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Home My WebLink AboutDocumentation_Pension Public Safety_Tab 14_08/06/2007TO • FROM: Pamela Ersly/Karen Russo SALEM TRUST COMPAI~'Y DEERFIELD BEACH FAX: 954-725-4493 Lori McWi lams DATE: June 20, 2007 PAYMENT FROM STC ACCOUNT: Tequesta Public SafetXPension Fund A/C #80103784 Please make the following payment from the above referenced trust account: PAYABLE TO: • AMOUNT: $ 717.91 PAYMENT DESCRIPTION: r~'~~- l ~, ZO D 7 Legal Services through or Public Safety Pension Fund HANSON, PERRY & JENSEN, P.A. AUTHORIZED BY: (2 SIGNATURES REQUIRED) ~i> / a 7 ADDITIONAL COMMENTS: INFORMATION BELOW THIS LINE FOR USE BY VILLAGE OF TEQUESTA FINANCE DEPARTMENT ONLY Vendor # Charge to ccount 601.000-531.3()~~ Charge to Account # POLICE 603.000-531.30x1, ) Charge to Account # Requested By: ~~~~' ~L~C- L Approved By: ns~on oar oor inator Amount: ~'7 S i~~ i TOTAL REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATION ATTACHED: • ignature I~LA.NSON, DERRY ~ JENSEN, A~.A. 4OO EXECUTIVE CENTER DRIVE, SUrrE ZO7 -WEST PALM BEACH, FLORIDA 33401-2922 JILL HANSON* ~anson®hpJlaw.com N H. PERRY erry®hpjlaw.com BONNI SPATARA JENSEN bsjensen~hpjlaw.com A~50 ADMITTED IN N.Y. Via Email Village of Tequesta Public Safety Pension Fund Lori McWilliams, Pension Coordinator 345 Tequesta Drive Tequesta, FL 33469 Dear Lori: June 19, 2007 TELEPHONE (561)686-6550 FACSIMILE (561) 686-2802 Re: Hanson, Perry & Jensen Billing Statement Enclosed please find the Firm's invoice for services rendered for the period that ended 6/1512007. Thank you for your payment of $559.04. Your current balance due is $717.91. If you have any questions, please do not hesitate to contact me. • Sincerely, ~~ Bonni S. Jensen BSJladt Enclosure Copy to: Ray Giblin, Chairman Via Email Only • ~3 HANSON, PERRY & JENSEN, P.A. 400 Executive Center Drive • Suite 207 West Palm Beach, FL 33401 Phone: 561-686-6550 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 /Ray Giblin, Chairman -Via Email June 19, 2007 In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice # 61576 • Professional Services Hrs/Rate Amount 175/185 Compliance 6/4/2007 BSJ Correspondence with Correspondence with Trish Shoemaker re: HB1159 2005-205, Laws of Florida Review Interlocal Agreement Research Florida Statute citations § 175/185 Compliance 0.75 127.50 170.00/hr KA E-Mail 0.25 16.25 E-Mail to Trish Shoemaker Bonni's letter of 6/4/07 with 65.00/hr attachments relating to premium tax dollars and Interlocal Agreement and Ordinance re: HB1159 § 175/185 Compliance SUBTOTAL: [ 1.00 143.75] Tequesta Public Safety Officers Pension Fund Page 2 • Hours Amount For professional services rendered 1.00 $143.75 Additional Charges Qty/Price Bill File 5/17/2007 HPJ UPS overnight$ 1 8.32 United Parcel Service Invoice No.: OOOF49280207 8.32 Tracking #1 ZF492800399279257 to Lori McWilliams (Trustee Expense Policy) Bill File 6/15/2007 HPJ Photocopies$ 46 9.20 Copy Charges 0.20 Bill File SUBTOTAL: [ 17.52] • Total additional charges $17.52 Total amount of this bill $161.27 Previous balance $1,115.68 Total payments ($559.04) Balance due $717.91 • HANSON, PERRY S~ JENSEN, P.A. 4OO EXECUTIVE CENTER DPIVE, SUITE 207- WEST PALM BEACH, FLORIDA 33401-2922 JILL HANSON* mjhanson ®hpjlaw.com N H. PERRY erry®hpjlaw.com BONNISPATARAJENSEN bsjensen ~hpjlaw.com n~so ADMITfEO w N Y. Via Email Village of Tequesta Public Safety Pension Fund Lori McWilliams, Pension Coordinator 345 Tequesta Drive Tequesta, FL 33469 Dear Lori: May 18, 2007 TELEPHONE (561)686-6550 FACSIMILE (561) 686-2802 Re: Hanson, Perry & Jensen Billing Statement Enclosed please find the Firm's invoice for services rendered for the period that ended 5/1512007. Your