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HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 06G_05/21/2002 FaF~~ ~~~ :UE JAN 2 5 2002 PROPOSAL FOR LEGAL SERi,ICES PENSION OOUNSEL i7ILLA(~E OF TE~TTESTA PiTELIC SAFETY EMPLOYEES PENSION FUND Robert D. Klausner, Esquire ROBERT D . KLAUSNER, P . P, . 10059 N.W. 18t Court Plantation, Florida 33324 Telephone: (954) 915-1202 FAX: (954) 916-1232 SECTION 1 LETTER OF INTEREST ®~~1'6 1 . .~.Ji'L V ~1, ~s ~o~a ArTO~rN~vs AT LAW+ 90059 MORTHV'lEST IST COURT PLANTATION. FLORIDA 3332e4 TEL: 1954! 916-! 202 FAX: 1954) 916-1232 Writes'a a-mail: bob@robertdklaua3ner.coai Fitebait® address: ~vww,robertdklausaer.com January 24, 2002 James Weinand, Chairman glillage of Tequesta Public Safety Employees Pension Fund 596 North U.S. 1 Tequesta, Florida 33469 Re: Village of Tequesta Public Safety Employees Pension Fund Dear Mr. Weinand: As a follow up to our telephone conversation of today's date, we are .g pleased to enclose our proposal to provide legal services to the `Tillage of Tequesta Public Safety Employees Pension Fund. Accompanying this letter is a full proposal setting forth the qualifications of the members of the firm and a description of the services which we perform. Our fee for all services on an hourly basis is at the rate of $250.00 per hour. This w®uld apply to all work that we do for the Board of Trustees. We will guarantee this fee for three years. Our firm does not charge for faxes, long distance telephone or regular postage. Copying charges are billed at the rate of $.2a per page anc3 overnight mail coasts are billed as incurred. We are honored to have the opportune forward to hearing from you soon. t rt ~~~ BERT I RDK:Idm t this proposal ar~d we look SECTION 2 NA'ME3, QUALIFICATIONS AND EXP~NIENO~ ®F ALL ~~RSONS IN THE FIST ~FIO SILL P$R~O SPECIFIED SERVICES R08~RT D . KLAUSNEI2 ® P . A . 10059 N.TA'. 1°` Court Plantation, Florida 33324 Teleplac~ne: (954) 91b-1202 I~'ax: (954) 9I6-1232 R08ERT ~3. IdI,AUSNTRs Born Jacksonville, Florida, December 20, 1952; admitted to Bar 1977, Flor~.da; 1977, U.S. District Court, Southern District of Florida; ].978, U.S. Court of Appeals, Fifth Circuit; 1981, U.S. Court of Appeals, Eleventh Circuit; 1998, U.S. Court of Appeals, Eighth Circuit; 2000 U.S. Supreme Court. Education: University of Florida (B.A. with honors, 1974); University of Florida College of Law (J.D., 1977). Adjunct professor, Nova University Law School (1987 - currentD; adjunct professor, New York Institute of Technology, School of Labor Relations(1999-present); instructor, Florida State University Center for Professional Development and Public Service (1980 - present); instructor, International Foundation of Employee Benefit Plans (1986 - present); instructor, National Conference on Public Employee Retirement Systems (1987 - present); instructor, Public Safety Officers Benefits Conference (1988 - present) ; instructor, Labor Relations Information Systems (1990 - present); instructor, National Education Association Benefit Conferences (1989 - present); instructor,; instructor, Florida Division of Retirement Pension Trustees School (1980 - present); Members The Florida Bar; American Bar Association; I~hi Beta Kappa; Phi Kappa Phi. ST~TA~tT A, RATIFNI~N: Born Queens, New York, March 21, 1965; admitted to Bar 1990; The New York Bar 1990; The Florida Bar 1993; United States District Court, Southern District o.f Florida 1993; United States Court ®f Appeals, Eleventh Circuit, 1998. Education: State University of New York at Binghamton (B.A. 1986) ; University of Miami School of Law (~T,D. 1999) , Member: The Association of -the Bar of the City of lelew York; The Ass®ciati®rt of the Bar ®f the State of New York; The Florida Bar; American Bar Association. ADAM P. LEi7~N8CN; Born Brooklyn, New York, .Tt~ly 11, 1970 Admitted to the Bar-1995; Florida, 1995; United States District C®urt, Southern District of Florida 1996; United States Court of Appeals, Eleventh Circuit, 1999. '~ Education: University of Michigan (B.A. 1992 with high honors); University of Miami (J. D. 1995 with high honors); UTllverslty of Miami Law RevleW, Articles and Comments Editor. Member: The Florida. Bar; The American Bar Association; ®rder of the Coif. A» sIZE AI~T® ~TRLICTt712E ®F THE. ~'~~! The law firm of Robert ~, IClausner, P.A. , is a three lawyer firm specializing exclusively in the representation of public employee retirement systems and related employment .law matters. The firm is composed of three lawyers and four clerical/paraprofessional employees. The firmas records are fully computerized utilizing the GVordperfect ~ . 