Municipal investments and investment managers (Haverhill City Clerk)
| Multi Request | Municipal investments and investment managers |
| Submitted | Aug. 20, 2018 |
| Est. Completion | None |
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Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to the Massachusetts Public Records Law, 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.
I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at MuckRock.com, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.
I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.
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 10 business days, as the statute requires.
Sincerely,
Beryl Lipton
From: Haverhill City Clerk
Haverhill, MA
Public Record Request Number:2018-3876 Requester:
Beryl Lipton Request Date:
Monday, August 20, 2018 12:51:00 PM Response Due Date:
Tuesday, September 04, 2018
Dear Beryl Lipton :
We have received your public Records request for Haverhill. This record is being assigned to appropriate department. The department reviewer will review the request and create an effort estimate to create the response. Per state mandate, for Haverhill, if the effort estimate is more than 2 hours, we will create a proposed cost estimate and will email such estimate to your attention. Once you approve the amount and send the payment, we will start working on your request.
In case the estimate is less than 2 hours, we will proceed to work on the response and will send you the response once the work is completed. Please also note that state mandate allows us to complete and send the response within
10 business days. We will do our due diligence towards this effort. However, the due date may be extended for any of the following reasons:
1. Any clarification that is required from you towards this request will stop the clock. The clock will be resumed once the proper clarification is received.
2. Payment of estimated effort – The time it takes to receive the due amount will be added to the original due date.
3. If in the opinion of the reviewer it is determined that original due date cannot be met despite reasonable effort, the due date shall be extended based on reviewer’s judgment. You will be promptly notified in such case with revised due date.
Thank you.
Chuck Benevento, Department RAOAuditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
From: Muckrock Staff
Hello Mr. Benevento,
Thank you very much for your message. Please let me know if there's anything I can do to help clarify this request.
Best wishes,
Beryl
From: Haverhill City Clerk
Haverhill, MA
Public Record RequestNumber:2018-3876 Requester:
Beryl Lipton Request Date:
Monday, August 20, 2018 12:51:00 PM Response Due Date:
Tuesday, September 04, 2018
DearBeryl Lipton:
We have completed the work in reference to yourrequest as referenced above. The response is givenbelow.
Request Response
Bartholomew Co., 370 Main St, Worcester, MA 01608, (508)753-8807
Rockland Trust Investment Management Group, 2036 Washington St, Hanover MA 02339, (508)732-7078
Retirement: Wainwright Capital Investment Counsel, 1 Boston Pl. Boston MA 02108
Attachments
Thisresponse may or may not contain separate Response Documents to include specificresponse and data. In case such separate response documents exist, they arerepresented by attachments to this response email. Therefore, please look for anyattachments if they exist. Between Request Response and attachments, we believeyou are receiving a comprehensive response to your request. If you haveany questions or comments, please do not hesitate to contact us at the followingemail address.
Thank you.
Chuck Benevento, Department RAOAuditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
From: Beryl Lipton
Hello Mr. Benevento,
Would you happen to have any more specific investment reports, particularly regarding Haverhill's current holdings?
Thanks so much for your time and help.
Best wishes,
Beryl
From: Haverhill City Clerk
Haverhill, MA
Public Record Request Number:2018-4257 Requester:
Beryl Lipton Request Date:
Wednesday, September 12, 2018 8:30:00 AM Response Due Date:
Wednesday, September 26, 2018
Dear Beryl Lipton :
We have received your public Records request for Haverhill. This record is being assigned to appropriate department. The department reviewer will review the request and create an effort estimate to create the response. Per state mandate, for Haverhill, if the effort estimate is more than 2 hours, we will create a proposed cost estimate and will email such estimate to your attention. Once you approve the amount and send the payment, we will start working on your request.
In case the estimate is less than 2 hours, we will proceed to work on the response and will send you the response once the work is completed. Please also note that state mandate allows us to complete and send the response within
10 business days. We will do our due diligence towards this effort. However, the due date may be extended for any of the following reasons:
1. Any clarification that is required from you towards this request will stop the clock. The clock will be resumed once the proper clarification is received.
