Municipal investments and investment managers (Atlanta Custodian of Records)

Beryl Lipton filed this request with the Atlanta Custodian of Records of Atlanta, GA.
Tracking #

R003897-082118

Multi Request Municipal investments and investment managers
Status
Rejected

Communications

From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Georgia Open Records Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.

• All reports or responsive materials related to pension funds and other long term investments

• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 3 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Atlanta Custodian of Records

Dear Beryl Lipton:

Thank you for submitting an Open Records Request to Fulton County, Georgia.

The County received your Open Records Act request dated August 20, 2018 and has assigned the reference number R003897-082118 for tracking purposes.

Record(s) Requested: To Whom It May Concern:Pursuant to the Georgia Open Records Act, I hereby request the following records:• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof. • A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.• All reports or responsive materials related to pension funds and other long term investments • All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.The requested documents will be made available to the general public, and this request is not being made for commercial purposes.In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 3 business days, as the statute requires.Sincerely,Beryl Lipton

We will send out the request to the appropriate department(s).  If you should have any questions or concerns about the requested documents, please feel free to contact the Fulton County Open Records team. If there should be a cost associated with the Open Records Request we will contact you in a timely manner.

Fulton County has a new Open Records Center that allows you to submit and track Open Records Act requests.  Please visit the link below to monitor request progress and submit future requests.
Open Records Center (https://fultoncountyga.mycusthelp.com/WEBAPP/_rs/RequestEdit.aspx?rid=7460&coid=)

Fulton County Open Records

From: Atlanta Custodian of Records

Dear Beryl Lipton,
Thank you for registering with the Records Center.  Please log in to the Records Center to update any contact or password information and to track the progress of your request.
Login: requests@muckrock.com

If you have never used this system or cannot remember your password you may request a temporary password here: Request Temporary Password (https://fultoncountyga.mycusthelp.com/webapp/_rs/forgotpassword.aspx)
This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.

From: Atlanta Custodian of Records

A copy of documents responsive to the request.

From: Atlanta Custodian of Records

--- Please respond above this line ---
OFFICE OF THE COUNTY ATTORNEY 141 PRYOR STREET, S.W. SUITE 4038 ATLANTA, GEORGIA 30303
STEVEN ROSENBERG
OPEN RECORDS CUSTODIAN
TELEPHONE (404) 612-0259 FACSIMILE (404) 730 -6324

Mr. Lipton,
Available on the open records portal are some records which are responsive to your request.  The remaining items, to the extent they exist and we can produce the same, should be available within 4 business days.
Steve Rosenberg
Open Records Custodian To monitor the progress, update this request, and retrieve responsive records, please log into the
Fulton County Open Records Center. (https://fultoncountyga.mycusthelp.com/WEBAPP/_rs/RequestEdit.aspx?rid=7460&coid=)

From: Atlanta Custodian of Records

--- Please respond above this line ---
OFFICE OF THE COUNTY ATTORNEY 141 PRYOR STREET, S.W. SUITE 4038 ATLANTA, GEORGIA 30303
STEVEN ROSENBERG
OPEN RECORDS CUSTODIAN
TELEPHONE (404) 612-0259 FACSIMILE (404) 730 -6324

August 24, 2018
SENT VIA EMAIL:
Dear Requester Beryl Lipton:
Responsive documents for this request has now been uploaded to the open records portal.  There is not a charge for the production of these documents.  You can now sign into your account to retrieve these documents.

Please feel free to contact me at (404) 612-0275 should you have any questions. Sincerely, Shana Eatmon
Legal Assistant
xc: Steven E. Rosenberg, Open Records Custodian To monitor the progress, update this request, and retrieve responsive records, please log into the
Fulton County Open Records Center. (https://fultoncountyga.mycusthelp.com/WEBAPP/_rs/RequestEdit.aspx?rid=7460&coid=)

From: Atlanta Custodian of Records

Hello Beryl ,
This message is to notify you that your password has changed.

This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.

From: Atlanta Custodian of Records

Dear Beryl Lipton:

Thank you for submitting an Open Records Request to Fulton County, Georgia.

The County received your Open Records Act request dated June 13, 2019 and has assigned the reference number R003252-061319 for tracking purposes.