0 word pracessing system. All records are backed. up electronically and by hard copy to insure security of client information. As a result of our substantial involvement on a national level in public employee retirement matters, we have developed a unique and ' comprehensive research system enabling us to readily access the law in all 50 states and on the federal level in this unique area of specialty. By limiting our practice to the area of public employee retirement and related employment issues, we are able to keep a focus on changing trends in the law that more general practitioners would consider a luxury. H. BACKGROUND ®F TIIE FIRM AND INDIVIDUALS AS RSLATBS TO PUBLIC PENSION LAW The law firm of Robert D. Klausner, P.A. , is among the highly regarded in the country in the area of public pension issues. The firm is frequently called upon. as an educational consultant by state and local governments throughout the [7nited States on sozr-e of the newest and most sophisticated issues involving public retirement systems. The examples of those areas are: A. Legislative Drafting, The firm provides services to dozens of public employee pension plans throughout the United States in the area of plan review and legislative drafting. ®n both the state and local level, '~ statutes and ordinances are reviewed for the purposes of maintaining compliance with current and pending Internal Revenue Code Regulations affecting public plans, as well as compliance with provisions of Chapters 112, 175 and 185, Florida Statutes. When benefit changes occur we prepare all necessary legislative drafts and appear before the appropriate legislative body to answer questions concerning tY~.osr: drafts , B. Fiduciarv Education. The primary duty of a pension fund lawyer is to ensure that the trustees do not do the wrong thing. It is our practice to prepare for all of the boards of trustees which we represent, trustee handbooks which explain the general principles of fiduciary responsibility, as well as more specific principles regarding voting cr~nflicts, compliance with open meeting laws, conflict of interest laws, etc. We regularly apprise the boards of trustees through newsletters, memoranda and other vehicles of changes in the law, both legislatively and judicially, which impact upon their duties. We also conduct training workshops to improve the trustees' skills in conducting disability and other benefit hearings. As a result of our regular participation and educational programs on a monthly basis, all of the materials prepared as speaker materials for those programs are distributed without additional charge to our clients. Our firm provides its clients, at no cost, an annual pension conference held in South Florida. This national event draws internationally known legal and financial experts and is attended by more than 200 trustees ~ and, administrators from throughout the United States. C. Administrative Rule Making. It has been our experience that boards of trustees find themselves in litigation because of inconsistency in the administration of the fund. Accordingly, we have worked with our trustee clients in developing rules and regulations f®~° the administration of the trust fund. The development of these administrative rules ensures uniformity of procedure and guarantees the due process rights of persons appearing before the board. They also serve to help organize and highlight those situations in which the legislation creating the fund may be vague or incomplete. By utilizing rule making powers, the board of trustees can help give definition and more practical application to sometimes vague