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HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 11_08/03/2009Requested By: Approved By: ~ /t.... (Dep~.rtin~t I~~ad) 5peciat Instructions: REQUT5T5 RECEIVED IN FINANCE BY'TBESBAY AT SOQ PI~I ~VI~LL BY AVAILABEE FOR:DiSTRIBUTIOIV Bi't` FOI~L,OV~I~[G MI~NDAY AT P~JOON. PLE,~S~ ~~~ YOU~t Q~~T~ ~l~C'C~~~LY1 WP80VvIyPilu\Check Request BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 April 24, 2009 Invoice No. 9-44 TO: Public Safety Officers' Pension Board INVOICE Office work for week ended April 17, 2009 .........................3.75 hrs Office work for week ended April 24, 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 VIL,LA-GE L#~ TEi~~UEST~ ~3~ARD (7~F TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUND 345TEQtJ~ESTA DRIVE ,- TE(]UESTA, FL 33489.- ~. Cord~ro{~ `_~i.~:~.~.3°~..y~ ^ t.~ l C.G. l.~„r R SUNAMERICAN-BANK 256 Tequesfa Dc, Suitii 101, Tequesta, Fl 39089 ``~~~ ~~~'00 L030ii'' ~:06~~0,13 L 24~: ~'i 1030 s~-rsrvs~o - _ ~ '~~ , cat F ~ ~__ ~ ~~~~~~~ ~~~~~~v~ ~~ ~~Q~~~~~~ Q~~~~~. ~~~~ ~Iend~~ # Date: ~~ ~' C bail l[~etua~ t® Dept. Vl end®~' ~aYflle. !~sC..~t_et ~.' %,~~ .:,~:~`~?.+ ~.'.i .cri s°r~ t'.~r'.~^~.-' °_~(:~""`.t'L' N t E ~ r.+~.,y°-e~.^ ~~-`s,~'--"~'L.ii D Address: :~ j (c ~-~ ,~`, .~. -~'~-e 'z~f-~ ~-~-~._~:'.~ '~° ~,,i'~° ~.~ ~ ~~.~. ~°~r, --~~ -;tea - ~ ~ ,F -~- Leas®n $°oir Igequest: (Please attach appr®~a-grate d®casnaeaatati®ra~ `~ ~ .~ `~` __ l: ~ . ^~,ati~ge tc~ Acc®unt F•1®. _~ V a e ~F~-~~ ~ ~ _~> , ~ ~~~ 'Airn®unt: m~..n ~~%, Cad;=°G'. -~~ :mod , aGr,~ .~ i' I lgequested 13y: ~.-~~,_ ~~~-~'.,~~~~ Appr®ved 13y: '~ +~~ ~`~ ~ ~ °~~~~,`„' (Department Mead) Special Instntcti®ns: 1tE~iJES1'S ItECEI~'EI) Ilv FIIVAI~ICE ~Y 'I'iJESI)Alt AT' Sa00 I'1dI WILI. E3C AVAILAEI.E F®It I)IS'I'ItIEiJ'TI®1~J BY 'I'IiE F®I.,I.,Oi~1~TG 1VI®leTl)AY .Q-~' 1~®®1®10 • PLEASE PLAN YOUR REQUESTS ACCORDINGLY! WP80\MyFiles\Check Request BUSINESS SERVICES CONNECTION, INCo 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 May 8, 2009 Invoice Rlo. 9-56 TO: Public Safety Officers' Pension INVOICE Office work for week ended May 1, 2009 .........................3.75 hrs Office work for week ended May 8, 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 • VILLAGE: OF TEGUESTA,~OARD OF TRUSTEE'S PUBL#C SAFETY OFF#CERS PENSION TRUST FUND 345 TEQUESTPi DRIVE TEQUESTA, FL 33469 ord~ro~ }~ ° i ~~ fl fl ~` '~~ SUNAMERTCAN BANK' Y 250 Tequeale Dc, Sidle¢¢1~~01,~~Tequesls, R 33q~ yy 99 - ~- '1 ~.L..F ~~ ~ ~ J ~ ~ ~/ _ __-_ ~-_ ~~ ~~l M' l t~ ~ I~'OOi03511' x:06?0i3i24~: 6 70 29 7 540iu^ VILLAGE OF T'EOUES°TA C'I~iECI~ REOUEST t/endor # Date: ~:~-~ ~;~ ,~ -~ fir' Mail Return to Dept. ~lendor Name: <~ ~' .~.~~~ --s ~ P ~A~, ~1_,.~~-~~~t t..~° ~ G a';=~° ~~ ,"d,~,~ s ~~ Address: ~ ~ `` 3~ ~ .~ Reason for Request: (Please attach appropriate documentation) ,,~° ~= ~~°"l.f~~''.r~JP"~,/ ;~~~' JL.~AY ~S/~"/`IYytv'~J~~ ~~~, .aC.'r~,1'~1/'~F d-`ir''~T ~~a ~~'44,.~+~' -/dam ,try v/ Charge to Account No. ~~ ~~. ~~ ~~~:', .~ ~ ~`. ~ ~ ~` ~Amo ant: ] .