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Home My WebLink AboutDocumentation_Pension Public Safety_Tab 09_02/02/2009 VILLAGE O~° TE®IJESTA C'I~EC'I~ RE®I.JES°T Vendor # Vendor Name: Address: Date: ~ 1 ~~,(~ ~~ g bail Return to Dept. ,. _ Q ~- Reason for Request: (Please attach appropriate documentation) r . ~ c~ `- Charge to Account No. ~ D 1, OQ D • 5 ~1 • wU l Amount: a ~. (ob,~j,bb0 ,53~. 3d~ Total ~ ~~ ~~~ '~' ~~ c /~ ~7a-.od Requested By: Approved By: I . ~ (i4V ~~ attment Head) ,~ ~~. ~ .e.. _ n....®. .. ........ . . .. .. Special Instructions: REQUESTS RECEIVED IN FINANCE BY TUESDAY AT 5:00 PM WILL BY AVAILABLE FOR DISTRIBUTION BY THE FOLLOWING MONDAY AT NOON. PLEASE PLAN YOUR REQUESTS ACCORDINGLY! WP80VvIyFilu\Check Request x ~~. HANSON, PERRY 8~ JENSEN, P.A. 400 E:xECUnvs CeNrEa DwvE, SrmF 207 - WesT PALM BeACH, FI_o~roa 33401-2922 ~'.°:').IILL HANSON* ~'~.:_ mJhanson®hpJlaw.com ANN H. PERRY aperry®hpJlaw.com BONNI SPATARA JENSEN bsJensen ®hpJlaw.com •ALSO ADMITTED IN N.Y. November 20, 2008 Via Email Village of Tequesta Public Safety Pension Fund Lori McWilliams, Pension Coordinator 345 Tequesta Drive Tequesta, FL 33469 TELEPHONE (561)686-6550 FACSIMILE (561) 686-2802 Re: Hanson. Perrv & Jensen Invoice #62750 Dear Lori: Enclosed please find the Firm's invoice for services rendered for the period that ended November 15th, 2008. Thank you for your payment of $1,548.00. Your current balance due is $1572.00. If you have any questions, please do not hesitate to contact me. Sincerely, Bonni S. Jensen BSJlad1 Enclosure Copy to: Ken Nielson, Chairman Via Email Only •~ ~.ANSON, PERRY 8 JENSEN, P.A. 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401-2922 Invoice submitted to: Tequesta Public Safety Officers Pension Fund Lori McWilliams, Pension Coordinator -Via Email Village of Tequesta 345 Tequesta Drive Tequesta FL 33469 Betty Laur / Ed Sabin, Chairman -Via Email November 20, 2008 _ In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice #62750 Professional Services Hrs/Rate Amount Administrator 10/20/2008 KA E-Mail 0.25 18.75 E-Mail to Betty Laur and Lori McWilliams Independent Contractor 75.00/hr Agreement and Resolution to Salem Administrator KA Draft 0.75 56.25 Draft Independent Contractor Agreement 75.00/hr Administrator 10/22/2008 KA Telephone calls 0.15 11.25 Telephone calls with Lori McWilliams and Betty Laur re: Contract for 75.00/hr Administrator Administrator 10!31 /2008 KA Review 8 revise 0.50 37.50 Review and revise Independent Contractor Agreement per Betty's request 75.00/hr Telephone calls with Betty re: corrections Administrator SUBTOTAL: [ 1.65 123.75] Attendance at Trustee Meeting 10/30/2008 KA Prep Atty Rept 2.00 150.00 Prepare Attorney Report, Handouts, and Folder for upcoming Meeting - 75.00/hr 11 /3 Attendance at Trustee Meeting °questa Public Safety Officers Pension Fund Page 2 