legislative language. L~, Legal Counseling. In the course of its duties, the board of trustees will toe celled upon from time to time to interpret various provisions of the ordinance or statute which governs its conduct. The board will also be presented with various factual situations which do not lend themselves to easy interpretation. As a result, counsel to the board is responsible for issuing legal opinions to assist the trustees in performing theme function in managing the trust, It is our practice to maintain an orderly system, of the issuance of legal opinions so ~~ that they can form part of the overall body of law that guides the trustees, As changes in the law occur, it is our practice to update those legal opinions to ensure that the subjects which they cover are in conformance with the current state of the law. We have done considerable work in advising plans of the impact of Internal Revenue Code provisions on the plan, including compliance with Section 401(a) qualification rules and Sections 41~ and 401(a)1°7 limitations. This work is enhanced by our role as general counsel of the National Conference of Public Employee Retirement Systems. This role involves us on a daily basis with issues concerning tax legislation. ~. Litigation. Despite the best efforts and intentions of the staff and trustees there will be times when the pension fund finds itself as either a plaintiff or defendant in a legal action. We have successfully defended boards of trustees in claims for benefits, actions regarding under®fundingB securities matters and alleged failure of p~,an fiduciaries to fulfill their responsibilities to the trust, The lawyers in the firm have not only substantial state and federal court trial experience, but regularly argue complex appellate matters on both the state and federal levels. We pride ourselves on the vigorous representation of our clients while maintaining close watch on the substantial costs that are often associated-with. ~`~ litigation. SECTION ~ NAME OF THE IN'DIVIDI7,AL ATTORNEY TnTHO in12IaD HE ASSIGNED RESPONSISII,ITY F018 THIS ACOOUNT SSCTION 3 NAIdiE ®F THS INDI`TIDUAL ATT®RNSYS ~1H® i~ILL BS ASSIGN$D RESPONSIBILITY FOlt THIS ACS®UNT Robert Klausner is the principal of the firm and has been practicing in the area of public employee retirement systems since 1977. Robert Klausner is an honor°s graduate of the University of Florida and the University of Florida College of Law. Robert Klausner is a former Assistant City Attorney for the City of Miami® during which time he was solely responsible for providing legal services to the city's billion dollar retirement system. Since 1979, Robert Klausner has been in private practice representing public employee retirement plans and engaged in representation in public employee and employment relations issues.. In addition to the active practice of law, Robert Klausner is a professor of labor and employment relations at 1~Tova University Center for the Study of Law in Fort Lauderdale, He has been an adjunct member of the faculty of this ABA accredited law school since 1987. Robert Klausner's expertise. as an instructor has also been solicited on the national level. Robert Klausner is a regular and continuing faculty member on areas involving fiduciary responsibility and the legal issues involving public employee pension plans for the International Foundation of Employee Benefit Plans, the National Conference of Public Employee Retirement Systems, the Public Safety Officers Benefits Conference, the National Education Association and the American Arbitraticsxi Association. In addition, Robert K~.a~sn~r has been retained from time to time to perform educational seminars f®r both labor and management throughout the United States. Robert Klausner has been on the faculty of Florida State University and the Florida i~ivision of .Retirement since 19SO, educating trustees of Florida's 4~® police and fire retirement plans. Fie has performed similar educational forums for the Pennsylvania State Teacraers' Retirement System, the Combined Municipal Pension Plans of the State of Massachusetts, the Wisconsin State