~ Total ~~ ~ ~ ,~ Requested By: - =, ~~ ~ ~,~~`' Approved By: ~ (Department Head) 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! ~'`~-0 WP80Uv1yFiles\Check Request ~l1SINESS SERi/ICES CONNECTI®N, INCo 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 May 22, 2009 Invoice No. 9-61 TO: Public Safety Officers' Pension IN`~OICE Office work for week ended May 15, 2009 .........................3.75 hrs Office work for week ended May 22, 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 VILLAGE ~F TEQUESTA CHECK RE~~JES~' Vendor # Date: / [o -/t- - Zf ~ 1Vlail Return to Dept. ,~ Vendor Name: ~~-~t.~t:~n1li.=v_~r ~~~ ~rc~9 v~> ] /'~~-~,~ ..-~ ~~~ ,~-~ 1 ~~r,~ BiJSINESS SERVICES CONNECTION 260 RIVERSIDE DRIVE, PALM BEACH GARDENS, FL 33410 561-694-7963 Fax 561-694-1591 June 10, 2009 TO: Public Safety Officers' Pension INVOICE Invoice No. 9-71 Office Work for week ended May 29, 2009 ........................................3.75 hrs Office Work for week ended June S, 2009 ..........................................0.00 hrs 3.75 Hrs @ $33.98 Total Due ................................................................................ $ 27.42 .1 Thank you! Vf~f_AGE OF TE®UESTA SOAR® OF TRUSTEE'S PUf3l.IC SAFETY OFFfCERS PENSION TRUST FUND 345 TEQUESTA DRIVE TEQUESTA FL l 1®La1 33469 . =~--^N .., 03-1312/079 > ,.. 8 ~~~ ~ i ~_ ~ ' - ~ ~ ~ ,~ -: ~_ ~-~ ~- w ~ ~ _ ,Q ~-s. ,~ ~ ~,.-°4-~.u. € '~..-a.,~~.-ti ~. ~~~'~ - t.~~, ~.~i ~.~, fy_~~ _w -t', 'a~ i .-. ~ i ~-~'~~ ~ LI o.wm~a,~ _~S~TNAMERICAI~TBANK~'= ~` ~ 250 Taquesia Dc, Suds 101, Tequesta, FL 334&9 r ~` ~- y 3 ~ ' ~ _ ~ ~, ~ /~y ~ I }~ : .<a 98 ~.~y(~ afj ~a ~ 1 ~ 4.a 1"L.+~Ss'a ~~ ~ 3°a°-~ '/T ~ lT^ ;~ 5 t ~~ ~ _ ~ _ ~ __ ~_ _-_-___. flfl? n^00L04111' e:0670,L3~24~: 6702975~,0+a'~'"~° l \ ~~ ~ _ _ -- - a VILLAGE GF ~EOUESTA CHECK REOUES~' Vendor # ~ Date: ~ ~a ~~~ y ~ .Mail ~ Return to Dept. Vendor 1Vame: Address Reason for Request: (Please attach appropriate documentation) ~ ~~~~-~-Ce" G~",{~, ~v G ,~-~e.~.e~.,~ ~/~ ~ ~/~~~~' D d fir'' U ~ ~~~~ ~ ~~ Charge to Account No. ~vi D l ~ / O~ ~.~/ ~.3 D Amount: Total ~ ~ ~'~ _ ~.~ REQUESTS RECEIVED IN FINANCE BY TUESDAY AT 5:40 FM WILL BY AVAILABLE. FOR DISTRIITUTION BY THE FOLLOWING Mt~NDAY AT NOON. BUSINESS SERVICES CONNECTION, INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 June 19, 2009 Invoice No. 9-78 TO: Public Safety Officers' Pension INVOICE Office work for week ended June 12, 2009 .........................3.75 hrs Office work for week ended June 19, 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 VILLAG + OF ~OUESTA CHF~CK REQUEST Vendor # Date: '7 -- / - D~ Mail - Return to Dept Vendor Name: ~ Address: a ~ ~'f~~-, ~l- S~CJ ~ ~~~ ~ 3 ~ 1~~b_ Reason for Request attach ap,ppropriate d umentation) . ~ n~ ~u~-~ ~ ~ Charge to Account No. ~ 6 /. 0 Oo~~ S3 ~ ~3. ©w. s3 /. 3Q~ ~. ~o ~ 'Amount: Total ~ ~~~_ Requested By: ved By: ' 1/~ ~~~'~ . APPm (Department Head) Special Instructions: REQUESTS RECEIVED IIY FIlYANCE BY TUESDAY AT 5:00 PM WILL BY AVAILABLE. FOR DISTRIBUTION BY TAE FOLLOWING MONDAY AT NOON. PLEASE PLAN YOUR REQUESTS ACCORDINGLY! v~rn8o~y~~~cn~r BUSINESS SERVICES CONNECTION. INC. 260 Riverside Drive, Palm Beach Gardens, FL 33410 561-694-7963 Fax: 561-694-1591 July 1, 2009 Invoice No. 9-81 TO: Public Safety Officers' Pension INVOICE Office work for week ended June 26, 2009 .........................3.75 hrs Office work for week ended July 4, 2009 ..............................8.75 hrs 12.50 hours @ $33.98 Total Due .................................................................... $424.75 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 VILLAGE OF TEQUESTA BOARD OF TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUND 345 TEQUESTA DRIVE TEQUESTA, FL 33469 ;1'p~ LI ~ 1 i'1-P S ~ ~ ~~ ~ C ~ ~~1 ~: SuNAn~iucnty B,vvlc ~.a.