Municipal investments and investment managers (Office of the Mayor)

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08/21/2018
Dear Beryl Lipton, This acknowledges receipt of your public disclosure request C031578-082018 received on August 20, 2018 regarding: Pursuant to RCW 42.56.520, this is notification that the City of Seattle has received your public disclosure request and needs additional time to respond. At this time, the City anticipates that it will be able to provide the requested records or a first installment of records on or about September 21, 2018. Sincerely, Carmela Paul
Accountant - Treasury Operations
Department of Finance and Administrative Services
To monitor the progress, update this request, make payments and download your responsive records please log into the
Public Records Request Center. (http://www.seattle.gov/public-records/public-records-request-center)

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08/24/2018 Dear Beryl Lipton, This acknowledges receipt of your public disclosure request C031578-082018 received on August 20, 2018 regarding: Please clarify the following: "• All reports or responsive materials related to pension funds and other long term investments"
I called you twice (August 22 and 24) but I have not heard from you. In the interim, we will wait to respond to the other portions of your request that do not require clarification.   If the City does not hear from you within 30 days regarding the requested clarification, the City will be unable to respond to the portion of your request that requires clarification. Sincerely, Carmela Paul Accountant - Treasury Operations
Department of Finance and Administrative Services
206-684-5868
To monitor the progress, update this request, make payments and download your responsive records please log into the
Public Records Request Center. (http://www.seattle.gov/public-records/public-records-request-center)

Dear Beryl Lipton,
Records in response to your public disclosure request
C031578-082018 received on August 20, 2018 are now available. The cost for the records is as follows:
Invoice Number: INV18-C031578-1
Total:
$1.25
To pay online, please follow these steps:
Please note that you will need to disable any pop-up blockers to make a payment using the system.
Once your payment has been approved, we will send you an email with instructions on how to download your records.
Note that City staff must manually upload records. Records will be available one to two business days after payment.
Please let your public disclosure officer (PDO) know if you are unable to pay online; your PDO will work with you on alternative ways to make your payment.
You have 30 days from today’s date to pay for your records. If the City does not receive your payment within this time period, your request will be considered abandoned, and you will need to submit a new request.
Please add
seattle@mycusthelp.net to your email contacts/address book to ensure delivery of the record center emails to your inbox. (mailto:seattle@mycusthelp.net)
This is an auto-generated email originating from an unmonitored email account. Please DO NOT REPLY.

Dear Beryl Lipton,
Records in response to your public disclosure request
C031578-082018 received on August 20, 2018 are now available. The cost for the records is as follows:
Invoice Number: INV18-C031578-1
Total:
$1.25
To pay online, please follow these steps:
Please note that you will need to disable any pop-up blockers to make a payment using the system.
Once your payment has been approved, we will send you an email with instructions on how to download your records.
Note that City staff must manually upload records. Records will be available one to two business days after payment.
Please let your public disclosure officer (PDO) know if you are unable to pay online; your PDO will work with you on alternative ways to make your payment.
You have 30 days from today’s date to pay for your records. If the City does not receive your payment within this time period, your request will be considered abandoned, and you will need to submit a new request.
Please add
seattle@mycusthelp.net to your email contacts/address book to ensure delivery of the record center emails to your inbox. (mailto:seattle@mycusthelp.net)
This is an auto-generated email originating from an unmonitored email account. Please DO NOT REPLY.

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10/29/2018
Dear Beryl Lipton,

Records are now available in response to your request C031578-082018 regarding the following:

"Pursuant to the Washington Public 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 5 business days, as the statute requires."

The records being made available to you at this time include the following: A list of all Investment Management Firms.

To view or download your records, please: If you would like to pick up your records or have them mailed to you, please let me know and I will work with you on getting you your records. If you believe you have received privileged or confidential records in error, please notify the City of Seattle immediately, through the Public Records Request Center (https://www.seattle.gov/public-records/public-records-request-center) or by email. Privileged or confidential records provided or received in error should not be reviewed, used, disseminated, distributed, or copied, and should be destroyed immediately.

Thank you in advance for your cooperation. The City has provided records responsive to your request. Your request is now closed.

Sincerely, Carmela Paul
Accountant - Treasury Operations

Department of Finance and Administrative Services
206-684-5868
To monitor the progress, update this request, make payments and download your responsive records please log into the
Public Records Request Center. (http://www.seattle.gov/public-records/public-records-request-center)

Dear Beryl Lipton,

Thank you for your recent payment to the City of Seattle Public Records Request Center on 10/29/2018.
Within one to two business days, you will receive an email from your public disclosure officer indicating your records are available and instructing you on how to retrieve them.

Public Disclosure Request Number: C031578-082018
Invoice Number: INV18-C031578-1
Payment Date: 10/29/2018
Invoice Status: Paid You can view your payments by logging in to the Public Records Request Center. Please add seattle@mycusthelp.net to your email contacts/address book to ensure delivery of the record center e-mails to your inbox. (mailto:seattle@mycusthelp.net) This is an auto-generated email originating from an unmonitored email account. Please DO NOT REPLY.

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02/01/2019
Dear Beryl Lipton, Where you not able to download the requested records?  The records were available to you on October 29, 2018.
Sincerely,
Carmela Paul
Accountant - Treasury Operations
Department of Finance and Administrative Services
206-684-5868