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Home My WebLink AboutDocumentation_Pension Public Safety_Tab 27_11/03/2008Laur, Betty From: McWilliams, Lori Sent: Monday, September 22, 2008 1:05 PM To: Laur, Betty Cc: Reid, Merlene Subject: FW: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal Attachments: image001.gif i;etty, please laiace on agenda to discuss . Merlene, please plan to attend, if you can, to es:plain. Thanl.s. From: Reid, Merlene Sent: Monday, September 22, 2008 12:32 PM To: Rahim, Monica Cc: McWilliams, Lori; Laur, Betty Subject: FW: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal IVionica, See response below to my quesioon on whether the invoice could be issued far 2008/09 only. I will ask the brokers to provide us with a 1 year invoice as we only have funds for 1 year in the current budget. € would recommend that the hoards be asi~ed to consider b~.?dgeting far Z year renewals in the future. i'~f erlene From: Colleen Farrell [mailto:colleen@gehringgroup.com] Sent: Wednesday, September 17, 2008 2:44 PM To: Reid, Merlene Cc: Ellen Jones Subject: FW: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal Merlene, please see undervvriters comment below. Unfortunately this is Travelers invoice. The policy is being issued an a two-year basis so the rate could be locked in for the 2009-2010 terrn. Please advise if a Gehring Group annual invoice will suffice should the pension board require an invoice to show just the 1 year premiGm. Thanks, Colleen Colleen Farrell ~.ehring G~°oup From: Palmer,Patrick G [mailto:PGPALMER@travelers.com] Sent: Wednesday, September 17, 2008 2:31 PM To: Colleen Farrell Subject: RE: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal That is absolutely correct! Let me know if you have any other questions. Thanks, Patrick Palmer ~~ C f ~ ~'~l P~ ~P r~i ~ ~P-P~yf ~ rf, _- :r,,, From: Colleen Farrell Sent: Wednesday, September 17, 2008 12:27 PM To: 'Corona,Donna M' Subject: RE: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal r hanks Bonne, please cor~iirrr only the J_St annual installment of this tonro year policy is currently Gue anti next year we ~,Nill recei}rera the 2nd annual ins~i:aliment imroice. ~.,ols'ecE~ Colleen Farrell Comrnercial Lines ~,ccounfi Manager Gehring Grouia 11505 F~;irchild Gardens ~,~~e. ~~,uife #k202 l~a;ln1 beach Gardens, FL 3s~E'!0 Girecfi: 561-`199-~i21 R=a~x: 561-626-697(} ~-~-.~ From: Corona,Donna M [mailto:DCORONA@travelers.com] Sent: Wednesday, September 17, 2008 11:02 AM To: Colleen Farrell Subject: RE: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal Here ya go: Donna M. Corona Account Underwriter Travelers Bond & Financial Products Private and Non Prot 7870 Woodland Center Blvd. Tampa, FL 33614-2409 (813) 890-4069 (800) 265-1498 (fax) dcorona@travelers . com From: Colleen Farrell [mailto:colleen@gehringgroup.com] Sent: Wednesday, September 17, 2008 10:47 AM To: Corona,Donna M Subject: Tequesta -Travelers Fiduciary Liability 2008-2009 Renewal Importance: High good nlorl~ing Gonna, can ~~ou ~feasc provide me titiith an invoice ~',S~,ly. You should have aireadlr received laindel° reciuest. i i~a i~ i:s E ~;olleen Farrell Cornmercial Lines /~ccotani Managel- Gehrina C,I•oul:; 11505 F~.~irchild Gardens ~',ve. Staite #202 E~alwi Beach Gardens, FL 33410 Direct: 5G1-799-4817 Fax: 5G1-62G-G970 . I `~. ~ ~~ r_:.l Ott ~;~, F ~.lf~=~:~..