~.,o,.~ ~'7 ~ I 11'00 i04 211' x:067013 i 24~: 1042 ~~. 63-1312/870 e ~~ . , ~ ~~i- •'~ s.. ~' ~ ~ ~ e ~~ ~~~ ~___ ~ R - -?ter-rL_C ___~ _ „~ 6 70 29 7 540 ill'. '` VILLAGE F TEOiJES°I°A C'I~EC'I~ REQUEST Vendor # Date: ~,;~>' s9;" ; C~ Nfail -Return to Dept. Vendor Name: ~~`~~ ~~ .~ ~~ ,~;` ,~®.. Fa ~~' ,, . ~ ~' ~~, Address: .~~~''j~ if,~,~a~~~~,;:~„err" ~1~~ srr,„~,.: ..r ~'~,`.2~~~ yc~ =~'~'.~ Reason for Request: (Please attach appropriate documentation) ~,.; ~ ~, a ~~, i~ - ~ r _ ~,.., Charge to Account No. ~ ~; ~ ~~~ - °~ -~ ~`` 'Amount: ~7B~~~_ ~i n,-~"u ~ ~ e' Total , ~~~ ~ ~..~ Requested By: ;~-~=~ ~%~~°~~ Approved By: ~ ~~~-- (Department Head) 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! WP80\MyFiles\Check Request ~~~ ~~j ~F~~~~S ~~ ~~~~~ J~NSE~r9 ~,~.~ ANN 9-I. PERRY aperry@perryjensenlaw.corn May 28, 2009 Via Email Village of Tequesta Public Safety Pension Fund Lori McWilliams, Pension Coordinator 345 Tequesta Drive Tequesta, FL 33469 $ONNI SPATARA .IENSEN bsjensen@perryjensenlaw.corn Re: Legal Services Provided Invoice #63130 Dear Lori: Enclosed please find the Firm's invoice for services rendered for the period that ended 5/t5/2009. Thank you for your payment of $889.52. Your current balance due is $858.25. If you have any questions, please do not hesitate to contact me. Sincerely, ~_ ,. Bonni S. Jensen BSJ/adt Enclosure Copy to: Ed Sabin, Chairman Via Email Only 400 EXECUTIVE CENTER DRIVE, SUITE 207• WEST PALM BEACH, FLORIDA 33401-2922 PH: 561.686.6550 s• Fx: 561.686.2802 ~3 ~ broom THE LAW OFFICES OF PERRY' ~ JENSEN, LLC 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 May 28, 2009 In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice #63130 Professional Services Hrs/Rate Amount Attendance at Trustee Meeting 4/27/2009 ADT Review 0.75 56.25 Review meeting packet and assemble notebook 75.00/hr Attendance at Trustee Meeting 5/1/2009 ADT Prep Atty Rept 1.00 75.00 Prepare Attorney Report, Handouts, and Folder for upcoming Meeting - 75.00/hr 5/4/09 Attendance at Trustee Meeting 5/4/2009 ADT Review Documents 0.50 37.50 Review Documents and Notes from meeting 75.00/hr Attendance at Trustee Meeting BSJ Attend 2.75 550.00 Attend meeting 200.00/hr Attendance at Trustee Meeting SUBTOTAL: [ 5.00 718.75] Attomev Engagement Agreement 4/24/2009 ADT Draft 0.70 NO CHARGE Draft new The Law Offices of Perry & Jensen, LLC Attorney 75.00/hr Agreement Tequesta Public Safety Officers Pension Fund Page 2 Hrs/Rate Amount E-mail to Board of Trustees Attorney Engagement Agreement SUBTOTAL: [ 0,70 0.00} Misc Matters 4/20/2009 ADT E-Mail 0.20 15.00 E-Mail to Board of Trustees memorandum re: Worker, Retiree and 75.00/hr Employer Recovery Act of 2008. Misc Matters SUBTOTAL: [ 0.20 15.00] Trustee Expense Policy 4/20/2009 BSJ Draft 0.25 56.00 Draft Memorandum re: Internal Revenue Service Mileage Rate 200.00/hr Trustee Expense Policy SUBTOTAL: [ 0.25 50.00} Trustee Form 1 4!30/2009 ADT Scan 0.15 11.25 Scan and email