HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 28_11/03/2008Laur, Betty
'rom: Laur, Betty
Sent: Wednesday, October 15, 2008 10:45 AM
To: 'Bonni S. Jensen'
Cc: Lori McWilliams (Imcwilliams@tequesta.org)
Subject: RE: FW: Chapter revenue
Will do
Betty
From: Bonni S. Jensen [mailto:bsjensen@hpjlaw.com]
Sent: Wednesday, October 15, 2008 10:32 AM
To: Laur, Betty
Cc: Karen Amenita
Subject: Re: FW: Chapter revenue
Betty,
Please add to the agenda for discussion. Thanks!
Bonni S. Jensen <bs~ensen@hpjlaw.com>
Hanson, Perry & Jensen, P.A.
400 Executive Center Drive, Suite 207
West Palm Beach, Florida 33401
~lephone: (561)686-6550
racsimile: (561)686-2802
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Laur, Betty wrote:
Bonni -Please see below - do we need this on the agenda for the quarterly meeting or just email a copy to the
trustees?
Betty Laur
Village of Tequesta
Recording Secretary
575-6249
'rom: McWilliams, Lori
.ent: Wednesday, October 15, 2008 9:32 AM
To: Laur, Betty
Subject: RE: Chapter revenue
t
Ask Bonni if the Board needs to have this on the agenda or if just a copy to them is sufficient. Thanks.
prom: Laur, Betty
:ent: Wednesday, October 15, 2008 9:29 AM
To: Lori McWilliams (ImcwilliamsCa~teguesta.org)
Subject: FW: Chapter revenue
Should I add this to the agenda? New business?
From: Forsythe, Jody
Sent: Friday, October 10, 2008 4:01 PM
To: McWilliams, Lori; Laur, Betty
Subject: FW: Chapter revenue
Lori & Betty,
Attached is a schedule from Gabriel Roeder regarding the use of Chapter 175 & 185 Money (Premium Tax Revenue).
This schedule details items and amounts related to premium tax revenues (Chapter 175 & 185) and related benefit
improvements (including costs) from the base year of 1998 to fiscal year 9/30/2007. We have not received 2008
numbers at this time.
-Jody
Jo~ww 1=orsl~the, CP~F
Finance Director
Village of Tequesta
X61-575-6207, ext. 270
j forsythe(a,teguesta.org
www.Tequesta.org
Please note: Florida has a very broad public records law. Most written communications to or from state or local
officials regarding state or local business are considered to be public records and will be made available to the public
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C O
Te uesta Firefi hters
Use of Chapter Money Worksheet _
__ __- Base - --
-__ __ _ ~ FY FY FY FY FY FY FY FY FY FY
1998 1999 2000 2001 2002 2003 2004 2005 2008 2007
_ _
Actual Chapter Revenue ~ -
Police
_Fire 36,341 35,119 31,247 36,604 43,253 55,994 56,536 63,412 67,742 73,950
Fire_ Supplemental _ - - 4,783 - 2,061 3,129 - 29,110 18,971 62,102
36,341 ~ 35,119 36,030 36,604 '' 45,314 59,123 56,536 92,522 86,713 136,052
'
Additional Premium Tax Revenue (current year minus (base year+cumulative amt of ben imp __
Police _ - -
Fire - , - 263 6,912 ~ 19,653 20,195 12,679 4,330 10,538
Fire Supplemental - - 4,783 - 2,061 3,129 ' - 29,110 14,333 57,464
__ Total _ - 4,783 263 8,973 22,782 20,195 41,789 18,663 ! 68,002
--
~-
Cost_of Current Year Benefit Improvements - - - - - - 14,392 ~ 17,317 -
-from Regular monies 14,392 12,679
-from Supplemental monies 4,638
Cumulative Amount of Benefit Improvements
_ -from Re ular monies
-from Supplemental monies -
- -
- -
- - -
-
- - 14,392 31,709 ' 31,709
14,392 27,071 27,071
- ~ - 4,638 4,638 31,709
27,071
4,638
Current Year Increment .I. _ _ , - . _
(CYAdd'I Rev. -Cumulative Im rovements
p )
-from Regular monies
- from Supplemental monies - 4,783
-
- -
4,783 263 ,
263
-
- _ ~ 5,803 10,080
8,973 22,782 (13,046] 36,293
I- - -
6 912 19,653 5,803 _ (14 392)_ (22,741), (16,533)
- - - --
2 061 3,129 - 24 472. 9
695 52
826
, ,
Benefit Reserve Used for Benefit Improvements 36,801
Accumulated Balance of Unused Revenue i
I
(not < 0) -Regular -
-Supplemental - - -
4,783 263
4,783 7,175
6,844 26,828
9,973 5,803 ,
- 5,803
24,472 10,133
38,805 20,671
96,269
Total - - 4,783 5,048: 14,019 38,801 ' 5,803 , 30,275 48,938 118,940
Lesser of Base Year or Current Year - Re ular 36,341
Lesser of Base Year or Current Year - Supplem -
35,119
31,247
36,341
-
36,341 '
-
36,341 36,341
- 36,341 ' 36,341 36,341
1 --
Allowable State Mone Re ular
Y g __
Allowable State Money -Supplemental ~ 36,341 35,119 31,247 38 341 36,341
- 36,341 50,733 83,412 '
83 412 83,412
4,838 4,838 4,838
- -
- -
-- --
- _
_ _
- - - --
- --,
I
Benefit Im rovements:
Ord. No. 550, 549, 555
Ord. No. 585 14,392
Ord. No. 598 17,317
C:\Documents and Settings\blaur\Local Settings\Temporary Internet Files\Content.Outlook\YX51 DR56\State Money worksheet -Fire Pg 6a.xls