DENTIFIÇATION OF CONTRACTORS & RELATED PERSONNEL  CONTRACTORS: (See Definitions"- page 2) Any entity who currently provides service(s) by means ofa Professional Services Contract to the Municipal Pension System oft the Requesting Municipality, please complete  all ofthe following:  Identify the Municipal Pension System(s) for which you are providing information:  Indicate all that apply with an X":  Non- Uniform Plan Fire Plan  X Police Plan  **NOTE: For all that follow, you: may answer the questions /items on a separate sheet of! paper and attach it to this Disclosure ift the space provided is not sufficient. Please reference each question /item 1. Please provide the names and titles of all individuals providing professional services to the Requesting Municipality's pension plan(s) identified above. Also include the names and titles of any advisors and subcontractors of the Contractor, identifying them as such. After each name provide a description of the responsibilities of that person with regard to the professional services being provided to each designated  you are responding to by the appropriate number. (example: REF -I Item #1.)  pension plan.  James P. Kemnedy-President- providing pension consulting services Ed Riegl - Consultant- = providing pension consulting services Scott Rhoads - Consultant- -1 providing pension consulting services Douglas Werley = Consultant- -1 providing pension consulting services  Randee Sekol, Kristen Backenstoe, Laura Prego = Actuary- Foster & Foster-1 providing actuarial 2. Please list the name and title of any Affiliated Entity and their Executive-level Employee(s) that require disclosure; after each name, include a briefd description oft their duties. (See: Definitions)  services  ANSWER-NONE Requesting Municipality? employment. ANSWER-NO lobbyist?  3. Are any oft the individuals named in Item 1 or) Item 2 above, a current or former official or employee ofthe IF "YES", provide the name and oft the person employed, their position with the municipality, and dates of  4. Are any of the individuals named in Item 1 or Item 2 above a current or former registered Federal or State IF "YES", provide the name oft the individual, specify whether they are a state or federal lobbyist, and the  date oft their most recent registration /renewal.  ANSWER-NO    NOTICE: Allinformation provided fori items 1- 4 above must be updated as changes occur. 5. Since December 17th 2009, has the Contractor or an Affiliated Entity paid compensation to or employed any third party intermediary, agent, or lobbyist that ist to directly or indirectly communicate with an official or employee oft the Municipal Pension System of the Requesting Municipality (OR), any municipal official or employee of the Requesting Municipality in connection with any transaction or investment involving the This question does not apply to an officer or employee oft the Contractor who is acting within the scope of the firm's standard professional duties on behalf of the firm, including the actual provision of legal, accounting, engineering, real estate, or other professional advice, services, or assistance pursuant to the IFYES", identify: (1) whom (the third party intermediary, agent, or lobbyist) was paid the compensation or employed by the Contractor or Affiliated Entity, (2) their specific duties to directly or indirectly communicate with an official or employee of the Municipal Pension System oft the Requesting Municipality (OR), any municipal official or employee oft the Requesting Municipality, (3) the official they communicated  Contractor and the Municipal Pension System oft thel Requesting Municipality?  professional services contact with municipality'sp pension system.  with, and (4) the dates oft this service.  ANSWER-NO  6. Since December 17th 2009, has the Contractor, or any agent, officer, director or employee oft the Contractor solicited a contribution to any municipal officer or candidate for municipal office in the Requesting Municipality, or to thej political party or political action committee ofthat official or candidate? IF "YES", identify the agent, officer, director or employee who made the solicitation and the municipal officials, candidates, political party or political committee who were solicited (to whom the solicitation was  made).  ANSWER-NO  7. Since December 17t, 2009: Has the Contractor or an Affiliated Entity made any contributions to a municipal official or any candidate for municipal office in the Requesting Municipality? IF "YES", provide the name and address of the person(s) making the contribution, the contributor's relationship to the Contractor, The name and office or position of the person receiving the contribution , the  date oft the contribution, and the amount oft the contribution.  