Record(s) Requested: To Whom It May Concern:Pursuant to the Georgia Open Records Act, I hereby request the following records:Materials related to agreements and proposals, solicited and unsolicited, for the ownership, operation and/or management responsibilities of the water system, the sewer system, a water treatment plant, and/or wastewater treatment (or any portions thereof), including (but not limited to) those materials referencing the entities listed below.Please include as responsive the following records:1. Agreements: Any contracts, services agreements, memorandums of understanding, or like agreements related to the ownership, operation and/or management responsibilities of the water system, the sewer system, a water treatment plant, and/or wastewater treatment (or any portions thereof);2. Procurement: Any request for qualifications, request for proposals, or other bids (both solicited and unsolicited) for the ownership, operation and/or management of the water system, the sewer system, a water treatment plant, or a wastewater treatment; and3. Communications: For the period between January 1, 2018 and May 1, 2019, any communication (including postal mail, emails, memoranda, meeting agenda or minutes, presentations, and text messages) between representatives of each utility (including the directors of the utility, general managers, the purchasing director, and any other applicable utility representatives) and representatives from water companies or other private water system operators, including:a. Suez (domain: suez-na.com), including “Jim.Perron@suez-na.com”b. Veolia c. American Water or a state affiliate, subsidiary, or representatived. Aqua America or a state affiliate, subsidiary, or representativeThe requested documents will be made available to the general public, and this request is not being made for commercial purposes.In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 3 business days, as the statute requires.

We will send out the request to the appropriate department(s).  If you should have any questions or concerns about the requested documents, please feel free to contact the Fulton County Open Records team. If there should be a cost associated with the Open Records Request we will contact you in a timely manner.

Fulton County has a new Open Records Center that allows you to submit and track Open Records Act requests.  Please visit the link below to monitor request progress and submit future requests.
Open Records Center (https://u8387795.ct.sendgrid.net/wf/click?upn=Ow1KccipsoIsnXbuEgm-2FN4OjjpaOTni1dw7ZZpYRHqcvgCfNYVRySRJK2HLMZoK1-2FGhDGE4WxNyNUQLDMwK0ox16VKyRXnw4dlVqv7dGKIN26GByP57NSkYX1rL1g-2BHq_uD4KS590vC9WhA2oPLXTpTFClY7P1P62j-2BfKVvO9JajWNhI7Xd2upjoxAkaOEKWrR1CORbVzxWqkQaOnB0FE4DgU1qAQa9uQaV6qdtdUJuR3hL4TIciPOk3a3WXAuOI2ROGcrzAcEDIofDWy9dIB4Xrta50eaZNeTtHp5I48Mtq1vU5lSjEVESazywmaTRfKMNF4SmsBDxIY7FkPJq2wzZCe-2BJNMhlT5qOju1qencThgwoVgwJnsNTo7iu4CD0eVQvxmlVaT08TIzOvXvTOGCMlRszufBVbqIPrM3Kywy7XzMMkF925auUL4n8eMrm1NJ1fwH9Otz8hkq6xpFRT0-2BwYnDCCq1pfCw01w-2FcdS5jucAT9MdZj-2B6cjGgRkjKgoPwW0E6sU4yGhKDQfzRSq-2F7g-3D-3D)

Fulton County Open Records

From: Atlanta Custodian of Records

--- Please respond above this line ---
OFFICE OF THE COUNTY ATTORNEY 141 PRYOR STREET, S.W. SUITE 4038 ATLANTA, GEORGIA 30303
STEVEN ROSENBERG
OPEN RECORDS CUSTODIAN
TELEPHONE (404) 612-0259
FACSIMILE (404) 730 -6324

Good Afternoon Ms. Lipton,
The Department of Purchasing and Contract Compliance are in receipt of your Open Records Request. We are processing your request and will have a response to you by Tuesday, June 18th.
Sincerely,
Claudia Moulton
Paralegal
To monitor the progress, update this request, and retrieve responsive records, please log into the Fulton County Open Records Center. (https://u8387795.ct.sendgrid.net/wf/click?upn=Ow1KccipsoIsnXbuEgm-2FN4OjjpaOTni1dw7ZZpYRHqcvgCfNYVRySRJK2HLMZoK1-2FGhDGE4WxNyNUQLDMwK0ox16VKyRXnw4dlVqv7dGKIN26GByP57NSkYX1rL1g-2BHq_uD4KS590vC9WhA2oPLXTpTFClY7P1P62j-2BfKVvO9JajWNhI7Xd2upjoxAkaOEKWrR1CORbVzxWqkQaOnB0FE4KNKu67wZxDxpPAnfC1CYOlz4G1vAsnSoTChpAlVH2lbsKY8niDE3j-2Fx5JedSz7JOVUV2jNJO-2BExgc-2Fqcpdr-2B5s74fpQMBd8a-2F28aA6TIEUtvlM6RXis0Rt7oxgtsZGxQzxJ76gWLd72Zs0rEXfCQa5Z1BwMVguaVcX3l7-2Fyu2Rsf87JaadLm1Ll3yDytIoTYTTB4bRf2lBDQFAIc-2BBkQTD9QIl3Bm3fHmbEYMAsjIHB6mq3YGkZWtORWR5yG1awlPkHp7H-2FY7Un1pibmgHrgwHGTIm1td7WdbbBjQH7auzc-2BEBOO7YK2B-2B-2Fm-2Fooa-2BWhBA-3D-3D)

