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THA Documents

THA Documents

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Published by Cecelia Martinez
A cost summary for financial management software that was paid for but never installed and numerous emails showing correspondence between former THA Acting Comptroller Roger Rosenthal and representatives of various banks.
A cost summary for financial management software that was paid for but never installed and numerous emails showing correspondence between former THA Acting Comptroller Roger Rosenthal and representatives of various banks.

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Published by: Cecelia Martinez on Apr 15, 2011
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05/20/2015

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Jun.

Lb, iVVY J:L~PM

I Hm. HUU 0 J Nti AU I HUH J I Y

No,1149 P,L.

....... ~., ..

«1lUJ"'{iJ{~\ .

Cost Summary for the

Troy Housing Authority Elite Migration

L,.~~~~~...l___:_ __ _._d .•. ,_,Pf:()f- !3/~'lIO.

;:;...$ .....,.---...........;.______;....;,.5:...:;,OJ~76;..;..O.· .>: ~ l. 6\,lo ~ Wa.\QQ.

PJ~e note:)fthe Housing Authority is unable to -secure funds for this project or if -'.~.' the- Housing AUthorItY WIDhea to be removed from the. list of clIents who sre _. migratin~) the Hou$ing AU!h9tity may eaneel without penalio/- The only time that a

bIll Will be .~Brif.to tl1e Housing Au\hQrily is when $Brvi~ :w ren(!erecj and this will