Retirement System, the Missouri State Retirement System, Texas Public Employee Retirement Systems, Minnesota Retirement Systems and numerous municipal retirement systems. Mr. Klausner is one of the principal authors of Florida's. Public Employee Retirement Income Security Act, as well as having drafting legislation for the City of Miami Police and Fire Retirement System, the City of Miami General Employees' Retirement Plan, the City of Jacksonville, Florida Police and Fire Retirement System, and dozens of other plans throughout the United States. Robert Klausner is a member of Phi Beta Kappa, Phi Kappa Phi and Florida Blue Key. He is listed in the current edition of The Best Lawyers in America. Mr. Klausner is rated "AEI", the highest designation given by the Martindale-Hubbell Lawyer Rating Service. Mr. Klausner will be working closely with Stuart Kaufman and Adam Levinson to provide a team approach to the Fund's needs. sF~eTlf?N ~ AVAILABILITY QF RES~URCE~ AND FAMILIA1tITY T~TITIi THB FUND ~13GTIDN 4 f 1si~T~ILASILITY OF RESO'[TRCSS AND FAMILIARITY inTITH TgYE F'[1ND dour firm has always prided itself on the fact that our experience not only makes us the best, it often makes us the fastest, Because of our substantial involvement in public employee retirement issues, we have encountered many of the issues likely to arise iri the Village of Tequesta Public Safety Employees Pension Fund ~s a result of that broad experience, we have found that work previously done for other clients can often be used fox the benefit of new ones. Yn ensuring an expeditious response to client needs, we will ,~ not, however, sacrifice quality or accuracy. To simply promise a quick response doesn~t always ensure the correct response. while timely attention to client needs is always a substantial concern, the primary consideration is that the legal advice that we give our clients be complete and be correct. Since 1979, this office has served as legal advisor to numerous Florida public safety plans. This familiarity with the applicable state and federal laws and a long working relationship with the State Division of Retirement means that there will be no "learning curve°' required to be able to provide the Board with the services it needs at the level it deserves. No other law firm in Florida has the depth of experience in dealing with local pension issues as does Robert D. Klausner, P.A. SECTION 5 A LISTING OF STATE AND LOCAL CLIENTS SECT~C)~T ~ RSPRESEl~'a"ATI~ PEPi3I®~ CL-TENT I,~3T Anchorage Police & Fire Retirement System Austin, MN Fireman's Relief Association Pension Plan Austin., TX Employees Retirement System. Boynton Beach, Florida Firefighters' Pension Fund. Boynton Beach, Florida General Employees Pension Plan Bridgeport, Connecticut Police and Fire Pension Plan Charleston, West Virginia, Firemen's Pension & Relief Fund Cooper City, Florida Employees Retirement System Town of Davie, Florida Firefighters° Pension Town of Davie, Florida Police Pension l Deerfield Beach, Florida Police Pension E1 Paso, Texas Police and Fire Retirement System Fairfax County, Virginia Uniformed Retirement System Hallandale, Florida Police and Fire Pension Fund Hialeah, Florida Police Pension Fund Houston, Texas Firemen's Relief & Retirement Fund International Foundation of Employee Benefit Plans Jacksonville, Florida Police and Fire Pension Fund Kentucky Retirement System Key West, Florida General Employees' Pension Key West, Florida Police and Fire Retirement Plan Lake Worth, Florida Firefighters" Pension Laredo, Texas Firefighters Retirement System Lauderhill, Florida General Employees Retirement System Lauderhill, Florida Police Officers Retirement System Louisiana Firefighters Retirement System Louisiana School Employees Retirement System Louisiana Sheriffs Pension Fund Maitland, Florida Police and Fire Pension Plan Maryland_National Capital Park Commission Retirement System City of Miami General Employees' & Sanitation Employees' Retirement Trust City of Miami Police Relief and Pension Fund Minneapolis, Minnesota Fire Department Relief Association Miramar, Florida General Employees Pension Plan