memorandum and Farm 1 to Board of Trustees 75.00/hr Trustee Form 1 BSJ Draft 0.25 50.00 Draft Form 1 Memorandum to Board of Trustees 200.00/hr Trustee Form 1 SUBTOTAL: [ 0.40 61.25] Far professional services rendered 6.55 $845.00 Additional Charges : , Qty/Price Bill Fife 5!15/2009 PJ Photocopies$ 21 5.25 Copy Charges 0.25 Bill File Tequesta Public Safety officers Pension Fund SUBT®TAL: Total additional charges Total amount of this bill Previous balance Total payments Balance due Page 3 Qty/Price Amount [ 5.25] $5.25 $850.25 $889.52 ($889.52) $850.25 VILLAGE OF TE©UESTA BOARD OF TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUND 345 TEQUESTA-DRIVE TEQUESTA, FL 33469 ~ ord~rof ~. _.r SUNAMERICAN BANK "' 250 Tequeste Dc, Suite 101, Tequeste, FL 33469 i II'OOL03911' ~:067OL3L2 ~: 67O29754OL11^ ~.~- ~ 1039 - 63-1312/670 _ ~ "~"' ~ ~ 85~, ~ ~ -= , - ,~ e ~ o~ ~~ r ~~ VIIeLAGE ®F TEQLIESTA C~IECI~ REQiJEST Vendor # Date: ~ k`e ,--~ IVlail Return to Dept. ! ! ~ p~ Vendor Name: ' ~ ~~- ;,~ t . ~ ~ ,~~ ~ ~ ; ~ .t ,' ~ _ , ~ ,% ~~~~~; Address: ° f .~ ~ ~'° ~'°~~-~~~.~-~~:~~ ~ ~~ Reasongfor .Rem{quest: ~ (y~P~ leasFie attach a/}ppropriate doc~yu~m+entati6~oyQ/n) ~~+'~ V L L'~E~ivL i.+„' ~ !r'N'u°~ I/'~'Y1 .~~9~ ~}f ~;~` .2/`j _/} fi' Oli ~'~ t °-d~ ~ ~^ '1yG~~- r ~_~~d j L~ a Charge to Account IVo. ~ ~ f"~=L~ ~ ~`> : ~a .~~, Amount Total - ~i~~ ~~~ ~ n ~ r V„' Requested By: ~ `~ ~~,~; ~°:~ f~--~-~~~~' APProved By: ~"' (Department Head} 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! WP80Vv1yFiles\Check Request 561-694-7963 ~'ax 561-694-1591 lay 255 209 T~xv®i~e N~. 9-66 ~E~: public Safety ~f~icers5 T~~nsior~ Ili®I~E ~. Attend quarterly ra~eeting ar! 5/4/09 and prepare inmates aid syn®psis i 5-1/2 T-Trs @ $33.9~ ....................................................................~38 ~ ~~'~ ~3~ T'®tal True .................................................... . ..... . ...................... ~'hanflc y®u9 VILLAGE OF TEQUESTA BOAR® OF TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUN® 345 TEQUESTA DRIVE TEQUESTA, FL 33469 c~ .:~ SUNAMERICAN ~AIVIC~~'~ 250 Tequeste Dc, Suite 101, Tequeste, F133489 - ` 1040 ~:~ 53-1312'6 0 '"L ~l -~ ~ ~,, ~~~~ s~~~%-I ~I u' 0 0 4 II° ~: 0 6 7 0 L 3~ 2 ~, e a,_ ~~ ~ -,~ ----~` -- -- _ ~ ~~_ 4 _ _ ___. __._._._ ~ .,.e.,._. 6 7 0 2 9? 5 4 0 L u° ti_ `.~ _. ~ ~~~~~~~ 8 0~,~~0~~~~ z ~'g~~~CE ~~ ~EQ~JES°~~ C~~EC~ Q~~.JES°T ~Iendor # ~ Y~ate: ~~ - ~ -~- C~ e~ ~ bail ~~ Retina t® Dept: 4 - Mendor I~Iaarae: C _> t_, Address: ~_~ ~~ ~~-~,ct.~.~~~~~~~~ ~ °~-t~-- --~~.~ r t , ~'~=~ ~° ~:~~-~~~°`~; ~- ~` ~' Reason $°or Request: (Please attach appropriate docurraentation) ~~_---`~`~ ~~y~-~t ~~ ~~ o i ' ~~~\°~-G'~~C.- ~-~° ' ~--~-~'~.. -~....~ ~~'~" (J~it~• ~~,~,-f"~'i L~OifL.f.l`"i.~i/~-.~~- f~'^ ,. r 1~ %/ Charge t® Acc~~l.%at No. _.~'~- ; , ~C~ ~.; , ~~ ~~ r~:r~~~ Ata~aoutat: Total Requested By: ~~~(%~~~~~L.~' Approved By: Special Instructions: (Department Mead) REQUESTS ItEC'EIVED IN FINANCE BY TUESDAY AT So00 PIVI WILL BY AVAILABLE. FOIL DISTRIBUTION BY THE F®LLOWING MONDAY AT NOONo PLEASE PLAN YOUR REQUESTS ACCORDINGLY! WP80\MyFiles\Check Request VILLAGE OF TEQUESTA -BOARD OF TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUND 345 TEQUESTA DROVE TEQUESTA,. FL 33469 _ ~~ ~ f r~~ SUNAMERICAI3 BANK`' 250 TequestB Dr., Srdle 101, Tequesta, R 33409 ~1 ~ C'c~~ ,~ r i1~ ' s"~`Q, LO 3 ~:0 6 7 ii s.puQ -. 