current balance due is $1,115.68. If you have any questions, please do not hesitate to contact me. • Sincerely, `~ ~p , n U i 'U ~J Bonni S. Jensen BSJladt Enclosure Copy to: Ray Giblin, Chairman Via Email Only L` Ci l3 ',1~-- HANSON, PERRY & JENSEN, P.A. 400 Executive Center Drive Suite 207 • West Palm Beach, FL 33401 Phone: 561-686-6550 Invoice submitted to: Tequesta Public Safety Officers Pension Fund Lori McWilliams, Pension Coordinator - Via Email Village of Tequesta 345 Tequesta Drive Tequesta FL 33469 Betty Laur /Ray Giblin, Chairman -Via Email May 18, 2007 In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice # 61509 Professional Services Hrs/Rate Amount • Attendance at Truste Meetin g e 5/4/2007 I<A Prep Atty Rept 1.00 65.00 Prepare Attorney Report, Handouts, and Notebook for 65.00/hr upcoming Meeting - 5/7/07 Attendance at Trustee Meeting 5/7/2007 BSJ Attend 1.75 297.50 Attend meeting 170.00/hr Attendance at Trustee Meeting SUBTOTAL: [ 2.75 362.50] Contributions 5/7/2007 BSJ Telephone call 0.10 17.00 Telephone call with Steve Palmquist re: Employer 170.00/hr Contributions Contributions SUBTOTAL: [ 0.10 17.00] • questa Public Safety Officers Pension Fund Summary Plan Description 5/10/2007 KA E-Mail E-Mail to Merlene Reid Summary Plan Description SUBTOTAL: Trustee Form 1 5/4/2007 KA E-mails E-mails to Lori Mc Williams re: Form 1 F for Robert Neier Trustee Form 1 5/7/2007 KA Draft Draft cover letter to Supervisor of Elections for Ken Nielson for Form 1 E-mail to Ken & Lori Mc Williams Trustee Form 1 SUBTOTAL: 175/185 Compliance 4/18/2007 BSJ Review Review email from Trish Shoemaker re: new reporting cities Correspondence with William Downey § 175/185 Compliance SUBTOTAL: For professional services rendered Additional Charges Bill File 5/15/2007 HPJ Photocopies$ Copy Charges Bill File Page 2 Hrs/Rate Amount 0.25 16.25 65.00/hr [ 0.25 16.25] 0.10 6.50 65.00/hr 0.60 39.00 65.00/hr 0.50 85.00 170.00/hr [ 0.50 85.00] 4.30 $526.25 Otv/Price 150 30.00 0.20 i• Tequesta Public Safety Officers Pension Fund Page s • Qtv/Price Amount 5/15/2007 HPJ Postage$ 1 0.39 Postage 0 39 Bill File SUBTOTAL: [ 30.39] Total additional charges $30.39 Total amount of this bill $556.64 Previous balance $559.04 Balance due $1,115.68 • L~ TO: Pamela Ersly/Karen Russo SALEM TRUST COMPANY • DEERFIELD BEACH FAX: 954-725-4493 FROM: Lori McWi yams DATE: 6/20/07 PAYMENT FROM STC ACCOUNT: TeQUesta Public Safety Pension Fund A/C #80103784 Please make the following payment from the above referenced trust account: PAYABLE TO: BUSINESS SERVICES CONNECTION INC. D A M C A DEN, 3410 AMOUNT: $ 282.37 PAYMENT DESCRIPTION: Attendance at 5/'~7 quarterly meeting and preparation of minutes AUTHORIZED BY: (2 SIGNATURES REQUIRED) ADDITIONAL COMMENTS: INFORMATION BELOW THIS LINE FOR USE BY VILLAGE OF TEQUESTA FINANCE DEPARTMENT ONLY Vendor # Amount: Charge to ccount E 60] .000-531 304 ~1~ , Charge to Account # POLICE 603.000-531 304 ~I ^.{ Charge to Account # ° TT~ TOTAL _ ~ . ~ / Requested By: ~~ ~ ~ti-c%r/I~ Approved By: e ion o r oor orator • REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATION ATTACHED: ignature ~_~ a~ / ~ ~ • BUSINESS SERVICES C®NI~1EC'I'I®N, INC. 260 RIVERSIDE DRIVE, PALM BEACH GARDENS, fL 33410 561-694-7963 Fax 561-694-1591 June 19, 2007 TO: Village of Tequesta IIVV®ICE Invoice No. 7-41 Attend Public Safety Officers' Pension Board meeting held May 7, 2007 and prepare minutes for the meeting. (2-1 /2 hrs at meeting; 6 hrs preparation of minutes) 8.5 hours @ $33.22 ...........................................................$282.37 Total Due ........................................................................$282.37 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 •