Miramar, Florida Police Officers Pension Plan Miramar, Florida Firefighters' Pension Plan Missouri State Retirement System National Conference on Public Employee Retirement Systems Oakland Park, Florida Police-and Fire Retirement System Ocala, Florida Firefighters Retirement System Oviedo, Florida Firefighters Pension Plan Parish of East Baton Rouge Retirement System Parkland Retirement Plans Pembroke Pines General Employees Pension Plan St. Cloud, Minnesota Police Relief Association St. Louis Police Retirement System San Antonio Police and Fire Retirement. Fund San Diego Employees Retirement System g Springfield, Missouri Retirement Fund Sunrise, Florida Firefighters' Pension Sunrise, Florida General Employees Retirement Plan. Texas Municipal Retirement System Vero Beach Firefighters Washington State Legislature Washington State Council of Firefighters Washington State Council of Police and Sheriffs Watertown, Massachusetts, Fire Pension Plan West Palm Beach Employees Retirement System West Palm Beach Golf Commission Retirement Fund Wilton Manors, Florida Pension Plan Wilton Manors, Florida Firefighters Retirement Plan Wisconsin Retirement System For additional information, feel free to contact the following: Susy Pita, Administrator Key West Police and Fire Retirement Plan (305) 295-1023 John Keane, Administrator Jacksonville Police and Fire Pension Plan (904) 346-3863 Joe Mastrangelo, Administrator Davie Police Plan, Davie Fire Plan, Oakland Park Police and Fire Plan, Miramar Police Plan, Miramar General Employees Plan, Hallandale Beach Police and Fire Plan (305) 595-4040 e~tt. 1503 SEC~I®N 6 E~LLING SECTII?N .5 BILLING Fees are structured ~.n order to serve the needs of the client while still providing a reasonable rate of return for tlae firm. The fee for all services on an hourly basis in ~/10th hour increments is at the rate of $250.00 per hour. All billing is by line item and with detail. At the Board's option, a firmed rate retainer for all services except disability hearings and litigati®n can be seta 3ECT~ON 7 INSURANCE S~aCTa~ 7 arrstrcg ~~'le flydlt ma113ta].ns a $~, ®~®, 0®x.00 professional la.abllxty insurance policy. It also maintains a $1,0008000.00 general liability policy. .goof of insurance will be provided upon request. r 1 ~D5 SOVTH NAaclssus AveNUE, 8ula~ 51 t3 -- ~'~I:sa PALM ®I:AC~+, FLOaIOA 33A01 JILL HANSONg mjhanson~ hpjlaw.wm ANN H. PERRY aperry Csl hpjlaw.corn ~~NNI SPATARA JENSEN bsjensen ~hpjlaw.aorn •A~.so AuMITTEO iN N.Y. January 25, 2002 James V~/einand, Chairman Tequesta Public Sa#ety ®fficers' Pension Fund X96 North U,S. Highway ~ Tequesta, Florida 33469 TELEPHONE (561)555-5846 FACSIMILE (561)655-5920 BREVAR6 Co. (321) 668-7$88 -~- 383 N_ AT AnTIC AvEwuE, SurtE 107 CiocoA Bewcn, FL 92931 ed_ REPIY a0: YUEBT PALM aEAGH Re: Request for Proposal for Legal Services Cur File Number 62.05 Dear IVIr. Vl/einand: Thank you for your interest in our Firm. Enclosed is a Proposal for Legai Services complete with our fees and a summary of the services we provide. I would like to schedule a meeting with you to further discuss your Fund and any specific needs it may have. l have enclosed one copy of our proposal; please contact us if more are needed. If you have any questions or if I may be of any further assistance to you, please do not hesitate to contact me. Sin rely, r Bonni S, Jensen BSJ/ka Enclosure PlRE RESCUE JAN 2 8 2002 .'.~ es~ucT!? ATION Fi:12002 SidslTequesta PS01Cvr Itr.wpd PROPOSAL FOR LEGAL SERVICES KaRr,sv AMEivrrA LEGAL ASSISTANT HANSON, PERRT &JENSEN, P.A. 105 NARCISSUS, SUITE 510, WEST PALM BEACH, FL 33401 PHONE (561)655-5840 FA%(561) 655-592D ~° BOI~'NI SPaT.