From: Atlanta Custodian of Records

--- Please respond above this line ---
OFFICE OF THE COUNTY ATTORNEY 141 PRYOR STREET, S.W. SUITE 4038 ATLANTA, GEORGIA 30303
STEVEN ROSENBERG
OPEN RECORDS CUSTODIAN
TELEPHONE (404) 612-0259
FACSIMILE (404) 730 -6324

Mr. Lipton,
This correspondence is in reference to the email portion of your request seeking: Communications: For the period between January 1, 2018 and May 1, 2019, any communication (including postal mail, emails, memoranda, meeting agenda or minutes, presentations, and text messages) between representatives of each utility (including the directors of the utility, general managers, the purchasing director, and any other applicable utility representatives) and representatives from water companies or other private water system operators, including:
a. Suez (domain: suez-na.com), including “Jim.Perron@suez-na.com”
b. Veolia
c. American Water or a state affiliate, subsidiary, or representative
d. Aqua America or a state affiliate, subsidiary, or representative

In order to conduct an email search more information is needed to submit to our IT department. Please confirm the following:
1. Date search: January 1, 2017 -May 1, 2019
2. To/From recipients: Please list the names of the Fulton County employees whose email boxes you would like searched. If non-employees are included in this search, we will need their full email address. Please note, we cannot search non-employee email boxes.
3. List the keyword terms that you would like to be captured within the search
Once this information is received, we will submit to IT. There will be two cost estimates for this request. The first will be the programming cost to run the search. Once the email results have been completed, the next cost will be the time it takes for our staff to review emails for confidential information subject to redaction pursuant to the Georgia Open Records Act. This cost will be at a rate of $20.19, the cost of the lowest paid full time employee capable of fulfilling the request.
Your request will be paused while clarification is pending. If we do not receive a response within 10 days, this portion of your request will be withdrawn. If you have any questions, I can be reached at (404) 612-0252.
Sincerely,
Unique Jones
Administrative Coordinator II
Office of the Fulton County Attorney
To monitor the progress, update this request, and retrieve responsive records, please log into the Fulton County Open Records Center. (https://u8387795.ct.sendgrid.net/wf/click?upn=Ow1KccipsoIsnXbuEgm-2FN4OjjpaOTni1dw7ZZpYRHqcvgCfNYVRySRJK2HLMZoK1-2FGhDGE4WxNyNUQLDMwK0ox16VKyRXnw4dlVqv7dGKIN26GByP57NSkYX1rL1g-2BHq_uD4KS590vC9WhA2oPLXTpTFClY7P1P62j-2BfKVvO9JajWNhI7Xd2upjoxAkaOEKWrR1CORbVzxWqkQaOnB0FE4N616smtTHI-2BF0rGXBfgSfkYGXbKkA4p4CvtUTd9Vq-2FAelUucun126BwWVUEEi6Qgv7jQb0s7Pt25B6SKtMjiwRN-2Bpw49DSj9evYoQTZxWD7E2J1RZfuWs2bd9-2FdIg0dqgFJ1mCMDwJaXIP2qe8WADRMplfZKhJG1HG44mbNmJLsn98VkWEFtycXGF-2B1B7FPLU9CiHI1PamHmDlTbJoiLJL5O6iA-2FtgME9v1LgHePhBOCAteAjiqbXQBtceN0TJKB4u6h-2FctSOjA52zYcESAiq5bBDsGXdCfH423NmhdhTurfOK-2FsSOby75-2BsDafVkknjA-3D-3D)

From: Atlanta Custodian of Records

--- Please respond above this line ---
OFFICE OF THE COUNTY ATTORNEY 141 PRYOR STREET, S.W. SUITE 4038 ATLANTA, GEORGIA 30303
STEVEN ROSENBERG
OPEN RECORDS CUSTODIAN
TELEPHONE (404) 612-0259
FACSIMILE (404) 730 -6324