~Lt[;tii;' Please be advised that coverage may not be bound or altered by email correspondence. This message originates from Gehring Group. This email message and all attachments may contain legally privileged and confidential information intended solely for the use of the addressee. If you are not the intended recipient, you should immediately stop reading this message and delete it from your system. Any unauthorized reading. distribution. copying, or other use of this message or its attachments is strictly prohibited. All personal messages express solely the sender's views and not those of Gehring Group. This message may not be copied or distributed without this disctaimer. Although this email and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Gehring Group or any loss or damage arising in any way from fts use. If you received this message in error, please notify us immediately at (561) 626-6797. 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If you are not the intended recipient, you should immediately stop reading this message and delete It from your system. Any unauthorized reading, distribution, copying, or other use of this message or its attachments is strictly prohibited. All personal messages express solely the sender's views and not those of Gehring Group. This message may not be espied or distributed without this disGaimer. Athough this email and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Gehring Group or any loss or damage arising in any way from its use. If you received this message in error, please notify us immediately at (561) 626-6797, " ' eSafe scanned this email for malicious conten.c *°° '° ~ IMPOkT~'VT: Do not open attachments from unrecoo,_r,ized senders * ~'° Laur, Betty From: Reid, Merlene Sent: Monday, September 22, 2008 10:10 AM T®: McWilliams, Lori Cc: Laur, Betty Subject: RE: Renewal Invoice 2008-2010 Pension Plans LorlF The prernium 6s laased on a numi~er of factors including the actuarial vaiuafion of the fund. The EJS/09 premium is 1.38i~ {ova/er flea€~ 2cJ06/J7 ~n~hich was $x,196. Last year saw a r.5% reduction. The tsrolcers are responsib;e fo~° reviewing the €~narket and the cur-ren availai~le costs and making their recommendations. It's a little too late foE° this year, lout If the Boards need to get quoies from ofher companies for next year, 6 can arrange for this. IVierlene From: McWilliams, Lori Sent: Monday, September 22, 2008 7:48 AM To: Reid, Merlene Cc: Laur, Betty Subject: FW: Renewal Invoice 2008-2010 Pension Plans 6~kay, I see the pension laoag-ds pay this. !s the cost ever negotiated down or clo we just twice what they quote? Thanks From: Laur, Betty Sent: Friday, September 19, 2008 9:03 AM To: Lori McWilliams (Imcwilliams@tequesta.org) Subject: FW: Renewal Invoice 2008-2010 Pension Plans Lori - F'Yl From: Laur, Betty Sent: Friday, September 19, 2008 9:01 AM To: Reid, Merlene Subject: RE: Renewal Invoice 2008-2010 Pension Plans IVierlene tNe did not have the invoice for yesterday's meeting. Since I arrived just prior to the meeting and left immediately after, did not have time to checEc email yesterday, so just saw this now (Friday morning}. i3ettgr From: Reid, Merlene Sent: Thursday, September 18, 2008 7:37 AM To: Rahim, Monica Cc: Laur, Betty Subject: RE: Renewal Invoice 2008-2010 Pension Plans Betty, curtacte~ the brokers vtjho inaicated it}at evek~ %hout~h the~f have sent a Z yeak° agreen~kent, the plans have the option to rerae~ir .or :f_ veak' at a ti~~k~c. ft's 1 palict! so both plans will both have to agree ~kl ~. ok" 2 ycaE" k'ek-ke~nral a~ a Q.ir'Ee. Iro 'EIIe °~leklt \.!C)l) are aS~6e.^,° tl~~ i:~'l:al 8r1~Lf'"anCe C~St for b~itl"~ f~.fn'~".~ oilEr tl'ie p~~St ,! ;/~'ak'~, g:19`'1! iPl~'k"C- a5 f"~iloiirlS: Oi/OS - ~~~,Q06.67 i~liek"fene From: Reid, Merlene Sent: Wednesday, September 17, 2008 12:43 PM To: Rahim, Monica Cc: Laur, Betty Subject: Renewal Invoice 2008-2010 Pension Plans Hi Monica, The insurance providers have sent a 2 year invoice with the rates holding until 2010. Can you do the usual break-down of percentages in respect of Public Safety and the General fund as I want to give it to Betty for submission to the General meeting that's being held tomorrow. Mer!@ne