1034 ~~ 1, ._._. --~ ~_, .~ " ~~ ~ `_ ' - `~ 3 L 2 4~: 6 70 2 9 7 5 40 Lip' ` J ~~U 1~~111G1 1V1 11V11JJJ1Vi1C41 La.v vxv~raxxvu.. ~ _.___ -.,,.~_..___..___.~_~. _, s ~_'_.__...._-___..Y.- ,~ ~ }` E, ~ , j FSU __._'. Search ~~~' Username Password i-ielp Police and Firefighters Pension i~a~aG~~SR'$i~ ~re$~it Trustees School Program ~~ ' P~ra~fessa~ar~wl D~eeeeiaaH~uzee:nt _ ~ .., Tecl~eraeelc+gy Trairairea Contact Information: f~7ichael a%ser , ~~a_Site E~eat~ The 30th Annual Police Officers' and Firefighters' Pension Trustees' School is offered in conjunction with Division of ~ E~ersrssa~,l Ec~~'ice~~aaen~ rs~- -~ Retirement and The FSU's Academic & Professional Services to provide the trustees, cities and plan participants with a better s-~~a ~-°,~nra,A~e~~~;e ~e~ait~r understanding of their pension plans. Af~out i5:~ The May 18 program offers a basic course for new and potential trustees which covers their duties and responsibilities and the plan administration. The program on May 19-20 is offered for both the new and seasoned trustees and all those interested in pension plan administration. It offers information about Sunshine and Ethics Laws, investment, actuarial, legislative and other important issues. Each day's registration covers materials, breaks and lunch. The downtown Doubletree Hotel will provide the meeting space and overnight accommodations for the program. You may also check the Division's Web site at http://www.myflorida.com/frs/mpf for program updates and links to FSU and the hotel for registration. ~i Course Remove CONF.801.02 -Police and Firefighters Pension Trustees School Program ~`£ CONF.801.02 -Trustees' Dates: 5/18/09 - 5/20/09 School Program only Time: 8:00 AM - 5:00 PM ~Y $170.00 E Location: DoubleTree Hotel (TBA) -Tallahassee, FL ~,, Total (i) $170.00 "~ Fee Description: Fee: '~ ~~ Pre-conf. and Trustees' School ;250.00 ~ s Trustees' School Program only ;170.00 ~~-y`°~ ._a_.~~.---°- Pre Conference program only ;85.00 http://www.learningforlife.fsu.edu/cpd/courseSchedule.cfm?cid=&pid=&s_mstr se~num=... 5/6/2009 ~ 4 VILLAGE OF TEQUESTA BOARD OF TRUSTEE'S PUBLIC SAFETY OFFICERS PENSION TRUST FUND 345 TEQUESTA DRIVE TEQUESTA, FL 33469 ~~ ~a ~r ~ ~J~ ~ ~. `-~~'-~~~~t"~ . 1. ~,,,- ~ .. e~~~~ ~°~ ~ `~~~;~~ ~_~~ ~.e~ ~~~.~.~ ~ SUNAMERICAN BANK '' 250 Tequeate Dr., Suite 101, Tequesta, R 39489 1032 63-1312/670 -_ ~ 1 ~ ~=f '~"' ~ q ]j _ I~ tom. ~-! i~ ~ .tc ¢l ~.~ '~ ~ ~ ~'4 ~ :.~ l~._~z ~ m,~ ~ C6~~ ,u'OOi03 I~' ~:06.70~3L2~+~: 67029754'" ~~~ NP ~. ~e~-dor # ~ date: . j ~ !) -- ~' j ~ Maid I ~eflurn to dept. Mend®r 1~laane: Address: _--~~ °~ _... , ~ ~ 'r r ~~-~~' Reas®n f®r Request: (Please cattcach appa-opriate docunaentataon) ~. Gla~ge to Account hdo. ~ L~ ~e ~'; r''~~ ~ -" ~ p ,,,,, f l.J4a f ~ ) ~ / {~ AYnoYdnt: d", _ t'~~ Cf ~a ~~C~C.~ ~~ _~'-~ 4 'Total ~L ~ ~ ~ ~; p _.._ .~__ .~~ l .~~J 1 ~ f ~.~ ~ r i - e..~-~"3,. ~ ' s ~ ~ i t ~ _ z I l~ s _ 4~` ~ -~ ° .~ ~ ` ~ ~ ;~ ~Ja _ ~ t~f"~ .. ~, B f F ~ ~ ~ ~~, ~ ~ Tr$n Approved ~y: `'~ (Department ~-Iead) d ~~ ~'~ ,-~ r y .%~,~-,p °~d. ~m - ~j. ,,: Oi r ~~ ~~-~~~; ~ ~a~~9 e °~®: McWilliams, Lori ~°c: David Cooper; Cooper, David ~b~ecR: RE: 30th Annual Police Officers' and Firefighters' Pension Trustees° School Program ._.