not ~appenunlil the Housing has moved forward with the elite Migration.

~~~..i.L!...f..J~~iIJ-.··~i:P~}>c:~·.~~'''d.\''';~lJ~~~i;~

Dme

Page 1 of Z

, ,?

?"Deborah Witkowski

"-From: .Roqer Rosenthal----,-~".,--- ,-.,-,

Sent: Satu'rday, August 08, 2009 11 :03 AM

To: Bill Meissner

Subject: R~Conroy,andK!:meComniunity-Rooms, ,- , ..

Bill, sounds good to me. If I need to I'll work the Friday that weE?k. Have a Great weekend and thanks for the

invite .

From: Bill Meissner

~nt: .Frlday, August 07, 2009 12:24 PM To: Reiger Rosenthal

, Subject: FW: Conroy and Kane Community Rooms

, .

Roger,

We are invited to play golf.at Saratoga Spa on August 24ih at 2:~0 P.M. with GE;lO Donahue of Time Warner.

'Are you interested? '

Bill

. ." -..' . . - . .' .

From: Donahue, Geo [maUtb:geo.donahue@twcab!e.com] Sent: Friday~ August 07/2009'12:22 PM

To: Bill Meissner

Cc: Fitzpatrick/Mike; Cleveland/ Aaron; LeMay/ Karen Subject: Conroy and Kane Cqmmunity Rooms

Bill

~

It Was a pleasure to speak: with you today. 'Thank you forcommunicating to your staff that the billing for

the equipment in the community rooms is to be paid by Troy Housing. For future reference my email is ge6.donahue@twcable.com

I will see you on the 24th

The Golden Rule to bucket filling

"Do unto others as they would have you do unto' them"

(jeo

"Your Favorite Cable Guy " Office 518-640-8605 CeI518-337-1926 Geo.DcJl1ahue@fwcable.com

This;.E-mail and any of its attachments may contain Time Warner Cable pJ;:oprietary informati9n/ which is p~ivileged, confidential, or subject to copyright belonging to Time Warner Cable. This E-mail is intended solely for the use of the individual or entity to which it is addressed. If you are not the intended recipient of' this

E-ma.il, you are, hereby notifiecitliat any ,dis'semination, ' '

'.' .. ,ii".'.lIl1rJ.11. 5 0

TOwE'itS\\"J G .::'~ v. ~

I (~;~;~J;:~;tr

·*"~-:-_~,-,:.7,,::;: .. 7---,--:---:_--,--.,--~-_-~-:-------,-,-.r-;_"_I{!i_"_i"_'--...:_ --_---:------'-..,........c.-~-----'--..:.-.:.:.,\i.;,.}.2~r

~TOTAf~;·~()~ CHECK 00081087 WRI'fTEN 09/01/2009 $223.00 $111. 50 $111. 50 $0.0'6 :::;!W: .;:~~!;;;

A

TROY HOUSING AUTHORITY 1 EDDYS LANE. TROY. NY 12180· GENERAL FUND ROGER S. ROSENTHAL

33909

PAYMENT INVOICE PRIOR PAYMENT
ACCOUNT/INVOICE OUE DATE PO/VOUCHER AMOUNT PAYMENTS AMOUNT
09/01/2009 37572-1 $1,115.00 >'$0.00 $1,],15.00
INV 09-30 INVOICE BALANCE

$0.00

TOTALS FOR CHECK 00033909 WRITTEN 09/01/2009

$1,115.00

$0.00

$1,115.00

$0.00

;"

,I,

1 0 'A1jJw~';Dri~e

Latham, New York 12110

---;..

i.J.~ r:

1-

\.. ··ii\

"

"

. :.,

,'.'

August 31, 2009

TROY HOUSING AUTHORITY -1 EDDY~S LANlr---

TROY, NEW YORK 12180

08!24/Q9 , 9.5,9 HOp'I{~ "

Held discussions with Jeff Lyons of Housing Insurance regarding several outstanding

claims .'

Reviewed '~s9J:ta.n.",o;f:ErupJlasys files f~ir.¢rrors, none found Reviewed rvi '&;'1' B8nk balances & Iio6fied appropiate staff Reviewed and responded to staff "e" mails

Met with Director to review several items

Worked on info for the auditors for the audited submission AttendedIneeing with Director and Geo Donahue of Time Warner

08/25/09 i> 6.00 HOURS

Reviewed M & T bank activity and notified appropriate staff Reviewed and responded to staff "e" mails

Attended conference call with Melanie Huff of Emphasys regarding conversion Contacted Tech Valley Comm Regarding an issue with a phone @ Kane Apts Contacted Quality Glass and set up appointment for Dodge Neon

Traveled to M & T Bank with deposit

8/27/09

8.00 HOURS

Met with DOll Nero of Tech Valley to discuss changes with the THA account & billing

Reviewed M & T Bank balances and notified appropriate staff Reviewed and responded to staff "e" mails

Worked on capital reconciliation for the auditors

Reviewed HIP AA regulations

Met with Tim N epus of CPI to review status of equipment orders and projected schedule for installations .

Worked with Kelly M.regarding Section 8 issues with HAP & Kennedy Towers for Sept.

8/28/09

4.00 HOURS

Reviewed M & T Bank balances and notified appropriate staff Attended meeting with Director and Mike Whalen of M and T Bank

TOTAL HOURS

25.00 @ $ 44.60:::; $ 1,115.00 LO'Y RENT

2.50 @ $ 44.60:::; $ 111.50 KENNEDY TOWERS $1,226.50 TOTAL

\

\

,?'

Deborah Witkowski

From:

Sent:

To:

Cc:

Subject:

Roger Rosenthal

Thursday, May 07,20092:22 PM 'MICHAEL WHALEN JR'