~R~ :TENSEN ATTORNEY AT LAW HANSON, PERRY &JENSEN, PA. I D5 NARCISSUS, SUITE 510, WEST PALM 9EACH, FL 33401 f S61) 655-SHdO ~~--.. ~. PROP®SAI~ FOIE LE~AI~ SERVICES Prepared for Tequesta Public Safety Off cers' Pension Fund by Hanson, Perry & Jensen, P.A. 105 South Narcissus Avenue Suite Sl D West Palm Beach, Florida 33401 (561)655-5840 * Voice (561)655-5920 * Fax bs,~ensen~hpjlaw.com* a-mail January 2001 I. Identificati®n of the Bidder a. b. Bidder's 1'~1~ne acid address Naxne of Firrn: Hanson, Perry 8a Jensen, P.A. Home Office Address: 105 South Narcissus Avenue Suite 510 West Palm Beach, Florida 33401 (561) 655-5840 (561) 655-5920 (Facsimile) E-~a~: bs°ense ~ipjlaw com general Description of Bidder Hanson, Perry 85 Jensen, P.A. is a law firm specializing in employee matters, with an emphasis on municipal pensions. The firm is incorporated in the State of Florida and has been doing business since 1991. Prior to that, the Firm's three principals were with Kaplan & Bloom, P.A. for approximately four years. The firm has six employees. The firm, founded in part to provide more specialized service to public employee benefit funds, now represents fifteen public pension funds in Florida on a regular basis. The work done for such funds includes drafting municipal ordinances and special acts of the legislature, and shepherding the legislation through the appropriate legislative-body; drafting all contracts for the clients; drafting policies; advising clients on Sunshine, public records, ethics, and other state law issues; advising clients on benefits issues, such as disability applications; attending meetings of the boards and providing appropriate legal advice to the boards. The firm also handles litigation where necessary on behalf of the boards it represents. We successfully resolved extra benefits litigation for the police and fire pension plans in the City of West Palm Beach, and have also defended boards on benefits claims. The firm also represents clients in labor, family and crirriinal law. The firm of Hanson, Perry 8s Jensen has represented Florida municipal police and firefighter pension funds .since its founding. Both Jill Hanson and Bonni Jensen have devoted their legal careers Hanson, Perry 8 Jensen, P.A. to employee issues, with a focus on employee benefits, `they take pride in being pro-active to ensure not only that their clients are in compliance with the law but that the clients can fulfill their own fiduciary responsibilities to their participants. Ms. Hanson and Ms. Jensen believe it is important to respond to clients' needs in a timely manner, which means, at a minimum to complete tasks by the next meeting of the Board. Both have extensive knowledge of defined benefit plans for Florida municipal police and firefighter retirement systems, based on their years of work with such systems, as well as on attending conferences, both as speakers and as participants, on the Florida municipal police and firefighter retirement systems. c. Q~.talifications of Pers®nnel Assigned to Contract Bonni Jensen and Jill Hanson are the two members of the firm who work with Pension Funds. Bonni S. Jensen will be the primary attorney assigned as the counsel to the Board of Trustees. Jill Hanson will be the secondary attorney. Bonni Jensen has been practicing law in the State of Florida since September, 199(1. Jill Hanson has been practicing law in the State of Florida since l]ecember, 1987, and she was admitted to the practice of law in New York in 1982. Attached are resumes for Ms. Jensen and Ms. Hanson (Exhibit A). Bonni Jensen and Jill Hanson both have had extensive formal and on the job training in the areas of pension and employee benefits laws and related local, state and federal law. Both are honors graduates of their law schools; both served on the law review of their school; both worked as law students for firms specializing in labor and employee benefits law; both have since law school attended and conducted courses in employee benefits and related local, state and federal law. Ms. Jensen is a 1990 graduate with high honors of Nova Law School, where she received several awards for academic excellence. She has been a speaker on extra benefits, DROP plans, fiduciary responsibility, 457 plans, the role of collective bargaining over pension issues, Sunshine Law, ethics and financial disclosure laws 2 Hanson, Perry 8 Jensen, P.A. at the annual State of Florida Police and Firefighter Pension Conferences and Trustee Schools. She has also attended many seminars related to pension fund topics, such as controlling disability costs in the public sector; the