~~r;, l'ic~`~~ `ss5~!ii~di L~i 5%'ss~`.'. ~_~~ ~E.:'a~.~l ~i~l..'6'~,..i~r~sa~lis r±E'PC; fhfs!I ~~~~r~:F"i '.`E;'~:'f?`_+! 4iccil'~~`s~ ~.rc ~iaakti'... ~ti ~"iE'~iJ°~t:y i'~C.r~:~s'o:~.~ ?.Ft ~~~' r ~:~d: ~rves listed es a1 ~t puas~entee€~ ever !-~~rif ~?, so i relied ~ouhle ~ ree 8 ~o4e~l end ~sE~,ed ~nrh~a the s°~?t.e ti~,ro~lc? be. ,~:,as ~:oic~ ell t.l'~e ~9~" rete r~~os~a ~rvere sold out• ~-e~^ i w ~ ~ W1~~ ,- ~:~:: e ~ i~F~ l G~ ~ i"' t ;", z v ~ +~ aJ s~6' "~,'Qso"@ 9_ ,-~ ~G'., .3's" X 'fie' ¢~s.vZw ~l ~~~,e s'9's"~'~eh"dt lD ~~3V°~ k¢1 C' ~'+t~u'S"'(i`;csi-s: ~;r"a"6 ~--"±~~ Wig ~~~v,~ ~'~" ~ ~ f;~ "~ ~ t''"ss :a"'. ~"u ' ~a~i i~r~~odayr, iUay :L3 tl~e ire-~::an~erenee ps"ogram evil! be heic~, ~~vhiclF is 9oE° roevrf d:~°ustees. ~;r.~st is $€i'~.CD(3 TI"ie y egulwr ~"rustees' Scl~ool Ps~o~rGm is 2 c,ays- ~s.~esc~ey, fey 9 arod OfVed~~€esdey, s~lla~r ~0. ~'rJSt is ~17f~.00 Cost i~ attL:~dir~g ?~ctl"; is ~~50. _ __ deity Fror~so McWilliams, Lori Sent: Saturday, April 25, 2009 12:46 PM Too Laur, Betty Cc: Cooper, David; McCollom, William Subjecto FW: 30th Annual Police Officers' and Firefighters' Pension Trustees' School Program C~e~y, ase edd ahis'r_c~ eheir a~eE~€da nor tl'~e b®ab-d io ei.~~s°ove. ! i:hi~~~lc he ~n~~s appa-ov?e~~ ~o d'itl:eEara she l=~P i~ for lase February; this sl~7ouid be c,iaprc~red °~~~ the l3oar~;. °~ilso, please pull tl~e entire program posts, Iengita o~s iarogram, e~.c. to provide the l3oard;. i_G+!"! From: Cooper, David Sent: Thursday, April 23, 2009 11:55 PM To: Laur, Betty; McWilliams, Lori Subject; FW: 30th Annual Police Officers' and Firefighters' Pension Trustees' School Program Setty or Lora, Would it be possible to attend this? ,' -., its ~ ,~ ` ~; a FS U _.. y ~. be, b ~.~ b Search -- ------ - - , . L- J Username Password , [.i~ - f-i i! l"JCre~~::.' ._ P®lice and ~irefi hteo°s Pensi®n _ ~°'CC~iGG.^-~~~ilo~a~aG CdG'nvelQih7+L~99C~.nli~ ~1°~ISt~~S ~~0'1®®I ~B°®~S°a~ y ~.~ `:W --® '. c'e,vl,roa~a~ya e u-a¢ra6ro~ ::y-9 Contact Information: 6~~ic~!ae@ ~e~°,~er „~~~~_~a~e Gr.;e~sLe z * y The 30th Annual Police Officers' and Firefighters' Pension - Trustees' School is offered in conjunction with Division of I''e°•o~m~r f=?~"u~C~,~aes~4: Retirement and The FSU's Academic & Professional Services to :- --____ _ _ ~r ~t~ar provide the trustees, cities and plan participants with a better understanding of their pension plans. ~ai~m;~e [ws The May 18 program offers a basic course for new and potential trustees which covers their duties and responsibilities and the plan administration. The program on May 19-20 is offered for both the new and seasoned trustees and all those interested in pension plan administration. It offers information about Sunshine and Ethics Laws, investment, actuarial, legislative and other important issues. Each day's registration covers materials, breaks and lunch. The downtown Doubletree Hotel will provide the meeting space and overnight accommodations for the program. You may also check the Division's Web site at http://www.myflorida.com/frs/mpf for program updates and links to FSU and the hotel for registration. • COIdF.801.02 -Police and Firefighters Pension Trustees School Prograrn Dates: S/18/09 - 5/20/09 Time: 8:00 AM - 5:00 PM Location: DoubleTree Hotel (TBA) -Tallahassee, FL Fee Description: Fee: Pre-conf. and Trustees' School ;250.00 Trustees' School Program only X170.00 Pre Conference program only X85.00 Course Remove Total (O) $0.00, http://learningforlife.fsu.edu/cpolcourseSchedule.cfin?s mstr secLnum=8903 4/24/2009 0th Annual P®lice ffi r a ce s F~ref~ghters rens~~n Trustees Sch®~I The Division is pleased to announce the dates for our 30th Annual Police Officers ~ Firefighters' Pension Trustees° School. The program will be held on May 18-20, 2009 in Tallahassee, FL. The program is being offered in conjunction with The Florida State lJniversity°s (FSIJ) Center for Academic ~ ProfessionaB Program Services. FSU will be providing the location of the program and the registration information soon. Please continue to check our Web site for updates and additional information on the Trustees' School. All board of trustee members, city officials, police officers, firefighters and any others interested in obtaining information about the Chapter 175 and 185 pension programs are welcome to attend. Email notices were sent out on Friday, December 19, 2008 by FSIJ to °°Save the Date.°° If you did not receive this notice, you may request to be included on any future updates by emailing the Program Coordinator, Mike McIver, at FSU at _ ~ ~ 6~,. ~~ -_ _,-~ ~y. _._ . We look forward to meeting with you in Tallahassee, FL on May 18-20, 2009. You can sign up for this program by going to = ..~ ., ,. _. :_-:. You may also download a copy of the .' I. ~. .~:~ " . . _ e. ... .b.,~.. ... _ . .., ,_,~. ~~rt 4.. ~. ,. ~ _. When making your hotel reservations, please let the hotel know that you are with the P®liee and Firefighters' group in order to receive the speciao rate ®f $39.00. All reservations must be guaranteed with a credit card. Reservations may be made by either calling the hotel's toll free number at 800-222-8733 or via the Internet. To reserve rooms via the Internet, visit the 4:.~ ~ ~;~~ ~ ~~°~ L~ F~:-~ ~;5 ~~. After entering your arrival/departure dates, scroll down to the section titled "Special Accounts" and type in PFF next to "Group/Convention" field. Follow the instructions to make a reservation. All individual reservations need to be made prior to April 17, 2009. Please note that the $6.00 parking fee will be waived for those staying at the Double Tree. 29th Annual P®iice ®ffieers & Firefighters' Pensi®n Trustees' Sch®®0 The following files are scanned from the conference materials available at the 29th Annual Police Officers & Firefighters° Pension Trustees' School. They are acrobat files (.pdf) and can be viewed by clicking on each linked file, or by right-clicking and selecting 'save target as' to save the files directly. ® .~`~ , f u `~ ~.t r 4 ~'i [ s a.t= Ci ~ u i ~ r' E.~'~ „, .. ,. ~ _ y. ~ ~' t ....v. ® I fY [~..E ~._n~``F~ ~ ~ ~W' f~ [L,ufSt~F~ e'er ® .'y`~~...m w,:i CE ~ ry ~9"'~' ~f'r 4 _r~\ ~G'31.. ~„`. f I (^:. http://dms.myflorida.com/human resource_support/retirement/municipal~olice_and fire/... 