HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 18_08/07/2006I~ANSON, ~E1~RY ~ JENSEN ~ A
400 EXECUTIVE CENTER DRIVE, SUITE 207 -WEST PALM BEACH, FLORIDA 3401 2922 e
JILL HANSON*
+hanson ®hpjlaw.com
JN H. PERRY
erry®hpJlaw.com
BONNI SPATARA JENSEN
bsjensen ®hpJlaw.com
ALSO ADMITTED 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:
June 19, 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
6/15/2006. Your current balance due is $1221.54.
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
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
June 19, 2006
In Reference To: For professional services rendered as follows:
Client Number: 1011
Copy to: Chairman
Invoice # 60736
Professional Services
Hrs/Rate Amount
Summary Plan Description
5/16/2006 BSJ Review 8~ revise 0.25 42.50
Review and revise Summary Plan Description 170.00/hr
Summary Plan Description
SUBTOTAL: [ 0.25 42.50]
§ 175/185 Compliance
5/18/2006 BSJ Correspondence with 1.25 212.50
Correspondence with Bill Doney 170.00/hr
Review DR-908 Form
§ 175/185 Compliance
SUBTOTAL: [ 1.25 212.50]
For professional services rendered 1.50 $255.00
•
~uesta Public Safety Officers Pension Fund Page 2
Additional Charges
Qtv/Price Amount
Bill File
6/15/2006 HPJ Postage$ 1 1.74
Postage 1.74
Bill File
HPJ Photocopies$ 125 25.00
Copy Charges 0.20
Bill File
SUBTOTAL: [ 26.74]
Total additional charges $26.74
Total amount of this bill $281.74
Previous balance $939.80
Balance due $1,221.54
Current 30 Days 60 Da s 90 Days 120 Days
•
HANSON, PERRY S~ JENSEN, P.A.
4OO EXECUTIVE CENTER DRIVE, SURE 2O7 -WEST PALM BEACH, FLORIDA 33401-2922
JILL HANSON*
anson~hpjlaw.com
N H. PERRY
perry ®hp)law.com
BONNI SPATARA JENSEN
bsjensen ®hpJlaw.com
nL60 ADMITTED 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:
TELEPHONE (561)686-6550
FACSIMILE (561) 686-2802
April 19, 2006
Re; Hanson, Perry & Jensen Billing Statement
Enclosed please find the Firm's invoice for services rendered for the period that ended
4/1512006. Your current balance due is $924.98.
If you have any questions, please do not hesitate to contact me,
•
Sincerely,
,~ I
~^
Bonni S. Jensen
BSJ/adl
Enclosure
Copy to: Ed Sabin, Chairman Via Email Only
•
~3
HANSON, PERRY & JENSEN, P.A.
400 Executive Center Drive
• Suite 207
West Palm Beach, FL 33401
Phone: 561-686-6550
Invoice submitted to:
Tequesta Public Safety Officers Pension Fund
Pension Administrator, Village of Tequesta
P.O. BOX 3273
250 Tequesta Drive, Suite 300
Tequesta FL 33469-0273
ATTN: Gwen Carlisle
April 19, 2006
In Reference To: For professional services rendered as follows:
Client Number: 1011
Copy to: Chairman
Invoice # 60607
Professional Services
Hrs/Rate Amount
Contributions
3/27/2006 BSJ Review 0.35 59.50
Review email from Geraldine Genco 170.00/hr
Research IRC Rollover Provisions
E-mail to Geraldine Genco re: Refund of Contributions
Contributions
SUBTOTAL: [ 0.35 59.50]
Meeting Notices and Agendas
3/28/2006 BSJ Review 0.05 8.50
Review Memorandum from Village Manager re: copy 170.00/hr
Finance Director
Meeting Notices and Agendas
SUBTOTAL: [ 0.05 8.50)
C7
~uesta Public Safety Officers Pension Fund
Participant -Nathanson
3/16/2006 BSJ Telephone call
Telephone call with Gwen Carlisle re: Nathanson
Participant -Nathanson
3/17/2006 BSJ Review
Review Email from Gwen Carlisle
Participant -Nathanson
SUBTOTAL:
§ 175/185 Compliance
3/20/2006 BSJ Review
Review HB 1251 re: changes to 175/185
§ 175/185 Compliance
• SUBTOTAL:
For professional services rendered
Additional Charges
Bill File
4/15/2006 HPJ Westlaw Research$
Westllaw Research Invoice #811068397
Dates - 03/15/06;
Bill File
SUBTOTAL:
Total additional charges
Total amount of this bill
Previous balance
Page 2
Hrs/Rate Amount
0.10 17.00
170.00/hr
0.10 17.00
170.00/hr
[ 0.20 34.00]
0.10 17.00
170.00/hr
[ 0.10 17.00]
0.70 $119.00
Qtv/Price
1 25.00
25.00
[ 25.00]
$25.00
$144.00
$780.98
•
~esta Public Safety Officers Pension Fund Page
Amount
Balance due $924 98
Current 30 Days 60 Days 90 Days 120
~~
•
•
FANS®N, PERRY ~ ~ENSEN, P.A.
