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Home My WebLink AboutDocumentation_Pension Public Safety_Tab 13_11/06/2006[] ~ • TO: Julie Clark/Karen Russo SALEM TRUST COMPANY DEERFIELD BEACH FAX: 954-725-4493 FROM: wen ar is e, ension oor for DATE: September 22, 2006 PAYMENT FROM STC ACCOUNT: Teauesta Public Safety Pension Fund A/C #801037$4 Please make the following payment from the above referenced trust account: PAYABLE TO: AMOUNT: $ 795.70 PAYMENT DESCRIPTION: Find Services through September 1 S, 2006 for Public Safety Pension AUTHORIZED ADDITIONAL CONIMIIVT'S: INFORMATION BELOW THIS LINE FOR USE BY VII.LAGE OF TEQUESTA FINANCE DEPARTMENT ONLY Vendor # Amount: Charge to ccount 601.000-531.304 Charge to Account # OLICE 603.000-531.304 Charge to Account # TOTAL 795.70 Requested By: ~ , Approved By: ~ "'~(! `~=z~p ~ ension oar oo ~nator ~ • REVIEWED BY FINANCE DEPT AND PROPER DOCUMENTATI ON ATTACHIED: ignature HA.NSON, PERRY ~ JENSEN, P.A. 4OO EXECUTIVE CENTER DRIVE, SUITE 207 -WEST PALM BEACH, FLORIDA 33401-2922 JILL HANSON* ~ansonslDhpjlaw.com N H. PERRY aperry®hpJlaw.com 80NN1 SPATARA JENSEN bsJensen®hpJlaw.com 'n~so Aon~rrreo ~+ 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: September 20, 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 9/15/2006. Your current balance due is $795.70. If you have any questions, please do not hesitate to contact me. Sincerely, ~' Bonni S. Jensen BSJladt Enclosure Copy to: Ed Sabin, 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 Pension Administrator, Village of Tequesta P.O. BOX 3273 250 Tequesta Drive, Suite 300 Tequesta FL 33469-0273 ATTN; Gwen Carlisle /Copy to: Chairman September 20, 2006 In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice # 60955 Professional Services Hrs/Rate Amount • Misc Matters 9/7/2006 BSJ Research 0.50 85.00 Research Pension Protection Act of 2006 170.00/hr Draft Memorandum to Trustees re: Pension Protection Act Misc Matters SUBTOTAL: [ 0.50 85.00] For professional services rendered 0.50 $85.00 Previous balance $710.70 Balance due Current ~n 60 Da 90 $795.70 120 Days LJ HANSON, PERRY ~ JENSEN, P.A. 4OO EXECUTIVE CENTER DRIVE, SUITE 2O7 -WEST PALM BEACH, FLOgfDA 33401-2922 JILL HANSON~' ~anson®hpjlaw.com N H, PERRY perryQhpjlaw.com BONNI SPATARA JENSEN bsjensen~hpjlaw.com 'uso AOMRTED ~H 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: August 22, 2006 TELEPHONE (561)686-6550 FACSIMILE (56i) 686-2802 Re: Hanson, Perry & Jensen Billing Statement Enclosed please find the Firm's invoice for services rendered for the period that ended 8/15/2006. Thank you for your payment of $1,221.54, Your current balance due is $710.70. If you have any questions, please do not hesitate to contact me. Sincerely, ~~~~YIJ~ ~ ' ~' Bonni S. Jensen `~~ '~' BSJladt Enclosure Copy to: Ed Sabin, Chairman Via Email Only 13 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 August 21, 2006 In Reference To: For professional services rendered as follows: Client /File No.: 1011 Invoice # 60883 Professional Services Attendance at Trustee Meeting Hrs/Rate Amount 8/4/2006 KA Prep Atty Rept 1.50 97.50 Prepare Attorney Report, Handouts, and Notebook for 65.00/hr upcoming Meeting - 08/07/06 Attendance at Trustee Meeting 8/7/2006 BSJ Attend 1.75 297 50 Attend meeting 170.00/hr . Attendance at Trustee Meeting BSJ Prepare 0.25 42 50 Prepare for meeting 170.00/hr . Review Agenda 8~ backup Attendance at Trustee Meeting SUBTOTAL: [ 3.50 437.50] Misc Matters 7/25/2006 BSJ Draft 0.25 42 50 Draft Memorandum re: Notice on Websites 170.00/hr . Misc Matters • ~questa Public Safety Officers Pension Fund Page 2 Hrs/Rate Amount 7/31/2006 KA E-Mail 0.10 6.50 E-Mail to Board re: Website posting 65.00/hr Misc Matters SUBTOTAL: [ 0.35 49.00] Plan Document 7/27/2006 BSJ Telephone call 0.10 17.00 Telephone call with Gwen Carlisle 170.00/hr Review Plan Document Plan Document SUBTOTAL: [ 0.10 17.00] § 175/185 Compliance 7/25/2006 BSJ Review 0.50 85.00 Review Emails re: IPT Database & Point 170.00/hr • Draft Memorandum to Boards of Contact Research Point of Contact § 175/185 Compliance KA Draft 0.50 32.50 Draft Memorandum to Trustees re: Dept of Revenue 65.00/hr Deadline to update information /contact for premium tax distribution § 175/185 Compliance 7!26/2006 BSJ Telephone call 0.10 17.00 Telephone call with Bill Doney 170.00/hr § 175/185 Compliance 7/31 /2006 KA E-Mail 0.25 16 25 E-Mail Premium Tax Distribution List from Division of . 65.00/hr Retirement § 175/185 Compliance KA E-Mail 0.25 16 25 E-Mail Premium Tax Distribution List from Division of . 65.00/hr Retirement § 175/185 Compliance • ~questa Public Safiety Officers Pension Fund 8l1 /2006 BSJ E-Mail E-Mail to Gwen Carlisle and Betty Laur § 175/185 Compliance Page 3 Hrs/Rate Amount 0:10 17.00 170.00/h r SUBTOTAL: [ 1.70 184.00] For professional services rendered 5.65 $687.50 Additional Charges Qtv/Price Bill File 8/15/2006 HPJ Photocopies$ Copy Charges Bill File SUBTOTAL: Total additional charges Total amount of this bill Previous balance Total payments Balance due 116 23.20 0.20 ( 23.20] .y~v.~.v $710.70 $1,221.54 ($1,221.54) $710.70 •