HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 12_02/05/2007TO: Pamela Ersly/Karen Russo
• SALEM TRUST COMPANY
DEERFIELD BEACH
FAX: 954-725-4493
FROM: etty Laur
DATE: December 20.2006
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:
HANSON, PERRY & JENSEN, P.A.
W~Jl YALM IiCAl,ti, rL jj4U1-lyZ"l
AMOUNT:
$ 787.00
PAYMENT DESCRIPTION:
Legal Services through November 15, 2006 for Public Safety Pension
Fund
AUTHORIZED
•
ADDITIONAL COMMENTS:
INFORMATION BELOW THIS LINE FOR USE BY VILLAiGE OF TEQUESTA
FIlVANCE DEPARTMENT ONLY
Vendor #
Charge to ccount 601.000-531.304
Charge to Account # POLICE 603.000-531.304
Charge to Account #
Requested By:
Approved By
Amount:
TOTAL 787.00
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• REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATION ATTACHED:
ignature
HANSON, PERRY ~ JENSEN, P.A.
400 EXECUTIVE CENTER DRIVE, SUITE 207 -WEST PALM BEACH, FLORIDA 33401 -2922
JILL HANSON*
mJhanson®hpjlaw.com
H. PERRY
®hpJlaw.com
BONNI SPATARA JENSEN
bsjensen®hpjlaw.com
Ai 50 ADMi'TED IN N.Y.
Via Email
Village of Tequesta
Public Safety 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
11/15/2006. Your current balance due is $787.00.
ff you have any questions, please do not hesitate to contact me.
• Sincerely,
Bonni S, Jen en
BSJladt
Enclosure
Copy to: Ed Sabin, Chairman Via Email Only
•
it
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~l3
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
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.: 1011
Invoice # 61106
Professional Services
Hrs/Rate Amount
6/2006 KA Review & revise 0.70 45.50
Review and revise Summary Plan Description from 65.00/hr
attorney markup from 08/07/06 meeting
E-mail to Gwen Carlisle, Betty & Jody
Scan Summary Plan Description
Summary Plan Description
KA Telephone call 0.05 3.25
Telephone call with Gwen Carlisle re: Trustee Expense 65.00/hr
Policy Update; confirm food amounts;
Trustee Expense Policy
KA E-Mail 0.10 6.50
E-Mail Expense Policy and Expense Voucher and 65.00/hr
Voucher Receipt to Gwen Carlisle, Betty & Jody
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 2.50 425.00
Attend meeting 170.00/hr
Attendance at Trustee Meeting
•
equesta Public Safety Officers Pension Fund Page 2
Hrs/Rate Amount
11 /10/2006 BSJ Draft 0.85 144.50
Draft Response to Auditor's Inquiry Letter 170.00/hr
Review Billing
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
10/26/2006 BSJ Review & revise 0.50 85.00
Review and revise Expense Policy 170.00/hr
Trustee Expense Policy
For professional services rendered 5.30 $775.00
Additional Charges
Qtv/Price
•15/2006 HPJ Photocopies$ 60 12.00
Copy Charges 0.20
Bill File
Total additional charges $12.00
Total amount of this bill $787.00
Balance due $787.00
Wishing you a safe and Happy Thanksgiving.
'•
• BUSINESS SERVICES CONNECTION, INC.
260 RIVERSIDE DRIVE, PALM BEACH GARDENS, FL 33410
561-694-7963
Fax 561-694-1591
December 30, 2006
TO: Village of Tequesta Invoice No. 6-93
INVOICE
Attend Public Safety Officers' Pension Board meeting held November 6,
• 2006 and prepare minutes for the meeting.
8 hours @ $32.22 ...........................................................$257.76
Total Due .....................................................................$257.76
Please make check payable to:
Business Services Connection, Inc.
260 Riverside Drive
Palm Beach Gardens, FL 33410