'PEGGY BRIDGES'; Bill Meissner RE: Money Market Interest Rates

Mike, how far back does the rate change go and for what time frame??? -----Original Message-----

From: MICHAEL WHALEN JR [mailto:MBWHALEN@mtb.com] Sent: Thursday, May 07, 2009 2:15 PM

To: Roger Rosenthal

Cc: PEGGY BRIDGES; Bill Meissner Subject: Re: Money Market Interest Rates

Thanks Roger. FYI- you guys are now at .75. I had the rate adjusted. Please send me race sponsorship information and let's plan a day for golf.

-----Original Message-----

From: "Roger Rosenthal" <RosenthaIR@troyhousing.org> To: WHALEN JR, MICHAEL <MBWHALEN@mtb.com> Cc: Meissner, Bill <MeissnerB@troyhousing.org>

Sent: 5/7/20092:05:46 PM

Subject: FW: Money Market Interest Rates

Mike, as promised, here are the money market accounts we have at First Niagara, HSBC, Chase and M and T.

I don't have the M and T statement yet but I'm sure you have access to the rate. As you will note M and T is considerably lower especially with the fact that the majority of the funds are with you (over 60%). At the very least THA is loosing over $1 ,000 a month by leaving the majority of funds at M and T. As you might imagine these are monies that are well needed by the Authority. Please let me know what M and T can do to make up for this desparity since the beginning of the year. Thanks

From: Erin Flood

Sent: Thursday, May 07, 2009 1 :43 PM To: Roger Rosenthal

Subject: Money Market Interest Rates

Roger,

I am only missing the April M& T money market statement to get the interest rates. But here are the rest of the interest rates. Let me know if you need anything else.

Erin :-)

1

E Flood

Troy Housing Authority One Eddy's Lane

Troy, NY 12180

(p) 518.273.3600 ext 11 (f) 518.274.6633

floode@troyhousing.org

Please consider the impact on our environment before printing this e-mail.

************************************

This email may contain privileged and/or confidential information that is intended solely for the use of the addressee. If you are not the intended recipient or entity, you are strictly prohibited from disclosing, copying, distributing or using any of the information contained in the transmission. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication may contain nonpublic personal information about consumers subject to the restrictions of the Gramm-Leach-Bliley Act and the Sarbanes-Oxley Act. You may not directly or indirectly reuse or disclose such information for any purpose other than to provide the services for which you are receiving the information.

There are risks associated with the use of electronic transmission. The sender of this information does not control the method of transmittal or service providers and assumes no duty or obligation for the security, receipt, or third party interception of this transmission.

************************************

2

Page 1 of 1

Deborah Witkowski

From: Roger Rosenthal

Sent: Thursday, January 22, 2009 4:04 PM

To: 'MICHAEL WHALEN JR'

Subject: RE: i am having something dropped off to your office tomorrow foryour trip i hope you are going to be around at 930ish

YES

From: MICHAEL WHALEN JR [mailto:MBWHALEN@mtb.com] Sent: Thursday, January 22, 2009 3:41 PM

To: Roger Rosenthal

Subject: i am having something dropped off to your office tomorrow foryour trip i hope you are going to be around at 930ish

i am having something dropped off to your office tomorrow for your trip i hope you are going to be around at 930ish

Michael B. Whalen Jr. M&T Bank Government Banking p. 518-426-6373

f. 518-426-2339

Please consider the impact on our environment before printing this e-mail.

************************************

This email may contain privileged and/or confidential information that is intended There are risks associated with the use of electronic transmission. The sender of ************************************

9/27/2010

- -0- - -- -

, '

Deborah Witkowski

From:

Sent:

To:

Subject:

Roger Rosenthal

Saturday, August 08, 2009 11 :25 AM 'roger.rosenthal@yahoo.com'

FW: M& T Charitable Application

Attachments: M& T Charitible Contributions Electronic Fill Form.doc

fyi

From: COURTNEY HAYDOCK [mailto:CHAYDOCK@mtb.com] Sent: Wednesday, July 29,20093:23 PM

To: Roger Rosenthal

Subject: M&T Charitable Application

Good Afternoorf Roger:

Mike Whalen forwarded me information regarding Anne's Quest Foundation. I wanted to make sure that you have a copy of our Charitable Contributions application. Our process here atM& T regarding sponsorships and grants is a bit more complicated than most banks/organizations. The attached application must be filled out and then our Contributions Committee reviews all applications once a month and approves or denies grants.

Though the applications appears quite long and tedious, there are only a few pages that actually must be filled out. I am available to answer any questions that you have regarding the application or the process.

Please feel free to call anytime.

Thank you! Courtney

Courtney L. Haydock

Charitable Contributions & Community Relations Manager M&TBank

327 Great Oaks Blvd. Albany, NY 12203 518-464-6177 (P) 518-464-1588 (F) chaydock@mtb.com

************************************

This email may contain privile"ged and/or confidential information that is intended ~ There are risks associated with the use of electronic transmission. The sender of i ************************************

9123/2010

- -0- - --

Deborah Witkowski

From: Roger Rosenthal

Sent: Thursday, August 28, 2008 2:42 PM

To: 'susan.chase@us.hsbc.com'

Subject: RE: HSBC Bags and Water Bottles

Susan, how many are quite a few?? I may be able to get them next week otherwise it would be the 11th or 12th.

From: susan.chase@us.hsbc.com [mailto:susan.chase@us.hsbc.com] Sent: Thursday, August 28,2008 1:55 PM

To: Roger Rosenthal

Cc: john.a.devito@us.hsbc.com Subject: HSBC Bags and Water Bottles

Hi Roger,

All your goodies have arrived You can call me to arrange for pick up. There are quite a few boxes :))

Susan Chase

Executive Assistant I HSBC BANK USA, N. A.

30 South Pearl Street .; Floor 5, Albany, NY 12207

Phone.

518-432-2017 518-432-2036

Fax.

Email.

Susan Chase/HBUS/HSBC

To "Roger Rosenthal" <RosenthaIR@troyhousing.org> cc John A Devito/HBUS/HSBC@HSBC02

Subject Link

07/31/200801:00 PM

Hi Roger,

Your 300 water bottles and HSBC bags have arrived. I will be back in the office on August 18. You can connect with me then and arrange for pick up.

Thanks and have a great day!!

Susan Chase

Executive Assistant I HSBC BANK USA, N. A.

30 South Pearl Street - Floor 5, Albany, NY 12207

9/2312010

Phone.

518-432-2017

Fax.

518-432-2036

Email.

Susan Chase/HBUS/HSBC

To "Roger Rosenthal" <RosenthaIR@troyhousing.org> cc

07/07/200808:47 AM

Subject Re: FW: Troy Housing AuthorityLink:

My pleasure! I will give your regards to John. Have a great dayll

Susan Chase

Executive Assistant I HSBC BANK USA, N. A.

30 South Pearl Street - Floor 5, Albany, NY 12207

Phone.

518-432-2017 518-432-2036

Fax.

Email.

"Roger Rosenthal" <RosenthaIR@troyhousing.org>

To Susan Chase/HBUS/HSBC@HSBC02 cc John A Devito/HBUS/HSBC@HSBC02 Subject FW: Troy Housing Authority

07/07/200808:34 AM

Susan, thanks for all your help with the rate. I went to the branch and everything went fine. I'm sure John appreciates how competent you are. He has had a few individuals in the past that couldn't get out of their own way. Thanks again. Please tell Mr. Dewedo I said hi.

From: susan.chase@us.hsbc.com [mailto:susan.chase@us.hsbc.com] Sent: Wednesday, July 02, 2008 9:50 AM

To: Roger Rosenthal

Cc: john.a.devito@us.hsbc.com; catherine.m.prince@us.hsbc.com; justin.e.buchanan@us.hsbc.com Subject: Re: Troy Housing Authority

Importance: High

9/23/2010

\ '

Good Morning Roger,

It was very nice speaking with you today. Attached please find the Business Deposit Account Agreement for signatures on the new CD Troy Housing will be opening with us tomorrow. This agreement will be a master signature agreement for all future CD's that Troy Housing will be opening with HSBC.

The details of the CD are as follows:

Amount: 1,183,561.20

Maturity Date: December 30, 2008

Rate: 2.85%

Please let me know if I can be offurther assistance. Thanks so much!

Susan Chase

Executive Assistant I HSBC BANK USA, N. A.

30 South Pearl Street - Floor 5, Albany, NY 12207

Phone.

518-432-2017

Fax.

518-432-2036

Email.

******************************************************************

This E-mail is confidential. It may also be legally privileged. If you are not the addressee you may not copy, forward, disclose or use any part of it. If you have received this message in error, please delete it and all copies from your system and notify the sender immediately by return E-mail.