Hrs/Rate Amount 10/31/2008 KA Prep Atty Rept 2.00 150.00 Prepare Attorney Report, Handouts, and Folder for upcoming Meeting - 75.00/hr 1113 Attendance at Trustee Meeting 11/3/2008 BSJ Attend 2.75 550.00 Attend meeting 200.00/hr Attendance at Trustee Meeting SUBTOTAL: [ 6.75 850.00] Auditor's Inauirv Letter 10/23/2008 KA Review & revise 0.50 37.50 Review and revise Auditor's Inquiry Letter Response per attorney markup 75.00/hr Auditor's Inquiry Letter SUBTOTAL: [ 0.50 37.50] Definition of Salarv ;1 /10/2008 BSJ Telephone call 0.10 20.00 Telephone call with Melody Mitchell at State MP&FPT 200.00/hr Telephone call with Jodie Forsythe Definition of Salary 11!1212008 BSJ Telephone call 0.35 70.00 Telephone call with Trish Shoemaker 200.00/hr Telephone call with Jody Forsythe Definition of Salary 1 1 /1 312008 BSJ E-Mail 0.50 100.00 E-Mail to Jodie Forsythe 200.00/hr Definition of Salary SUBTOTAL: [ 0.95 190.00) IRS Determination Letter 11 /6/2008 ADT Review 0.45 33.75 Review computer files for Pension Plan Document in preparation for 75.00/hr completion of Application for Determination IRS Determination Letter SUBTOTAL: [ 0.45 33.75] Misc Matters 11/4/2008 BSJ Research 0.35 70.00 Research 2007 Cumulative List; backup documentation 200.00/hr Misc Matters aquesta Public Safety Officers Pension Fund Page 3 Hrs/Rate Amount SUBTOTAL: [ 0.35 70.00] Particioant -General Corresoondence 11/7/2008 BSJ Draft 0.35 70.00 Draft release for Chief to Opt out of Public Safety Plan 200.00/hr Participant -General Correspondence KA Draft 0.75 56.25 Draft release for Chief to OPT out of plan 75.00/hr Participant -General Correspondence SUBTOTAL: [ 1.10 126.25] Plan Document 11/7/2008 BSJ Telephone calls 0.35 70.00 Telephone calls with Jodie Forsythe 200.00/hr Review Pension Plan Document Research state statutes Plan Document BSJ Telephone call 0.10 20.00 Telephone call with Melody Mitchell 200.00/hr Review emails from Melody Mitchell Plan Document 11/10/2008 KA Telephone call 0.25 18.75 Telephone call from Jody Forsythe re: Bonni S. Jensen response from 75.00/hr State re: salary Plan Document SUBTOTAL: [ 0.70 108.75] For professional services rendered 12.45 $1,540.00 Additional Charges Qtv/Price Bill File 10/22/2008 HPJ Tyvek Envelopes 6 15.00 Tyvek Envelopes 2.50 Bill File 11/15/2008 HPJ Photocopies$ 68 17.00 Copy Charges 0.25 Bill File quests Public Safety Officers Pension Fund SUBTOTAL: Total additional charges Total amount of this bill Previous balance Total payments - Balance due Page 4 QtvlPrice Amount [ 32.00] $32.00 $1,572.00 $1,548.00 ($1,548.00) $1,572.00 ~\ Wishing you a safe and Happy Thanksgiving. ~r ... VILLAGE ®F ~~~~QUESTA C'~IECK C.~UEST Tate: _: J ,Vendor# .._._.....~___..~__.~____.._.._..__I ~a ~~~ ~ bail Return to I3ept. Vendor Name: ,~~ ~~,) ~P,~,r~-r,~~„ ~ ~J Address: ~~O O ~~~ ,~~,,~ ~ ~ ~ P6~.L~ ~ ~~ ~ ~ ~~ Reason for Re uest: Please attach a ro riate doc ..