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Home My WebLink AboutDocumentation_Pension Public Safety_Tab 22_11/08/2005HANSON, PERRY ~ JENSEN~ P.A. 4OO EXECUTIVE CENTER DRIVE, SUITE 207 -WEST PALM BEACH, FLORIDA 33401-2922 ~~ HANSON* TEIEFHONE (561) 686-6550 anson~hpjlaw.com FACSIMae (561) 686-2802 ANN H. PERRY _ aperrys;lrhpjlaw.com BONNI SPATARA JENSEN bsjensen~hpjlaw.com October 19, 2005 'uso AonurTeo w N.Y. VIA FACSIMILE (575-6032) AND FIRST CLASS MAIL Gwen Carlisle Pension Administrator, Public Safety Pension Fund Village of Tequesta P.O. BOX 3273 250 Tequesta Drive, Suite 300 Tequesta, FL 33469-0273 Re: Hanson, Perry & Jensen Billing Statement_ Public Safety Pension Fund • Dear Gwen: Enclosed you will find our invoice for services rendered for the period that ended iJctober 15, 2005. Please remit your balance due of $360.60 to Hanson, Perry & Jensen, P.A. to the address above. If you have any questions on this or any other matter, please do not hesitate to contact me. Sincerely, -'~ --, Bonni S. Jen ~ n BSJ/adt Enclosure Copy: Chairman • Please contact ana°~as~uh~ slaw ~;otr if you would prefer to receive our statements electronicall , or call our office and speak with Angela Twomey. anson, Perry & Jensen, ~.A. -Tax ID #65-0294597 t3 HANSON, PERRY & JENSEN, P.A. 400 Executive Center Drive • Suite 207 West Palm Beach, FL 33401 Phone: 561-686-6550 Tax ID #65-0294597 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 October 18, 2005 In Reference To: For professional services rendered as follows: Client Number: 1011 Invoice #60161 Professional Services • Actuarial Valuation 9/16/2005 BSJ Telephone call Gabriel, Roeder, Telephone calf with Brad Armstrong @ Smith and Co. re: Lawsuit in San Diego Actuarial Valuation SUBTOTAL: Trustee Form 1 9/16/2005 KA Telephone call Telephone call to Ray Giblin re: filed with/ Commission on Ethics instead of Supervisor of Elections Trustee Form 1 SUBTOTAL: For professional services rendered Hrs/Rate ant 0.05 8.50 170.00/hr [ 0.05 58 0] 0.25 16.25 65.00/hr l 30 0 $ 4 752 r~ ~. •questa Public Safety Officers Pension Fund Page 2 Additional Charges Qty/Price Amount Bill File 10/17/2005 H Photocopies$ 1 0.20 Copy Charges 0.20 Bill File SUBTOTAL: [ 0.20] Total additional charges $0.20 Total amount of this bill $24.95 Previous balance $335.65 • Balance due $360.60 Current 30 Days 60 Days 90 Days 120 Days LJ HANSON, PERRY ~ JENSEN~ P.A. 4OO EXECUTIVE CENTER DRIVE, SUITE 2O7 -WEST PALM BEACH, FLORIDA 33401-2922 LL HANSON* jhanson~hpjlaw.com ANN H. PERRY aperry~hpjlaw.com BONNI SPATARA JENSEN September 21 , 2005 bsjensen ~hpjlaw.com 'uso AaurTeo w N.Y if{A F~,!_SI_MI~M~575-60321 AND FIRST CLASS MAIL (:Wen Carlisle Pension Administrator, Public Safety Pension Fund 1~'illage of Tequesta P.O. BOX 3273 X50 1-equesta Drive, Suite 300 equesta, FL 33469-0273 TELEPHONE (561)686-6550 FACSIMILE (561) 686-2802 Re: Hanson, Perry & Jensen Billing Statemeryt_ k:.'~;:,, ~v~en: • r:~~closed ou Will fi y nd our invoice for services rendered for the period that ended. `~~epember 15, 2605. Thank you for your payment of $866.37. Please remit your ::~1.::<. ~c;, due of $335.65 to Hanson, Perry & Jensen, P.A. tc the address above. if you ;gave any questions an this or any other matter, please do not hesitate to Sincerely, Bonni S. Jensen i3SJ/adt C~~~3y Chairman • ~ >:; Hanson, Perry & Jensen, P.A. -Tax ID #65-0294597 13 HANSON, PERRY & JENSEN, P.A. 