Internet communications cannot be guaranteed to be timely, secure,

error or virus-free. The sender does not accept liability for any

errors or omissions. ******************************************************************

SAVE PAPER - THINK BEFORE YOU PRINT!

******************************************************************

This message originated from the Internet. Its originator mayor

may not be who they claim to be and the information contained in

the message and any attachments mayor may not be accurate. ******************************************************************[attachment

9/23/2010

J. "lBusiness Deposit Account Agreement.pdf.zip" deleted by Susan Chase/HBUS/HSBC]

******************************************************************

This E-mail is confidential. It may also be legally privileged. If you are not the addressee you may not copy, forward, disclose or use any part of it. If you have received this message in error, please delete it and all copies from your system and notify the sender immediately by return E-mail.

Internet communications cannot be guaranteed to be timely, secure,

error or virus-free. The sender does not accept liability for any

errors or omissions. ******************************************************************

SAVE PAPER - THINK BEFORE YOU PRINT!

9/23/2010

-- -0- - -- -

Deborah Witkowski

From: Roger Rosenthal

Sent: Tuesday, September 08, 2009 3:01 PM

To: 'susan.chase@us.hsbc,com'

Subject: RE: HSBC Bags and Water Bottles

Susan, I was planning on about 9:30 or 10:00 am on Friday the 18th or I can do 4:00 pm on Thursday the 17Th. Vegas get away, nice, Where are you staying. Prices of hotels are really great.

From: susan.chase@us.hsbc.com [mailto:susan.chase@us.hsbc.com] Sent: Tuesday, September 08,20092:57 PM

To; Roger Rosenthal

Subject: RE: HSBC Bags and Water Bottles

you're funny .... :)) the 18th sounds qreat, keep me posted. i am leaving for a little vegas vacation on sat but will be back on thursday, the 24th if for some reason you can't make it on friday.

Enjoy a great day and best regards,

Susan Chase

Executive Assistant I HSBC Bank USA 30 South Pearl Street - Floor 5

Albany, NY 12207

Phone. 5184322017

Fax. 518-432-2036

Email. §ldl'.§fl,cha§E!@u§,h§bc.c;gm

******************************************************************

This E-mail is confidential. It may also be legally privileged. If you are not the addressee you may not copy, forward, disclose or use any part of it. If you have received this message in error, please delete it and all copies from your system and notify the sender immediately by return E-mail.

Internet communications cannot be guaranteed to be timely, secure,

error or virus-free. The sender does not accept liability for any

errors or omissions. ******************************************************************

SAVE PAPER - THINK BEFORE YOU PRINT!

9/23/2010

Page 1 of 1

Deborah Witkowski

From: Roger Rosenthal

Sent: Sunday, March 28, 2010 10:44 AM

To: 'PEGGY BRIDGES'

Subject: RE: service charge

Thanks toots.

From: PEGGY BRIDGES [mailto:pbridges@mtb.com] Sent: Thursday, March 25, 2010 11:25 AM

To: Roger Rosenthal

Subject: Re: service charge

Happy Spring Roger,

The service charge for $750.50 has been reversed.

Peg

Peg Bridges pbridges@mtb.com Relationship Liaison Government Banking M&TBank

80 State Street Albany, NY 12207

Tel: (518)426-6375 Fax:(5 1 8)426-2339 Mail Code NYl-2056

M&T Bank - "Understanding What's Important."

»> Roger Rosenthal <RosenthalR@troyhousing.org> 3110/2010 8:36 AM »>

Good Morning Peg, could you please reverse the service charge on account 6003490147 totalling $ 750.50. We shouldn't be paying these. Thanks, How's the view out you window this week???

************************************

This email may contain privileged and/or confidential information that is intended s There are risks associated with the use of electronic transmission. The sender of t ************************************

9/27/2010

Page 1 of 1

Deborah Witkowski

From: Roger Rosenthal

Sent: Friday, January 16, 2009 8:40 AM

To: 'MICHAEL WHALEN JR'

Cc: 'PEGGY BRIDGES'; Bill Meissner

Subject: Fees

Mike, I still haven't seen the reversal of the $19,747.20 in fees charged to account #6003490147 on 1/9/09 .. When can I expect to see this reversal???

9/27/2010

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