~ _.._......._._.....__ ..__... /__ ........ ......._....._.__ ........,. ..__....... Q ( pp p ' umentat:on) ~ ll ~ 3/ C Charge to Account No. ~~ l ~ 0 d 0 ~ 5 3 J . ~ U r/ 'Amount: ~o3.dvQ- Sir. ~D~ Total ~ ~'7I . g y ~; ..1 ~.r.- - ~ - ~~__ . _ s: e N FINANCE BY TUESDAY AT 5:00 PM WILL BY UTION BY THE FOLLOWING MONDAY AT NOONe OUIt REQUESTS ACCORDINGLY! BiJSINESS SERVICES CONNECTION, INC. 260 RIVERSIDE DRIVE, PALM BEACH GARDENS, FL 33410 561-694-7963 Fax 561-694-1591 November 25, 2008 TO: Village of Tequesta Public Safety Officers' Pension Board Invoice No. 8-98 INVOICE Attend Public Safety Officers' Pension Board regular quarterly meeting held November 3, 2008, and prepare minutes for the meeting. (3 hrs for meeting; 5 hrs preparation of minutes) .2 8 hours @ $33.98 ............................................................. $ 71.84 .2 Total Due ..................................................................... $ 71.84 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 t TO: Linda BooksteinlKaren Russo SALEM TRUST COMPANY DEERFIELD BEACH FAX: 954-725-4493 FROM: Lori McWilliams DATE: October 29, 2008 PAYMENT FROM STC ACCOUNT: Teauesta Public Safety Pension Fund A/C #80103784 Please make the following payment from the above referenced trust account: PAYABLE TO: BUSINESS SERVICES CONNECTION, INC. 260 RIVERSIDE DRIVE PALM BEACH GARDENS, FL 33410 AMOUNT: $ 161.41 PAYMENT DESCRIPTION: Office work for weeks ended 10/17/08 and ]0/24/08 AUTHORIZED BY: (2 SIG ATU~ZES REQUIRED) .j A ~ ~~, __ r ., ., ~~i ~ _. ~ ._.. ,. ~~ r ~~ (Signature) r ! --' ~ ~ (Date) ADDITIONAL COMMENTS: INFORMATION BELOW THIS LINE FOR USE BY VILLAGE OF TEQUESTA FINANCE DEPARTMENT ONLY Vendor # Amount: Charge to Account~_r'IxE 601.000-531.304 __._ . __.___ Charge to Account # POLICE 603.000-531.304 Charge to Account # _ _____._.____ . ____ _ _ __-_ __ ~' ~ TOTAL ~ 161.41 Requested By: _ _ :`~~.~- Approved By: ~ ___ ns~on oard Coordinator) REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATION ATTACHED: (Signature) -- -- - --_ --- --_ __ -s - - -- _ - -- 260 Riverside ®rive, Palm Beach Gardens, FL X3410 561-694-7963 Fax: 561-694-1591 ®ctober 24, 2008 envoice No. 8-82 T®: Pub9ic Safety ®fficers' Pension Board !N~®IC~ ®ffice work for week ended ®ctober 17, 2008 .....................1.00 hrs ®ffice work for week ended ®ctober 24, 2008 ......................3.75 hrs 4.75 hours @ $33.98 Total Due .................................................................... $161.41 Please make check payable to: Business Services Connection, lnc. 260 Riverside Drive Palm Beach Gardens, FL 33410 TO: Linda Bookstein/Karen Russo SALEM TRUST COMPANY DEERFIELD BEACH FAX: 954-725-4493 FROM: Lori McWilliams DATE: 11/07/08 PAYMENT FROM STC ACCOUNT: Teauesta Public Safetv Pension Fund A/C #80103784 Please make the following payment from the above