Tax Relief Acts of 1996 and 1997, and the NAPO and Guns and Hoses conferences. She regularly participates in the State Division of Retirement conferences and schools for municipal police and firefighter pension funds. Ms. Jensen was an active participant in meetings among pension attorneys and employee groups that led to the recently enacted changes to Chapter 175 and 185. She assisted in the initial drafting of those changes. Her involvement also included advising legislative staff and drafting language to satisfy the divergent interests, This amendment passed the Florida Legislature overwhelmingly and was signed into law by Governor Jeb Bush in March, 1999. Ms. Hanson is a 1981 honors graduate of Rutgers Law School. As a law student, she received on the job training in pension and employee benefits law, including ERISA, at the New York City law firm of Sipser, Weinstock, Harper and Dorn. Ms. Hanson has participated irx the Lawyers' Coordinating Committee annual seminars on labor and employment law. She has been a speaker at seminars on pension issues, including the Florida Police and Firefighters Pension Conference. She also acted as secretary for the initial Department of Insurance Rules Workshop which attempted to develop rules for Chapter 175/ 185 pension funds. d. List of Public and Private Sector Current Clients A.T.U. Local 1596 Pension Fund Contact Name: Tom Lapins, Chairman Luz Robledo, Secretary (407) 841-2279 x-3542 Primary Attorney: Jill Hanson Boynton Beach Police Pensioa Fund Contact Name: Gary Chapman, Chairman (561) 742-6100 Primary Attorney: Bonni S. Jensen Brooksville Police Pension Fund Contact Name: Donna Byxbe, Recording Secretary (352) 544-5407 Primary Attorney: Bonni S. Jensen 3 Hanson, Perry 8 Jensen, P.A. Lake Park Police Pension Fund Contact Name: Mark Schneider, Secretary (561) 233-5356 .Primary Att®rney: Bonni S. Jensen Lake Worth Police Relief and Pension Fund, Ditrisi®n a Contact Name: Judi Fleming, Secretary (561) 586-1755 ~mary Attorney; Bonni 5. Jensen Lantana Police Pension Fund Contact Name: Captain Tom Bates, Secretary (561)540-5714 ~mary Attorney: Bonni S. Jensen ®range Park Police Pension Fond, Contact Name; Chief James Boivin (904) 264-5555 Primary Attorney: Bonni S. Jensen Palatka Firefighters' Peasioa Fund Contact Name: Mike Lambert Chairman (904) 329-0464 g'~ary Attorney: Bonxu S. Jensen Palatka Police Officers' Retirement Plan Contact Name: Lt. James Griffith, Secretary (904) 329-0115 Primary Attorney: Bonni S. Jensen Palm Beach Gal'dens Police Pension Fund Contact Name; Jay Spencer, Chairman (561) 775-8230 Primary Attorney: Bonni S. Jensen Palrri Tran, Inc./ATU-Local 1577 Pension Plan Contact Name: Richa~-d Roberts, Secretary (561) 355-2580 Peary Attorney: Bonni 5. Jensen Village of North Palm Beach Fire 8a police Retirement Plan Contact Name: Henry Maki (561) 848-2528 Primary Attorney: Bonni S. Jensen Village of Palm Springs General Eniplolrees' Pension Plan Contact Name: Rebecca Morse Prim (561) 965-4010 ary Attorney: Bonni S. Jensen Hanson, ferry 8 ,tenser, P.A. West Palm Beach Firefighters' Pension Fund Contact Name: Tom Harris, Chairman (561) 659-8050 Primary Attorney: Bonni S. Jensen West Palm Beach Police Pension Fund Contact Name: Allan Ortman, Chairman (561) 689-3745 Primary Attorney: Bonni S. Jensen e. Insurance The farm carries Professional Practice Insurance in the amount of $1,000,000,00. f. Conflicts of Interest The firm has no conflicts of interest with. the Tecluesta Public Safety Officers' Pension Fund. g. Speaking Engagements Ms. Jensen has been a speaker on extra benefits, DROP playas, fiduciary responsibility, 457 plans, the role of collective bargaining over pension issues, Sunshine Law, ethics and financial disclosure laws at the annual State of Florida Police and Firefighter Pension Conferences and Trustee Schools. She has also attended many seminars related to pension fund topics, such as controlling disability costs in the public sector; the Tax Relief Acts of 1996 and 1997; and the NAPO and Guns and Hoses conferences. She regularly participates in the State Division of Retirement conferences and