HomeMy WebLinkAboutPension General_Documentation_Tab 04_02/05/2007HANSON, PERRY ~ JENSEN, P.A.
4OO EXECUTIVE CENTEP DANE, SUITE 2O7 -WEST PALM BEACH, FLORIDA 33401-2922
.JILL HANSON'"
anson®hpjlaw.com
H. PERRY
perry®hpjlaw.com
BONNI SPATARA JENSEN
bsjensen®hpjlaw.com
A.50 A~MI7?ED IN N. Y.
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Via Email
Village of Tequesta
General Employees Pension Fund
Gwen Carlisle, Pension Administrator
Post Office Box 3273
250 Tequesta Drive, Suite 300
Tequesta, FL 33469-0273
Dear Gwen:
November 21, 2006
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
11115/2006. Thank you for your payment of $771.11. Your current balance due is $806.50.
If you have any questions, please do not hesitate to contact me.
Sincerely,
Bonni S. Jensen
BSJladt
Enclosure
Copy to: Robert Garlo, Chairman Via Regular Mail
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HANSON, PERRY & JENSEN, P.A.
400 Executive Center Drive
• Suite 207
West Palm Beach, FL 33401
Phone: 561-686-6550
Invoice submitted to:
General Employees Pension Fund
Pension Administrator, Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta FL 33469-0273
ATTN: Gwen Carlisle /Copy to: Chairman
November 20, 2006
In Reference To: For professional services rendered as follows:
Client /File No.: 1012
Invoice # 61105
Professional Services
Hrs/Rate Amount
.26/2006 KA Review & revise 2.75 178.75
Review and revise per attorney markup 65.00/hr
E-mail to Betty, Gwen Carlisle & Jody
Draft Memorandum to Trustees with Revised
Administrative Rules
Draft Strike Out /Underline pages from Administrative
Rule changed for review
Scan Administrative Rule Documents
Administrative Rules
BSJ Draft 0.50 85.00
Draft Updated Expense policy and Expense Voucher 170.00/hr
Trustee Expense Policy
11/5/2006 BSJ Review 0.25 42.50
Review Agenda and backup material 170.00/hr
Meeting Notices and Agendas
11/6/2006 BSJ Attend 1.60 272.00
Attend meeting 170.00/hr
Attendance at Trustee Meetings
11 /10/2006 BSJ Draft 0.85 144.50
Draft Response to Auditor's Inquiry Letter 170.00/hr
• Review Billing
~neral Employees Pension Fund
Page 2
Hrs/Rate Amount
Review Minutes of Meetings for Fiscal Year 2006
Auditor's Inquiry Letter
11 /14/2006 KA Scan 0.35 22
75
Scan and E-mail to Chairman & Secretary & 65.00/hr .
Administrator Auditor's Inquiry Letter Responses
Auditor's Inquiry Letter
For professional services rendered 6.30 $745.50
Additional Charges
Qtv/Price
11/15/2006 HPJ Photocopies$ 305 61
00
Copy Charges 0.20 .
Bill File
Total additional charges $61.00
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Total amount of this bill $806.50
Previous balance $771.11
Total payments ($771.11)
Balance due $806.50
Wishing you a safe and Happy Thanksgiving.
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VILLAGE OF TEOUESTA CHECK REQUEST
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Vendor # Date: ' ;_":,. ~;~ , ,, '~~ ~, Mail Return to Dept.
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Address: ~.
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Reason for Request: (Please attach appropriate documentation)
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Charge to Account No. Amount:
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Total '~ L~ is ~ } kr+
Requested By: J - is
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Approved By: ~:..
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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!
WP80Vv1yFileslCheck Request
At their November 6, 2006 regular meeting the General Employees Pension Board
adopted a procedure to pay regular reoccurring invoices within 45 days of receipt in
compliance with State law. Motion was made by Secretary Mangum, seconded by Board
member Reid, and unanimously carried. Payments made will be on the next quarterly
agenda for ratification.
1 ~
Betty Laur~
Recording Secretary
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VILLAGE OF TEQUESTA BOARD OF TRUSTEE'S
GENERAL EMPLOYEE'S PENSION TRUST FUND
250 TEQUESTA DRIVE SUITE 300
~ TEQUE T
S A, FL 33469
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Glmmuruty Bank Tequesta, Fio ida 33469
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