4/24/2009 30t"Annual Police Officers' and Firefighters' Pension Trustees' School Program May 18-20, 2009 • # CONF80102992009 Register online at: http://leamingforlife.fsu.edu or fill out this form and fax to (850)-644-3 r mail to FSU Academic & Professional Program Services PO Box 3062550 Tallahassee, FL 32306-2550 Complete a registration form online, by fax or mail for ead>I individual attending the conference. Name (Last, First, M.I.) Social Security # _ ~ i ~4~f~ Organization } Address A-d-Jd~r^eyss~(cont.) q~r f (~ 1 pity State Zip Code Daytime Phone Fax E-mail ^ Endosed is my registration payment of $85.00 for the Pre-Conference Program only (May 18), which indudes lunch. End so ed is my registration paymem of $170.00 for the Police Officers' & Firefighters'PensionTrustees'SchoolProgram (May 19-20), which indudes d ~ ,P lunch. - --~ ^ Endosed is my registration payment of $250.00 for the Pre-Conference Program and Police Officers'&Firefighters'Pension Trustees'School Program (May 1&20), which indudes daily lunch. Third Party Billing -for multiple registrations, complete this form for each person. Contact Person Organization Division/Branch FEID# Address (please indude mail station) City State Zip (ode Telephone Fax E-mail Attendee's Name Social Security # Payment may be made by check or money order payable to Florida State University. FSU also accepts online payment by FSUCard, Discover, MasterCard, Asa, and American Express as well as electronic check at http://fees.fsu.edu. There is a $5 convenience fee assessed for online payments. You must be registered to make an online payment. Cancellation Fee and Refunds If you cancel in writing at least seven business days prior to the conference start date, you will receive a refund. If your cancellation is received after that date, or if you fail to give official notice, you will be liable for the fee. You may a-mail, fax, or mail your request to cancel. However, substitutions are welcome, provided that the Registrar is notified in advance. VILLAGE F TEUEST°A CIIECI~ QUEST Vendor # Date: '` _ --°= W Mail Return to Dept. t:~ _. Vendor l\Iarne: `'~ ~ i -~~-~„.~-. ' °j ~_ ~' ~. ~ -~ Address: ~' ~ ~f',td' r`/' ~ Reason for Request: (Please attach appropriate documentation) ~~ Charge to Account No. ~C-~r r ,~`~i,~i~, ,~ ~s ~ ,fir 'Amount: d> Total 'le`i ~ ~~ ~"~ Requested By: -~ ~~. Approved By: ~-° ~ (Department Head) 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! WP801MyFiles\Check Request ~~ ~®ns~ltants ~ .~~etuat-l~s _ r.~ one 1/ast Bro~rard Byrd. Suite 505 Ft. Lauderdale, Florida. 33301-1872 (954} 527-1616 .-n. _ ~^ ] x14..;;; ~ :~3r. 4/30/2009 108158 n ._ - •~-` x - `~L~i.~ -3r'.Sza?. fay •~_ s'i4~ ~}~ R~l TEQIJESTA PLTBI,IC SAFETY OFFICERS' PENSION TRUST F~JNIb Ike t # 78009 l~fs. f,ori ~~c~Iilliams Village of Tequesta 34~ Tequesta larive Tequesta; PA 33469-02 73 p• Gabriel Roeder Smith & Company PO Box 78000 Detroit, lvlichigan 48278-0009 or ACII P~y~~~t t®: Gabriel Roeder Smith & Company 3PMorgan Chase, ABA #: 072000326 Account #: 0486723 PLEASE INDICATE TIIE INVOICE NUMBER ON YOUR REMITTANCE. TI~ANK YOLT. VILLAGE OF TEQUESTA BOARD OF TRUSTSE'S PUBLIC SAFETY OFFICERS PENSION-TRUST FUND 345 TEQUESTA DRIVE TEQUESTA, FL 33469 - ~~~ ~ ~63{-1312670 -~ .,.,. - - 8 ~"Free - . ~vo~a~ .~ SUNAMERICAN BANK 250 Tequeste Dr., Sui[e 101, Tequesls, R 33489 _ - G t oSQr J I +~ ~ ~~ ©~ II'OO L0 3811' x:06 70 L 3 L 24~: -- 1038. .~ ~ _w ji. ~ fg ,-i 6 70 2~ 7 540 III' _ '~ ~"'~~.