schools for municipal police and firefighter pension funds. Ms. Jensen was an active participant in meetings among pension attorneys and employee groups that led to the recently enacted changes to Chapter 175 and 185. She assisted in the initial drafting of those changes. Ms. Hanson has participated in the Lawyers' Coordinating Committee annual seminars on labor and employment law. She has been a speaker at seminars on pension issues, including the Florida Police and Firefighters Pension Conference. She also acted as secretary for the initial Department of Insurance Rules Workshop Hanson, Perry & Jensen, P.A. 5 which attempted to develop roles for chapter 175/ 185 pension funds. h. Sworn Statement Regarding Public Entity Crir~n.es If selected as the Attorney, the firm will execute the sworn statement regarding public entity crimes. i. Fiduciary responsibility If selected as the Attorney, the firm will accept fiduciary responsibility to the Board for the work performed in accordance with the Rules 12egulating the Florida Bar. ' II, Fees I a. Dourly bates Hanson, Perry 8s Jensen, P.A. charges $170.00 per hour for ' attorney time for pension fund clients. The firm charges $50.00 per hour for legal ,assistant time. b. hosts In addition to the fees, costs that we pass on to you as a client include copies @ $.20 per page; transmittal of faxes @ $.20 per page; postage at the current postal rate, as well as any outside costs that may be necessary for litigation (such as court reporter fees, service fees, filing fees). We do not charge the cost of telephone calls. This Fund will not be charged for local travel. 1 ssJ~ka January 24, 2002 H:\2002 Bids\Tequesta PSO\RFP.wpd g Hansom, Perry S Jensen, P.A. ~®NIYI ~. ~TEN$K11T CITIZENS $UILDING -SUITE 510 105 SDUTH NARCISSUS AVENUE -WEST PALM BEACH, FLORIDA 3401 (561) 655-5840/PI-IONS- (561) 655-5920/Fax E-MAIL: bsiensen(a~hnilaw.com 1991 -present Hanson, Perry as Jensen, P.A. Partner. Representing unions, employee benefit funds acid individuals in all employment related matters 1988 - 1991 Kaplan & Bloon-, P,A Law Clerlt and Associate. Representing unions and employee benefit funds NON-LAS' EXPERIENCE: ' 1984 - 198'7 great Western Savings Bank, FSB Customer Service Representative Loan Closer Procedure Compliance Assistant EDUCATION: Nova University, School of Law ' J.D., Magna Cum Laude, 1990 Stetson University ' ~ B.A,, 1984 Major: Sociology $AR ADMISSIONS: State of Florida: 1990, Federal Courts: Southern District of Florida; 11*,h Circuit Court of Appeals, Supreme Court of the United States HONORS: Honors Graduate, Nova University, School of Law Senior Staff Member, Member, Leadership Palm Heach County 1 1 1 1 1 Hanson, Perry 8 Jensen, P.A. liI~ARY SILL Irts~N CITIZENS BUILDING -SUITE 510 105 SOUTH NAIPCISSU3 AVENUE - wEST PALM BEACH, FL 33401 561-655-5840/PHONE- 561-b55-5520/FAx E-MwtL: anjhanson(a hpjlaw.eom 1991-Present Hanson, Ferry 8s Jensen, F.A. Partner. Firm represents unions, employee benefit funds and individuals in employment, family and criminal law. 1987-1991 Kaplan as 131oom, P.A. Associate. Representing unions and employee benefit funds 1979-1984 Sipser, Weinstock, Harper & Dorn 1986-1987 Law Clerk Ss Associate. Firm represents unions and employee benefit funds 1984-1986 11Tew York State DepartYnent of Law Assistant Attorney General 1975-1978 United States Courts for the Second Circuit Assistant Circuit Executive, ®ffice of the Circuit Executive 1972-1975 The Jewish Theological Seminarg of a~erica Public Relations Assistant EDUCA'I`It3N: Rutgers University School of Law J.D., 1981, with honors Brooklyn College Graduate Study in Sociology Manhattanville College B.A., English Literature, 1967 BAR ADMISSIONS: New York State, 1982; Florida, 1987; Federal Courts: Southern District of New York, Southern District of Florida (trial bar); Middle District of Florida, Northern District of Florida, 4~' Circuit Court of Appeals, 11th Circuit Court of Appeals; Supreme Court of the United States HONORS: Honors Graduate, Rutgers Law School, Editor, Rutgers Law Review Graduate, Leadership Palm Beach County. Hanson, Perry ~ Jensen, P.A.