Mr. Lipton,
I want to clarify our response to some degree.  Your request seeks a compilation of records pursuant to O.C.G.A. 50-18-71(j) which is not required to be created or prepared.  Simply put, "materials related to agreements or proposals" does not provide sufficient information in order for the County to determine what specific documents you are seeking and where they might be located.
That all said, we will inquire with our public works department to see if they are able to provide responsive records.  Of course, as earlier stated, if you would like emails searched, we will need more information in order to do so.
Steve Rosenberg
Open Records Custodian
To monitor the progress, update this request, and retrieve responsive records, please log into the Fulton County Open Records Center. (https://u8387795.ct.sendgrid.net/wf/click?upn=Ow1KccipsoIsnXbuEgm-2FN4OjjpaOTni1dw7ZZpYRHqcvgCfNYVRySRJK2HLMZoK1-2FGhDGE4WxNyNUQLDMwK0ox16VKyRXnw4dlVqv7dGKIN26GByP57NSkYX1rL1g-2BHq_uD4KS590vC9WhA2oPLXTpTFClY7P1P62j-2BfKVvO9JajWNhI7Xd2upjoxAkaOEKWrR1CORbVzxWqkQaOnB0FE4AaE7HKlYhEpAVlT2GKK9W7pgf7919viBLi1q-2BYbnjUER8qCedmM7sMOk5dZW9chzVOyFNP97YXCFdOyE7QZfEe4dD4HUorlWn4qak4oQVC-2FkKW2RBAu4KZzDzqvcnu3MKMCySJc0slyvxmjsvmiObr0IgVbtloe8-2F1l299gB1gqYm-2BLi47M9ThqVoiNPOkkn4GACCrwP2COeIQmfvyv4fjN11VgPpkPI22EBm7IT3ttL1wVKmIxlMVxn5yRTxu85O0Zl99A8uj8zA-2FQ69dVn9-2BrKz6B-2Bl2sgj8qbyMNz31piTBlTYtNH8siZcfHwjdRVg-3D-3D)

From: Atlanta Custodian of Records

Dear Beryl Lipton,

In regards to the Open Records Request received on 6/13/2019 requesting records, the records have been in " status for 10 days. The Fulton County considers this request closed. If you would still like the records, please submit another Open Records Request. Thank you for using the Open Records Center. Requested Clarification"
Request Details:

Reference # R003252-061319

Description of Records Requested: To Whom It May Concern:
Pursuant to the Georgia Open Records Act, I hereby request the following records:
Materials related to agreements and proposals, solicited and unsolicited, for the ownership, operation and/or management responsibilities of the water system, the sewer system, a water treatment plant, and/or wastewater treatment (or any portions thereof), including (but not limited to) those materials referencing the entities listed below.

Please include as responsive the following records:
1. Agreements: Any contracts, services agreements, memorandums of understanding, or like agreements related to the ownership, operation and/or management responsibilities of the water system, the sewer system, a water treatment plant, and/or wastewater treatment (or any portions thereof);
2. Procurement: Any request for qualifications, request for proposals, or other bids (both solicited and unsolicited) for the ownership, operation and/or management of the water system, the sewer system, a water treatment plant, or a wastewater treatment; and
3. Communications: For the period between January 1, 2018 and May 1, 2019, any communication (including postal mail, emails, memoranda, meeting agenda or minutes, presentations, and text messages) between representatives of each utility (including the directors of the utility, general managers, the purchasing director, and any other applicable utility representatives) and representatives from water companies or other private water system operators, including:
a. Suez (domain: suez-na.com), including “Jim.Perron@suez-na.com”
b. Veolia
c. American Water or a state affiliate, subsidiary, or representative
d. Aqua America or a state affiliate, subsidiary, or representative

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 3 business days, as the statute requires.

To view the full details of  this request please log into the Open Records Center. (https://fultoncountyga.mycusthelp.com/WEBAPP/_rs/RequestEdit.aspx?rid=13193)

From: Atlanta Custodian of Records

Dear Beryl ,
We received your request for password assistance on 06/25/2019. Below is your temporary password. Please use it to access your account online. When you access your account, please create a permanent password that only you can remember. Login: requests@muckrock.com Password: 86ab29bcb6
This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.

From: Atlanta Custodian of Records

Hello Beryl ,
This message is to notify you that your password has changed.

This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.

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