Request #18-366

Dear Massachusetts Public Official:

Please kindly accept this request under the Massachusetts Public Records Law (M. G. L. Chapter 66, Section 10). I am requesting that I be provided electronic copies of the following records (please omit any pension-related assets to this request):

  1. If your government entity has a contract with any firm providing investment management or consulting, please provide:

    1. Investment Advisory Agreement(s) or Consulting Contract(s);

    2. The most recent invoice(s) received from each firm(s);

    3. The most recent statement and/or presentation received from each firm;

  2. If your government entity is not under any such agreement, please provide the most recent statement received from each bank or brokerage firm where your entity maintains financial assets.  For this request, please do not include checking accounts but rather only accounts where money markets, fixed income securities and certificates of deposit are held;

  3. If your government entity participates in any local government investment pools, please provide the front page of each statement or simply state amounts and in which pool(s);

  4. If your government entity issued a request-for-proposal for investment management or consulting services in the last 24-months, please provide:

    1. any document that details each respondent to the RFP;

    2. the RFP response from the firm awarded the contract;

    3. Any internal document that details the scoring of received responses, including scoring rubrics and evaluation memorandums;

The Public Records Law requires you to provide me with a written response within 10 business days. If you cannot comply with my request, you are statutorily required to provide an explanation in writing.  In recognition of time constraints, please accept my offer to extend an additional 10 business days upon emailing back a confirmation of receipt of the request.

Thank you for accepting and processing this public record request.


October 14, 2018 via web







Point of Contact

Linda Dubuque

Request Published Public
October 25, 2018, 12:03pm
Request Closed   Hide Public

The City has finalized its review of your request for public records. A search of all public records in the custody and control of the City reveals that the attached documents are responsive to your request.  There are no other documents responsive to your request.  There is no charge associated with this request. This completes the City’s response.

In accordance with the state regulations pertaining to public records, you have the right to appeal the response to your request for records to the Supervisor of Public Records pursuant to 950 CMR 32.08. 


October 25, 2018, 12:03pm
Document(s) Released to Requester Public
18-366 Chaffin BBH 093018.pdf
18-366 Scovell BNY statement 093018.pdf
18-366 NN BNY statement 093018.pdf
18-366 WC BNY statment 093018.pdf
October 25, 2018, 12:02pm
Department Assignment Public
October 14, 2018, 12:46pm
Request Opened Public
Request received via web
October 14, 2018, 12:46pm