2. Payment of estimated effort – The time it takes to receive the due amount will be added to the original due date.
3. If in the opinion of the reviewer it is determined that original due date cannot be met despite reasonable effort, the due date shall be extended based on reviewer’s judgment. You will be promptly notified in such case with revised due date.
Thank you.
Chuck Benevento, Department RAOAuditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
From: Haverhill City Clerk
Haverhill, MA
Public Record RequestNumber:2018-4257 Requester:
Beryl Lipton Request Date:
Wednesday, September 12, 2018 8:30:00 AM Response Due Date:
Wednesday, September 26, 2018
DearBeryl Lipton:
We have completed the work in reference to yourrequest as referenced above. The response is givenbelow.
Request Response
i have no information regarding investments.
Attachments
Thisresponse may or may not contain separate Response Documents to include specificresponse and data. In case such separate response documents exist, they arerepresented by attachments to this response email. Therefore, please look for anyattachments if they exist. Between Request Response and attachments, we believeyou are receiving a comprehensive response to your request. If you haveany questions or comments, please do not hesitate to contact us at the followingemail address.
Thank you.
Chuck Benevento, Department RAOAuditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
From:
Dear Ms. Lipton: Our auditor did not respond fully to your request -further information will be forthcoming by Friday of this week.
If you have any questions, please let me know.
Thank you,
Linda
Linda L. Koutoulas
Haverhill City Clerk
978-374-2312
4 Summer St., Room 118
Haverhill, MA 01830
cityclerk@cityofhaverhill.com
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Massachusetts Public Records Law request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Haverhill City Clerk
Attached, please find the response that was sent to you on Sept 4th.
________________________________
Haverhill, MA
Public Record RequestNumber:2018-3876
Requester:Beryl Lipton
Request Date:Monday, August 20, 2018 12:51:00 PM
Response Due Date:Tuesday, September 04, 2018
________________________________
DearBeryl Lipton:
We have completed the work in reference to yourrequest as referenced above. The response is givenbelow.
Request Response
Bartholomew Co., 370 Main St, Worcester, MA 01608, (508)753-8807
Rockland Trust Investment Management Group, 2036 Washington St, Hanover MA 02339, (508)732-7078
Retirement: Wainwright Capital Investment Counsel, 1 Boston Pl. Boston MA 02108
Attachments
Thisresponse may or may not contain separate Response Documents to include specificresponse and data. In case such separate response documents exist, they arerepresented by attachments to this response email. Therefore, please look for anyattachments if they exist. Between Request Response and attachments, we believeyou are receiving a comprehensive response to your request.
If you haveany questions or comments, please do not hesitate to contact us at the followingemail address.
Thank you.
Chuck Benevento, Department RAO
Auditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
From: Haverhill City Clerk
Haverhill, MA
Public Record RequestNumber:2018-3876
Requester: Beryl Lipton
Request Date: Monday, August 20, 2018 12:51:00 PM
Response Due Date: Tuesday, September 04, 2018
DearBeryl Lipton:
We have completed the work in reference to yourrequest as referenced above. The response is givenbelow.
Request Response
Bartholomew Co., 370 Main St, Worcester, MA 01608, (508)753-8807
Rockland Trust Investment Management Group, 2036 Washington St, Hanover MA 02339, (508)732-7078
Retirement: Wainwright Capital Investment Counsel, 1 Boston Pl. Boston MA 02108
Attachments
Thisresponse may or may not contain separate Response Documents to include specificresponse and data. In case such separate response documents exist, they arerepresented by attachments to this response email. Therefore, please look for anyattachments if they exist. Between Request Response and attachments, we believeyou are receiving a comprehensive response to your request.
If you haveany questions or comments, please do not hesitate to contact us at the followingemail address.
Thank you.
Chuck Benevento, Department RAOAuditor Department
Haverhill
4 Summer Street
Haverhill, MA 01830
Tel: (978)-374-2306
Email: cbenevento@cityofhaverhill.com
Files
There are no files associated with this request.