ATTORNEY GENERAL ELLEN ROSENBLUM; OREGON PUBLIC EMPLOYEES RETIREMENT BOARD; and OREGON PUBLIC EMPLOYEES RETIREMENT SYSTEM, Respondents. S PETITIONERS JOINT AND MORO PETITIONERS EXHIBIT LIST Page 2 - PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST

3 Except where specifically designated as Moro Petitioners exhibits, Moro Petitioners and Pro Se Petitioners Michael Reynolds, George Riemer, and Wayne Stanley Jones intend to submit the following exhibits jointly in support of their case in chief and reserve the right to submit additional rebuttal exhibits. No. DESCRIPTION Pgs Stip Off Rec MORO PETITIONERS EXHIBITS 1. Affidavit of Everice Moro (December 2, 7 2. Affidavit of Terri Dominigoni (December 2, 7 3. Affidavit of Charles Custer (December 3, 6 4. Affidavit of John Hawkins (December 3, 6 5. Affidavit of Michael Arken (December 4, 6 6. Affidavit of Eugene Ditter (November 29, 6 7. Affidavit of John O Kief (December 2, 7 8. Affidavit of Michael Smith (December 2, 7 9. Affidavit of Lane Johnson (December 3, Affidavit of Greg Clouser (December 3, Affidavit of Brandon Silence (December 4, Affidavit of Alison Vickery (December 2, Affidavit of Jin Voeks (December 3, Affidavit of David MacLennan (February 28, 3 PETITIONERS JOINT EXHIBITS 15. Special Master s Written Report and Recommended 125 Findings of Fact (April 8, 2004) 16. PERS Summary Reform Package Economic Impact Study Oregon PERS (June 2012) Actuarial Valuation (August 28, 2012) Milliman 2012 Public Pension Study (October 2012) Milliman Out of State Tax (November 8, ) Purchasing Power Study (November 20, 2012) Shortfall and Contribution Rates (November 30, 2012) Analysis for 2013 Legislative Session (November 30, ) Oregon PERS CAFR (December 18, 2012) PERS By the Numbers (February CPI Bank Summary (March 25, 1 Page 3 - PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST

4 No. DESCRIPTION Pgs Stip Off Rec 27. Milliman Analysis of SB 822 (March 28, Actuarial Methods, Rates & Projections (March 29, SB 822-Potential Impact to Employer Rate (April Employer Rate Adjustment SB 822 (May 31, Summary PERS Employer Rates (June 14, Actuarial Assumptions and Methods Pt 2 (July 26, Economic Impact Study Oregon PERS (July PERS By the Numbers (July PERS Facts (July Passage of SB 822: What Does it Mean (August Milliman SB 857 Analysis (September 18, Experience Study (Updated) (September 18, Actuarial Valuation Presentation ( September 27, Changes to PERS Special Session (October Valuation (Updated) (November 22, PERS FAQ re. Tax Benefit Changes (December Actuarial Valuation (December 13, 2012) PERS Facts (January 2014) Oregon PERS CAFR (January 27, 2014) Board Packet Info re. Out of State Tax (January 27, ) 47. Board Packet Info re Earnings (January 27, 2014) Purchasing Power Study (January 28, 2014) PERS By the Numbers (February 2014) 22 Oregon Laws & Legislative History Records 50. HB 1397 (1971)-COLA SB 411 (1973) - COLA HB 2049 (1989) COLA SB 656 (1991) Tax HB 3349 (1995) Tax HB 2034 (1997) - Tax Oregon Laws 1997 ch (SB 1144) Tax Oregon Laws 2001 ch (SB 134) COLA Oregon Laws 2003 ch (HB 3020) COLA SB 822 ( - COLA & Tax 695 Page 4 - PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST

5 No. DESCRIPTION Pgs Stip Off Rec 60. SB 861 ( COLA 237 PRO SE PETITIONERS EXHIBITS 61. Affidavit of Michael Reynolds (December 3, Affidavits of George Riemer (December and July, Affidavit of Wayne Stanley Jones (December 3, DATED this 3 rd day of March, s/gregory A. Hartman Gregory A. Hartman, OSB Aruna A. Masih, OSB Bennett, Hartman, Morris & Kaplan LLP 210 SW Morrison St, Suite 500 Portland, OR Telephone: Facsimile: hartmang@bennetthartman.com masiha@bennetthartman.com Of Attorneys for Moro Petitioners Page 5 - PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST

6 CERTIFICATE OF FILING I certify that on March 3, 2014, I filed the original of this PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST by electronic filing with the Appellate Court Administrator, Appellate Court Records Section, by using the court s electronic filing system pursuant to ORAP 16. I also certify that on March 3, 2014 I provided one set of the exhibits to the court for filing on CD by first class mail, return receipt requested. CERTIFICATE OF SERVICE I hereby certify that I served the foregoing PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST upon the following individuals on March 3, 2014, by using the court s electronic filing system pursuant to ORAP 16 on March 3, 2014: AG Ellen Rosenblum # SG Anna M. Joyce # AAG Keith L. Kutler # AAG Matthew J. Merritt # Michael A. Casper, # Oregon Department of Justice 1162 Court Street NE Salem, OR Telephone: Facsimile: anna.joyce@doj.state.or.us keith.kutler@doj.state.or.us matthew.merritt@doj.state.or.us michael.casper@doj.state.or.us Of Attorneys for State Respondents Harry Auerbach # Office of the City Attorney 1221 SW 4 th Avenue, Ste 430 Portland, OR Telephone: Facsimile: harry.auerbach@portlandoregon.gov Of Attorneys for Respondent City of Portland William F. Gary, # william.f.gary@harrang.com Sharon A. Rudnick # sharon.rudnick@harrang.com Peter F. Simons # pete.simons@harrang.com Harrang Long Gary Rudnick PC 360 E. 10 th Ave., Suite 300 Eugene, OR Of Attorneys for Respondents Linn County, Estacada, Oregon City, Ontario, and West Linn School Districts and Intervenors Oregon School Boards Association and Association of Oregon Counties Daniel B. Atchison # Office of City Attorney 555 Liberty Street SE Rm 205 Salem, OR Telephone: Facsimile: datchison@cityofsalem.net Of Attorneys for Respondent City of Salem Page 1 - CERTIFICATE OF FILING AND SERVICE

7 Michael Porter # Miller Nash LLP 3400 US Bancorp Tower Portland, OR Telephone: Facsimile: Of Attorneys for Beaverton School District Lisa M. Frieley # Oregon School Boards Association PO Box 1068 Salem, OR Telephone: Facsimile: Of Attorneys for Respondents Estacada, Oregon City, Ontario, and West Linn School Districts and Intervenor Oregon School Boards Association Kristian Roggendorf # SW Meadows Rd., #150 Lake Oswego, OR Telephone: Attorney for Intervenor Central Oregon Irrigation District Edward F. Trompke # Jordan Ramis PC Two Centerpointe Drive, 6 th Floor Lake Oswego, OR Telephone: Facsimile: ed.trompke@jordanramis.com Of Attorneys for Respondent Tualatin Valley Fire & Rescue Edward F. Trompke # Jordan Ramis PC Two Centerpointe Drive, 6 th Floor Lake Oswego, OR Telephone: Facsimile: ed.trompke@jordanramis.com Of Attorneys for Respondent Tualatin Valley Fire & Rescue W. Michael Gillette # Leora Coleman-Fire # Sara Kobak # William B. Crow # Schwabe Williamson & Wyatt PC 1211 SW 5 th Ave Suite 1900 Portland, OR Telephone: Facsimile: wmgillette@schwabe.com Of Attorneys for Intervenor League of Oregon Cities Rob Bovett # Association of Oregon Counties 1201 Court St. NE Ste 300 Salem, OR Telephone: rbovett@aocweb.org Of Attorneys for Linn County Daniel B. Atchison # Office of City Attorney 555 Liberty Street SE Rm 205 Salem, OR Telephone: Facsimile: datchison@cityofsalem.net Of Attorneys for Respondent City of Salem Page 2 - CERTIFICATE OF FILING AND SERVICE

8 Eugene J. Karandy II # Office of the County Attorney Linn County Courthouse 104 SW Fourth Avenue, Room 123 Albany, OR Telephone: Facsimile: Of Attorneys for Respondent Linn County Stephen K. Bushong # Special Master Multnomah County Circuit Court 1021 SW 4 th Ave Portland, OR (also served by hand delivery on March 3, 2014) I hereby certify that on March , I served a true copy of this PETITIONERS JOINT & MORO PETITIONERS EXHIBIT LIST by United States Postal Service, first class mail certified mail, return receipt requested, on: George A. Riemer (Petitioner Pro Se) N.Pedregosa Drive Sun City West, AZ Telephone: george.riemer@azbar.org Petitioner pro se Wayne S. Jones (Petitioner Pro Se) 18 North Foxhill Road North Salt Lake, UT Telephone: wstanmgt@gmail.com Petitioner pro se Michael D. Reynolds (Petitioner Pro Se) 8012 Sunnyside Avenue N. Seattle, WA Telephone: mreynolds14@comcast.net Petitioner pro se By agreement with the court, I hereby certify that I served the exhibits listed above on all parties above by ing to each of them the links to the exhibits on DropBox and activecho on March 3, DATED this 3 rd day of March, s/gregory A. Hartman Gregory A. Hartman, OSB Aruna A. Masih, OSB Of Attorneys for Moro Petitioners Page 3 - CERTIFICATE OF FILING AND SERVICE

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