ANSWER-NO  8. Does the Contractor or an. Affiliated Entity have any direct financial, commercial or business relationship with any official identified on the List of1 Municipal Officials, ofthe] Requesting Municipality? IF "YES", identify the individual with whom the relationship exists and give a detailed description of that **NOTE: A written letter is required from the Requesting Municipality acknowledging the relationship and consenting to its existence. The letter must be attached to this disclosure. Contact the Requesting Municipality to obtain this letter and attach it to this disclosure before submission.  relationship.  ANSWER-NO    9. Has the Contractor or an. Affiliated. Entity given any gifts having more than a nominal value to any official, employee or fiduciary - specifically, those on the List of Municipal Officials of the Requesting IF"YES",Providei the name oft thej person conferring the gift, the person receiving the gift, the office or position oft thej person receiving the gift, specify what the gift was, and the date conferred.  Municipality?  ANSWER-NO  10. Disclosure of contributions to any political entity in the Commonwealth of Pennsylvania Applicability: A "yes" response isi required and full disclosure is required ONLYY WHEN ALL oft the  following applies:  a) The contribution was made within the last 5: years the Contractor or Affiliated. Entity.  b) The contribution was made by an officer, director, executive-level employee or owner of at least 5% of  The amount oft the contribution was at least $500 and in the form of: 1. Asingle contribution by aj person in (b.) above, OR 2. The aggregate ofa all contributions allj persons in (b.)above;  d) The contribution was for  1. Any candidate for any public office or any person who holds an office in the Commonwealth 2. The political committee ofa candidate for public office or any person that holds an office in IF"YES", provide the name and address oft thej person(s) making the contribution, the contributor's relationship to the Contractor, The name and office or position oft the person receiving the contribution (or the political entity / party receiving the contribution), the date oft the contribution, and the amount oft the  ofPennsylvania;  the Commonwealth of Pennsylvania.  contribution. ANSWER-NO  11. With respect to your provision of professional services to the Municipal Pension System oft the Requesting Are you aware ofa any apparent, potential or actual conflicts ofi interest with respect to any officer, director or employee oft the Contractor and officials or employees ofthe! Requesting Municipality? NOTE: If, in the future, you become aware of any apparent, potential, or actual conflict ofinterest, you are expected to update this Disclosure Form immediately in writing by: Providing al brief synopsis of the conflict ofinterest (and); An explanation oft the steps taken to address this apparent, potential, or actual conflict ofi interest. IF "YES", Provide a detailed explanation oft the circumstances which provide you with al basis to  Municipality:  conclude that an apparent, potential, or actual conflict ofi interest may exist.  ANSWER-NO    12. To the extent that you believe that Chapter 7-A of Act 44 of2009 requires you to disclose any additional information beyond what has been requested above, please provide that information below or on a separate  piece of paper.  ANSWER-NO. ADDITIONALINFORMATION REQUIRED  Please provide the name(s) and position(s) of the person(s) participating in the completion of this Disclosure. One of the individuals identified by the Contractor in Item #I above must participate in completing this Disclosure and must sign the below verification attesting to the participation oft those individuals named below.  Name: James P. Kennedy Position: President  8k  SIGNATURE PRESIDENT TITLE OCTOBER 1, 2021 DATE    VERIFICATION  I,James P. Kennedy, hereby state that I am President of Thomas J.. Anderson & Associates, Inc.,  andI I am authorized to make this verification.  Ihereby verify that the facts set forth ini the foregoing Act 44 Disclosure Form for Entities Providing Professional Services to the Trainer Borough Pension System, are true and correct to the best of my knowledge, information and belief. Ialso understand that knowingly making material misstatements or omissions in this form could subject the responding Contractor to the penalties in Section 705-A(e) of  Act 44.  Iunderstand that false statements herein are made subject to the penalties of 181 P.A.C.S. $ 4904  relating to unsworn falsification to authorities.  K4  Signature  October 1, 2021  Date