referenced trust account: PAYABLE TO: AMOUNT: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gazdens,lsL 33410 $ 305.82 PAYMENT DESCRlr t iON: Additional office work for Pension Boadd for week ended October 24 (not ureviously chaz~ed) & October 31 & Nov. 7, 2008 AUTHORIZED BY• (2 SIGNATURES REQUIRED) ~~~~~~ ;~--~, ~ (Si nature) ~ ~ ~~f~~ f ' (Signature) (Date) ADDITIONAL COMMENTS: INFORMATION BELOW iniS LINE FOR USE BY VILLAGE OF TEQUESTA ~ru~ANCE DEPARTMENT ONLY Vendor # Amount: Charge to Account # 1~~lltt; 601.000-531.307 Chazge to Account # POLICE 603.000-531.307 Chazge to Account # Requested By: ,,,,~ g~.~,,,~, Approved By: rS~ ~ lll/~ erasion Board Coordinator) TOTAL _ $ 305.82 REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATION ATTACHED: (Signature) BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 November 7, 2008 Invoice No. 8-87 TO: Public Safety Officers Pension Board INVOICE Office work for week ended October 24, 2008 (not previously billed) ...........................................................1.50 hrs Office work for week ended October 31, 2008 .....................3.75 hrs Ofi:tce work for week ended November 7, 2008 ....................3.75 hrs 9 hours @ $33.98 Total Due ................................................................... $305.82 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 !~- ~~~~~~ ~~ ~E UIJ° 5~~...~.E~. ~UE~~ Vendor # Vendor I~1ame: Address: Date: C / -- ~2.C; Y- ~` ~'` 1\/Iail Return to Dept. ~~. /~ C/~ ~ / ~ , ,{ Jj ~~ ~ .. Reason for Request: (Please attach appropriate documentation) 0 ti t• ~ Charge to Account I~To. fa C ! ~ ~ C~CJ, ~~ / , ~~~ ~ ~Amount• ~- Total , ,~~`~~. ~~d~ Requested By: ~~~~ s r..t~4 ,~ Approved By: ~ , ' .r~°'~°' (Department Head) Special Instructions: REQUESTS RECEIVED IN FINANCE BY TUESDAY AT 5:00 PM WILL BY AVAILABLE FOR DISTRIBUTION BY Y lir: FOLLOWING MONDAY AT NOON. PLEASE PLAN YOUR REQUESTS ACCORDINGLY! WP80VvIyFiles\Check Request BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 November 21, 2008 Invoice No. 8-92 TO: Public Safety Officers Pension Board INVOICE Office work for week ended November 14, 2008 ... .............3.75 hrs Office work for week ended November 21, 2008 ..................3.75 hrs 7-1 /2 hours @ $33.98 Total Due .................................................................... $254.85 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 ~~ VILLAGE ®~° ~'~OLIST°~ ~`E~' EQUES'~ ~Iendor # i/endor Name: Address: -- - Date: ~ ~~ ~~~? g' l~Iail Return to Dept. Reason for Request: ('lease attach appropriat documentation) ~~~~ , 1 Charge to Account IV®. ~~'1= l'L~r': s3 /. ~ C3 `? 'Amount: Total ~ ~~ ~' . `~ ~~ Requested By: ~~~..