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Home My WebLink AboutDocumentation_Pension General_Tab 09_08/04/2008'"~ VILLAGE OF TEOUESTA C~-IECK R.EOUES'I' • Vendor # Date: zo ~/' ~' Mail Return to Dept. \lendor Name: ~= ~~.LL- ~~ ~%:~.i~~ ,.r,~~=_~~ €. ~ r~_c'.:,,, ~ ~•~-;. ` y r,l . ~: r~ t~-r-~. Address: -~~' O ~'~~..~,~-~`~.~-._-!,~.u l~%~c--~~t-~..~.. -- ~ , ~ Reason for Request: (Please attach appropriate documentation) ' ~ r ~G~ Z L..-cf-- F'i1, ,.. Charge to Account No. ~ ~ ~ • ODy ~ -5 ~ /, .~~'~ Amount: 3 ~ 1. ~ ~3~ Total ~ . ° 3 1. ~,~ :- c~ ~~ ~= ~~ ~ ~ , "° ~_~~~: - ~ - - ( Requested By: _ App roved By: ' - (De !.ice!' i7G• 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! C. ,'1 WPSOVvIyFiles\Check Request BUSINESS SERVICES CONNECTION, INC. 260 RIVERSIDE DRIVE, PALM BEACH GARDENS, FL 33410 561-694-7963 Fax 561-694-1591 June 2, 2008 TO: Village of Tequesta General Employees Pension Board Invoice No. 8-40 INVOICE Attend General Employees' Pension Board regular quarterly meeting held May 5, 2008, and prepare minutes for the meeting. (3 -1 /2 hrs for meeting; 6-1/4 hrs preparation of minutes and synopsis) 9-3/4 hours @ 33.98 ........................................................$331.31 Total Due .................................................................... $ 31.31 .3 Please make check payable to: Business Services Connection, Inc. 260 Riverside Drive Palm Beach Gardens, FL 33410 • VILLAGE ®F TEQUESTA C~-IECI{ REQUEST Vendor # ' ~ I~.~,.. i. ~ ~ Date: --~ ~- (J ~ 1VIai1 Return to Dept. ,~ Vendor Name: ~~' ;~2-~-~ ;mil '.~ , ~ ~ ',~. r Address: '~ ^ %~ r t r - ! (.-,`;. ,~, .~ % ~ ~~%'-, ~ / LJ ,;~.- ,i , ~ ' , -~-; LL t. ~,~' ;~.C% -~ ti~ - ~ / I L' ~y,, ,l.t '.~-~J ~1 f ;v~--'~ ,V .j i ::=r-L~L~~ /`. ~~ L - ~ .~ ~ef'C ~ ::.~ `/~7tc~ Reason for Request: (Please attach appropriate documentation) Charge to Account No. ~ 4 ,:~ DC~I~ ~ -~ .~ / -,~G f Amount: ~ ~.~ ~~ Cf'~ °~ ~~ Total `~ ~ `.~ (~- ~` _~J s L' i {i 7 a ` ~ ~7 b~~ f.~ ~,. Requested By: ~~i-~' -_t,r.:~,i ,•r',: ~,L l: ~..- APProved By ~~"1'~ ~ r ~t~~.r.~,;,~,.~~~,~ - ~~ '/ 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! WP80\MyFiles\Check Request HaNSON, PERRY ~ JENSEN, P.A. 4OO EXECUTIVE CENTEP DRIVE, SUITE 2O7 -WEST PALM BEACH, FLOAIDA 33401-2922 JILL HANSON" ~jhanson ~ hpJlaw.com NN H. PERRY aperry~hpJlaw.com BONNI SPATARA JENSEN bsjensen®hpJlaw.com 'n~so ADMITfEU n+ N.Y. Via Email Village of Tequesta General Employees Pension Fund Lori McWilliams, Pension Coordinator 345 Tequesta Drive Tequesta, FL 33469 Dear Lori: May 20, 2008 ~rELEPHONE (561) 686-6550 FACSIMILE (561) 686-2802 Re: Hanson, Pemr & Jensen Billing Statement Enclosed please find the Firm's invoice for services rendered for the period that ended 5/15/2008. Thank you for your payment of $725.35. Your current balance due is $696.89. if you have any questions, please do not hesitate to contact me. Sincerely, ,~~ , i. Bonni S. Jensen ~ BSJladt Enclosure Copy to: Michael Rhodes, Chairman Via Email Onty • `/ 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 General Employees Pension Fund