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 Phone: 561-686-6550 Invoice submitted 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 September 20, 2005 In Reference To: For professional services rendered as follows: Invoice #60103 Client Number: 1011 Professional Services • Chapter 185/175 Compliance, Annual Report & Monies 9/8/2005 BSJ Correspondence with Correspondence with Joann Manganiello re: HB 1159 Chapter 185/175 Compliance, Annual Report, & Monies SUBTOTAL: Trustee Expense Policy 9/13/2005 BSJ Draft Draft Memorandum re: New Internal Revenue Service Rate Research IR 2005 - 99 Trustee Expense Policy SUBTOTAL: Trustee Form 1 8/22/2005 KA Telephone call Telephone call from Ray Giblin (new trustee) re: HB 1159 • which he is the point of contact - for TEQ by Bonni S. Hrs/Rate Amount 0.75 127.50 170.00/hr [ 0.75 127.50] 0.25 42.50 170.00/hr [ 0.25 42.50] 0.25 16.25 65.00/hr ~uesta Public Safety Officers Pension Fund Page 2 Hrs/Rate Amount Jensen to Draft letter to Jupiter Inlet Colony re: HB 1159 Trustee Form 1 8/22/2005 KA E-Mail to 0.50 32.50 E-Mail to Ray Giblin Form 1 instructions for filing Form 1 65.00/hr and Trustee School information Trustee Form 1 SUBTOTAL: [ 0.75 48.75) For professional services rendered 1.75 $218.75 Additional Charges Qtv/Price Bill File 15/2005 LA Photocopies$ 6 1.20. Copy Charges 0.20 Bill File SUBTOTAL: [ 1.20J Total additional charges $1.20 Total amount of this bill $219.95 Previous balance $982 07 Total payments ($866.37) Balance due $335.65 • Hanson, Perry 8~ Jensen, P.A. Tax ID #65-0294597 HANSON, PERRY ~ JENSEN~ P.A. 4OO EXECUTIVE CENTER DRIVE, SUITE 2O7 -WEST PALM BEACH, FLORIDA 33401-2922 ~LHANSON* anson~hpjlaw.com NN H. PERRY aperry~hpjlaw.com BONNI SPATARA JENSEN bsjensen ~hpjlaw.com 'nLSO Aaurreo w N.Y. August 25, 2005 VIA FACSIMILE AND FIRST CLASS MAIL TELEPHONE (561)686-6550 FncslnuLE (561) 686-2802 ,7 .: , ,. , ~~~ ~~ ~~~ ~I /~~~ l~pQ~c I4~~ MFR ~S+ ~R~~ Gwen Carlisle Pension Administrator, Public Safety Pension Fund Village of Tequesta P.O. BOX 3273 250 Tequesta Drive, Suite 300 Tequesta, FL 33469-0273 Re: Hanson, Perry & Jensen Biliing Statement Public Safety Pension Fund • Dear Gwen: Enclosed you will find our invoice for services rendered for the period that ended August 15, 2005. Please remit your balance due of $982.07 to Hanson, Perry & Jensen, P.A. to the address abovE~. If you have any questions on this or any other matter, please do not hesitate to contact me. Sincerely, ' ~i ~- Bonni S. Jensren ~ ~,; BSJ/adt Enclosure Copy: Chairman • Hanson Per & Jensen P.A. -Tax ID # - 4 ry 65 029 597 is ~1NSON, PERRY & JENSEN, P.A. 400 Executive Center Drive Suite 207 West Palm Beach, FL 33401 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 August 24, 2005 In Reference To: For professional services rendered as follows: Client Number: 1011 Invoice #60019 Professional Services Hrs/Rate Amount Chapter 185/175 Compliance Annual Report & Monies • 8/4/2005 KA E-Mail to 0.50 32.50 E-Mail link to Division of Retirement Website and 2004 Premium Tax 65.00/hr Distribution to Trustees & Administrator Chapter 185/175 Compliance, Annual Report, & Monies SUBTOTAL: [ 0.50 32.50) DROP 7/22/2005 KA Review 1.00 65.00 Review FRS -ruling re: DROP 65.00/hr DROP SUBTOTAL: [ 1.00 65.00] Meeting Notices and Agendas 8/4/2005 BSJ Telephone call 0.10 17.00 Telephone call with Gwen Carlisle 170.00/hr Meeting Notices and Agendas SUBTOTAL: [ 0.10 17.00] For professional services rendered 1.60 $114.50 • ~uesta Public Safety Officers Pension Fund Page 2 Additional Charges Qtv/Price Amount Bill File 8/16/2005 LA Photocopies$ 6 1 20 Copy Charges . 0.20 Bill File SUBTOTAL: [ 1.20] Total additional charges $1.20 Total amount of this bill $115.70 Previous balance $866.37 Balance due $982.07 Current 30 Days 60 Dais 90 Days 120 ~~-7 T~ •