~ ,a., , ~~~~! Special Instructions: Approved By. (Department Head) REQUESTS RECEIVED IN FINANCE BY TUESDAY AT 5:00 PM WILL BY AVAILABLE FOR DISTRIBUTION BY ~ h~ FOLLOWING MONDAY AT NOONo PLEASE PLAN YOUR REQUESTS ACCORDINGLY! WP80\MyFiles\Check Request ~IJSINESS SERVICES C®NNECTI®N, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 December 5, 2008 Invoice No. 8-96 TO: Public Safety Officers Pension Board INV®ICE Office work for week ended November 26, 2008 ... .............3.75 hrs Office work for week ended December 5, 2008 ....................3.75 hrs 7-1/2 hours @ $33.98 Total Due .................................................................... $254.85 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 VILirAGE ~~ 'TEnUE~'~'A., ~EC~ E(~~ST BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 December 19, 2008 Invoice No. 8-105 TO: Public Safety Officers Pension Board INVOICE Office work for week ended December 12, 2008 ... .............3.75 hrs Office work for week ended December 19, 2008 ........... ......3.75 hrs 7-1/2 hours @ $33.98 Total Due .................................................................... $254.85 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 ~ ~~_ ~~ ~~ _- - ~ _ C~83' +~ t0 AC~o~#f I`~t3~ ~' ~` , ~., _ _ - - - - _ ~~ : _ .. _ _ _ - r. . ~ _ - - _ ~ - - _ - _ ., ~' y... j - ~Y( ~3e+~Ysatwir>Mw. ~ ~.lYYyi T 'i -_ _ ~a ~ ~ ~ , - -~ u r ~ .., =' -I __ _,~i ui -n ~~ wAl ii~~- k~ 7 fn_.._ ii r a s~_l~ i ~i ~l ~ r i n i iiu i / ~ ~\ -` _- - . -j _ _ -' ~ r ~A - - - ~~ ~ ~.~' X _xi M ` -~ - ~ ~~ _° - - - `- - - - r t ~ ~ ~ >< it-..- ~ ni'_r i/ !n iN 4 Yiry-ei +~11 iin ~h ~`I'rL ~~ t _ - _ .~• se- r u ~ -..nom ~ i + ~-:'r -- ;~ ~ - w , ~. ~ r~~~~ ~. r_~ -- .~`~a~ __ sue, ~,€x~ ''~~tiu~'~'}`r -.t~' ~r ~ } ~_ , _ , . s •: ~yfra ~" n.Sv~ st°`~.' °r=°~ ~ Y : ,~. ' '"~+~>~ P°'S5 s~ 4 ~_ ~.~', ~, ~ ~ ` z' ~ y~y ~y~~~~f~- ~ ~, .~' y~-Fq~t~~' Y7 ~ f kl• x s~~+~(!~~ ~~ ia~+~"~~. , ~~ ,y 7~~~~-Zi-fi~ "~~-`#`~" _ - .~~~-1~1"1D1:1i'~ -'~ 1~~?47 Imo; ~ ~ +~F~ ;tY.~~r ' ~~ '! ~ v7-.' ~-.r r''~. #~~,~`~ ~~~'V~~ \ r ~~ ~ ~ #~r' c -_ - ~ _ ,_ ... .~ ~~~ .. _ _ ~~~ ~#.MLT#~. _ ~~c ~{ f ~~ ~~~ ri ~. - -~ ?~a'~-~_° ~~. v~' ~~<'" ~- ~ '~ ~*s -~,e - ~ ~' Y *~"~' ~ +~' -ate ~ ~ -~; ,7 -"N" ~y 'r ~, s. ~ c~.. ,zz eta ~ _ "~ ~ -.€}L.~ ~ a_~"r+~ ,~ ~. ~ , ~a~' ar _ ~~, .2 ~ _ ?- _ ° -"a:r"~ ~ ~, s ~ r ~ _`~- ~ .~ "~~"'.'+s - raAr- r'~, - _ ~ ~s. §°r~ - -r's3`~n` ~'" ~„ ~~ ~ ~t- ~' '~ - 4- {Ni ~ .'~~ ~~, ~- "` y +~*- ~ ~ -ter s _ - a .~.»s '~. s+ ~ 3 _ r- ' Y ~ ' ~'*~ t ~ - - ~~ _~ - ~ ? ,~, nom- ~ , ~ ~'a -h -~ . ~ .~. r"..y~ a e r _ agar r ~ r ~ ~ - BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 January 2, 2009 Invoice No. 9-1 TO: Public Safety Officers Pension Board INVOICE Office work for week ended December 26, 2008 ... .............3.75 hrs Office work for week ended January 2, 2009 .......................3.75 hrs 7-1/2 hours @ $33.98 Total Due .................................................................... $254.85 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410