Lori McWilliams, Pension Coordinator - Via Email 345 Tequesta Drive Tequesta FL 33469 Copy to: Betty Laur / Chair -Via Email May 20, 2008 In Reference To: For professional services rendered as follows: Client /File No.: 1012 Invoice # 62313 Professional Services Hrs/Rate Amount Attendance at Trustee Meetings 5/5/2008 BSJ Attend 2.25 382.50 Attend meeting 170.00/hr Attendance at Trustee Meetings SUBTOTAL: [ 2.25 382.50] Meeting Notices and Agendas 4/30/2008 BSJ Review 0.25 42.50 Review agenda and backup 170.00/hr Meeting Notices and Agendas SUBTOTAL: [ 0.25 42.50] Plan Document 5/9/2008 BSJ Review 0.50 85.00 t Tequesta General Employees Pension Fund Page z Hrs/Rate Amount Review email from Lori Mc Williams re: Refund of 170.00/hr Accumulated contributions Review Pension Pian Document E-mail to Lori Mc Williams re: Definition of Accumulated Contributions Plan Document 5/9/2008 BSJ Review 0.25 42.50 Review email from Lori Mc Williams re: Refund of 170.00/hr Contributions for Part time employee Review Email from Merlene Reid and Refund of Contributions Plan Document BSJ E-Mail 0.25 42.50 E-Mail to Lori Mc Williams 170.00/hr Plan Document SUBTOTAL: [ 1.00 170.00] Trustee Form 1 4/25/2008 KA Download 0.50 32.50 Download Form 1 and Instructions 65.00/hr E-mail to Trustees Trustee Form 1 BSJ Draft 0.35 59.50 Draft cover Memorandum to Trustees 170.00/hr Trustee Form 1 SUBTOTAL: [ 0.85 92.00] For professional services rendered 4.35 $687.00 • Tequesta General Employees Pension Fund Additional Charges Bi11 File 5/15/2008 HPJ Postage$ Postage Bill File HPJ Photocopies$ Copy Charges Bill File SUBTOTAL: • Total additional charges Total amount of this bill Previous balance Total payments Balance due Page 3 _ Qty/Price Amount 1 0.29 0.29 48 9.60 0.20 9.89] $9.89 $696.89 $725.35 ($725.35) $696.89 V` •- i 4 VILLAGE OF TEOUESTA C'~IECK REQUEST • • Vendor # Date: i! ~ ~~ ~~~ Mail Return to Dept. \Iendor Name: r"~ ti~~,l( ~~7 k ¢--~ ,~~ ; ~ ~ y ~ '' ~~r . s ~ tl ~}~, 1.~ Get; {-~~ r/ ~ti ~1~/f~~--2~c-rte Address: <~,t ~~ Dd Reason for Request: (Please attach appropriate documentation) .~ - .~ , ~J Charge to Account No. ~~ ~ ~ ~ ~JG'l!..`i~~ l - -~U 9 Amount: '~ ~ ~ S 0 cI . ~ - 1 Total ,~ /, '~ ~ ~ ~ O Q Requested By: .~~it ~~'~,./~ Approved B ~ w ~Gu/G~~G~v" Y J (Department Head) 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! WP80\MyFiles\Check Request VILLAGE OF TEQUESTA BOARD OF TRUSTEE'S GENERAL EMPLOYEE'S PENSION TRUST FUND 345 TEQUESTA DRIVE TEQUESTA, FL 33469 r F'AY TO THE i 'i~jG j!~ - ~ ~ ~J" ;~. L,LJ ~ ~ ~~-~ Lc ~'L ,L ~ _ . ~,Ai LLLt .t.G"i~G~L-C//'L'' ~,L''" ~'L i/i~L\~~" ~ _ . ~~ c// '~~~ - ! %i' Independent 250 Tequesta Drive, Ste. 101 CoRitRttuuty Bonk Tequesta, Florida 33469 ` ~~'00 L L 3 2~i• ~:0 70 L4440~: 1132 it 63-1444/670 ---~-- •~ ,. J f; ,r ., - -- - ~' ~` fGP - ~ i 0 0 0 8 3 8 3 I~' ~-" ,%~~~" ~ VILLAGE OF TEQUESTA BOARD OF TRUSTEE'S GENERAL EMPLOYEE'S PENSION TRUST FUND 345 TEQUESTA DRIVE TEQUESTA, FL 33469 t . ULR OF L<-.~:~ ~~~" ~ ~ c iS ~` GL C r- ~ i (~ ~~...:...,.~ j _ ~ ~ _ ~ Gi;. 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