4OO EXECUTIVE CENTEF DRIVE, SUITE 2O7 -WEST PALM BEACH, FLORIDA 33401-2922
JILL HANSON*
~nson ®hpjlaw.corn
H. PERRY
erry @ hpjlaw.com
BONNI SPATARA JENSEN
bsjensen~hpjlaw.com
-ALSO ADMRTED 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:
TELEPHONE (561)686-6550
FACSIMILE (561) 686-2802
May 19, 2006
RFc
~~~9~8
~~~~~
Re: Hanson, Perry & Jensen Billing Statement
Enclosed please find the Firm's invoice for services rendered for the period that ended
5/15/2006. Thank you for your payment of $780.98. Your current balance due is $939.80.
If you have any questions, please do not hesitate to contact me.
•
Sincerely,
j~~ ~ I~
,U
,~
Bonni S. Jensen
BSJladt
Encbsure
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
May 18, 2006
In Reference To: For professional services rendered as follows:
Client Number: 1011
Copy to: Chairman
Invoice # 60669
Professional Services
Hrs/Rate Amount
Administrator
4/18/2006 BSJ Research 0.50 85.00
Research Florida Prompt Payment Act 170.00/hr
E-mail to Board of Trustees
Administrator
4/19/2006 BSJ E-Mail 0.25 42.50
E-Mail to Ed Sabin and Gwen Carlisle 170.00/hr
Administrator
SUBTOTAL: [ 0.75 127.50]
Attendance at Trustee Meeting
4/18/2006 BSJ Attend 2.50 425.00
Attend meeting 170.00/hr
Attendance at Trustee Meeting
SUBTOTAL: [ 2.50 425.00]
~uesta Public Safety Officers Pension Fund Page 2
Hrs/Rate Amount
Meeting Notices and Agendas
4/17/2006 BSJ Review 0.50 85.00
Review Agenda and Backup Documents 170.00/hr
Meeting Notices and Agendas
SUBTOTAL: [ 0.50 85.00]
Summary Plan Description
5/15/2006 BSJ Review & revise 0.75 127.50
Review and revise Summary Plan Description re: 170.00/hr
Ordinance 598
Review Ordinance 598
E-mail to Betty Laur re: Summary Plan Description
Summary Plan Description
SUBTOTAL: [ 0.75 127.50]
• For professional services rendered 4.50 $765.00
Additional Charges
Qtv/Price
Bill File
5/15/2006 HPJ Westlaw Research$ 1 25.00
Westllaw Research Invoice #811278249 25.00
Dates - 04/19/06;
Bill File
HPJ Postage$ 1 4.20
Postage 4.20
Bill File
HPJ Photocopies$ 8 1.60
Copy Charges 0.20
Bill File
SUBTOTAL: [ 30.80]
~questa Public Safety Officers Pension Fund
Total additional charges
Total amount of this bill
Previous balance
Total payments
Balance due
•
Page 3
Amount
$30.80
$795.80
$924.98
($780.98)
$939.80
~IANSON, PERRY ~ JENSEN, h.A.
4OO EXECUTIVE CENTER DRIVE, SUITE 207 -WEST PALM BEACH, FLORIDA 33401-2922
JILL HANSON*
hanson ®hpjlaw.com
N H. PERRY
erry ~ hpjlaw.com
80NN1 SPATARA JENSEN
bsjensen ®hpJlaw.com
~AL50 ADMITTED ICI 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:
July 18, 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
7/15/2006. Your current balance due is $1,221.54.
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
_}
„~
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
July 18, 2006
In Reference To: For professional services rendered as follows:
Client / Fite No.: 1011
Previous balance
Balance due
Amount
$1,221.54
$1,221.54
Current 30 Days 60 Days 90 Days 120 Days
.7 .
•