Monday, November 27, 2006

STRS Board members' credit card expenditures 2004 - 2006: Damon's report to John Curry

American Express

Board Member Activity

Charges Posted January 1, 2004 through October 20, 2006


(Headings for items listed below: Board Member; Item(s) Purchased; Business Purpose; Amount)

January 2004

Norris; Transportation; Board Retreat Meetings; 26.78

Puckett; Membership; Credit Card access; 35.00

Scott; Meal; Committee & Board Meetings; 36.34

February 2004

Norris; Membership; Credit Card access; 35.00

Puckett; Conference registration; IFEB – Retirement Plan Basics/Choice Based Benefits 1,550.00

Puckett; Conference meals; IFEB – Retirement Plan Basics/Choice Based Benefits; 222.91

Puckett; Conference lodging; IFEB – Retirement Plan Basics/Choice Based Benefits; 859.94

Scott; Meals; Committee & Board Meetings; 58.93

March 2004

Jack Chapman; Newspaper subscription; NY Times Quarterly Subscription; 63.70

Scott; Meal; Committee & Board Meetings; 13.58

April 2004

Norris; Conference Registration; Chicago Health & Welfare Plan Management; 1,145.00

Norris; Conference lodging; Chicago Health & Welfare Plan Management; 963.07

Norris; Meal; Business Dinner; 40.32

Norris; Meal; Representing STRS @ OEA Rep Assembly; 45.88

Scott; Meal; Representing STRS @ OEA Rep Assembly; 41.64

May 2004

Norris; Conference registration; Cancelled – Chicago Health & Welfare Plan Management; (945.00)

Norris; Conference lodging; Cancelled – Chicago Health & Welfare Plan Management; (938.07)

Puckett; Conference registration; IFEBP – Financial & Investment Planning Basics; 1,550.00

Scott; Meals; Committee & Board Meetings; 92.00

Scott; Lodging; Healthcare Roundtable Discussion; 166.00

Scott; Meal; Healthcare Roundtable Discussion; 10.00

June 2004

Jack Chapman; Newspaper subscription; NY Times Quarterly Subscription; 63.70

Norris; Meal; Business Lunch; 15.25

Scott; Meals; Committee & Board Meetings; 83.40

July 2004

Norris; Meals; Chicago – D.C.; 224.28

Norris; Lodging; Chicago – D.C.; 341.46

Norris; Transportation; Chicago – D.C.; 394.18

Scott; Membership; Credit Card access; 55.00

August 2004

Jack Chapman; Newspaper subscription; NY Times Quarterly Subscription – Cancelled; (50.20)

Puckett; Conference meals; IFEBP – Financial & Investment Planning Basics; 175.29

Puckett; Lodging; IFEBP – Financial & Investment Planning Basics; 633.17

Scott; Meals; Committee & Board Meetings; 58.00

September 2004

Scott; Meal; Committee & Board Meetings; 25.00

October 2004

Billirakis; Membership; Credit Card access; 55.00

Puckett; Conference meals; Opal Financial Conference; 146.19

Puckett; Lodging; Opal Financial Conference; 807.86

Scott; Meals; Committee & Board Meetings; 35.00

November 2004

Billirakis; Airfare; Committee & Board Meetings; 183.20

Puckett; Lodging deposit; IFEBP Certificate Series – Employee Benefits; 228.58

Scott; Meals; Committee & Board Meetings; 39.35

December 2004

Puckett; Conference registration; IFEBP – Employee Pensions Conference – Part I & II; 1,590.00

Scott; Meals; Committee & Board Meetings OEA-RA; 83.74

January 2005

Puckett; Membership; Credit Card access; 55.00

Scott; Meal; Committee & Board Meetings; 13.00

February 2005

Puckett; Conference meal; IFEBP Certificate Series – Employee Benefits; 43.29

Puckett; Conference lodging; IFEBP Certificate Series – Employee Benefits; 914.32

Scott; Meal; Committee & Board Meetings / FRC Seminar; 20.74

March 2005

Puckett; Conference meals; IFEBP Certificate Series – Employee Benefits; 146.64

Puckett; Phone; IFEBP Certificate Series – Employee Benefits; 25.97

Scott; Meals; Committee & Board Meetings; 40.00

April 2005

Scott; Meal; Presenting STRS reports @SWOEA; 14.58

May 2005

Scott; Meals; Presenting STRS reports @ SWOEA; 72.20

Scott; Meals; Committee & Board Meetings; 55.64

June 2005

Ramser; Membership; Credit Card access; 55.00

Scott; Meals; Committee & Board Meetings; 84.94

July 2005

Ramser; Conference lodging; CAPPPs & Benefits Conference; 588.28

Scott; Membership; Credit Card access; 55.00

September 2005

Puckett; Conference meals; IFEBP – Employee Health – Part I & II; 92.03

Puckett; Parking; IFEBP – Employee Health – Part I & II; 125.00

Ramser; Transportation; CAPPP’s II – Health; 48.00

Scott; Membership; Cancelled – Credit Card access; (55.00)

October 2005

Puckett; Conference meal; IFEBP – Employee Health – Part I & II; 34.80

Puckett; Conference lodging; IFEBP – Employee Health – Part I & II; 952.05

Ramser; Conference lodging; CAPPP’s II – Health; 515.85

November 2005

Billirakis; Membership; Credit Card access; 55.00

January 2006

Jeff Chapman; Membership; Credit Card access; 55.00

Flannagan; Membership; Credit Card access; 55.00

Puckett; Membership; Credit Card access; 55.00

March 2006

Jeff Chapman; Meals; Committee & Board Meetings; 36.79

Jeff Chapman; Conference lodging; Int’l Foundation CAPPP Pension & Benefits Conf; 792.90

Jeff Chapman; Conference meals/Internet access; Int’l Foundation CAPPP Pension & Benefits Conf; 159.94

Jeff Chapman; Parking; Int’l Foundation CAPPP Pension & Benefits Conf; 48.00

Flannagan; Conference Lodging; Int’l Conference – Public Pension & Employee Benefits; 792.90

Flannagan; Conference meals; Int’l Conference – Public Pension & Employee Benefits; 66.70

April 2006

Jeff Chapman; Meal; Committee & Board Meetings; 13.43

Puckett; Conference meals; IFEBP – Int’l Foundation Basic Compensation Conference; 144.11

Puckett; Conference lodging; IFEBP – Int’l Foundation Basic Compensation Conference; 785.89

Puckett; Parking; IFEBP – Int’l Foundation Basic Compensation Conference; 75.85

May 2006

Jeff Chapman; Meals; Committee & Board Meetings; 63.52

Ramser; Membership; Credit Card access; 55.00

June 2006

Jeff Chapman; Meals; AFL-CIO ETI Workshop; 20.17
Jeff Chapman; Lodging; Committee & Board Meetings; 111.00
Jeff Chapman; Meal; Committee & Board Meetings; 19.33
Flannagan; Lodging; Committee & Board Meetings; 99.00
Ramser; Lodging / Parking; Committee & Board Meetings; 94.50

July 2006

Ramser; Conference registration; Nat’l Council on Teacher Retirement; 600.00

August 2006

Ramser; Conference registration – cancelled; Nat’l Council on Teacher Retirement; (600.00)


(September 2006 and October 2006 figures were not included in this report, as indicated in the heading.)

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To see John Curry's original request for information (10/30/06),click here. You will also see jpg copies of Damon's response (11/22/06). The above information was taken from this source. KBB
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